セクター別内訳

04
Technology 32.0%
Financials 8.7%
Healthcare 7.2%
Communication Services 5.0%
Industrials 3.4%
Energy 2.6%
Retail 2.6%
Consumer products 1.2%
Utilities 1.2%
Consumer Staples 1.0%
Consumer Discretionary 0.8%
Materials 0.6%
Real Estate 0.1%
その他/マッピングなし 33.5%

ポートフォリオ全体 258 ポジション

05
タイプ 連続 8四半期トレンド
AAPL Apple Inc. - Common Stock $101,503 23.20% 459,850 $-9,917 上昇 ×1
MSFT Microsoft Corporation - Common Stock $20,117 4.60% 51,179 $-230 上昇 ×1
VUG Vanguard Morningstar Growth ETF $17,328 3.96% 44,522 $-563 上昇 ×1
BRK-B (として提出 BRKB) Berkshire Hathaway Inc. Class B $15,878 3.63% 30,195 $2,228 上昇 ×1
VGT Vanguard Information Tech ETF $10,498 2.40% 18,244 $-112 上昇 ×1
VTV Vanguard Morningstar Value ETF $8,796 2.01% 50,390 $649 上昇 ×1
VCIT Vanguard Intermediate-Term Corporate Bond ETF $8,291 1.90% 101,930 $1,004 上昇 ×1
CGXU Capital Group International Focus Equity ETF $7,579 1.73% 293,543 $941 上昇 ×1
JPST JPMorgan Ultra-Short Income ETF $7,334 1.68% 145,061 $2,867 上昇 ×1
CGDV Capital Group Dividend Value ETF $6,859 1.57% 188,067 $916 上昇 ×1
NVDA NVIDIA Corporation - Common Stock $6,702 1.53% 55,197 $1,101 上昇 ×1
XOM Exxon Mobil Corporation Common Stock $6,218 1.42% 53,693 $408 下落 ×1
LLY Eli Lilly and Company Common Stock $5,942 1.36% 6,871 $746 上昇 ×1
JPM JP Morgan Chase & Co. Common Stock $5,575 1.27% 22,474 $242 上昇 ×1
GOOG Alphabet Inc. - Class C Capital Stock $4,867 1.11% 28,639 $-533 上昇 ×1
VHT Vanguard Health Care ETF $4,716 1.08% 17,509 $666 上昇 ×1
AMZN Amazon.com, Inc. - Common Stock $4,660 1.07% 22,925 $-129 上昇 ×1
VDE Vanguard Energy ETF $4,309 0.98% 33,150 $759 上昇 ×1
JNJ Johnson & Johnson Common Stock $4,116 0.94% 25,209 $572 上昇 ×1
PG Procter & Gamble Company (The) Common Stock $3,840 0.88% 23,183 $-44 上昇 ×1
VZ Verizon Communications Inc. Common Stock $3,485 0.80% 80,014 $272 下落 ×1
VPU Vanguard Utilities ETF $3,428 0.78% 20,102 $261 上昇 ×1
FBND Fidelity Merrimack Street Trust $3,202 0.73% 70,305 $262 上昇 ×1
GOOGL Alphabet Inc. - Class A Common Stock $3,091 0.71% 18,433 $-383 上昇 ×1
COST Costco Wholesale Corporation - Common Stock $3,047 0.70% 3,290 $563 上昇 ×1
IGLB iShares 10 Year Investment Grade Corporate Bond ETF $2,954 0.68% 59,018 $37 下落 ×1
BMY Bristol-Myers Squibb Company Common Stock $2,858 0.65% 46,807 $368 上昇 ×1
T AT&T Inc. $2,783 0.64% 103,238 $423 下落 ×1
MDY State Street SPDR S&P MIDCAP 400 ETF Trust $2,762 0.63% 5,011 $3 上昇 ×1
MRK Merck & Company, Inc. Common Stock (new) $2,620 0.60% 28,385 $-193 上昇 ×1
MA Mastercard Incorporated Common Stock $2,614 0.60% 4,809 $95 上昇 ×1
PFE Pfizer, Inc. Common Stock $2,550 0.58% 97,540 $-14 上昇 ×1
V Visa Inc. $2,425 0.55% 7,052 $-5 下落 ×1
ADP Automatic Data Processing, Inc. - Common Stock $2,408 0.55% 8,056 $56 上昇 ×1
UNH UnitedHealth Group Incorporated Common Stock (DE) $2,391 0.55% 4,629 $1,561 上昇 ×1
META Meta Platforms, Inc. - Class A Common Stock $2,375 0.54% 3,839 $192 上昇 ×1
IVV iShares Trust $2,353 0.54% 4,080 $-43 上昇 ×1
IWM iShares Russell 2000 Index Fund $2,280 0.52% 10,918 $-75 上昇 ×1
VYM Vanguard High Dividend Yield ETF $2,273 0.52% 17,522 $58 上昇 ×1
IJR iShares Trust $2,269 0.52% 21,003 $-19 上昇 ×1
GE GE Aerospace Common Stock $2,193 0.50% 10,429 $258 下落 ×1
CVX Chevron Corporation Common Stock $2,006 0.46% 12,158 $238 下落 ×1
IBM International Business Machines Corporation Common Stock $1,914 0.44% 7,702 $215 下落 ×1
ORCL Oracle Corporation Common Stock $1,901 0.43% 12,275 $-138 上昇 ×1
BINC iShares Flexible Income Active ETF $1,865 0.43% 35,583 $95 上昇 ×1
SPY SPY $1,817 0.42% 3,164 $416 上昇 ×1
AXP American Express Company Common Stock $1,743 0.40% 6,272 $430 上昇 ×1
QQQ Invesco QQQ Trust, Series 1 $1,733 0.40% 3,532 $456 上昇 ×1
MO Altria Group, Inc. $1,668 0.38% 28,926 $161 上昇 ×1
NVO Novo Nordisk A/S Common Stock $1,602 0.37% 21,269 $-245 下落 ×1
VXUS Vanguard Total International Stock ETF $1,558 0.36% 24,520 $153 上昇 ×1
PEG Public Service Enterprise Group Incorporated Common Stock $1,542 0.35% 18,503 $-48 下落 ×1
MINT PIMCO ETF Trust $1,498 0.34% 14,901 $-51 下落 ×1
IWF iShares Russell 1000 Growth Fund $1,401 0.32% 3,707 $-83 上昇 ×1
CSCO Cisco Systems, Inc. - Common Stock $1,387 0.32% 22,751 $-213 下落 ×1
JEPI JPMorgan Equity Premium Income ETF $1,370 0.31% 23,701 $155 上昇 ×1
DIS Walt Disney Company (The) Common Stock $1,347 0.31% 13,445 $-268 下落 ×1
JCPB JPMorgan Core Plus Bond ETF $1,337 0.31% 28,589 $904 上昇 ×1
TSLA Tesla, Inc. - Common Stock $1,325 0.30% 4,759 $-651 下落 ×1
ABBV AbbVie Inc. Common Stock $1,319 0.30% 6,305 $130 下落 ×1
WMT Walmart Inc. - Common Stock $1,312 0.30% 15,000 $-41 上昇 ×1
SYK Stryker Corporation Common Stock $1,281 0.29% 3,423 $56 上昇 ×1
VIS Vanguard Industrials ETF $1,279 0.29% 5,003 $283 上昇 ×1
NFLX Netflix, Inc. - Common Stock $1,211 0.28% 1,246 $100
HD Home Depot, Inc. (The) Common Stock $1,207 0.28% 3,319 $49 上昇 ×1
FISV Fiserv, Inc. - Common Stock $1,190 0.27% 5,366 $103 上昇 ×1
HON Honeywell International Inc. - Common Stock $1,140 0.26% 5,383 $-85 下落 ×1
TJX TJX Companies, Inc. (The) Common Stock $1,127 0.26% 9,424 $42 上昇 ×1
VTI Vanguard Morningstar Total Stock Market ETF $1,118 0.26% 3,936 $58 上昇 ×1
GLD SPDR Gold Shares $1,101 0.25% 3,970 $276 上昇 ×1
AVGO Broadcom Inc. - Common Stock $1,075 0.25% 5,620 $-223 上昇 ×1
AMGN Amgen Inc. - Common Stock $1,025 0.23% 3,261 $168 下落 ×1
MMM 3M Company Common Stock $1,019 0.23% 6,650 $33 下落 ×1
PEP PepsiCo, Inc. - Common Stock $1,014 0.23% 6,926 $-80 下落 ×1
VOO Vanguard S&P 500 ETF $991 0.23% 1,871 $93 上昇 ×1
DHR Danaher Corporation Common Stock $977 0.22% 4,589 $-84 下落 ×1
MUB iShares Trust $973 0.22% 9,219 $-112 下落 ×1
MLPX Global X Funds $911 0.21% 14,039 $61 上昇 ×1
IVW iShares S&P 500 Growth ETF $895 0.20% 9,219 $-40 上昇 ×1
ABT Abbott Laboratories Common Stock $889 0.20% 6,985 $29 下落 ×1
UPS United Parcel Service, Inc. Common Stock $888 0.20% 7,670 $-210 下落 ×1
DUK Duke Energy Corporation (Holding Company) Common Stock $881 0.20% 7,454 $63 下落 ×1
CGCB Capital Group Fixed Income ETF Trust $870 0.20% 33,195 $-21 下落 ×1
INTU Intuit Inc. - Common Stock $857 0.20% 1,398 $-22
GEV GE Vernova Inc. Common Stock $843 0.19% 2,454 $-53 下落 ×1
RSP Invesco Exchange-Traded Fund Trust $842 0.19% 4,794 $149 上昇 ×1
ACN Accenture plc Class A Ordinary Shares (Ireland) $812 0.19% 2,645 $-106 上昇 ×1
KO Coca-Cola Company (The) Common Stock $811 0.19% 11,766 $77 下落 ×1
ISTB iShares Core 1-5 Year USD Bond ETF $804 0.18% 16,685 $-167 下落 ×1
BAC Bank of America Corporation Common Stock $803 0.18% 18,645 $-21 下落 ×1
SCHF SCHWAB STRATEGIC TRUST $800 0.18% 39,491 $123 上昇 ×1
PANW Palo Alto Networks, Inc. - Common Stock $799 0.18% 4,326 $-43 下落 ×1
MCD McDonald's Corporation Common Stock $795 0.18% 2,600 $35 下落 ×1
SCHD SCHWAB STRATEGIC TRUST $786 0.18% 27,994 $212 上昇 ×1
BR Broadridge Financial Solutions, Inc. Common Stock $785 0.18% 3,328 $33
SCHG SCHWAB STRATEGIC TRUST $784 0.18% 29,832 $-21 上昇 ×1
JEPQ JPMorgan Nasdaq Equity Premium Income ETF $781 0.18% 14,527 $23 上昇 ×1
WFC Wells Fargo & Company Common Stock $775 0.18% 10,435 $40 下落 ×1
SCHM SCHWAB STRATEGIC TRUST $764 0.17% 28,149 $-49 下落 ×1
BIV VANGUARD BOND INDEX FUNDS $760 0.17% 9,997 $61 上昇 ×1

最大の新規投資

09

今四半期に新規開設されたポジション、大きい順。

証券評価額株式数% ポートフォリオの
SUN $518 9,094 0.12%
BSCT $370 20,014 0.08%
AMD $234 2,057 0.05%
VRTX $223 435 0.05%
AEP $220 2,112 0.05%
EQT $216 4,000 0.05%
FENY $212 8,325 0.05%
TXRH $211 1,200 0.05%
COF $209 1,157 0.05%
SDY $207 1,539 0.05%
SCHW $202 2,529 0.05%
AMP $201 395 0.05%
DOV $200 1,078 0.05%
BWLP $188 16,100 0.04%
VIAV $141 12,000 0.03%

上位変動銘柄（四半期比）

10
証券アクション株式数Δ金額Δ
AAPL 買い増し +15K -$10K
JPST 買い増し +56K +$3K
BRK-B (として提出 BRKB) 買い増し +80 +$2K
UNH 買い増し +3K +$2K
NVDA 買い増し +13K +$1K
VCIT 買い増し +11K +$1K
CGXU 買い増し +24K +$941
CGDV 買い増し +20K +$916
JCPB 買い増し +19K +$904
VDE 買い増し +4K +$759