CIK: 0001812155
申告総資産額
$3.1億
| # | 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 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 7.39% | — | +43.32% | |
| 2 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 6.50% | -0.04% | +69.09% | |
| 3 | TIP | Ishares Tips Bond ETF | ETF-その他 | 4.74% | — | +295.05% | |
| 4 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 4.39% | — | +128.64% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 4.38% | +0.13% | +6.05% | |
| 6 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 3.95% | — | +112.80% | |
| 7 | XLRE | Ss Real Estate Select Sector | ETF-その他 | 3.40% | -0.44% | +27.79% | |
| 8 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 3.29% | +0.05% | +12.91% | |
| 9 | AAPL | Apple INC | 株式-IT | 3.01% | -0.20% | +303.79% | |
| 10 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.95% | — | +18.49% | |
| 11 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 2.77% | — | -3.71% | |
| 12 | BIV | Vanguard Intermediate-term B | ETF-その他 | 2.75% | — | -1.21% | |
| 13 | MSFT | Microsoft CORP | 株式-IT | 2.66% | -0.80% | +2.85% | |
| 14 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.56% | -0.21% | +2.12% | |
| 15 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 2.29% | -0.16% | +5.69% | |
| 16 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.18% | — | -5.90% | |
| 17 | V | Visa Inc-class A Shares | 株式-金融 | 2.15% | -0.28% | +7.54% | |
| 18 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.69% | — | +2.60% | |
| 19 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.68% | +0.26% | +4.52% | |
| 20 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.63% | — | +20.69% | |
| 21 | DHR | Danaher CORP | 株式-ヘルスケア | 1.54% | — | +4.14% | |
| 22 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.48% | -0.11% | +124.68% | |
| 23 | VZ | Verizon Communications INC | 株式-通信サービス | 1.41% | — | +15.95% | |
| 24 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 1.39% | — | +9.27% | |
| 25 | HON | Honeywell International INC | 株式-資本財 | 1.33% | — | +23.59% | |
| 26 | CL | Colgate-palmolive Co | 株式-生活必需品 | 1.33% | — | — | |
| 27 | NEE | Nextera Energy INC | 株式-公益事業 | 1.30% | +0.22% | +16.69% | |
| 28 | HD | Home Depot INC | 株式-一般消費財 | 1.10% | — | +30.24% | |
| 29 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.98% | -0.20% | +2.81% | |
| 30 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.96% | — | +1.61% | |
| 31 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.95% | -0.90% | +6.12% | |
| 32 | RTX | Rtx CORP | 株式-資本財 | 0.90% | +0.09% | +26.69% | |
| 33 | EQIX | Equinix INC | 株式-不動産 | 0.88% | — | +27.23% | |
| 34 | ETN | Eaton Corporation plc | 株式-資本財 | 0.78% | +0.08% | +11.06% | |
| 35 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.77% | — | +0.98% | |
| 36 | PEP | Pepsico INC | 株式-生活必需品 | 0.75% | — | +39.69% | |
| 37 | AMT | American Tower CORP | 株式-不動産 | 0.73% | — | +13.18% | |
| 38 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.71% | -0.75% | -55.85% | |
| 39 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.71% | — | +19.98% | |
| 40 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.65% | — | +27.62% | |
| 41 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 0.64% | — | -16.33% | |
| 42 | CSCO | Cisco Systems INC | 株式-IT | 0.61% | — | +17.69% | |
| 43 | CCI | Crown Castle INC | 株式-不動産 | 0.59% | — | +18.12% | |
| 44 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 0.57% | — | -10.52% | |
| 45 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.56% | -0.10% | EXIT | |
| 46 | AWK | American Water Works Co INC | 株式-公益事業 | 0.56% | — | +92.65% | |
| 47 | PPG | Ppg Industries INC | 株式-素材 | 0.55% | — | +0.41% | |
| 48 | BND | Vanguard Total Bond Market | ETF-その他 | 0.54% | — | +2.12% | |
| 49 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.50% | — | -0.84% | |
| 50 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.48% | — | +39.45% |