CIK: 0001765515
申告総資産額
$3.4億
| # | 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 | 6.82% | -0.56% | +15.77% | |
| 2 | BSCO | Invesco Bulletshares 2024 Cb | ETF-その他 | 5.44% | — | +20.83% | |
| 3 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 5.39% | — | +19.49% | |
| 4 | BSCMUSD | Invesco Bulletshares 2022 Co | ETF-その他 | 5.35% | — | +20.07% | |
| 5 | BSCL | Invesco Bulletshares 2021 Co | ETF-その他 | 4.71% | — | +6.18% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 3.75% | -0.05% | +50.21% | |
| 7 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 2.99% | — | -3.42% | |
| 8 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 2.83% | -4.18% | -2.83% | |
| 9 | JLL | Jones Lang Lasalle INC | 株式-不動産 | 2.56% | — | -13.72% | |
| 10 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.48% | -0.06% | +8.76% | |
| 11 | VLO | Valero Energy CORP | 株式-エネルギー | 2.46% | — | +14.14% | |
| 12 | SBUX | Starbucks CORP | 株式-一般消費財 | 2.46% | — | -6.40% | |
| 13 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.45% | -1.19% | +1.75% | |
| 14 | USB | US Bancorp | 株式-金融 | 2.42% | -0.38% | — | |
| 15 | ENB | Enbridge INC | 株式-エネルギー | 2.35% | — | +14.54% | |
| 16 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.34% | +0.29% | -1.08% | |
| 17 | ECL | Ecolab INC | 株式-素材 | 2.11% | -0.07% | +5.25% | |
| 18 | BSJL | Invesco Bulletshares 2021 Hi | ETF-その他 | 2.03% | — | +15.19% | |
| 19 | COST | Costco Wholesale CORP | 株式-生活必需品 | 2.01% | +1.80% | +609.11% | |
| 20 | BSJO | Invesco Bulletshares 2024 Hy | ETF-その他 | 2.00% | — | +19.64% | |
| 21 | BSJM1EUR | Invesco Bulletshares 2022 Hi | ETF-その他 | 1.98% | — | +15.12% | |
| 22 | ✓ | Invesco Exch Trd Slf Idx Fd | 株式-その他 | 1.98% | — | +15.13% | |
| 23 | A | Agilent Technologies INC | 株式-ヘルスケア | 1.96% | -0.27% | -12.81% | |
| 24 | CTVA | Corteva INC | 株式-素材 | 1.95% | -3.54% | EXIT | |
| 25 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.90% | — | -14.09% | |
| 26 | HON | Honeywell International INC | 株式-資本財 | 1.86% | — | -17.21% | |
| 27 | D | Dominion Energy INC | 株式-公益事業 | 1.85% | — | +23.91% | |
| 28 | NEE | Nextera Energy INC | 株式-公益事業 | 1.82% | — | +272.48% | |
| 29 | PEP | Pepsico INC | 株式-生活必需品 | 1.70% | +0.27% | -5.60% | |
| 30 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.69% | -0.13% | +12.38% | |
| 31 | MA | Mastercard INC - A | 株式-金融 | 1.35% | — | -18.41% | |
| 32 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-その他 | 1.32% | — | -1.33% | |
| 33 | EQIX | Equinix INC | 株式-不動産 | 1.12% | +0.20% | -5.69% | |
| 34 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.10% | — | -3.01% | |
| 35 | INTC | Intel CORP | 株式-IT | 0.91% | — | +239.70% | |
| 36 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.88% | — | -3.42% | |
| 37 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.79% | — | -5.40% | |
| 38 | V | Visa Inc-class A Shares | 株式-金融 | 0.69% | — | +4.78% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.65% | — | +219.79% | |
| 40 | IBM | Intl Business Machines CORP | 株式-IT | 0.65% | -0.10% | +55.54% | |
| 41 | SO | Southern Co/the | 株式-公益事業 | 0.63% | -0.54% | EXIT | |
| 42 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.52% | — | +183.33% | |
| 43 | GD | General Dynamics CORP | 株式-資本財 | 0.50% | — | +3.29% | |
| 44 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.46% | — | +124.98% | |
| 45 | BUD | Anheuser-busch Inbev-spn Adr | 株式-生活必需品 | 0.44% | +0.37% | — | |
| 46 | RTX | Rtx CORP | 株式-資本財 | 0.34% | +0.08% | +0.72% | |
| 47 | 6D8 | Dupont De Nemours INC | 株式-その他 | 0.33% | — | -0.23% | |
| 48 | XYL | Xylem INC | 株式-資本財 | 0.28% | — | -18.65% | |
| 49 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.28% | — | — | |
| 50 | DUK | Duke Energy CORP | 株式-公益事業 | 0.24% | — | -6.43% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | COST | Costco Wholesale CORP | +1.7% | +609.11% | 増加 |
| 2 | MSFT | Microsoft CORP | +0.9% | +50.21% | 増加 |
| 3 | INTC | Intel CORP | +0.6% | +239.70% | 増加 |
| 4 | AAPL | Apple INC | +0.5% | +15.77% | 増加 |
| 5 | VLO | Valero Energy CORP | +0.4% | +14.14% | 増加 |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | +0.4% | +219.79% | 増加 |
| 7 | CVS | Cvs Health CORP | +0.3% | +183.33% | 増加 |
| 8 | JLL | Jones Lang Lasalle INC | +0.2% | -13.72% | 減少 |
| 9 | MRK | Merck & Co. INC. | +0.2% | +124.98% | 増加 |
| 10 | IBM | Intl Business Machines CORP | +0.2% | +55.54% | 増加 |
| 11 | ENB | Enbridge INC | +0.1% | +14.54% | 増加 |
| 12 | BSJO | Invesco Bulletshares 2024 Hy | 0% | +19.64% | 増加 |
| 13 | IJR | Ishares Core S&p Small-cap E | 0% | -5.40% | 減少 |
| 14 | BSCO | Invesco Bulletshares 2024 Cb | — | +20.83% | 増加 |
| 15 | GOOGL | Alphabet Inc-cl A | 0% | +1.75% | 増加 |
| 16 | IJH | Ishares Core S&p Midcap ETF | 0% | -3.42% | 減少 |
| 17 | V | Visa Inc-class A Shares | 0% | +4.78% | 増加 |
| 18 | ✓ | Invesco Exch Trd Slf Idx Fd | -0.1% | +15.13% | 増加 |
| 19 | D | Dominion Energy INC | -0.1% | +23.91% | 増加 |
| 20 | BSJM1EUR | Invesco Bulletshares 2022 Hi | -0.1% | +15.12% | 増加 |
| 21 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | -0.1% | +19.49% | 増加 |
| 22 | BSJL | Invesco Bulletshares 2021 Hi | -0.1% | +15.19% | 増加 |
| 23 | BSCMUSD | Invesco Bulletshares 2022 Co | -0.1% | +20.07% | 増加 |
| 24 | SCHB | Schwab US Broad Market ETF | -0.1% | -3.01% | 減少 |
| 25 | SBUX | Starbucks CORP | -0.1% | -6.40% | 減少 |
| 26 | CTVA | Corteva INC | -0.1% | -15.37% | 減少 |
| 27 | ECL | Ecolab INC | -0.2% | +5.25% | 増加 |
| 28 | DBEF | Xtrackers Msci Eafe Hedged E | -0.2% | -1.33% | 減少 |
| 29 | AMZN | Amazon.com INC | -0.2% | +8.76% | 増加 |
| 30 | CL | Colgate-palmolive Co | -0.2% | -58.08% | 減少 |
| 31 | HON | Honeywell International INC | -0.3% | -17.21% | 減少 |
| 32 | MOAT | Vaneck Morningstar Wide Moat | -0.3% | -2.83% | 減少 |
| 33 | SCHX | Schwab US Large-cap ETF | -0.4% | -3.42% | 減少 |
| 34 | EQIX | Equinix INC | -0.4% | -5.69% | 減少 |
| 35 | MA | Mastercard INC - A | -0.6% | -18.41% | 減少 |
| 36 | BSCL | Invesco Bulletshares 2021 Co | -0.7% | +6.18% | 増加 |
| 37 | USB | US Bancorp | — | NEW | 新規購入 |
| 38 | COF | Capital One Financial CORP | — | EXIT | 全売却 |
| 39 | BUD | Anheuser-busch Inbev-spn Adr | — | NEW | 新規購入 |
| 40 | TGT | Target CORP | — | NEW | 新規購入 |
| 41 | KO | Coca-cola Co/the | — | NEW | 新規購入 |
| 42 | JPM | Jpmorgan Chase & Co | — | NEW | 新規購入 |
| 43 | PG | Procter & Gamble Co/the | — | NEW | 新規購入 |
| 44 | NKE | Nike INC -cl B | — | EXIT | 全売却 |
| 45 | ABBV | Abbvie INC | — | NEW | 新規購入 |
| 46 | MCD | Mcdonald's CORP | — | NEW | 新規購入 |
| 47 | VIG | Vanguard Dividend Apprec ETF | — | NEW | 新規購入 |
| 48 | WMT | Walmart INC | — | NEW | 新規購入 |
| 49 | ACN | Accenture plc | — | NEW | 新規購入 |
| 50 | F | Ford Motor Co | — | NEW | 新規購入 |