CIK: 0001802654
申告総資産額
$2.2億
| # | 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 | IVOV | Vanguard S&p Mid-cap 400 Val | ETF-その他 | 7.55% | — | -1.64% | |
| 2 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 5.73% | +0.93% | — | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 4.09% | -0.68% | +0.01% | |
| 4 | AAPL | Apple INC | 株式-IT | 3.09% | -0.24% | +0.00% | |
| 5 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.92% | -0.22% | — | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.57% | +0.10% | — | |
| 7 | ADP | Automatic Data Processing | 株式-IT | 2.36% | -0.30% | +0.01% | |
| 8 | VUSB | Vanguard Ultra Short Bond Et | ETF-その他 | 2.32% | +1.44% | NEW | |
| 9 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 2.11% | — | +0.05% | |
| 10 | NVDA | Nvidia CORP | 株式-IT | 1.88% | -0.13% | +1.13% | |
| 11 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 1.75% | — | — | |
| 12 | HD | Home Depot INC | 株式-一般消費財 | 1.74% | — | — | |
| 13 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.61% | -0.21% | +0.73% | |
| 14 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 1.48% | +0.92% | +4.60% | |
| 15 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.48% | -0.09% | -2.72% | |
| 16 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.44% | +0.09% | — | |
| 17 | DVY | Ishares Select Dividend ETF | ETF-その他 | 1.34% | +0.05% | — | |
| 18 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 1.34% | — | +0.02% | |
| 19 | AMAT | Applied Materials INC | 株式-IT | 1.28% | +0.36% | +0.02% | |
| 20 | CL | Colgate-palmolive Co | 株式-生活必需品 | 1.24% | — | — | |
| 21 | WMT | Walmart INC | 株式-生活必需品 | 1.23% | +0.05% | +0.02% | |
| 22 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.17% | +0.16% | -2.18% | |
| 23 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.07% | -0.13% | -1.07% | |
| 24 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.94% | +0.29% | +0.05% | |
| 25 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.89% | — | +0.02% | |
| 26 | J | Jacobs Solutions INC | 株式-資本財 | 0.85% | — | — | |
| 27 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.84% | — | +0.06% | |
| 28 | CI | THE Cigna Group | 株式-ヘルスケア | 0.82% | — | — | |
| 29 | AMGN | Amgen INC | 株式-ヘルスケア | 0.82% | — | — | |
| 30 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.80% | — | -1.15% | |
| 31 | UNP | Union Pacific CORP | 株式-資本財 | 0.76% | — | — | |
| 32 | MDT | Medtronic plc | 株式-ヘルスケア | 0.73% | — | — | |
| 33 | PEP | Pepsico INC | 株式-生活必需品 | 0.71% | — | +0.02% | |
| 34 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 0.69% | — | — | |
| 35 | CSCO | Cisco Systems INC | 株式-IT | 0.65% | — | -1.68% | |
| 36 | SNPS | Synopsys INC | 株式-IT | 0.65% | -0.07% | — | |
| 37 | CHKP | Check Point Software Technologies Ltd. | 株式-IT | 0.64% | -0.09% | -0.45% | |
| 38 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.64% | -0.06% | +2.33% | |
| 39 | RTX | Rtx CORP | 株式-資本財 | 0.64% | — | — | |
| 40 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.64% | — | -1.73% | |
| 41 | MA | Mastercard INC - A | 株式-金融 | 0.63% | — | — | |
| 42 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.62% | -0.06% | — | |
| 43 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.62% | — | — | |
| 44 | WM | Waste Management INC | 株式-資本財 | 0.60% | — | — | |
| 45 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.60% | -0.09% | +0.02% | |
| 46 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 0.60% | — | — | |
| 47 | WAT | Waters CORP | 株式-ヘルスケア | 0.59% | -0.09% | — | |
| 48 | TXN | Texas Instruments INC | 株式-IT | 0.58% | — | — | |
| 49 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.57% | -0.07% | +2.26% | |
| 50 | BKNG | Booking Holdings INC | 株式-一般消費財 | 0.57% | -0.08% | — |