CIK: 0001834985
申告総資産額
$20.8億
| # | 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 | VUSB | Vanguard Ultra Short Bond Et | ETF-その他 | 11.45% | +0.09% | +1.68% | |
| 2 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 8.92% | — | +2.90% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 8.41% | -1.33% | +3.99% | |
| 4 | GSY | Invesco Ultra Short Duration | ETF-その他 | 7.97% | +0.04% | +3.78% | |
| 5 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 3.92% | -0.96% | +4.55% | |
| 6 | BSCO | Invesco Bulletshares 2024 Cb | ETF-その他 | 3.32% | — | — | |
| 7 | AAPL | Apple INC | 株式-IT | 2.64% | -0.17% | +2.56% | |
| 8 | SHEL | Shell Plc-adr | 株式-エネルギー | 2.39% | +0.28% | +1.34% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 2.27% | -0.48% | +1.67% | |
| 10 | CVX | Chevron CORP | 株式-エネルギー | 2.18% | +0.06% | +4.72% | |
| 11 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 2.14% | +0.14% | +8.64% | |
| 12 | COST | Costco Wholesale CORP | 株式-生活必需品 | 2.06% | +0.27% | +3.48% | |
| 13 | IHI | Ishares U.s. Medical Devices | ETF-その他 | 2.04% | — | +4.70% | |
| 14 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.00% | -0.20% | +45.62% | |
| 15 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.99% | — | +3.03% | |
| 16 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.79% | -0.26% | +1993.60% | |
| 17 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.69% | — | +2.60% | |
| 18 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.26% | -0.12% | +6.54% | |
| 19 | QQQM | Invesco Nasdaq 100 ETF | ETF-テック型 | 1.24% | -0.16% | +10.10% | |
| 20 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.23% | — | +3.12% | |
| 21 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.18% | — | +9.19% | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.14% | -0.09% | -8.18% | |
| 23 | WPC | Wp Carey INC | 株式-不動産 | 1.13% | +0.09% | +3.77% | |
| 24 | V | Visa Inc-class A Shares | 株式-金融 | 1.12% | -0.14% | +3.73% | |
| 25 | BAC | Bank Of America CORP | 株式-金融 | 1.00% | — | -36.69% | |
| 26 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.97% | -0.07% | +4.19% | |
| 27 | NEE | Nextera Energy INC | 株式-公益事業 | 0.93% | — | +1694.43% | |
| 28 | FANG | Diamondback Energy INC | 株式-エネルギー | 0.91% | +0.31% | +7.72% | |
| 29 | VZ | Verizon Communications INC | 株式-通信サービス | 0.88% | — | +11.30% | |
| 30 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.86% | — | — | |
| 31 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.83% | — | +3.40% | |
| 32 | CCI | Crown Castle INC | 株式-不動産 | 0.82% | — | +6.30% | |
| 33 | BSCP | Invesco Bulletshares 2025 Cb | ETF-その他 | 0.81% | — | — | |
| 34 | ACN | Accenture plc | 株式-IT | 0.80% | — | +4.99% | |
| 35 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.79% | — | +7.39% | |
| 36 | AEP | American Electric Power | 株式-公益事業 | 0.76% | +0.08% | — | |
| 37 | POOL | Pool CORP | 株式-資本財 | 0.74% | — | +12.07% | |
| 38 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.66% | — | +6.63% | |
| 39 | XLE | Ss Energy Select Sector | ETF-その他 | 0.66% | — | +4.89% | |
| 40 | FSMB | First Trust Short Dur Manag | ETF-その他 | 0.64% | +0.03% | — | |
| 41 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.54% | — | — | |
| 42 | PYPL | Paypal Holdings INC | 株式-金融 | 0.54% | — | +17.97% | |
| 43 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.53% | — | -3.05% | |
| 44 | AVGO | Broadcom INC | 株式-IT | 0.50% | -0.14% | +9.19% | |
| 45 | SUB | Ishares Short-term National | ETF-その他 | 0.46% | — | +4.64% | |
| 46 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.42% | — | +43.11% | |
| 47 | BX | Blackstone INC | 株式-金融 | 0.41% | — | +4.47% | |
| 48 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 0.41% | — | +5.31% | |
| 49 | BA | Boeing Co/the | 株式-資本財 | 0.37% | — | +9.78% | |
| 50 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.34% | — | -3.23% |