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 | AAPL | Apple INC | 株式-IT | 7.88% | — | +1.00% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 5.53% | -0.16% | +48.24% | |
| 3 | DVY | Ishares Select Dividend ETF | ETF-その他 | 4.20% | +0.26% | -0.16% | |
| 4 | T | At&t INC | 株式-通信サービス | 3.14% | +0.14% | -0.62% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.78% | -0.17% | -1.53% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 2.76% | -0.75% | -1.71% | |
| 7 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-テック型 | 2.67% | — | -0.14% | |
| 8 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 2.66% | +0.17% | -0.61% | |
| 9 | VZ | Verizon Communications INC | 株式-通信サービス | 2.30% | +0.13% | -0.19% | |
| 10 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 2.28% | — | -0.64% | |
| 11 | IDV | Ishares International Select | ETF-その他 | 2.21% | +0.16% | -4.35% | |
| 12 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.49% | — | -7.01% | |
| 13 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 1.42% | — | +1.67% | |
| 14 | KMI | Kinder Morgan INC | 株式-エネルギー | 1.32% | +0.31% | +1.03% | |
| 15 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.30% | -0.13% | +12.57% | |
| 16 | PFE | Pfizer INC | 株式-ヘルスケア | 1.22% | — | +12.13% | |
| 17 | PYPL | Paypal Holdings INC | 株式-金融 | 1.18% | — | — | |
| 18 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.15% | +0.34% | -37.92% | |
| 19 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.13% | — | +318.13% | |
| 20 | PEG | Public Service Enterprise Gp | 株式-公益事業 | 1.10% | — | -1.63% | |
| 21 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-テック型 | 1.06% | — | -1.25% | |
| 22 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.99% | +0.11% | +0.25% | |
| 23 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.91% | — | -6.79% | |
| 24 | BDJ | Blackrock Enhanced Eqty Dvd | 株式-その他 | 0.90% | — | +0.00% | |
| 25 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.85% | +0.12% | +0.44% | |
| 26 | V | Visa Inc-class A Shares | 株式-金融 | 0.80% | — | +7.63% | |
| 27 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.76% | — | -28.79% | |
| 28 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.73% | — | -11.54% | |
| 29 | IBM | Intl Business Machines CORP | 株式-IT | 0.73% | -0.29% | -4.08% | |
| 30 | ADBE | Adobe INC | 株式-IT | 0.68% | -0.12% | +4.04% | |
| 31 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.65% | — | -0.92% | |
| 32 | BAC | Bank Of America CORP | 株式-金融 | 0.64% | — | +0.17% | |
| 33 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.64% | — | — | |
| 34 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.64% | — | +5.99% | |
| 35 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.62% | — | — | |
| 36 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.62% | +0.38% | -1.12% | |
| 37 | EXK | Exact Sciences CORP | 株式-素材 | 0.62% | — | -11.21% | |
| 38 | NVDA | Nvidia CORP | 株式-IT | 0.60% | -0.22% | +3.17% | |
| 39 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.60% | — | -4.10% | |
| 40 | ILCB | Ishares Morningstar U.s. Equ | ETF-その他 | 0.54% | — | -5.49% | |
| 41 | CRM | Salesforce INC | 株式-IT | 0.53% | — | -2.09% | |
| 42 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.53% | — | — | |
| 43 | JWNUSD | Nordstrom INC | 株式-その他 | 0.52% | — | +30.33% | |
| 44 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.52% | — | +0.03% | |
| 45 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.52% | — | -4.06% | |
| 46 | MSCI | Msci INC | 株式-金融 | 0.51% | — | -4.96% | |
| 47 | FTSM | First Trust Enh Short Mat Fd | ETF-その他 | 0.50% | — | -1.40% | |
| 48 | INTC | Intel CORP | 株式-IT | 0.48% | — | +4.71% | |
| 49 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.48% | -0.15% | — | |
| 50 | ILMN | Illumina INC | 株式-ヘルスケア | 0.46% | — | — |