CIK: 0001616664
申告総資産額
$4.5億
| # | 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 4.13% | -0.05% | -2.91% | |
| 2 | T | At&t INC | 株式-通信サービス | 2.42% | — | +11.29% | |
| 3 | AAPL | Apple INC | 株式-IT | 2.39% | -0.43% | -2.57% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.35% | -0.11% | -2.73% | |
| 5 | PFE | Pfizer INC | 株式-ヘルスケア | 2.14% | +0.14% | -0.17% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.12% | -0.08% | +1.84% | |
| 7 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.09% | +0.17% | -1.81% | |
| 8 | DIS | Walt Disney Co/the | 株式-通信サービス | 2.01% | -0.10% | -3.33% | |
| 9 | VZ | Verizon Communications INC | 株式-通信サービス | 1.97% | +0.09% | +2.34% | |
| 10 | PEP | Pepsico INC | 株式-生活必需品 | 1.89% | — | -1.55% | |
| 11 | PHO | Invesco Water Resources ETF | ETF-その他 | 1.88% | — | -2.79% | |
| 12 | BA | Boeing Co/the | 株式-資本財 | 1.83% | — | -7.54% | |
| 13 | MSFT | Microsoft CORP | 株式-IT | 1.79% | -0.76% | -0.92% | |
| 14 | TJX | Tjx Companies INC | 株式-一般消費財 | 1.77% | — | +3.24% | |
| 15 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 1.76% | — | +18.90% | |
| 16 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.74% | +0.21% | -1.81% | |
| 17 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.68% | +0.45% | -2.21% | |
| 18 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型株・グロース | 1.44% | — | +84.34% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.43% | -0.08% | -1.30% | |
| 20 | PNC | Pnc Financial Services Group | 株式-金融 | 1.42% | — | -1.91% | |
| 21 | CVX | Chevron CORP | 株式-エネルギー | 1.39% | +0.23% | -4.03% | |
| 22 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 1.35% | — | +7.06% | |
| 23 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 1.34% | — | +15.22% | |
| 24 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.23% | -0.31% | -0.56% | |
| 25 | BAC | Bank Of America CORP | 株式-金融 | 1.16% | -0.21% | +0.06% | |
| 26 | WMT | Walmart INC | 株式-生活必需品 | 1.15% | +0.26% | +1.70% | |
| 27 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.14% | +0.27% | -4.16% | |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.10% | -0.06% | -3.69% | |
| 29 | HD | Home Depot INC | 株式-一般消費財 | 1.09% | — | -2.51% | |
| 30 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 1.08% | -0.14% | +14.52% | |
| 31 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.07% | — | -3.98% | |
| 32 | LHX | L3harris Technologies INC | 株式-資本財 | 1.04% | — | — | |
| 33 | VRIG | Invesco Variable Rate Invest | ETF-その他 | 1.02% | — | +3.62% | |
| 34 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.02% | -0.27% | +7.25% | |
| 35 | HON | Honeywell International INC | 株式-資本財 | 1.02% | — | -0.79% | |
| 36 | VHT | Vanguard Health Care ETF | ETF-その他 | 1.02% | — | — | |
| 37 | WM | Waste Management INC | 株式-資本財 | 0.99% | — | -4.72% | |
| 38 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.99% | +0.21% | -28.92% | |
| 39 | MKC | Mccormick & Co-non Vtg Shrs | 株式-生活必需品 | 0.97% | — | -7.03% | |
| 40 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-その他 | 0.96% | — | +12.13% | |
| 41 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 0.95% | — | +7.86% | |
| 42 | VFH | Vanguard Financials ETF | ETF-その他 | 0.89% | — | -0.68% | |
| 43 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.87% | — | +2.26% | |
| 44 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.85% | — | +16.27% | |
| 45 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.84% | — | -4.80% | |
| 46 | R6C2 | Royal Dutch Shell-spon Adr-b | 株式-その他 | 0.81% | — | -3.18% | |
| 47 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.76% | — | -0.80% | |
| 48 | WOO | Foot Locker INC | 株式-その他 | 0.74% | — | -5.06% | |
| 49 | MMM | 3m Co | 株式-資本財 | 0.73% | — | +2.77% | |
| 50 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-その他 | 0.73% | — | -0.67% |