CIK: 0002067339
申告総資産額
$2.9億
| # | 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 8.15% | -0.16% | +3.90% | |
| 2 | DVY | Ishares Select Dividend ETF | ETF-その他 | 6.11% | +0.26% | +2.44% | |
| 3 | AAPL | Apple INC | 株式-IT | 4.48% | — | -0.15% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 4.39% | -0.17% | +53.68% | |
| 5 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 3.81% | +0.17% | -0.03% | |
| 6 | T | At&t INC | 株式-通信サービス | 3.36% | +0.14% | +2.10% | |
| 7 | IDV | Ishares International Select | ETF-その他 | 3.32% | +0.16% | +3.15% | |
| 8 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 3.01% | — | +15.43% | |
| 9 | KMI | Kinder Morgan INC | 株式-エネルギー | 2.85% | +0.31% | +1.65% | |
| 10 | JLS | Nuveen Mortgage & Income | 株式-その他 | 2.76% | — | +4.10% | |
| 11 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 2.52% | — | +1.87% | |
| 12 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 2.46% | — | +8.67% | |
| 13 | VZ | Verizon Communications INC | 株式-通信サービス | 2.34% | +0.13% | +28.57% | |
| 14 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.15% | — | +6.80% | |
| 15 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 1.88% | — | +6.60% | |
| 16 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.85% | — | +416.66% | |
| 17 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.82% | — | +9.89% | |
| 18 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-テック型 | 1.78% | — | +6.72% | |
| 19 | HDV | Ishares Core High Dividend E | ETF-その他 | 1.57% | +0.11% | +4.03% | |
| 20 | PEG | Public Service Enterprise Gp | 株式-公益事業 | 1.53% | — | +0.32% | |
| 21 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.51% | +0.38% | +40.30% | |
| 22 | MSFT | Microsoft CORP | 株式-IT | 1.48% | -0.75% | +20.34% | |
| 23 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.45% | — | -1.01% | |
| 24 | BDJ | Blackrock Enhanced Eqty Dvd | 株式-その他 | 1.43% | — | +1.59% | |
| 25 | PFE | Pfizer INC | 株式-ヘルスケア | 1.24% | — | +11.53% | |
| 26 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.17% | — | +1.00% | |
| 27 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.03% | -0.13% | +11.97% | |
| 28 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.98% | +0.34% | -9.00% | |
| 29 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.82% | — | +7.52% | |
| 30 | IBM | Intl Business Machines CORP | 株式-IT | 0.79% | -0.29% | +8.04% | |
| 31 | JMT | Nuveen Mrtg Opprt Trm 2 | 株式-その他 | 0.73% | — | -2.03% | |
| 32 | ILCB | Ishares Morningstar U.s. Equ | ETF-その他 | 0.70% | — | +2.10% | |
| 33 | FTSM | First Trust Enh Short Mat Fd | ETF-その他 | 0.69% | — | — | |
| 34 | XNXJX | Nuveen Nj Qlty Muni INC | 株式-その他 | 0.66% | — | +68.65% | |
| 35 | INTC | Intel CORP | 株式-IT | 0.64% | — | +29.56% | |
| 36 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.64% | — | -3.70% | |
| 37 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.63% | — | +8.79% | |
| 38 | WY | Weyerhaeuser Co | 株式-不動産 | 0.62% | — | +8.33% | |
| 39 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.62% | -0.15% | — | |
| 40 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.61% | — | — | |
| 41 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.59% | — | — | |
| 42 | EXK | Exact Sciences CORP | 株式-素材 | 0.59% | — | -12.52% | |
| 43 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-テック型 | 0.56% | — | +1.35% | |
| 44 | MO | Altria Group INC | 株式-生活必需品 | 0.56% | — | +24.39% | |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.55% | — | — | |
| 46 | EDIV | State Street Spdr S&p Emergi | ETF-その他 | 0.54% | — | -3.33% | |
| 47 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.51% | +0.12% | -10.95% | |
| 48 | BAC | Bank Of America CORP | 株式-金融 | 0.51% | — | +12.50% | |
| 49 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 0.50% | — | +0.13% | |
| 50 | IWY | Ishares Russell Top 200 Grow | ETF-その他 | 0.50% | — | — |