CIK: 0001831984
申告総資産額
$5.2億
| # | 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 13.22% | +0.34% | -4.14% | |
| 2 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 5.13% | — | -6.43% | |
| 3 | AAPL | Apple INC | 株式-IT | 4.88% | +0.14% | -7.81% | |
| 4 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 4.64% | -0.30% | +2.79% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 4.27% | -0.28% | -1.58% | |
| 6 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 4.01% | -0.20% | +2.03% | |
| 7 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.92% | +0.29% | -2.90% | |
| 8 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 2.61% | -0.07% | +31.19% | |
| 9 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 2.32% | +0.05% | -17.40% | |
| 10 | DHR | Danaher CORP | 株式-ヘルスケア | 2.03% | — | -0.82% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.93% | -0.19% | +59.59% | |
| 12 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.88% | +0.03% | +7.11% | |
| 13 | V | Visa Inc-class A Shares | 株式-金融 | 1.67% | +0.01% | +0.21% | |
| 14 | NVDA | Nvidia CORP | 株式-IT | 1.62% | +0.09% | +0.69% | |
| 15 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.62% | — | -1.07% | |
| 16 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.50% | +0.02% | +0.02% | |
| 17 | HD | Home Depot INC | 株式-一般消費財 | 1.48% | — | +1.49% | |
| 18 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 1.36% | — | -17.52% | |
| 19 | UNP | Union Pacific CORP | 株式-資本財 | 1.30% | — | -0.24% | |
| 20 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.23% | -0.41% | -0.27% | |
| 21 | BLKCHF | Blackrock INC | 株式-その他 | 1.21% | — | -0.84% | |
| 22 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.18% | — | -0.33% | |
| 23 | CB | Chubb Limited | 株式-金融 | 1.08% | — | -0.26% | |
| 24 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 1.08% | — | -32.88% | |
| 25 | CSCO | Cisco Systems INC | 株式-IT | 1.06% | +0.37% | +4.85% | |
| 26 | MET | Metlife INC | 株式-金融 | 1.06% | — | -1.64% | |
| 27 | WMT | Walmart INC | 株式-生活必需品 | 1.03% | -0.31% | +0.24% | |
| 28 | BAC | Bank Of America CORP | 株式-金融 | 1.00% | — | -0.74% | |
| 29 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.99% | — | -37.72% | |
| 30 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.94% | — | +3.48% | |
| 31 | NEE | Nextera Energy INC | 株式-公益事業 | 0.94% | -0.13% | +1.88% | |
| 32 | ACN | Accenture plc | 株式-IT | 0.88% | -0.24% | EXIT | |
| 33 | VZ | Verizon Communications INC | 株式-通信サービス | 0.88% | -0.14% | +1.56% | |
| 34 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.84% | — | +17.79% | |
| 35 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.83% | — | -5.44% | |
| 36 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.82% | +0.22% | -1.32% | |
| 37 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.79% | — | +0.93% | |
| 38 | CVX | Chevron CORP | 株式-エネルギー | 0.72% | -0.18% | +2.09% | |
| 39 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.70% | -0.23% | +1.65% | |
| 40 | OC | Owens Corning | 株式-資本財 | 0.63% | +0.10% | +49.40% | |
| 41 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.62% | — | +8.07% | |
| 42 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.61% | — | +2.17% | |
| 43 | CRM | Salesforce INC | 株式-IT | 0.60% | — | +6.25% | |
| 44 | AMT | American Tower CORP | 株式-不動産 | 0.59% | — | +38.29% | |
| 45 | PFE | Pfizer INC | 株式-ヘルスケア | 0.58% | — | -43.74% | |
| 46 | D | Dominion Energy INC | 株式-公益事業 | 0.56% | — | -1.28% | |
| 47 | CAT | Caterpillar INC | 株式-資本財 | 0.54% | +0.32% | +77.00% | |
| 48 | HON | Honeywell International INC | 株式-資本財 | 0.51% | -0.34% | EXIT | |
| 49 | PYPL | Paypal Holdings INC | 株式-金融 | 0.48% | — | +18.35% | |
| 50 | FDX | Fedex CORP | 株式-資本財 | 0.47% | — | +6.85% |