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 | 16.14% | — | +3.81% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 5.72% | — | -3.21% | |
| 3 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 4.55% | — | +3.30% | |
| 4 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 4.43% | — | -3.58% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 3.91% | — | +2.36% | |
| 6 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 3.74% | — | -0.08% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.87% | — | -2.25% | |
| 8 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 2.79% | — | +20.46% | |
| 9 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-その他 | 2.53% | — | +4.04% | |
| 10 | NVDA | Nvidia CORP | 株式-IT | 2.39% | — | -1.06% | |
| 11 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.02% | — | -16.24% | |
| 12 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 1.80% | — | -2.33% | |
| 13 | CAT | Caterpillar INC | 株式-資本財 | 1.55% | — | -0.59% | |
| 14 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.51% | — | +1.82% | |
| 15 | AVGO | Broadcom INC | 株式-IT | 1.40% | — | -1.09% | |
| 16 | GS | Goldman Sachs Group INC | 株式-金融 | 1.28% | — | +0.04% | |
| 17 | MSFT | Microsoft CORP | 株式-IT | 1.24% | — | +2.07% | |
| 18 | WMT | Walmart INC | 株式-生活必需品 | 1.23% | — | +2.08% | |
| 19 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 1.23% | — | -1.83% | |
| 20 | MFC | Manulife Financial CORP | 株式-金融 | 1.17% | — | +0.43% | |
| 21 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 1.17% | — | +71.27% | |
| 22 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 1.17% | — | +13.64% | |
| 23 | TJX | Tjx Companies INC | 株式-一般消費財 | 1.14% | — | +0.96% | |
| 24 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.14% | — | +0.92% | |
| 25 | IBM | Intl Business Machines CORP | 株式-IT | 1.11% | — | -0.52% | |
| 26 | TSLA | Tesla INC | 株式-一般消費財 | 1.07% | — | -0.65% | |
| 27 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.05% | — | +6.78% | |
| 28 | MMM | 3m Co | 株式-資本財 | 1.04% | — | +0.98% | |
| 29 | COR | Cencora INC | 株式-ヘルスケア | 1.04% | — | -2.74% | |
| 30 | MDT | Medtronic plc | 株式-ヘルスケア | 1.03% | — | +0.34% | |
| 31 | EXPE | Expedia Group INC | 株式-一般消費財 | 1.01% | — | -28.36% | |
| 32 | PLTR | Palantir Technologies Inc-a | 株式-IT | 1.00% | — | -0.51% | |
| 33 | QCOM | Qualcomm INC | 株式-IT | 0.99% | — | +2.15% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.99% | — | +5.20% | |
| 35 | JMST | JPM Ultra-short Muni Income | ETF-その他 | 0.98% | — | +21.97% | |
| 36 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.93% | — | +6.53% | |
| 37 | CSCO | Cisco Systems INC | 株式-IT | 0.92% | — | +0.06% | |
| 38 | ORLY | O'reilly Automotive INC | 株式-一般消費財 | 0.89% | — | +1.63% | |
| 39 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.86% | — | +2.63% | |
| 40 | VZ | Verizon Communications INC | 株式-通信サービス | 0.86% | — | -3.03% | |
| 41 | LNG | Cheniere Energy INC | 株式-エネルギー | 0.86% | — | +7.74% | |
| 42 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.82% | — | +2.71% | |
| 43 | AAPL | Apple INC | 株式-IT | 0.80% | — | -2.75% | |
| 44 | WM | Waste Management INC | 株式-資本財 | 0.72% | — | -6.52% | |
| 45 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.63% | — | -3.12% | |
| 46 | RTX | Rtx CORP | 株式-資本財 | 0.60% | — | -2.34% | |
| 47 | ORCL | Oracle CORP | 株式-IT | 0.50% | — | — | |
| 48 | FIX | Comfort Systems USA INC | 株式-資本財 | 0.50% | — | -0.92% | |
| 49 | NUBD | Nuveen Esg US Aggregate Bond | ETF-その他 | 0.43% | — | +1.21% | |
| 50 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 0.41% | — | +0.41% |