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 | 6.40% | — | +4.83% | |
| 2 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 4.78% | -0.04% | +24.11% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 4.58% | +0.13% | -0.92% | |
| 4 | BIV | Vanguard Intermediate-term B | ETF-その他 | 3.46% | — | +5.07% | |
| 5 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 3.41% | — | -1.14% | |
| 6 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 3.36% | +0.05% | +29.27% | |
| 7 | XLRE | Ss Real Estate Select Sector | ETF-その他 | 3.27% | -0.44% | +52.68% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 3.12% | -0.80% | +6.21% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 3.10% | — | +29.66% | |
| 10 | AAPL | Apple INC | 株式-IT | 2.93% | -0.20% | +5.19% | |
| 11 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.73% | -0.21% | +4.22% | |
| 12 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.62% | — | -13.90% | |
| 13 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 2.51% | -0.16% | +6.27% | |
| 14 | V | Visa Inc-class A Shares | 株式-金融 | 2.41% | -0.28% | +7.94% | |
| 15 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 2.39% | — | +34.89% | |
| 16 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 2.31% | — | +68.45% | |
| 17 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.99% | — | +3.43% | |
| 18 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.93% | -0.75% | -0.11% | |
| 19 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.71% | +0.26% | +17.86% | |
| 20 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.59% | — | +12.15% | |
| 21 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 1.57% | — | +5.46% | |
| 22 | CL | Colgate-palmolive Co | 株式-生活必需品 | 1.57% | — | +0.30% | |
| 23 | DHR | Danaher CORP | 株式-ヘルスケア | 1.51% | — | +1.11% | |
| 24 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.45% | — | — | |
| 25 | VZ | Verizon Communications INC | 株式-通信サービス | 1.40% | — | +19.06% | |
| 26 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.23% | — | -51.32% | |
| 27 | NEE | Nextera Energy INC | 株式-公益事業 | 1.20% | +0.22% | +61.69% | |
| 28 | HON | Honeywell International INC | 株式-資本財 | 1.18% | — | +17.69% | |
| 29 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.15% | -0.20% | +19.65% | |
| 30 | MDT | Medtronic plc | 株式-ヘルスケア | 1.14% | — | +11.25% | |
| 31 | PFF | Ishares Preferred & Income S | ETF-その他 | 1.11% | — | +2.24% | |
| 32 | RTX | Rtx CORP | 株式-資本財 | 0.95% | +0.09% | — | |
| 33 | HD | Home Depot INC | 株式-一般消費財 | 0.95% | — | -1.71% | |
| 34 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.93% | -0.90% | +2.37% | |
| 35 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 0.93% | — | +9.32% | |
| 36 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.86% | — | +63.62% | |
| 37 | AMT | American Tower CORP | 株式-不動産 | 0.86% | — | +13.14% | |
| 38 | EQIX | Equinix INC | 株式-不動産 | 0.80% | — | +39.26% | |
| 39 | CSCO | Cisco Systems INC | 株式-IT | 0.76% | — | +11.95% | |
| 40 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.76% | -0.11% | — | |
| 41 | ETN | Eaton Corporation plc | 株式-資本財 | 0.74% | +0.08% | +35.63% | |
| 42 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.73% | — | +49.16% | |
| 43 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.71% | — | +113.25% | |
| 44 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 0.69% | — | -2.15% | |
| 45 | BND | Vanguard Total Bond Market | ETF-その他 | 0.66% | — | — | |
| 46 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 0.65% | — | -52.72% | |
| 47 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.65% | — | -37.04% | |
| 48 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.65% | -0.10% | EXIT | |
| 49 | PEP | Pepsico INC | 株式-生活必需品 | 0.64% | — | +126.70% | |
| 50 | CCI | Crown Castle INC | 株式-不動産 | 0.62% | — | +17.64% |