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 | BSCMUSD | Invesco Bulletshares 2022 Co | ETF-その他 | 5.05% | — | -10.31% | |
| 2 | AAPL | Apple INC | 株式-IT | 4.97% | -0.56% | -0.90% | |
| 3 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 4.86% | — | -10.21% | |
| 4 | BSCO | Invesco Bulletshares 2024 Cb | ETF-その他 | 4.77% | — | -9.20% | |
| 5 | BSCP | Invesco Bulletshares 2025 Cb | ETF-その他 | 4.69% | — | -10.17% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 3.11% | -0.05% | +19.04% | |
| 7 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.98% | -0.06% | -7.35% | |
| 8 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.83% | -1.19% | +19.32% | |
| 9 | D | Dominion Energy INC | 株式-公益事業 | 2.78% | — | +8.79% | |
| 10 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.77% | +0.29% | +81.06% | |
| 11 | NEE | Nextera Energy INC | 株式-公益事業 | 2.74% | — | +21.22% | |
| 12 | ECL | Ecolab INC | 株式-素材 | 2.68% | -0.07% | +140.11% | |
| 13 | VLO | Valero Energy CORP | 株式-エネルギー | 2.64% | — | -20.09% | |
| 14 | ENB | Enbridge INC | 株式-エネルギー | 2.58% | — | -8.73% | |
| 15 | LIN | Linde plc | 株式-素材 | 2.55% | — | +1301.80% | |
| 16 | SBUX | Starbucks CORP | 株式-一般消費財 | 2.48% | — | +54.36% | |
| 17 | CBRE | Cbre Group INC - A | 株式-不動産 | 2.37% | +0.87% | +2827.72% | |
| 18 | HON | Honeywell International INC | 株式-資本財 | 2.31% | — | +16.93% | |
| 19 | COST | Costco Wholesale CORP | 株式-生活必需品 | 2.28% | +1.80% | +23.40% | |
| 20 | CSGP | Costar Group INC | 株式-不動産 | 1.95% | +1.67% | — | |
| 21 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.94% | -0.13% | -18.05% | |
| 22 | BSJM1EUR | Invesco Bulletshares 2022 Hi | ETF-その他 | 1.82% | — | -7.87% | |
| 23 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 1.78% | — | +110.65% | |
| 24 | ✓ | Invesco Exch Trd Slf Idx Fd | 株式-その他 | 1.74% | — | -7.56% | |
| 25 | USB | US Bancorp | 株式-金融 | 1.72% | -0.38% | +11.31% | |
| 26 | BSJO | Invesco Bulletshares 2024 Hy | ETF-その他 | 1.71% | — | -6.98% | |
| 27 | V | Visa Inc-class A Shares | 株式-金融 | 1.68% | — | +14.83% | |
| 28 | BSJP | Invesco Bulletshares 2025 Hy | ETF-その他 | 1.68% | — | -8.27% | |
| 29 | INTC | Intel CORP | 株式-IT | 1.51% | — | +49.19% | |
| 30 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.47% | — | -5.78% | |
| 31 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.46% | — | +25.93% | |
| 32 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 1.43% | -4.18% | -54.15% | |
| 33 | MA | Mastercard INC - A | 株式-金融 | 1.13% | — | +23.63% | |
| 34 | A | Agilent Technologies INC | 株式-ヘルスケア | 1.03% | -0.27% | +0.88% | |
| 35 | EL | Estee Lauder Companies-cl A | 株式-生活必需品 | 0.95% | -1.08% | — | |
| 36 | MDT | Medtronic plc | 株式-ヘルスケア | 0.93% | — | +97.40% | |
| 37 | BUD | Anheuser-busch Inbev-spn Adr | 株式-生活必需品 | 0.84% | +0.37% | -15.43% | |
| 38 | EQIX | Equinix INC | 株式-不動産 | 0.79% | +0.20% | -0.72% | |
| 39 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.79% | — | +100.97% | |
| 40 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.74% | -0.11% | +580.46% | |
| 41 | PEP | Pepsico INC | 株式-生活必需品 | 0.71% | +0.27% | -40.05% | |
| 42 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.66% | -0.64% | +1.04% | |
| 43 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.49% | — | +6.88% | |
| 44 | GD | General Dynamics CORP | 株式-資本財 | 0.46% | — | -12.78% | |
| 45 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.41% | — | -2.34% | |
| 46 | JLL | Jones Lang Lasalle INC | 株式-不動産 | 0.41% | — | -78.30% | |
| 47 | IBM | Intl Business Machines CORP | 株式-IT | 0.33% | -0.10% | -3.61% | |
| 48 | APD | Air Products & Chemicals INC | 株式-素材 | 0.30% | — | -66.37% | |
| 49 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.26% | — | -31.08% | |
| 50 | XYL | Xylem INC | 株式-資本財 | 0.25% | — | +140.15% |