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 | AAPL | Apple INC | 株式-IT | 5.38% | -0.45% | +26.34% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 5.32% | -0.71% | +0.08% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 5.25% | -0.02% | -0.12% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 4.59% | — | +1.68% | |
| 5 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 3.52% | +0.24% | +0.60% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 2.96% | -0.65% | +5.47% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.20% | +0.02% | +0.23% | |
| 8 | GLDM | Spdr Gold Minishares Trust | ETF-コモディティ | 2.11% | +0.12% | -0.27% | |
| 9 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 2.08% | +0.02% | +0.32% | |
| 10 | IAU | Ishares Gold Trust | ETF-コモディティ | 2.08% | +0.08% | -1.90% | |
| 11 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 1.82% | — | +0.74% | |
| 12 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.78% | -0.22% | +3.26% | |
| 13 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.35% | -0.28% | +1.29% | |
| 14 | IBTE | Ishares Ibonds Dec 2024 Term | ETF-その他 | 1.30% | — | +0.96% | |
| 15 | MPC | Marathon Petroleum CORP | 株式-エネルギー | 1.26% | +0.35% | -0.64% | |
| 16 | VONG | Vanguard Russell 1000 Growth | ETF-その他 | 1.22% | -0.21% | +287.42% | |
| 17 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 1.18% | — | — | |
| 18 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.13% | -0.20% | +0.02% | |
| 19 | PGR | Progressive CORP | 株式-金融 | 1.09% | -0.23% | -0.55% | |
| 20 | FICO | Fair Isaac CORP | 株式-IT | 1.07% | -0.30% | -1.78% | |
| 21 | VUG | Vanguard Growth ETF | ETF-その他 | 1.01% | -0.13% | -0.51% | |
| 22 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 0.98% | — | +1.27% | |
| 23 | IBTM | Ishares Ibnds Dec 2032 Tt | ETF-その他 | 0.97% | — | +1.26% | |
| 24 | IBTL | Ishares Ibonds Dec 2031 Term | ETF-その他 | 0.97% | — | +1.26% | |
| 25 | IBTO | Ishares Ibonds Dec 2033 Tres | ETF-その他 | 0.97% | — | +1.27% | |
| 26 | IBTK | Ishares Ibonds Dec 2030 Trea | ETF-その他 | 0.97% | — | +1.27% | |
| 27 | IBTJ | Ishares Ibonds Dec 2029 Term | ETF-その他 | 0.96% | — | +1.28% | |
| 28 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.96% | — | +1.12% | |
| 29 | IBTI | Ishares Ibonds Dec 2028 Term | ETF-その他 | 0.96% | — | +1.30% | |
| 30 | IBTH | Ishares Ibonds Dec 2027 Term | ETF-その他 | 0.96% | — | +1.30% | |
| 31 | IBTG | Ishares Ibonds Dec 2026 Term | ETF-その他 | 0.95% | — | +1.31% | |
| 32 | RSG | Republic Services INC | 株式-資本財 | 0.95% | — | -0.20% | |
| 33 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.87% | +0.32% | +7.05% | |
| 34 | WM | Waste Management INC | 株式-資本財 | 0.87% | — | +0.05% | |
| 35 | WMT | Walmart INC | 株式-生活必需品 | 0.85% | +0.07% | +0.54% | |
| 36 | ADP | Automatic Data Processing | 株式-IT | 0.82% | -0.16% | +0.38% | |
| 37 | GD | General Dynamics CORP | 株式-資本財 | 0.80% | — | +1.55% | |
| 38 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.76% | +0.26% | +5.75% | |
| 39 | HD | Home Depot INC | 株式-一般消費財 | 0.76% | — | +0.40% | |
| 40 | TDG | Transdigm Group INC | 株式-資本財 | 0.73% | — | -1.09% | |
| 41 | BX | Blackstone INC | 株式-金融 | 0.71% | -0.20% | +0.99% | |
| 42 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.70% | — | +1.49% | |
| 43 | COP | Conocophillips | 株式-エネルギー | 0.69% | +0.16% | +0.98% | |
| 44 | UBER | Uber Technologies INC | 株式-資本財 | 0.68% | — | -0.72% | |
| 45 | WTW | Willis Towers Watson Public Limited Company | 株式-金融 | 0.67% | — | +0.79% | |
| 46 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.66% | +0.16% | — | |
| 47 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.66% | — | +1.19% | |
| 48 | SYY | Sysco CORP | 株式-生活必需品 | 0.66% | — | +1.20% | |
| 49 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.65% | — | +1.52% | |
| 50 | UNP | Union Pacific CORP | 株式-資本財 | 0.64% | — | +1.37% |