CIK: 0001911621
申告総資産額
$2.7億
| # | 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 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 5.65% | +2.88% | +22.01% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 3.81% | -1.60% | +0.07% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.56% | -0.15% | +1.63% | |
| 4 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 3.05% | — | +6.53% | |
| 5 | OKE | Oneok INC | 株式-エネルギー | 2.49% | +0.95% | +2.56% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.38% | -1.25% | +8.53% | |
| 7 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.20% | -2.22% | +5.07% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.17% | +1.39% | +51.48% | |
| 9 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.81% | -0.93% | -0.27% | |
| 10 | UL | Unilever PLC | 株式-生活必需品 | 1.57% | — | +0.08% | |
| 11 | ORCL | Oracle CORP | 株式-IT | 1.53% | -0.86% | -20.61% | |
| 12 | MDT | Medtronic plc | 株式-ヘルスケア | 1.50% | -1.09% | +17.30% | |
| 13 | WMB | Williams Cos INC | 株式-エネルギー | 1.49% | +0.26% | -4.97% | |
| 14 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 1.45% | — | -0.17% | |
| 15 | VTV | Vanguard Value ETF | ETF-その他 | 1.33% | — | +12.99% | |
| 16 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.27% | — | +1.67% | |
| 17 | AAPL | Apple INC | 株式-IT | 1.24% | -0.52% | +5.21% | |
| 18 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.22% | -1.07% | EXIT | |
| 19 | OGE | Oge Energy CORP | 株式-公益事業 | 1.21% | — | — | |
| 20 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.19% | — | +0.22% | |
| 21 | BINC | Ishares Flex I A Etf-usd INC | ETF-その他 | 1.19% | +1.18% | +353.46% | |
| 22 | VZ | Verizon Communications INC | 株式-通信サービス | 1.12% | +0.40% | — | |
| 23 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.10% | -0.17% | +0.69% | |
| 24 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 1.10% | -0.96% | EXIT | |
| 25 | HD | Home Depot INC | 株式-一般消費財 | 1.08% | -0.33% | +2.50% | |
| 26 | GHC | Graham Holdings Co-class B | 株式-資本財 | 1.05% | — | — | |
| 27 | CVX | Chevron CORP | 株式-エネルギー | 1.02% | +0.38% | -0.42% | |
| 28 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-その他 | 1.00% | — | +436.60% | |
| 29 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.91% | — | +4.93% | |
| 30 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.89% | — | — | |
| 31 | NVDA | Nvidia CORP | 株式-IT | 0.89% | -0.33% | — | |
| 32 | GLW | Corning INC | 株式-IT | 0.88% | -0.25% | +0.00% | |
| 33 | ASML | ASML Holding N.V. | 株式-IT | 0.87% | -0.84% | EXIT | |
| 34 | SPHY | Ss Spdr P High Yield ETF | ETF-ハイイールド債 | 0.82% | — | — | |
| 35 | PYLD | Pimco Multisector Bond Actv | ETF-その他 | 0.82% | +0.23% | — | |
| 36 | RTX | Rtx CORP | 株式-資本財 | 0.80% | -0.66% | -11.54% | |
| 37 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.79% | — | +1.02% | |
| 38 | GD | General Dynamics CORP | 株式-資本財 | 0.75% | -0.64% | EXIT | |
| 39 | WTM | White Mountains Insurance Group, Ltd. | 株式-金融 | 0.74% | — | — | |
| 40 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.73% | — | +1.71% | |
| 41 | V | Visa Inc-class A Shares | 株式-金融 | 0.72% | -0.42% | — | |
| 42 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.71% | -0.62% | EXIT | |
| 43 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.68% | — | +0.27% | |
| 44 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 0.67% | — | +1.37% | |
| 45 | BP | Bp Plc-spons Adr | 株式-エネルギー | 0.65% | +0.24% | — | |
| 46 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.64% | +0.37% | +0.41% | |
| 47 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.63% | -0.41% | +0.95% | |
| 48 | ET | Energy Transfer LP | 株式-エネルギー | 0.62% | — | +0.09% | |
| 49 | DVN | Devon Energy CORP | 株式-エネルギー | 0.60% | — | +0.02% | |
| 50 | AVGO | Broadcom INC | 株式-IT | 0.57% | — | -10.77% |