CIK: 0001860719
申告総資産額
$1.8億
| # | 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 | AAPL | Apple INC | 株式-IT | 9.88% | -0.60% | -13.38% | |
| 2 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 8.20% | +0.45% | +5.68% | |
| 3 | CVX | Chevron CORP | 株式-エネルギー | 5.12% | +0.91% | -6.57% | |
| 4 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 5.03% | -0.59% | +5.35% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.91% | -0.10% | -4.27% | |
| 6 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 3.77% | -0.14% | -0.64% | |
| 7 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 3.77% | — | — | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 3.56% | +0.74% | +12.05% | |
| 9 | AVGO | Broadcom INC | 株式-IT | 3.10% | -0.37% | +67.82% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 2.78% | -0.85% | +0.40% | |
| 11 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.78% | — | +73.49% | |
| 12 | SPGI | S&p Global INC | 株式-金融 | 2.69% | -0.22% | — | |
| 13 | BC | Brunswick CORP | 株式-一般消費財 | 2.49% | — | — | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.32% | — | — | |
| 15 | PFE | Pfizer INC | 株式-ヘルスケア | 2.04% | — | -0.28% | |
| 16 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.90% | +0.14% | — | |
| 17 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.81% | — | +0.13% | |
| 18 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.77% | -0.39% | -1.64% | |
| 19 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.47% | +0.12% | +0.16% | |
| 20 | HDV | Ishares Core High Dividend E | ETF-その他 | 1.33% | +0.32% | +19.05% | |
| 21 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.31% | +0.24% | — | |
| 22 | RUN | Sunrun INC | 株式-IT | 1.31% | -0.20% | — | |
| 23 | IBM | Intl Business Machines CORP | 株式-IT | 1.05% | -0.15% | — | |
| 24 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.01% | — | — | |
| 25 | CSCO | Cisco Systems INC | 株式-IT | 0.97% | — | — | |
| 26 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.97% | -0.09% | +0.61% | |
| 27 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.93% | — | -0.45% | |
| 28 | AMGN | Amgen INC | 株式-ヘルスケア | 0.91% | — | -0.54% | |
| 29 | VZ | Verizon Communications INC | 株式-通信サービス | 0.89% | — | -15.16% | |
| 30 | UNP | Union Pacific CORP | 株式-資本財 | 0.83% | — | — | |
| 31 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.82% | — | +2.81% | |
| 32 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.76% | — | — | |
| 33 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.75% | — | — | |
| 34 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.66% | — | — | |
| 35 | HD | Home Depot INC | 株式-一般消費財 | 0.63% | — | -1.86% | |
| 36 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.57% | +0.16% | -4.82% | |
| 37 | NEE | Nextera Energy INC | 株式-公益事業 | 0.54% | — | — | |
| 38 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.53% | — | -2.70% | |
| 39 | PEP | Pepsico INC | 株式-生活必需品 | 0.51% | — | — | |
| 40 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.49% | — | — | |
| 41 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.46% | — | +0.32% | |
| 42 | ORCL | Oracle CORP | 株式-IT | 0.46% | -0.10% | — | |
| 43 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.46% | — | -13.12% | |
| 44 | INTC | Intel CORP | 株式-IT | 0.44% | — | -3.38% | |
| 45 | T | At&t INC | 株式-通信サービス | 0.42% | — | -1.61% | |
| 46 | CAT | Caterpillar INC | 株式-資本財 | 0.41% | +0.13% | — | |
| 47 | AMAT | Applied Materials INC | 株式-IT | 0.40% | +0.42% | — | |
| 48 | HON | Honeywell International INC | 株式-資本財 | 0.39% | — | — | |
| 49 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.38% | — | -1.16% | |
| 50 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.37% | -0.11% | EXIT |