CIK: 0001898297
申告総資産額
$1.6億
| # | 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 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 16.85% | — | +7.39% | |
| 2 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 6.26% | — | +2.62% | |
| 3 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 4.66% | — | +5.80% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 4.41% | — | +6.78% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 3.80% | — | +0.65% | |
| 6 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 3.34% | — | +9.34% | |
| 7 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-その他 | 2.60% | — | +6.49% | |
| 8 | NVDA | Nvidia CORP | 株式-IT | 2.15% | — | +29.79% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.99% | — | -16.75% | |
| 10 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.93% | — | +51.83% | |
| 11 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 1.81% | — | +1.11% | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 1.45% | — | +1.74% | |
| 13 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.43% | — | +19.37% | |
| 14 | WMT | Walmart INC | 株式-生活必需品 | 1.16% | — | +1.08% | |
| 15 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.14% | — | +2.76% | |
| 16 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.13% | — | -2.80% | |
| 17 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 1.13% | — | -50.76% | |
| 18 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.13% | — | +1.55% | |
| 19 | AXP | American Express Co | 株式-金融 | 1.12% | — | -1.17% | |
| 20 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.11% | — | +1.05% | |
| 21 | MMM | 3m Co | 株式-資本財 | 1.08% | — | +1.19% | |
| 22 | NFLX | Netflix INC | 株式-通信サービス | 1.06% | — | +1.52% | |
| 23 | HCA | Hca Healthcare INC | 株式-ヘルスケア | 1.02% | — | +1.01% | |
| 24 | TJX | Tjx Companies INC | 株式-一般消費財 | 1.01% | — | -0.57% | |
| 25 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.99% | — | -0.15% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.99% | — | +1.53% | |
| 27 | QCOM | Qualcomm INC | 株式-IT | 0.97% | — | +2.26% | |
| 28 | WM | Waste Management INC | 株式-資本財 | 0.95% | — | -1.31% | |
| 29 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 0.94% | — | +6.67% | |
| 30 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.91% | — | +2.99% | |
| 31 | JMST | JPM Ultra-short Muni Income | ETF-その他 | 0.91% | — | +0.73% | |
| 32 | MAR | Marriott International -cl A | 株式-一般消費財 | 0.90% | — | — | |
| 33 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.90% | — | +4.51% | |
| 34 | DUK | Duke Energy CORP | 株式-公益事業 | 0.90% | — | — | |
| 35 | LNG | Cheniere Energy INC | 株式-エネルギー | 0.88% | — | +2.41% | |
| 36 | AMT | American Tower CORP | 株式-不動産 | 0.86% | — | — | |
| 37 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.86% | — | +2.16% | |
| 38 | INTU | Intuit INC | 株式-IT | 0.84% | — | +2.12% | |
| 39 | EG | Everest Group, Ltd. | 株式-金融 | 0.83% | — | +3.31% | |
| 40 | JBL | Jabil INC | 株式-IT | 0.81% | — | +4.53% | |
| 41 | INTC | Intel CORP | 株式-IT | 0.81% | — | +44.48% | |
| 42 | PFE | Pfizer INC | 株式-ヘルスケア | 0.80% | — | — | |
| 43 | AAPL | Apple INC | 株式-IT | 0.77% | — | +138.28% | |
| 44 | ASML | ASML Holding N.V. | 株式-IT | 0.77% | — | — | |
| 45 | BG | Bunge Global SA | 株式-生活必需品 | 0.76% | — | — | |
| 46 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.71% | — | +2.21% | |
| 47 | J | Jacobs Solutions INC | 株式-資本財 | 0.70% | — | — | |
| 48 | FIX | Comfort Systems USA INC | 株式-資本財 | 0.59% | — | +4.09% | |
| 49 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.56% | — | -69.40% | |
| 50 | CAT | Caterpillar INC | 株式-資本財 | 0.56% | — | +35.39% |