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 | 5.59% | -0.02% | +2.45% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 4.88% | -0.71% | -0.19% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 4.56% | — | +3.99% | |
| 4 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 3.51% | +0.24% | +3.95% | |
| 5 | AAPL | Apple INC | 株式-IT | 2.74% | -0.45% | +0.68% | |
| 6 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 2.51% | +0.02% | -3.95% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.50% | +0.02% | -0.74% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 2.38% | -0.65% | +1.35% | |
| 9 | IAU | Ishares Gold Trust | ETF-コモディティ | 2.16% | +0.08% | -0.36% | |
| 10 | GLDM | Spdr Gold Minishares Trust | ETF-コモディティ | 2.12% | +0.12% | +0.10% | |
| 11 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 2.03% | — | -1.35% | |
| 12 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.54% | -0.22% | +4.47% | |
| 13 | MPC | Marathon Petroleum CORP | 株式-エネルギー | 1.27% | +0.35% | -5.10% | |
| 14 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.17% | -0.28% | +0.39% | |
| 15 | IBTE | Ishares Ibonds Dec 2024 Term | ETF-その他 | 1.16% | — | +603.76% | |
| 16 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.12% | — | +0.36% | |
| 17 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 1.12% | — | — | |
| 18 | IBTO | Ishares Ibonds Dec 2033 Tres | ETF-その他 | 1.06% | — | — | |
| 19 | IBTM | Ishares Ibnds Dec 2032 Tt | ETF-その他 | 1.06% | — | — | |
| 20 | IBTL | Ishares Ibonds Dec 2031 Term | ETF-その他 | 1.05% | — | — | |
| 21 | IBTK | Ishares Ibonds Dec 2030 Trea | ETF-その他 | 1.04% | — | — | |
| 22 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 1.04% | — | — | |
| 23 | IBTJ | Ishares Ibonds Dec 2029 Term | ETF-その他 | 1.04% | — | — | |
| 24 | IBTI | Ishares Ibonds Dec 2028 Term | ETF-その他 | 1.03% | — | — | |
| 25 | IBTH | Ishares Ibonds Dec 2027 Term | ETF-その他 | 1.02% | — | — | |
| 26 | IBTG | Ishares Ibonds Dec 2026 Term | ETF-その他 | 1.01% | — | — | |
| 27 | FICO | Fair Isaac CORP | 株式-IT | 1.00% | -0.30% | -5.50% | |
| 28 | VUG | Vanguard Growth ETF | ETF-その他 | 0.99% | -0.13% | -3.09% | |
| 29 | PGR | Progressive CORP | 株式-金融 | 0.97% | -0.23% | -2.99% | |
| 30 | RSG | Republic Services INC | 株式-資本財 | 0.94% | — | -1.08% | |
| 31 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.93% | -0.20% | +0.20% | |
| 32 | ADP | Automatic Data Processing | 株式-IT | 0.92% | -0.16% | -0.39% | |
| 33 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.88% | +0.26% | -0.14% | |
| 34 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.87% | — | -0.65% | |
| 35 | HD | Home Depot INC | 株式-一般消費財 | 0.87% | — | +0.33% | |
| 36 | BX | Blackstone INC | 株式-金融 | 0.85% | -0.20% | -0.21% | |
| 37 | WM | Waste Management INC | 株式-資本財 | 0.84% | — | -0.63% | |
| 38 | GD | General Dynamics CORP | 株式-資本財 | 0.82% | — | +0.21% | |
| 39 | COP | Conocophillips | 株式-エネルギー | 0.79% | +0.16% | +0.04% | |
| 40 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.79% | +0.32% | -1.03% | |
| 41 | UNP | Union Pacific CORP | 株式-資本財 | 0.79% | — | -0.31% | |
| 42 | SYY | Sysco CORP | 株式-生活必需品 | 0.77% | — | +0.98% | |
| 43 | WMT | Walmart INC | 株式-生活必需品 | 0.75% | +0.07% | -1.09% | |
| 44 | BLKCHF | Blackrock INC | 株式-その他 | 0.74% | — | +0.53% | |
| 45 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.73% | — | +1.38% | |
| 46 | WMG | Warner Music Group Corp-cl A | 株式-その他 | 0.72% | — | +0.50% | |
| 47 | EQIX | Equinix INC | 株式-不動産 | 0.71% | — | +0.27% | |
| 48 | WTW | Willis Towers Watson Public Limited Company | 株式-金融 | 0.70% | — | +0.28% | |
| 49 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.70% | -0.12% | +1.15% | |
| 50 | TDG | Transdigm Group INC | 株式-資本財 | 0.70% | — | -2.71% |