セクター別内訳

04
Financials 10.3%
Health Care 7.4%
Technology 7.1%
Communication Services 6.1%
Consumer Discretionary 3.0%
Retail 2.8%
Consumer Staples 2.6%
Energy 2.2%
Industrials 1.5%
Utilities 1.3%
Materials 1.0%
Real Estate 0.8%
Consumer products 0.5%
その他/マッピングなし 53.4%

ポートフォリオ全体 134 ポジション

05
タイプ 連続 8四半期トレンド
VTI Vanguard Morningstar Total Stock Market ETF $77,314 14.16% 281,306 上昇 ×1
BND Vanguard Total Bond Market ETF $58,776 10.77% 800,224 上昇 ×1
VEA VANGUARD TAX-MANAGED FUNDS $33,309 6.10% 655,294 上昇 ×1
VCRB Vanguard Core Bond ETF $23,021 4.22% 297,313 上昇 ×1
VGIT Vanguard Intermediate-Term Treasury ETF $15,536 2.85% 261,544 上昇 ×1
VWO Vanguard FTSE Emerging Markets ETF $10,681 1.96% 235,987 上昇 ×1
META Meta Platforms, Inc. - Class A Common Stock $10,391 1.90% 18,028 上昇 ×1
VMBS Vanguard Mortgage-Backed Securities ETF $9,145 1.67% 197,477 上昇 ×1
MSFT Microsoft Corporation - Common Stock $9,074 1.66% 24,172 上昇 ×1
BKNG Booking Holdings Inc. - Common Stock $8,835 1.62% 1,918 上昇 ×1
BRK-B (として提出 BRKB) Berkshire Hathaway Inc. Class B $8,562 1.57% 16,077 上昇 ×1
SCHW Charles Schwab Corporation (The) Common Stock $8,286 1.52% 105,850 上昇 ×1
SPSM SPDR SERIES TRUST $7,358 1.35% 180,530 上昇 ×1
PM Philip Morris International Inc Common Stock $7,236 1.33% 45,585 上昇 ×1
JPM JP Morgan Chase & Co. Common Stock $7,209 1.32% 29,387 上昇 ×1
MOAT VanEck ETF Trust $6,795 1.24% 77,211 上昇 ×1
V Visa Inc. $6,526 1.20% 18,623 上昇 ×1
AMZN Amazon.com, Inc. - Common Stock $6,131 1.12% 32,222 上昇 ×1
ELV Elevance Health, Inc. Common Stock $6,082 1.11% 13,982 上昇 ×1
WFC Wells Fargo & Company Common Stock $6,068 1.11% 84,523 上昇 ×1
KMX CarMax Inc $5,506 1.01% 70,668 上昇 ×1
GOOGL Alphabet Inc. - Class A Common Stock $5,363 0.98% 34,683 上昇 ×1
CMCSA Comcast Corporation - Class A Common Stock $5,092 0.93% 138,002 上昇 ×1
SBUX Starbucks Corporation - Common Stock $5,082 0.93% 51,808 上昇 ×1
MA Mastercard Incorporated Common Stock $5,029 0.92% 9,175 上昇 ×1
BDX Becton, Dickinson and Company Common Stock $4,875 0.89% 21,282 上昇 ×1
BSV VANGUARD BOND INDEX FUNDS $4,606 0.84% 58,842 上昇 ×1
TSM Taiwan Semiconductor Manufacturing Company Ltd. $4,592 0.84% 27,663 上昇 ×1
USHY iShares Broad USD High Yield Corporate Bond ETF $4,268 0.78% 115,938 上昇 ×1
MDT Medtronic plc. Ordinary Shares $4,196 0.77% 46,699 上昇 ×1
GOOG Alphabet Inc. - Class C Capital Stock $4,089 0.75% 26,175 上昇 ×1
XOM Exxon Mobil Corporation Common Stock $4,087 0.75% 34,363 上昇 ×1
CHKP Check Point Software Technologies Ltd. - Ordinary Shares $4,060 0.74% 17,813 上昇 ×1
APD Air Products and Chemicals, Inc. Common Stock $3,959 0.73% 13,422 上昇 ×1
IQV IQVIA Holdings, Inc. Common Stock $3,939 0.72% 22,343 上昇 ×1
VTEB VANGUARD MUNICIPAL BOND FUNDS $3,916 0.72% 78,929 上昇 ×1
SCHB SCHWAB STRATEGIC TRUST $3,772 0.69% 175,180 上昇 ×1
ENB Enbridge Inc Common Stock $3,632 0.67% 82,024 上昇 ×1
COR Cencora, Inc. Common Stock $3,556 0.65% 12,787 上昇 ×1
DIS Walt Disney Company (The) Common Stock $3,502 0.64% 35,485 上昇 ×1
FISV Fiserv, Inc. - Common Stock $3,117 0.57% 14,113 上昇 ×1
ORCL Oracle Corporation Common Stock $2,953 0.54% 21,118 上昇 ×1
ETR Entergy Corporation Common Stock $2,923 0.54% 34,190 上昇 ×1
QCOM QUALCOMM Incorporated - Common Stock $2,857 0.52% 18,601 上昇 ×1
CRM Salesforce, Inc. Common Stock $2,777 0.51% 10,348 上昇 ×1
COP ConocoPhillips Common Stock $2,729 0.50% 25,988 上昇 ×1
ADBE Adobe Inc. - Common Stock $2,710 0.50% 7,066 上昇 ×1
DEO Diageo plc Common Stock $2,699 0.49% 25,758 上昇 ×1
IXUS iShares Core MSCI Total International Stock ETF $2,587 0.47% 37,060 上昇 ×1
UL (として提出 ULXXXX) Unilever PLC American Depositary Shares (each representing One Ordinary Share) $2,583 0.47% 43,375 上昇 ×1
EBAY eBay Inc. - Common Stock $2,555 0.47% 37,724 上昇 ×1
FHLC FIDELITY COVINGTON TRUST $2,542 0.47% 37,214 上昇 ×1
IUSB iShares Core Universal USD Bond ETF $2,464 0.45% 53,475 上昇 ×1
AMAT Applied Materials, Inc. - Common Stock $2,409 0.44% 16,600 上昇 ×1
ADSK Autodesk, Inc. - Common Stock $2,388 0.44% 9,122 上昇 ×1
BK The Bank of New York Mellon Corporation Common Stock $2,388 0.44% 28,472 上昇 ×1
GD General Dynamics Corporation Common Stock $2,386 0.44% 8,752 上昇 ×1
BLK BlackRock, Inc. Common Stock $2,379 0.44% 2,514 上昇 ×1
FLGB Franklin Templeton ETF Trust $2,363 0.43% 82,460 上昇 ×1
NVS Novartis AG Common Stock $2,341 0.43% 20,997 上昇 ×1
MCHI iShares MSCI China ETF $2,338 0.43% 42,980 上昇 ×1
OMC Omnicom Group Inc. Common Stock $2,333 0.43% 28,135 上昇 ×1
ILF iShares Latin America 40 ETF $2,290 0.42% 97,252 上昇 ×1
LAMR Lamar Advertising Company - Class A Common Stock $2,218 0.41% 19,496 上昇 ×1
SNY Sanofi - American Depositary Shares $2,200 0.40% 39,670 上昇 ×1
GSK GSK plc American Depositary Shares (Each representing two Ordinary Shares) $2,152 0.39% 55,546 上昇 ×1
ADI Analog Devices, Inc. - Common Stock $2,138 0.39% 10,599 上昇 ×1
AMT American Tower Corporation (REIT) Common Stock $2,112 0.39% 9,708 上昇 ×1
VFH Vanguard Financials ETF $2,069 0.38% 17,321 上昇 ×1
UNH UnitedHealth Group Incorporated Common Stock (DE) $2,045 0.37% 3,904 上昇 ×1
KO Coca-Cola Company (The) Common Stock $1,915 0.35% 26,740 上昇 ×1
MCK McKesson Corporation Common Stock $1,904 0.35% 2,829 上昇 ×1
DUK Duke Energy Corporation (Holding Company) Common Stock $1,749 0.32% 14,339 上昇 ×1
VWOB Vanguard Emerging Markets Government Bond ETF $1,701 0.31% 26,498 上昇 ×1
LYG Lloyds Banking Group Plc American Depositary Shares $1,664 0.30% 435,473 上昇 ×1
TFC Truist Financial Corporation Common Stock $1,603 0.29% 38,963 上昇 ×1
AMGN Amgen Inc. - Common Stock $1,586 0.29% 5,091 上昇 ×1
SCHP SCHWAB STRATEGIC TRUST $1,563 0.29% 58,144 上昇 ×1
WEC WEC Energy Group, Inc. Common Stock $1,527 0.28% 14,011 上昇 ×1
VZ Verizon Communications Inc. Common Stock $1,511 0.28% 33,319 上昇 ×1
GPC Genuine Parts Company Common Stock $1,508 0.28% 12,656 上昇 ×1
FNDE SCHWAB STRATEGIC TRUST $1,473 0.27% 47,833 上昇 ×1
VEEV Veeva Systems Inc. Class A Common Stock $1,411 0.26% 6,092 上昇 ×1
JMUB JPMorgan Municipal ETF $1,406 0.26% 28,124 上昇 ×1
PFE Pfizer, Inc. Common Stock $1,338 0.25% 52,792 上昇 ×1
BAC Bank of America Corporation Common Stock $1,336 0.24% 32,012 上昇 ×1
RTX RTX Corporation Common Stock $1,325 0.24% 10,002 上昇 ×1
ECL Ecolab Inc. Common Stock $1,312 0.24% 5,174 上昇 ×1
VO Vanguard Morningstar Mid-Cap ETF $1,260 0.23% 4,871 上昇 ×1
UPS United Parcel Service, Inc. Common Stock $1,222 0.22% 11,107 上昇 ×1
IVV iShares Core S&P 500 ETF $1,211 0.22% 2,155 上昇 ×1
VDC VANGUARD WORLD FUND $1,209 0.22% 5,524 上昇 ×1
HII Huntington Ingalls Industries, Inc. Common Stock $1,196 0.22% 5,862 上昇 ×1
FIS Fidelity National Information Services, Inc. Common Stock $1,115 0.20% 14,932 上昇 ×1
TXN Texas Instruments Incorporated - Common Stock $1,101 0.20% 6,127 上昇 ×1
EIX Edison International Common Stock $1,055 0.19% 17,901 上昇 ×1
FSTA Fidelity MSCI Consumer Staples Index ETF $1,008 0.18% 19,714 上昇 ×1
MUB iShares Trust $990 0.18% 9,385 上昇 ×1
PEP PepsiCo, Inc. - Common Stock $938 0.17% 6,258 上昇 ×1
ALLE Allegion plc Ordinary Shares $874 0.16% 6,701 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
VTI $77,314 281,306 14.16%
BND $58,776 800,224 10.77%
VEA $33,309 655,294 6.10%
VCRB $23,021 297,313 4.22%
VGIT $15,536 261,544 2.85%
VWO $10,681 235,987 1.96%
META $10,391 18,028 1.90%
VMBS $9,145 197,477 1.67%
MSFT $9,074 24,172 1.66%
BKNG $8,835 1,918 1.62%
BRK-B (として提出 BRKB) $8,562 16,077 1.57%
SCHW $8,286 105,850 1.52%
SPSM $7,358 180,530 1.35%
PM $7,236 45,585 1.33%
JPM $7,209 29,387 1.32%