CIK: 0001844444
申告総資産額
$3.6億
| # | 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 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 5.70% | -0.02% | +1.55% | |
| 2 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 4.91% | — | +2.50% | |
| 3 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 4.85% | -0.71% | +2.04% | |
| 4 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 3.82% | +0.24% | +4.19% | |
| 5 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 3.12% | +0.02% | +1.12% | |
| 6 | AAPL | Apple INC | 株式-IT | 3.07% | -0.45% | -3.78% | |
| 7 | IAU | Ishares Gold Trust | ETF-コモディティ | 2.70% | +0.08% | -0.22% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.68% | +0.02% | -1.54% | |
| 9 | GLDM | Spdr Gold Minishares Trust | ETF-コモディティ | 2.51% | +0.12% | +3.61% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 2.33% | -0.65% | +0.60% | |
| 11 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 2.33% | — | +3.29% | |
| 12 | BAB | Invesco Taxable Municipal Bo | ETF-その他 | 2.32% | — | -0.72% | |
| 13 | MPC | Marathon Petroleum CORP | 株式-エネルギー | 1.69% | +0.35% | -2.92% | |
| 14 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.32% | — | +1.02% | |
| 15 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.25% | -0.22% | +2.86% | |
| 16 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.22% | +0.32% | -1.57% | |
| 17 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.19% | +0.26% | +1.12% | |
| 18 | ADP | Automatic Data Processing | 株式-IT | 1.19% | -0.16% | +1.15% | |
| 19 | PGR | Progressive CORP | 株式-金融 | 1.19% | -0.23% | -1.79% | |
| 20 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 1.18% | — | — | |
| 21 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.09% | -0.28% | +4.28% | |
| 22 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.08% | — | +0.53% | |
| 23 | VUG | Vanguard Growth ETF | ETF-その他 | 1.08% | -0.13% | -1.31% | |
| 24 | SYY | Sysco CORP | 株式-生活必需品 | 1.04% | — | +0.69% | |
| 25 | RSG | Republic Services INC | 株式-資本財 | 1.02% | — | +1.43% | |
| 26 | WM | Waste Management INC | 株式-資本財 | 1.01% | — | +1.80% | |
| 27 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.01% | — | -0.04% | |
| 28 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.98% | — | +0.51% | |
| 29 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.97% | — | — | |
| 30 | HD | Home Depot INC | 株式-一般消費財 | 0.96% | — | +0.75% | |
| 31 | WMT | Walmart INC | 株式-生活必需品 | 0.94% | +0.07% | +0.98% | |
| 32 | GD | General Dynamics CORP | 株式-資本財 | 0.92% | — | -0.33% | |
| 33 | COP | Conocophillips | 株式-エネルギー | 0.88% | +0.16% | +0.51% | |
| 34 | FICO | Fair Isaac CORP | 株式-IT | 0.88% | -0.30% | -1.20% | |
| 35 | WTW | Willis Towers Watson Public Limited Company | 株式-金融 | 0.86% | — | +1.26% | |
| 36 | UNP | Union Pacific CORP | 株式-資本財 | 0.84% | — | +2.31% | |
| 37 | DEO | Diageo Plc-sponsored Adr | 株式-生活必需品 | 0.84% | — | +2.22% | |
| 38 | WMG | Warner Music Group Corp-cl A | 株式-その他 | 0.83% | — | +2.18% | |
| 39 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.82% | -0.12% | +2.29% | |
| 40 | EQIX | Equinix INC | 株式-不動産 | 0.81% | — | +2.32% | |
| 41 | BLKCHF | Blackrock INC | 株式-その他 | 0.81% | — | +1.07% | |
| 42 | CME | Cme Group INC | 株式-金融 | 0.79% | — | +4.39% | |
| 43 | PM | Philip Morris International | 株式-生活必需品 | 0.78% | — | +0.10% | |
| 44 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.77% | — | +1.88% | |
| 45 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.72% | -0.20% | +1.25% | |
| 46 | EL | Estee Lauder Companies-cl A | 株式-生活必需品 | 0.72% | — | +3.46% | |
| 47 | MTN | Vail Resorts INC | 株式-一般消費財 | 0.70% | — | +4.09% | |
| 48 | CCI | Crown Castle INC | 株式-不動産 | 0.69% | — | +3.51% | |
| 49 | BX | Blackstone INC | 株式-金融 | 0.68% | -0.20% | +3.04% | |
| 50 | TDG | Transdigm Group INC | 株式-資本財 | 0.68% | — | -0.76% |