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 | 7.08% | — | +0.47% | |
| 2 | DVY | Ishares Select Dividend ETF | ETF-その他 | 4.39% | +0.26% | -6.10% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 3.49% | -0.16% | -10.24% | |
| 4 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 3.35% | +0.17% | +3.03% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 3.21% | -0.75% | -0.16% | |
| 6 | IDV | Ishares International Select | ETF-その他 | 2.47% | +0.16% | -0.34% | |
| 7 | T | At&t INC | 株式-通信サービス | 2.41% | +0.14% | +3.31% | |
| 8 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-テック型 | 2.30% | — | -4.56% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.22% | -0.17% | -12.02% | |
| 10 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 2.10% | — | -0.65% | |
| 11 | KMI | Kinder Morgan INC | 株式-エネルギー | 2.00% | +0.31% | -1.68% | |
| 12 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.96% | +0.38% | +5.76% | |
| 13 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.60% | — | +3.64% | |
| 14 | VZ | Verizon Communications INC | 株式-通信サービス | 1.42% | +0.13% | -2.02% | |
| 15 | HDV | Ishares Core High Dividend E | ETF-その他 | 1.41% | +0.11% | -1.47% | |
| 16 | PFE | Pfizer INC | 株式-ヘルスケア | 1.41% | — | -5.60% | |
| 17 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.33% | +0.12% | +13.43% | |
| 18 | CVX | Chevron CORP | 株式-エネルギー | 1.26% | +0.14% | +17.05% | |
| 19 | PEG | Public Service Enterprise Gp | 株式-公益事業 | 1.22% | — | +0.61% | |
| 20 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.20% | +0.34% | -3.76% | |
| 21 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 1.15% | — | +11.39% | |
| 22 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.13% | -0.51% | -9.64% | |
| 23 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.97% | — | -1.73% | |
| 24 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.97% | — | +26.15% | |
| 25 | NVDA | Nvidia CORP | 株式-IT | 0.89% | -0.22% | -9.73% | |
| 26 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.88% | — | -12.36% | |
| 27 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 0.86% | — | — | |
| 28 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.81% | — | +13.18% | |
| 29 | BAC | Bank Of America CORP | 株式-金融 | 0.80% | — | -3.53% | |
| 30 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.80% | — | -0.63% | |
| 31 | COP | Conocophillips | 株式-エネルギー | 0.76% | +0.12% | -3.69% | |
| 32 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.76% | — | -15.54% | |
| 33 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.75% | — | +0.23% | |
| 34 | IBM | Intl Business Machines CORP | 株式-IT | 0.68% | -0.29% | -13.84% | |
| 35 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-テック型 | 0.66% | — | -1.03% | |
| 36 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.65% | — | -4.17% | |
| 37 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.64% | -0.13% | -8.83% | |
| 38 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.63% | — | -18.16% | |
| 39 | LNKB | Linkbancorp INC | 株式-その他 | 0.62% | — | — | |
| 40 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.61% | — | +2.04% | |
| 41 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.59% | -0.15% | +1.17% | |
| 42 | AVGO | Broadcom INC | 株式-IT | 0.58% | — | -11.42% | |
| 43 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.57% | — | +27.03% | |
| 44 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.57% | — | — | |
| 45 | VFH | Vanguard Financials ETF | ETF-その他 | 0.56% | — | +0.34% | |
| 46 | HD | Home Depot INC | 株式-一般消費財 | 0.54% | — | +37.47% | |
| 47 | WMT | Walmart INC | 株式-生活必需品 | 0.53% | — | +0.62% | |
| 48 | AXON | Axon Enterprise INC | 株式-資本財 | 0.53% | -0.26% | +3.33% | |
| 49 | MSCI | Msci INC | 株式-金融 | 0.50% | — | -25.59% | |
| 50 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.49% | — | +0.71% |