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 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 6.01% | -0.04% | +4.55% | |
| 2 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 5.87% | — | -10.32% | |
| 3 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 4.59% | — | +18.58% | |
| 4 | TIP | Ishares Tips Bond ETF | ETF-その他 | 4.58% | — | +8.37% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 4.43% | +0.13% | +1.25% | |
| 6 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 3.53% | +0.05% | +8.29% | |
| 7 | AAPL | Apple INC | 株式-IT | 3.31% | -0.20% | +8.44% | |
| 8 | XLRE | Ss Real Estate Select Sector | ETF-その他 | 3.27% | -0.44% | +4.82% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.78% | — | +6.52% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 2.74% | -0.80% | +9.94% | |
| 11 | BIV | Vanguard Intermediate-term B | ETF-その他 | 2.72% | — | +12.25% | |
| 12 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.71% | -0.21% | +15.96% | |
| 13 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 2.58% | -0.16% | +12.66% | |
| 14 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 2.42% | — | -7.33% | |
| 15 | V | Visa Inc-class A Shares | 株式-金融 | 2.20% | -0.28% | +5.34% | |
| 16 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.06% | — | -2.41% | |
| 17 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 2.06% | — | -41.04% | |
| 18 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.81% | — | +1.08% | |
| 19 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.79% | — | +17.75% | |
| 20 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.66% | -0.11% | +8.43% | |
| 21 | HON | Honeywell International INC | 株式-資本財 | 1.60% | — | +4.91% | |
| 22 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.59% | +0.26% | +0.62% | |
| 23 | DHR | Danaher CORP | 株式-ヘルスケア | 1.57% | — | +12.11% | |
| 24 | VZ | Verizon Communications INC | 株式-通信サービス | 1.50% | — | +21.87% | |
| 25 | NEE | Nextera Energy INC | 株式-公益事業 | 1.34% | +0.22% | +319.07% | |
| 26 | CL | Colgate-palmolive Co | 株式-生活必需品 | 1.29% | — | -0.55% | |
| 27 | HD | Home Depot INC | 株式-一般消費財 | 1.24% | — | +33.94% | |
| 28 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 1.13% | — | -8.27% | |
| 29 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.13% | -0.20% | -0.85% | |
| 30 | RTX | Rtx CORP | 株式-資本財 | 1.06% | +0.09% | +7.42% | |
| 31 | EQIX | Equinix INC | 株式-不動産 | 0.94% | — | +28.91% | |
| 32 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.94% | — | +4.68% | |
| 33 | PEP | Pepsico INC | 株式-生活必需品 | 0.85% | — | +19.78% | |
| 34 | ETN | Eaton Corporation plc | 株式-資本財 | 0.85% | +0.08% | +5.04% | |
| 35 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.84% | — | +108.99% | |
| 36 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.83% | -0.90% | -0.91% | |
| 37 | CSCO | Cisco Systems INC | 株式-IT | 0.78% | — | +27.88% | |
| 38 | CCI | Crown Castle INC | 株式-不動産 | 0.77% | — | +54.45% | |
| 39 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.70% | -0.75% | -11.26% | |
| 40 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.70% | — | +8.97% | |
| 41 | AWK | American Water Works Co INC | 株式-公益事業 | 0.68% | — | +30.95% | |
| 42 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.67% | — | -4.34% | |
| 43 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.59% | — | — | |
| 44 | PPG | Ppg Industries INC | 株式-素材 | 0.57% | — | — | |
| 45 | BIP | Brookfield Infrastructure Partners L.P. | 株式-公益事業 | 0.54% | — | — | |
| 46 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.52% | -0.10% | EXIT | |
| 47 | NVDA | Nvidia CORP | 株式-IT | 0.51% | +0.61% | +261.99% | |
| 48 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.50% | — | +0.48% | |
| 49 | AMT | American Tower CORP | 株式-不動産 | 0.50% | — | -17.03% | |
| 50 | BND | Vanguard Total Bond Market | ETF-その他 | 0.48% | — | — |