CIK: 0001769288
申告総資産額
$3.7億
| # | 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 8.88% | +0.04% | +27.66% | |
| 2 | AAPL | Apple INC | 株式-IT | 7.81% | -0.82% | -1.47% | |
| 3 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 5.97% | -0.96% | -3.46% | |
| 4 | CAT | Caterpillar INC | 株式-資本財 | 5.76% | +1.01% | -3.00% | |
| 5 | GS | Goldman Sachs Group INC | 株式-金融 | 5.66% | -0.53% | -3.62% | |
| 6 | WMT | Walmart INC | 株式-生活必需品 | 4.77% | +0.35% | -2.53% | |
| 7 | WM | Waste Management INC | 株式-資本財 | 4.49% | +0.12% | +0.14% | |
| 8 | MCD | Mcdonald's CORP | 株式-一般消費財 | 3.69% | +0.07% | +6.34% | |
| 9 | HDV | Ishares Core High Dividend E | ETF-その他 | 3.51% | +1.09% | +898.57% | |
| 10 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 3.50% | +0.53% | +384.11% | |
| 11 | CMI | Cummins INC | 株式-資本財 | 3.49% | -0.39% | -20.87% | |
| 12 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 3.47% | +0.69% | +622.54% | |
| 13 | MSFT | Microsoft CORP | 株式-IT | 3.25% | -0.58% | +9.45% | |
| 14 | IWY | Ishares Russell Top 200 Grow | ETF-その他 | 3.04% | +0.02% | +571.05% | |
| 15 | DGX | Quest Diagnostics INC | 株式-ヘルスケア | 2.38% | -0.09% | -24.22% | |
| 16 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 2.25% | -0.27% | -21.75% | |
| 17 | KO | Coca-cola Co/the | 株式-生活必需品 | 2.12% | -0.13% | -23.10% | |
| 18 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.00% | +0.02% | -24.17% | |
| 19 | ACN | Accenture plc | 株式-IT | 1.93% | -0.65% | -31.53% | |
| 20 | AOS | Smith (a.o.) CORP | 株式-資本財 | 1.78% | -0.23% | -28.00% | |
| 21 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.66% | -0.18% | -30.09% | |
| 22 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 1.65% | — | -6.71% | |
| 23 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.20% | -0.28% | -42.94% | |
| 24 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 1.15% | -0.29% | -56.86% | |
| 25 | USXF | Ishares Esg Advance Msci USA | ETF-その他 | 1.14% | -0.06% | — | |
| 26 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 0.82% | — | +0.27% | |
| 27 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.80% | +0.28% | +34.13% | |
| 28 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 0.78% | — | -2.19% | |
| 29 | IBMO | Ishares Ibonds Dec 2026 Term | ETF-その他 | 0.74% | -0.10% | +1.00% | |
| 30 | DMXF | Ishares Esg Advanc Msci Eafe | ETF-その他 | 0.70% | — | +1.73% | |
| 31 | IBMP | Ishares Ibonds Dec 2027 Term | ETF-その他 | 0.61% | — | +2.52% | |
| 32 | NVDA | Nvidia CORP | 株式-IT | 0.51% | -0.06% | +1.34% | |
| 33 | PKG | Packaging CORP Of America | 株式-一般消費財 | 0.47% | — | -53.15% | |
| 34 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.45% | -0.05% | — | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.45% | — | -0.62% | |
| 36 | COR | Cencora INC | 株式-ヘルスケア | 0.34% | — | -0.66% | |
| 37 | MA | Mastercard INC - A | 株式-金融 | 0.34% | -0.05% | — | |
| 38 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.33% | — | — | |
| 39 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 0.32% | -0.08% | — | |
| 40 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.28% | — | -1.78% | |
| 41 | CNI | Canadian Natl Railway Co | 株式-資本財 | 0.26% | — | -86.45% | |
| 42 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-その他 | 0.25% | — | -0.06% | |
| 43 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.23% | +0.15% | -6.76% | |
| 44 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-その他 | 0.23% | — | +2.61% | |
| 45 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.23% | -0.07% | +1.29% | |
| 46 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.21% | — | — | |
| 47 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.20% | — | — | |
| 48 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.19% | — | — | |
| 49 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.19% | — | +145.76% | |
| 50 | NFLX | Netflix INC | 株式-通信サービス | 0.18% | — | — |