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 | 4.96% | -0.05% | +0.09% | |
| 2 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 4.14% | -0.53% | -1.66% | |
| 3 | AAPL | Apple INC | 株式-IT | 3.98% | -0.43% | -1.08% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 3.96% | -0.76% | -3.72% | |
| 5 | COST | Costco Wholesale CORP | 株式-生活必需品 | 3.39% | +0.45% | -1.80% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 3.02% | -0.11% | -0.28% | |
| 7 | TJX | Tjx Companies INC | 株式-一般消費財 | 2.98% | — | -1.63% | |
| 8 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 2.49% | — | -2.88% | |
| 9 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 2.32% | +0.38% | -2.58% | |
| 10 | VTV | Vanguard Value ETF | ETF-その他 | 2.28% | — | -3.52% | |
| 11 | WMT | Walmart INC | 株式-生活必需品 | 2.13% | +0.26% | -2.40% | |
| 12 | PWR | Quanta Services INC | 株式-資本財 | 2.08% | +0.52% | -0.44% | |
| 13 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.07% | -0.27% | -0.38% | |
| 14 | DVY | Ishares Select Dividend ETF | ETF-その他 | 1.89% | +0.48% | +6.99% | |
| 15 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.72% | -0.08% | -2.70% | |
| 16 | PFE | Pfizer INC | 株式-ヘルスケア | 1.64% | +0.14% | -2.72% | |
| 17 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.56% | -0.31% | -3.04% | |
| 18 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 1.51% | -0.14% | -0.65% | |
| 19 | PEP | Pepsico INC | 株式-生活必需品 | 1.44% | — | -3.05% | |
| 20 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.23% | — | -6.96% | |
| 21 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.16% | -0.07% | +0.47% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.12% | -0.08% | -2.62% | |
| 23 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.09% | +0.21% | -1.06% | |
| 24 | PHO | Invesco Water Resources ETF | ETF-その他 | 1.00% | — | -0.66% | |
| 25 | BAC | Bank Of America CORP | 株式-金融 | 0.94% | -0.21% | -1.72% | |
| 26 | HD | Home Depot INC | 株式-一般消費財 | 0.91% | — | -1.77% | |
| 27 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.89% | +0.17% | -2.23% | |
| 28 | AVGO | Broadcom INC | 株式-IT | 0.89% | -0.13% | -6.63% | |
| 29 | VUG | Vanguard Growth ETF | ETF-その他 | 0.86% | -0.08% | -3.21% | |
| 30 | FIW | First Trust Water ETF | ETF-その他 | 0.84% | — | +0.15% | |
| 31 | V | Visa Inc-class A Shares | 株式-金融 | 0.84% | -0.10% | -1.36% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.83% | -0.06% | -2.20% | |
| 33 | PULS | Pgim Ultra Short Bond ETF | ETF-その他 | 0.80% | +0.35% | +9.35% | |
| 34 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.74% | — | -1.59% | |
| 35 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.73% | — | -0.13% | |
| 36 | MAR | Marriott International -cl A | 株式-一般消費財 | 0.73% | -0.22% | -10.39% | |
| 37 | PM | Philip Morris International | 株式-生活必需品 | 0.71% | — | +0.40% | |
| 38 | VZ | Verizon Communications INC | 株式-通信サービス | 0.70% | +0.09% | -1.25% | |
| 39 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.68% | — | -7.04% | |
| 40 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.66% | — | -0.13% | |
| 41 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-大型株・グロース | 0.65% | — | -0.11% | |
| 42 | WM | Waste Management INC | 株式-資本財 | 0.64% | — | -0.73% | |
| 43 | CVX | Chevron CORP | 株式-エネルギー | 0.62% | +0.23% | -0.24% | |
| 44 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.61% | +0.27% | +1.85% | |
| 45 | LNG | Cheniere Energy INC | 株式-エネルギー | 0.59% | +0.13% | +0.37% | |
| 46 | VPU | Vanguard Utilities ETF | ETF-その他 | 0.57% | — | -2.35% | |
| 47 | CRM | Salesforce INC | 株式-IT | 0.56% | -0.17% | +30.90% | |
| 48 | HON | Honeywell International INC | 株式-資本財 | 0.56% | — | -1.59% | |
| 49 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.56% | — | -2.23% | |
| 50 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.55% | — | -2.96% |