CIK: 0001766510
申告総資産額
$7.1億
上位200銘柄を表示中（全272銘柄）
| # | 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 | AAPL | Apple INC | 株式-IT | 6.21% | — | -0.34% | |
| 2 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 4.12% | — | -0.18% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 3.74% | — | +2.84% | |
| 4 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 2.87% | — | +7.93% | |
| 5 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 2.68% | — | +2.66% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.30% | — | +5.22% | |
| 7 | ABBV | Abbvie INC | 株式-ヘルスケア | 2.06% | — | +2.23% | |
| 8 | HON | Honeywell International INC | 株式-資本財 | 1.69% | — | -0.31% | |
| 9 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.68% | — | -6.06% | |
| 10 | QCOM | Qualcomm INC | 株式-IT | 1.67% | — | +2.31% | |
| 11 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.66% | — | +21.18% | |
| 12 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.62% | — | -1.38% | |
| 13 | XLV | Ss Health Care Select Sector | ETF-その他 | 1.56% | — | -4.05% | |
| 14 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 1.45% | — | -4.02% | |
| 15 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.36% | — | +2.69% | |
| 16 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.33% | — | -0.39% | |
| 17 | VPL | Vanguard Ftse Pacific ETF | ETF-その他 | 1.27% | — | -0.43% | |
| 18 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.21% | — | +4.91% | |
| 19 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 1.01% | — | +3.00% | |
| 20 | NVDA | Nvidia CORP | 株式-IT | 1.00% | — | -11.52% | |
| 21 | INFL | Horizon Kinetics Infl Benef | ETF-その他 | 0.99% | — | -2.42% | |
| 22 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.96% | — | +11.39% | |
| 23 | TRTN-PA | Triton International Limited | 株式-その他 | 0.91% | — | -0.61% | |
| 24 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.88% | — | +8.29% | |
| 25 | XBI | Ss Spdr S&p Biotech ETF | ETF-テック型 | 0.86% | — | +0.47% | |
| 26 | MDT | Medtronic plc | 株式-ヘルスケア | 0.84% | — | +54.36% | |
| 27 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.83% | — | +19.92% | |
| 28 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.83% | — | -1.09% | |
| 29 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 0.78% | — | +7.86% | |
| 30 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 0.76% | — | +4.71% | |
| 31 | PFE | Pfizer INC | 株式-ヘルスケア | 0.75% | — | +8.49% | |
| 32 | RTX | Rtx CORP | 株式-資本財 | 0.70% | — | +2.40% | |
| 33 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.68% | — | -0.54% | |
| 34 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.67% | — | +49.44% | |
| 35 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.64% | — | +7.33% | |
| 36 | J | Jacobs Solutions INC | 株式-資本財 | 0.63% | — | -0.74% | |
| 37 | PYPL | Paypal Holdings INC | 株式-金融 | 0.63% | — | +0.94% | |
| 38 | COF | Capital One Financial CORP | 株式-金融 | 0.62% | — | -0.01% | |
| 39 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.62% | — | +16.45% | |
| 40 | MA | Mastercard INC - A | 株式-金融 | 0.61% | — | -4.89% | |
| 41 | WMT | Walmart INC | 株式-生活必需品 | 0.60% | — | +4.47% | |
| 42 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.58% | — | +25.29% | |
| 43 | FDX | Fedex CORP | 株式-資本財 | 0.58% | — | +0.46% | |
| 44 | V | Visa Inc-class A Shares | 株式-金融 | 0.58% | — | +8.26% | |
| 45 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.58% | — | -16.07% | |
| 46 | HD | Home Depot INC | 株式-一般消費財 | 0.56% | — | +7.11% | |
| 47 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.55% | — | +3.36% | |
| 48 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.54% | — | -1.10% | |
| 49 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.52% | — | +0.17% | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.51% | — | +7.16% |