CIK: 0001668188
申告総資産額
$5.6億
| # | 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 | 6.08% | -0.25% | +1.45% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 5.89% | — | +2.50% | |
| 3 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 4.42% | -0.02% | +0.03% | |
| 4 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 4.33% | -0.24% | +0.63% | |
| 5 | HFXI | Nyli Ftse Intl Eq Cur Ntrl | ETF-その他 | 4.25% | — | +0.36% | |
| 6 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 3.69% | — | -1.20% | |
| 7 | AVGO | Broadcom INC | 株式-IT | 3.67% | -0.12% | -0.09% | |
| 8 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 3.41% | — | -0.12% | |
| 9 | NVDA | Nvidia CORP | 株式-IT | 3.05% | +0.28% | +3.23% | |
| 10 | KO | Coca-cola Co/the | 株式-生活必需品 | 2.70% | — | -0.76% | |
| 11 | TMUS | T-mobile US INC | 株式-通信サービス | 2.64% | — | +0.13% | |
| 12 | IHI | Ishares U.s. Medical Devices | ETF-その他 | 2.57% | — | +0.65% | |
| 13 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 2.46% | — | +0.92% | |
| 14 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 2.31% | +0.12% | +29.73% | |
| 15 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.27% | -0.10% | +0.54% | |
| 16 | WMT | Walmart INC | 株式-生活必需品 | 2.21% | -0.89% | +1.61% | |
| 17 | MCD | Mcdonald's CORP | 株式-一般消費財 | 2.02% | — | -0.56% | |
| 18 | JAAA | Janus Henderson Aaa Clo ETF | ETF-その他 | 1.98% | +0.63% | — | |
| 19 | XHLF | Bondbloxx Bbg 6 Mth US Treas | ETF-その他 | 1.92% | — | — | |
| 20 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 1.90% | — | -1.96% | |
| 21 | HD | Home Depot INC | 株式-一般消費財 | 1.81% | — | +0.23% | |
| 22 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.79% | — | -0.25% | |
| 23 | PEP | Pepsico INC | 株式-生活必需品 | 1.75% | — | +0.04% | |
| 24 | CVX | Chevron CORP | 株式-エネルギー | 1.69% | — | -0.13% | |
| 25 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 1.63% | — | -3.52% | |
| 26 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.53% | — | -0.45% | |
| 27 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.35% | — | -0.95% | |
| 28 | COP | Conocophillips | 株式-エネルギー | 1.33% | — | -1.37% | |
| 29 | VUG | Vanguard Growth ETF | ETF-その他 | 1.33% | +0.13% | +0.95% | |
| 30 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.29% | +0.28% | +1.31% | |
| 31 | ASML | ASML Holding N.V. | 株式-IT | 1.25% | — | — | |
| 32 | XONE | Bondbloxx Bbg 1 Dur US Treas | ETF-その他 | 1.20% | — | — | |
| 33 | XLE | Ss Energy Select Sector | ETF-その他 | 1.12% | -0.76% | -7.00% | |
| 34 | MET | Metlife INC | 株式-金融 | 1.10% | — | +0.64% | |
| 35 | GD | General Dynamics CORP | 株式-資本財 | 1.10% | — | -0.52% | |
| 36 | VNLA | Janus Henderson Short Durati | ETF-その他 | 1.07% | — | +54.54% | |
| 37 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.99% | -0.03% | +1.52% | |
| 38 | V | Visa Inc-class A Shares | 株式-金融 | 0.98% | — | -0.08% | |
| 39 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.77% | -0.09% | +2.20% | |
| 40 | ITA | Ishares U.s. Aerospace & Def | ETF-その他 | 0.68% | — | +0.95% | |
| 41 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 0.66% | — | -0.33% | |
| 42 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.61% | — | +0.11% | |
| 43 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 0.59% | — | -17.25% | |
| 44 | RDVY | First Trust Rising Dividend | ETF-その他 | 0.58% | — | +0.98% | |
| 45 | IYC | Ishares US Consumer Discreti | ETF-その他 | 0.58% | — | +0.41% | |
| 46 | ADBE | Adobe INC | 株式-IT | 0.56% | — | +0.80% | |
| 47 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.43% | +0.20% | +21.61% | |
| 48 | NOW | Servicenow INC | 株式-IT | 0.39% | — | -0.71% | |
| 49 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.34% | — | +1.08% | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.31% | — | +13.07% |