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 | 4.69% | -0.05% | -15.60% | |
| 2 | AAPL | Apple INC | 株式-IT | 4.31% | -0.43% | -0.29% | |
| 3 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 3.87% | -0.53% | +80.01% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 3.03% | -0.76% | +2.71% | |
| 5 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.45% | +0.17% | +0.98% | |
| 6 | PFE | Pfizer INC | 株式-ヘルスケア | 2.29% | +0.14% | +0.38% | |
| 7 | VZ | Verizon Communications INC | 株式-通信サービス | 2.25% | +0.09% | +7.85% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.20% | -0.11% | +0.52% | |
| 9 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.18% | -0.08% | +0.47% | |
| 10 | T | At&t INC | 株式-通信サービス | 2.12% | — | -0.92% | |
| 11 | PEP | Pepsico INC | 株式-生活必需品 | 2.11% | — | +8.33% | |
| 12 | PHO | Invesco Water Resources ETF | ETF-その他 | 2.04% | — | -2.81% | |
| 13 | COST | Costco Wholesale CORP | 株式-生活必需品 | 2.02% | +0.45% | +3.83% | |
| 14 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.95% | -0.27% | +3.05% | |
| 15 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.82% | -0.10% | -3.16% | |
| 16 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 1.82% | -0.14% | -0.95% | |
| 17 | TJX | Tjx Companies INC | 株式-一般消費財 | 1.75% | — | +1.31% | |
| 18 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.74% | +0.21% | +2.35% | |
| 19 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 1.65% | — | -14.35% | |
| 20 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.62% | -0.31% | +1.90% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.52% | -0.08% | -3.83% | |
| 22 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 1.45% | — | -3.80% | |
| 23 | WMT | Walmart INC | 株式-生活必需品 | 1.41% | +0.26% | +9.34% | |
| 24 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 1.26% | — | +8.37% | |
| 25 | MKC | Mccormick & Co-non Vtg Shrs | 株式-生活必需品 | 1.25% | — | +5.02% | |
| 26 | HD | Home Depot INC | 株式-一般消費財 | 1.23% | — | -3.12% | |
| 27 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-その他 | 1.19% | — | +8.24% | |
| 28 | VHT | Vanguard Health Care ETF | ETF-その他 | 1.15% | — | -3.58% | |
| 29 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.07% | -0.08% | -0.95% | |
| 30 | PNC | Pnc Financial Services Group | 株式-金融 | 1.05% | — | -6.27% | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.02% | -0.06% | -7.02% | |
| 32 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 1.00% | — | -34.07% | |
| 33 | CRM | Salesforce INC | 株式-IT | 1.00% | -0.17% | +2.12% | |
| 34 | WM | Waste Management INC | 株式-資本財 | 0.93% | — | -3.04% | |
| 35 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.93% | — | -3.62% | |
| 36 | LHX | L3harris Technologies INC | 株式-資本財 | 0.91% | — | -1.23% | |
| 37 | HON | Honeywell International INC | 株式-資本財 | 0.90% | — | -1.89% | |
| 38 | BAC | Bank Of America CORP | 株式-金融 | 0.89% | -0.21% | -2.65% | |
| 39 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.85% | — | -3.28% | |
| 40 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.85% | — | +1.30% | |
| 41 | VUG | Vanguard Growth ETF | ETF-その他 | 0.85% | -0.08% | -12.42% | |
| 42 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.82% | — | -3.79% | |
| 43 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.79% | -0.08% | -1.80% | |
| 44 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.76% | — | -1.78% | |
| 45 | V | Visa Inc-class A Shares | 株式-金融 | 0.74% | -0.10% | +2.13% | |
| 46 | INTC | Intel CORP | 株式-IT | 0.72% | — | -4.21% | |
| 47 | CVX | Chevron CORP | 株式-エネルギー | 0.70% | +0.23% | -10.96% | |
| 48 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.68% | — | +26.55% | |
| 49 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.67% | — | -25.93% | |
| 50 | VFH | Vanguard Financials ETF | ETF-その他 | 0.65% | — | -9.12% |