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 | 7.92% | — | -8.23% | |
| 2 | DVY | Ishares Select Dividend ETF | ETF-その他 | 4.14% | +0.26% | -1.28% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 3.92% | -0.16% | +0.32% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 3.72% | -0.75% | +1.07% | |
| 5 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 2.88% | +0.17% | +3.47% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.74% | -0.17% | -1.14% | |
| 7 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-テック型 | 2.66% | — | +0.58% | |
| 8 | T | At&t INC | 株式-通信サービス | 2.48% | +0.14% | +3.17% | |
| 9 | IDV | Ishares International Select | ETF-その他 | 2.27% | +0.16% | +5.00% | |
| 10 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 2.26% | — | -1.24% | |
| 11 | VZ | Verizon Communications INC | 株式-通信サービス | 1.56% | +0.13% | +6.64% | |
| 12 | KMI | Kinder Morgan INC | 株式-エネルギー | 1.47% | +0.31% | +3.33% | |
| 13 | PFE | Pfizer INC | 株式-ヘルスケア | 1.43% | — | +8.28% | |
| 14 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.36% | — | +2.03% | |
| 15 | NVDA | Nvidia CORP | 株式-IT | 1.32% | -0.22% | +30.86% | |
| 16 | HDV | Ishares Core High Dividend E | ETF-その他 | 1.11% | +0.11% | -0.92% | |
| 17 | PEG | Public Service Enterprise Gp | 株式-公益事業 | 1.09% | — | +17.46% | |
| 18 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.04% | -0.13% | — | |
| 19 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.99% | — | — | |
| 20 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.94% | — | -2.04% | |
| 21 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.94% | +0.34% | +5.17% | |
| 22 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.91% | +0.12% | +3.34% | |
| 23 | BAC | Bank Of America CORP | 株式-金融 | 0.89% | — | -4.31% | |
| 24 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-テック型 | 0.85% | — | -4.26% | |
| 25 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.81% | +0.38% | -1.92% | |
| 26 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.79% | -0.51% | -2.17% | |
| 27 | PYPL | Paypal Holdings INC | 株式-金融 | 0.75% | — | +6.09% | |
| 28 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.71% | — | +0.03% | |
| 29 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.71% | — | -1.41% | |
| 30 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 0.70% | — | +14.57% | |
| 31 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.70% | — | +11.37% | |
| 32 | AVGO | Broadcom INC | 株式-IT | 0.68% | — | — | |
| 33 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.65% | — | +19.18% | |
| 34 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.65% | -0.15% | +2.44% | |
| 35 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.58% | — | +0.02% | |
| 36 | ADBE | Adobe INC | 株式-IT | 0.58% | -0.12% | -5.33% | |
| 37 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.58% | — | -19.43% | |
| 38 | MSCI | Msci INC | 株式-金融 | 0.57% | — | — | |
| 39 | VUSB | Vanguard Ultra Short Bond Et | ETF-その他 | 0.56% | — | +33.70% | |
| 40 | IBM | Intl Business Machines CORP | 株式-IT | 0.55% | -0.29% | +25.74% | |
| 41 | CRM | Salesforce INC | 株式-IT | 0.54% | — | +6.19% | |
| 42 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.53% | — | +0.44% | |
| 43 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.52% | — | +1.69% | |
| 44 | ILCB | Ishares Morningstar U.s. Equ | ETF-その他 | 0.52% | — | -1.87% | |
| 45 | TGT | Target CORP | 株式-一般消費財 | 0.50% | — | -0.03% | |
| 46 | VRIG | Invesco Variable Rate Invest | ETF-その他 | 0.49% | — | +239.41% | |
| 47 | V | Visa Inc-class A Shares | 株式-金融 | 0.49% | — | +12.07% | |
| 48 | VFH | Vanguard Financials ETF | ETF-その他 | 0.49% | — | +3.59% | |
| 49 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-その他 | 0.48% | — | — | |
| 50 | TXN | Texas Instruments INC | 株式-IT | 0.47% | — | +0.39% |