CIK: 0001821407
申告総資産額
$1.2億
| # | 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 | 11.73% | +0.23% | -5.31% | |
| 2 | AAPL | Apple INC | 株式-IT | 9.32% | +0.14% | +7.40% | |
| 3 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 5.02% | — | -8.79% | |
| 4 | LECO | Lincoln Electric Holdings | 株式-資本財 | 4.56% | — | — | |
| 5 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 4.31% | — | -2.83% | |
| 6 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 3.39% | — | -8.99% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 3.14% | -0.27% | +3.98% | |
| 8 | PHDG | Invesco S&p 500 Downside Hed | ETF-大型株・グロース | 2.66% | — | +0.60% | |
| 9 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 2.55% | -0.02% | -5.48% | |
| 10 | BSJO | Invesco Bulletshares 2024 Hy | ETF-その他 | 2.34% | — | -5.17% | |
| 11 | BSJP | Invesco Bulletshares 2025 Hy | ETF-その他 | 2.29% | — | -2.55% | |
| 12 | QCOM | Qualcomm INC | 株式-IT | 2.27% | -0.70% | +23.17% | |
| 13 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.84% | +0.29% | +14.90% | |
| 14 | GLDM | Spdr Gold Minishares Trust | ETF-コモディティ | 1.60% | — | +5.97% | |
| 15 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.55% | — | -3.31% | |
| 16 | BND | Vanguard Total Bond Market | ETF-その他 | 1.45% | +0.58% | +38.06% | |
| 17 | TSLA | Tesla INC | 株式-一般消費財 | 1.43% | -0.06% | +253.57% | |
| 18 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.43% | — | -3.17% | |
| 19 | SRE | Sempra | 株式-公益事業 | 1.40% | -0.87% | +460.05% | |
| 20 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 1.36% | — | +14.58% | |
| 21 | MSFT | Microsoft CORP | 株式-IT | 1.31% | -0.24% | +23.42% | |
| 22 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 1.26% | — | +29.52% | |
| 23 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.20% | +0.01% | +1927.70% | |
| 24 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.17% | +0.53% | -2.93% | |
| 25 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 1.14% | — | -1.67% | |
| 26 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 1.06% | — | -0.36% | |
| 27 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.03% | -0.93% | +429.39% | |
| 28 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 1.02% | — | -3.29% | |
| 29 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.90% | — | -1.90% | |
| 30 | O | Realty Income CORP | 株式-不動産 | 0.89% | — | -1.36% | |
| 31 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.88% | -0.14% | -3.58% | |
| 32 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.77% | -1.37% | +10.88% | |
| 33 | PXF | Invesco Rafi Developed Marke | ETF-その他 | 0.77% | — | -2.89% | |
| 34 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.75% | — | +1.06% | |
| 35 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 0.73% | — | -6.93% | |
| 36 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.72% | — | +0.20% | |
| 37 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.66% | — | +4.02% | |
| 38 | WFC 7.5 PERP L | Wells Fargo & Company | 株式-金融 | 0.64% | — | -1.66% | |
| 39 | AMGN | Amgen INC | 株式-ヘルスケア | 0.63% | -0.01% | +25.64% | |
| 40 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 0.62% | -0.08% | — | |
| 41 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.57% | -0.06% | +94.24% | |
| 42 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.55% | — | -2.65% | |
| 43 | SO | Southern Co/the | 株式-公益事業 | 0.55% | -0.49% | +616.80% | |
| 44 | CWI | State Street Spdr Msci Acwi | ETF-その他 | 0.55% | — | -7.61% | |
| 45 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 0.54% | — | -0.37% | |
| 46 | BIO | Bio-rad Laboratories-a | 株式-ヘルスケア | 0.53% | — | — | |
| 47 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.52% | — | +0.10% | |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.49% | — | +0.07% | |
| 49 | BNY | Bank Of New York Mellon CORP | 株式-金融 | 0.48% | — | -0.75% | |
| 50 | HD | Home Depot INC | 株式-一般消費財 | 0.47% | — | -2.43% |