CIK: 0001716659
申告総資産額
$4.2億
| # | ティッカー | 発行体 | 資産子分類 | 比率 | 比率変動 | 持株数変化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 13.30% | -0.49% | +0.50% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 6.91% | -0.01% | +0.10% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 6.23% | -0.57% | +2.18% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 5.05% | — | -1.54% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 4.89% | — | +0.10% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 3.96% | -0.36% | -2.22% | |
| 7 | AAPL | Apple INC | 株式-IT | 3.06% | -0.06% | +0.17% | |
| 8 | MA | Mastercard INC - A | 株式-金融 | 2.33% | -0.16% | +0.18% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 2.27% | -0.55% | -0.20% | |
| 10 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 2.18% | +0.43% | +3.63% | |
| 11 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.76% | -0.07% | +0.63% | |
| 12 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.69% | — | -0.73% | |
| 13 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.54% | -0.09% | +0.34% | |
| 14 | HD | Home Depot INC | 株式-一般消費財 | 1.51% | — | +0.47% | |
| 15 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.45% | +0.78% | +1.13% | |
| 16 | SCHO | Schwab Short-term US Treas | ETF-その他 | 1.36% | — | +82.48% | |
| 17 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.32% | -0.03% | +0.89% | |
| 18 | FIXD | First Trust Smith Opportunis | ETF-その他 | 1.30% | — | +1.26% | |
| 19 | DHR | Danaher CORP | 株式-ヘルスケア | 1.24% | -0.09% | +0.27% | |
| 20 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.14% | -0.13% | +0.64% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.09% | -0.12% | +2.10% | |
| 22 | QCOM | Qualcomm INC | 株式-IT | 1.07% | -0.11% | +0.64% | |
| 23 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.00% | — | +0.25% | |
| 24 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.00% | — | +0.61% | |
| 25 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.97% | +0.25% | +0.65% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.93% | — | -0.44% | |
| 27 | PDI | Pimco Dynamic Income Fund | 株式-金融 | 0.87% | — | — | |
| 28 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.83% | -0.04% | +1.04% | |
| 29 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.82% | — | +0.57% | |
| 30 | HON | Honeywell International INC | 株式-資本財 | 0.80% | — | +0.79% | |
| 31 | TSLA | Tesla INC | 株式-一般消費財 | 0.78% | -0.16% | -1.54% | |
| 32 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.77% | +0.27% | +1.05% | |
| 33 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.74% | — | +23.90% | |
| 34 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.65% | — | +0.15% | |
| 35 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.61% | — | -0.30% | |
| 36 | BAC | Bank Of America CORP | 株式-金融 | 0.57% | — | -1.88% | |
| 37 | AMGN | Amgen INC | 株式-ヘルスケア | 0.55% | — | +0.59% | |
| 38 | CSCO | Cisco Systems INC | 株式-IT | 0.54% | — | -0.16% | |
| 39 | ITW | Illinois Tool Works | 株式-資本財 | 0.53% | — | +1.32% | |
| 40 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 0.52% | — | +1.39% | |
| 41 | ECL | Ecolab INC | 株式-素材 | 0.52% | — | +1.12% | |
| 42 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.51% | — | -18.86% | |
| 43 | NVDA | Nvidia CORP | 株式-IT | 0.49% | -0.11% | +1.33% | |
| 44 | MRVL | Marvell Technology, Inc. | 株式-IT | 0.49% | — | +0.97% | |
| 45 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.49% | — | +2.16% | |
| 46 | IBM | Intl Business Machines CORP | 株式-IT | 0.49% | -0.07% | -0.14% | |
| 47 | ORCL | Oracle CORP | 株式-IT | 0.49% | -0.11% | +0.01% | |
| 48 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.47% | — | +0.30% | |
| 49 | ETO | Eaton Vance T/a Glbl Dvd Opp | 株式-その他 | 0.45% | — | -23.80% | |
| 50 | FITB | Fifth Third Bancorp | 株式-金融 | 0.45% | — | — |