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 | 6.38% | -0.16% | +2.64% | |
| 2 | DVY | Ishares Select Dividend ETF | ETF-その他 | 5.09% | +0.26% | +3.35% | |
| 3 | AAPL | Apple INC | 株式-IT | 5.04% | — | -0.77% | |
| 4 | T | At&t INC | 株式-通信サービス | 4.18% | +0.14% | +18.09% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.87% | -0.17% | +9.50% | |
| 6 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 2.82% | +0.17% | -2.04% | |
| 7 | IDV | Ishares International Select | ETF-その他 | 2.64% | +0.16% | +3.76% | |
| 8 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 2.56% | — | +3.95% | |
| 9 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-テック型 | 2.50% | — | +1.13% | |
| 10 | VZ | Verizon Communications INC | 株式-通信サービス | 2.33% | +0.13% | +16.25% | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 2.12% | -0.75% | +3.02% | |
| 12 | KMI | Kinder Morgan INC | 株式-エネルギー | 2.09% | +0.31% | +0.88% | |
| 13 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 2.07% | — | +23.85% | |
| 14 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 1.96% | — | +4.37% | |
| 15 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.86% | — | +1.83% | |
| 16 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.65% | — | +1.10% | |
| 17 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 1.52% | — | +6.75% | |
| 18 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.50% | — | +3.31% | |
| 19 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-テック型 | 1.49% | — | +0.25% | |
| 20 | HDV | Ishares Core High Dividend E | ETF-その他 | 1.20% | +0.11% | +2.38% | |
| 21 | PEG | Public Service Enterprise Gp | 株式-公益事業 | 1.12% | — | +7.66% | |
| 22 | BDJ | Blackrock Enhanced Eqty Dvd | 株式-その他 | 1.10% | — | -2.82% | |
| 23 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.08% | +0.38% | +18.28% | |
| 24 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.04% | — | +5.74% | |
| 25 | PFE | Pfizer INC | 株式-ヘルスケア | 0.95% | — | +10.84% | |
| 26 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.87% | — | — | |
| 27 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.85% | +0.12% | +1.93% | |
| 28 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.83% | +0.34% | +10.78% | |
| 29 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.81% | — | +7.10% | |
| 30 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.78% | -0.13% | +4.99% | |
| 31 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.78% | — | +51.79% | |
| 32 | BAC | Bank Of America CORP | 株式-金融 | 0.73% | — | +4.25% | |
| 33 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.67% | — | +18.95% | |
| 34 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.67% | — | +1.31% | |
| 35 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.66% | — | — | |
| 36 | PYPL | Paypal Holdings INC | 株式-金融 | 0.65% | — | -0.12% | |
| 37 | WY | Weyerhaeuser Co | 株式-不動産 | 0.59% | — | +15.89% | |
| 38 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.59% | — | +1.54% | |
| 39 | MSCI | Msci INC | 株式-金融 | 0.57% | — | — | |
| 40 | INTC | Intel CORP | 株式-IT | 0.57% | — | +0.02% | |
| 41 | ILCB | Ishares Morningstar U.s. Equ | ETF-その他 | 0.55% | — | — | |
| 42 | EXK | Exact Sciences CORP | 株式-素材 | 0.54% | — | +6.47% | |
| 43 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.53% | — | — | |
| 44 | CRM | Salesforce INC | 株式-IT | 0.51% | — | -0.11% | |
| 45 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.51% | — | +0.05% | |
| 46 | FTSM | First Trust Enh Short Mat Fd | ETF-その他 | 0.50% | — | -0.30% | |
| 47 | IBM | Intl Business Machines CORP | 株式-IT | 0.50% | -0.29% | +4.79% | |
| 48 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.47% | — | +6.83% | |
| 49 | ADBE | Adobe INC | 株式-IT | 0.47% | -0.12% | — | |
| 50 | XNXJX | Nuveen Nj Qlty Muni INC | 株式-その他 | 0.46% | — | — |