CIK: 0001817174
申告総資産額
$3.3億
| # | 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 | BND | Vanguard Total Bond Market | ETF-その他 | 9.34% | -2.20% | — | |
| 2 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 8.45% | — | — | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 5.29% | -1.07% | — | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 2.51% | -0.07% | — | |
| 5 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 2.42% | -0.57% | — | |
| 6 | AAPL | Apple INC | 株式-IT | 1.88% | +0.50% | — | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.60% | +1.09% | — | |
| 8 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.59% | — | — | |
| 9 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.51% | — | — | |
| 10 | PLD | Prologis INC | 株式-不動産 | 1.51% | — | — | |
| 11 | BLKCHF | Blackrock INC | 株式-その他 | 1.50% | — | — | |
| 12 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.42% | +0.33% | — | |
| 13 | C | Citigroup INC | 株式-金融 | 1.30% | — | — | |
| 14 | NEE | Nextera Energy INC | 株式-公益事業 | 1.24% | — | — | |
| 15 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.23% | — | — | |
| 16 | PM | Philip Morris International | 株式-生活必需品 | 1.18% | +0.23% | — | |
| 17 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 1.13% | — | — | |
| 18 | AVGO | Broadcom INC | 株式-IT | 1.11% | +0.19% | — | |
| 19 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.07% | — | — | |
| 20 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.06% | — | — | |
| 21 | JNK | Ss Spdr Bb High Yield Bond | ETF-ハイイールド債 | 1.04% | — | — | |
| 22 | MS | Morgan Stanley | 株式-金融 | 1.01% | +0.15% | — | |
| 23 | LRCXEUR | Lam Research CORP | 株式-IT | 0.98% | — | — | |
| 24 | HON | Honeywell International INC | 株式-資本財 | 0.98% | — | — | |
| 25 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.97% | +0.27% | — | |
| 26 | ICE | Intercontinental Exchange In | 株式-金融 | 0.97% | — | — | |
| 27 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.88% | — | — | |
| 28 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.85% | — | — | |
| 29 | XBI | Ss Spdr S&p Biotech ETF | ETF-テック型 | 0.84% | — | — | |
| 30 | CVX | Chevron CORP | 株式-エネルギー | 0.83% | +0.15% | — | |
| 31 | TGT | Target CORP | 株式-一般消費財 | 0.80% | — | — | |
| 32 | LHX | L3harris Technologies INC | 株式-資本財 | 0.78% | +0.20% | — | |
| 33 | MPT | Medical Properties Trust INC | 株式-不動産 | 0.77% | — | — | |
| 34 | AMP | Ameriprise Financial INC | 株式-金融 | 0.73% | — | — | |
| 35 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.73% | +0.29% | — | |
| 36 | CERNCHF | Cerner CORP | 株式-その他 | 0.73% | — | — | |
| 37 | AMT | American Tower CORP | 株式-不動産 | 0.70% | — | — | |
| 38 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.66% | — | — | |
| 39 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.65% | — | — | |
| 40 | EQIX | Equinix INC | 株式-不動産 | 0.65% | — | — | |
| 41 | HCA | Hca Healthcare INC | 株式-ヘルスケア | 0.64% | — | — | |
| 42 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.64% | +0.20% | NEW | |
| 43 | TTWO | Take-two Interactive Softwre | 株式-通信サービス | 0.62% | — | — | |
| 44 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.61% | +0.26% | — | |
| 45 | INVH | Invitation Homes INC | 株式-不動産 | 0.60% | — | — | |
| 46 | HUBB | Hubbell INC | 株式-資本財 | 0.59% | — | — | |
| 47 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.58% | — | — | |
| 48 | FE | Firstenergy CORP | 株式-公益事業 | 0.57% | — | — | |
| 49 | ADM | Archer-daniels-midland Co | 株式-生活必需品 | 0.56% | — | — | |
| 50 | SYF | Synchrony Financial | 株式-金融 | 0.55% | — | — |