CIK: 0001979556
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 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 9.13% | -0.01% | +1.36% | |
| 2 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 8.10% | +0.03% | -0.89% | |
| 3 | AAPL | Apple INC | 株式-IT | 7.16% | -0.40% | -0.74% | |
| 4 | HDV | Ishares Core High Dividend E | ETF-その他 | 6.70% | -0.09% | -2.65% | |
| 5 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 4.69% | +0.11% | -0.20% | |
| 6 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 4.13% | +0.12% | +3.81% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 3.82% | -0.12% | — | |
| 8 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 3.20% | -0.10% | -56.94% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 3.08% | -0.10% | +1.00% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 2.50% | -0.04% | -0.52% | |
| 11 | CGDG | Cap Group Dividend Growers | ETF-その他 | 2.47% | — | — | |
| 12 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.45% | -0.03% | -0.77% | |
| 13 | VYMI | Vanguard Int High Dvd Yld In | ETF-その他 | 2.30% | +0.14% | +811.18% | |
| 14 | CGIE | Cap Group Intl Equity | ETF-その他 | 2.19% | -0.04% | — | |
| 15 | TCBK | Trico Bancshares | 株式-その他 | 1.90% | — | +0.83% | |
| 16 | VZ | Verizon Communications INC | 株式-通信サービス | 1.89% | -0.04% | -0.29% | |
| 17 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.88% | -0.04% | +1.53% | |
| 18 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.63% | — | -4.76% | |
| 19 | SHEL | Shell Plc-adr | 株式-エネルギー | 1.48% | +0.05% | -10.30% | |
| 20 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.16% | — | -0.38% | |
| 21 | MMM | 3m Co | 株式-資本財 | 1.09% | — | +11.09% | |
| 22 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.98% | +0.17% | +0.92% | |
| 23 | XT | Ishar Fture Exp Tech Etf-usd | ETF-テック型 | 0.96% | — | +40.85% | |
| 24 | PLD | Prologis INC | 株式-不動産 | 0.91% | — | — | |
| 25 | AMGN | Amgen INC | 株式-ヘルスケア | 0.76% | -0.03% | +0.57% | |
| 26 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.73% | — | +15.99% | |
| 27 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.70% | -0.05% | +0.64% | |
| 28 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 0.66% | — | +2.34% | |
| 29 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.62% | -0.03% | +0.05% | |
| 30 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.60% | — | +9.13% | |
| 31 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.59% | — | +0.36% | |
| 32 | BAC | Bank Of America CORP | 株式-金融 | 0.57% | — | -2.21% | |
| 33 | FDX | Fedex CORP | 株式-資本財 | 0.56% | — | +0.32% | |
| 34 | NCA | Nuveen California Muni Val | 株式-その他 | 0.52% | — | +1.32% | |
| 35 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.50% | — | +0.48% | |
| 36 | VDC | Vanguard Consumer Staple ETF | ETF-その他 | 0.49% | -0.02% | +0.23% | |
| 37 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.48% | -0.02% | -2.92% | |
| 38 | WFC | Wells Fargo & Co | 株式-金融 | 0.47% | — | +0.32% | |
| 39 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.47% | — | +0.20% | |
| 40 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.46% | — | +0.34% | |
| 41 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.44% | — | -0.20% | |
| 42 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.44% | — | -67.79% | |
| 43 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.43% | -0.03% | +0.70% | |
| 44 | NVDA | Nvidia CORP | 株式-IT | 0.40% | — | +6.21% | |
| 45 | IGRO | Ishares Intl Div Growth ETF | ETF-その他 | 0.40% | — | +0.63% | |
| 46 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.40% | — | +1.76% | |
| 47 | FTEC | Fidelity Msci Info Tech Indx | ETF-テック型 | 0.39% | +0.03% | +8.46% | |
| 48 | FDVV | Fidelity High Dividend ETF | ETF-その他 | 0.39% | — | +1.54% | |
| 49 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.38% | — | -8.02% | |
| 50 | PEP | Pepsico INC | 株式-生活必需品 | 0.37% | — | +0.41% |