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 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 5.92% | -0.71% | +1.65% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 5.13% | -0.02% | +1.17% | |
| 3 | AAPL | Apple INC | 株式-IT | 4.94% | -0.45% | -0.47% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 4.80% | — | -0.99% | |
| 5 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 3.78% | +0.24% | +1.27% | |
| 6 | GLDM | Spdr Gold Minishares Trust | ETF-コモディティ | 3.26% | +0.12% | -1.48% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 2.64% | -0.65% | +13.29% | |
| 8 | IAU | Ishares Gold Trust | ETF-コモディティ | 2.53% | +0.08% | -0.63% | |
| 9 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.32% | -0.28% | +0.06% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.16% | +0.02% | +0.58% | |
| 11 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.04% | -0.22% | +14.57% | |
| 12 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 1.92% | +0.02% | -0.21% | |
| 13 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 1.56% | — | -1.39% | |
| 14 | VONG | Vanguard Russell 1000 Growth | ETF-その他 | 1.52% | -0.21% | +14.49% | |
| 15 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 1.49% | — | +9.86% | |
| 16 | PGR | Progressive CORP | 株式-金融 | 1.35% | -0.23% | -0.13% | |
| 17 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 1.10% | — | — | |
| 18 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.05% | -0.20% | -6.38% | |
| 19 | IBTL | Ishares Ibonds Dec 2031 Term | ETF-その他 | 1.03% | — | +3.02% | |
| 20 | IBTI | Ishares Ibonds Dec 2028 Term | ETF-その他 | 1.03% | — | +2.87% | |
| 21 | IBTH | Ishares Ibonds Dec 2027 Term | ETF-その他 | 1.02% | — | +3.40% | |
| 22 | IBTM | Ishares Ibnds Dec 2032 Tt | ETF-その他 | 1.02% | — | +3.03% | |
| 23 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.02% | +0.26% | +3.60% | |
| 24 | IBTK | Ishares Ibonds Dec 2030 Trea | ETF-その他 | 1.01% | — | +3.07% | |
| 25 | IBTO | Ishares Ibonds Dec 2033 Tres | ETF-その他 | 1.01% | — | +3.05% | |
| 26 | IBTJ | Ishares Ibonds Dec 2029 Term | ETF-その他 | 1.01% | — | +2.64% | |
| 27 | IBTG | Ishares Ibonds Dec 2026 Term | ETF-その他 | 1.01% | — | +3.31% | |
| 28 | WMT | Walmart INC | 株式-生活必需品 | 1.00% | +0.07% | +0.59% | |
| 29 | IBTP | Ishares Ibonds Dec 2034 ETF | ETF-その他 | 0.99% | — | +3.33% | |
| 30 | IBTQ | Ishares Ibonds Dec 2035 Tt | ETF-その他 | 0.96% | — | +3.88% | |
| 31 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.94% | +0.32% | +1.01% | |
| 32 | VUG | Vanguard Growth ETF | ETF-その他 | 0.89% | -0.13% | -0.53% | |
| 33 | MPC | Marathon Petroleum CORP | 株式-エネルギー | 0.83% | +0.35% | -3.52% | |
| 34 | RSG | Republic Services INC | 株式-資本財 | 0.76% | — | -0.08% | |
| 35 | GD | General Dynamics CORP | 株式-資本財 | 0.75% | — | +2.87% | |
| 36 | FICO | Fair Isaac CORP | 株式-IT | 0.74% | -0.30% | -4.71% | |
| 37 | SPOT | Spotify Technology S.A. | 株式-通信サービス | 0.73% | -0.14% | -5.44% | |
| 38 | PM | Philip Morris International | 株式-生活必需品 | 0.72% | — | +1.09% | |
| 39 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.71% | — | +5.89% | |
| 40 | BLK | Blackrock INC | 株式-金融 | 0.67% | — | +0.76% | |
| 41 | WM | Waste Management INC | 株式-資本財 | 0.67% | — | -3.02% | |
| 42 | BX | Blackstone INC | 株式-金融 | 0.66% | -0.20% | -1.45% | |
| 43 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.66% | — | +100.99% | |
| 44 | WTW | Willis Towers Watson Public Limited Company | 株式-金融 | 0.65% | — | +0.36% | |
| 45 | CME | Cme Group INC | 株式-金融 | 0.65% | — | +5.35% | |
| 46 | HD | Home Depot INC | 株式-一般消費財 | 0.65% | — | +10.28% | |
| 47 | ADP | Automatic Data Processing | 株式-IT | 0.64% | -0.16% | -3.47% | |
| 48 | BKNG | Booking Holdings INC | 株式-一般消費財 | 0.63% | -0.16% | -0.25% | |
| 49 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.60% | — | -2.68% | |
| 50 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.60% | — | -3.65% |