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 | 5.95% | -0.04% | +3.58% | |
| 2 | TIP | Ishares Tips Bond ETF | ETF-その他 | 5.19% | — | +20.39% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 4.43% | +0.13% | +2.75% | |
| 4 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 4.26% | — | -24.04% | |
| 5 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 3.82% | — | -12.36% | |
| 6 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 3.66% | +0.05% | +3.21% | |
| 7 | XLRE | Ss Real Estate Select Sector | ETF-その他 | 3.23% | -0.44% | -4.38% | |
| 8 | AAPL | Apple INC | 株式-IT | 3.06% | -0.20% | +4.96% | |
| 9 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 2.98% | -0.16% | +18.98% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 2.82% | -0.80% | +1.55% | |
| 11 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.59% | — | +1.30% | |
| 12 | BIV | Vanguard Intermediate-term B | ETF-その他 | 2.50% | — | +0.70% | |
| 13 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.48% | -0.21% | +0.39% | |
| 14 | V | Visa Inc-class A Shares | 株式-金融 | 2.31% | -0.28% | +13.37% | |
| 15 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.97% | — | -3.39% | |
| 16 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.95% | — | +9.15% | |
| 17 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.92% | -0.11% | +12.83% | |
| 18 | VZ | Verizon Communications INC | 株式-通信サービス | 1.72% | — | +21.53% | |
| 19 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.71% | +0.26% | +19.86% | |
| 20 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.69% | — | -18.00% | |
| 21 | DHR | Danaher CORP | 株式-ヘルスケア | 1.62% | — | +6.74% | |
| 22 | NEE | Nextera Energy INC | 株式-公益事業 | 1.58% | +0.22% | +25.74% | |
| 23 | HON | Honeywell International INC | 株式-資本財 | 1.55% | — | -0.30% | |
| 24 | HD | Home Depot INC | 株式-一般消費財 | 1.49% | — | +9.30% | |
| 25 | FLV | American Century Focused Lar | ETF-その他 | 1.47% | — | +415.12% | |
| 26 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.26% | -0.20% | -2.90% | |
| 27 | CL | Colgate-palmolive Co | 株式-生活必需品 | 1.14% | — | — | |
| 28 | ETN | Eaton Corporation plc | 株式-資本財 | 1.13% | +0.08% | +21.35% | |
| 29 | RTX | Rtx CORP | 株式-資本財 | 1.12% | +0.09% | +1.55% | |
| 30 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.08% | -0.75% | +42.75% | |
| 31 | PFF | Ishares Preferred & Income S | ETF-その他 | 1.04% | — | +16.04% | |
| 32 | CSCO | Cisco Systems INC | 株式-IT | 1.02% | — | +17.86% | |
| 33 | CCI | Crown Castle INC | 株式-不動産 | 0.98% | — | +23.61% | |
| 34 | PEP | Pepsico INC | 株式-生活必需品 | 0.96% | — | +24.41% | |
| 35 | AWK | American Water Works Co INC | 株式-公益事業 | 0.95% | — | +49.17% | |
| 36 | EQIX | Equinix INC | 株式-不動産 | 0.95% | — | +10.24% | |
| 37 | BIP | Brookfield Infrastructure Partners L.P. | 株式-公益事業 | 0.93% | — | +66.42% | |
| 38 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.92% | -0.90% | +5.61% | |
| 39 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.89% | — | -62.19% | |
| 40 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.82% | — | +26.56% | |
| 41 | LMBS | First Trust Low Duration Opp | ETF-その他 | 0.74% | — | — | |
| 42 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.71% | — | +40.90% | |
| 43 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.70% | — | +5.61% | |
| 44 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.69% | — | -13.50% | |
| 45 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.61% | — | +15.25% | |
| 46 | PPG | Ppg Industries INC | 株式-素材 | 0.56% | — | -2.61% | |
| 47 | NVDA | Nvidia CORP | 株式-IT | 0.55% | +0.61% | +10.37% | |
| 48 | ECL | Ecolab INC | 株式-素材 | 0.51% | — | +86.70% | |
| 49 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.51% | — | -74.02% | |
| 50 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.51% | -0.10% | EXIT |