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 | 7.75% | -0.16% | +0.32% | |
| 2 | DVY | Ishares Select Dividend ETF | ETF-その他 | 6.31% | +0.26% | +11.49% | |
| 3 | AAPL | Apple INC | 株式-IT | 4.42% | — | +3.68% | |
| 4 | T | At&t INC | 株式-通信サービス | 3.64% | +0.14% | +10.98% | |
| 5 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 3.64% | +0.17% | +2.42% | |
| 6 | IDV | Ishares International Select | ETF-その他 | 3.14% | +0.16% | +3.96% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.11% | -0.17% | -25.16% | |
| 8 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 3.08% | — | +8.26% | |
| 9 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-テック型 | 3.04% | — | +480.17% | |
| 10 | KMI | Kinder Morgan INC | 株式-エネルギー | 2.77% | +0.31% | +1.79% | |
| 11 | JLS | Nuveen Mortgage & Income | 株式-その他 | 2.66% | — | +5.79% | |
| 12 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 2.46% | — | +8.25% | |
| 13 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 2.42% | — | +4.59% | |
| 14 | VZ | Verizon Communications INC | 株式-通信サービス | 2.22% | +0.13% | +7.47% | |
| 15 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 2.11% | — | +18.81% | |
| 16 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.01% | — | -0.02% | |
| 17 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 1.94% | — | +11.87% | |
| 18 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.94% | — | +11.53% | |
| 19 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-テック型 | 1.82% | — | +8.13% | |
| 20 | MSFT | Microsoft CORP | 株式-IT | 1.81% | -0.75% | +17.63% | |
| 21 | HDV | Ishares Core High Dividend E | ETF-その他 | 1.54% | +0.11% | +5.99% | |
| 22 | PEG | Public Service Enterprise Gp | 株式-公益事業 | 1.40% | — | +1.16% | |
| 23 | BDJ | Blackrock Enhanced Eqty Dvd | 株式-その他 | 1.38% | — | +1.97% | |
| 24 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.37% | — | +2.05% | |
| 25 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.28% | +0.38% | -2.06% | |
| 26 | PFE | Pfizer INC | 株式-ヘルスケア | 1.18% | — | +2.26% | |
| 27 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.98% | -0.13% | -2.25% | |
| 28 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.98% | — | -0.33% | |
| 29 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.97% | +0.12% | +109.18% | |
| 30 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.96% | +0.34% | -1.99% | |
| 31 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.80% | — | +1.47% | |
| 32 | EXK | Exact Sciences CORP | 株式-素材 | 0.69% | — | -6.36% | |
| 33 | IBM | Intl Business Machines CORP | 株式-IT | 0.69% | -0.29% | -1.31% | |
| 34 | JMT | Nuveen Mrtg Opprt Trm 2 | 株式-その他 | 0.69% | — | +3.47% | |
| 35 | ILCB | Ishares Morningstar U.s. Equ | ETF-その他 | 0.66% | — | -0.25% | |
| 36 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.63% | — | +3.59% | |
| 37 | XNXJX | Nuveen Nj Qlty Muni INC | 株式-その他 | 0.62% | — | +1.13% | |
| 38 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.62% | — | +4.33% | |
| 39 | WY | Weyerhaeuser Co | 株式-不動産 | 0.60% | — | +4.80% | |
| 40 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.58% | — | -0.46% | |
| 41 | FTSM | First Trust Enh Short Mat Fd | ETF-その他 | 0.54% | — | -14.86% | |
| 42 | INTC | Intel CORP | 株式-IT | 0.54% | — | +2.91% | |
| 43 | IWY | Ishares Russell Top 200 Grow | ETF-その他 | 0.53% | — | +11.51% | |
| 44 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.52% | -0.15% | — | |
| 45 | BAC | Bank Of America CORP | 株式-金融 | 0.50% | — | +2.66% | |
| 46 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.49% | — | +22.50% | |
| 47 | HD | Home Depot INC | 株式-一般消費財 | 0.48% | — | +16.44% | |
| 48 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 0.48% | — | +0.13% | |
| 49 | CVX | Chevron CORP | 株式-エネルギー | 0.48% | +0.14% | +8.48% | |
| 50 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.47% | — | +9.24% |