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 | 13.47% | +0.34% | -1.97% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 5.69% | -0.07% | +2.24% | |
| 3 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 5.37% | -0.20% | -2.37% | |
| 4 | AAPL | Apple INC | 株式-IT | 4.93% | +0.14% | -2.13% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 4.92% | -0.28% | -1.98% | |
| 6 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 4.49% | -0.30% | +0.52% | |
| 7 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.86% | +0.29% | -1.26% | |
| 8 | NVDA | Nvidia CORP | 株式-IT | 2.08% | +0.09% | -6.88% | |
| 9 | V | Visa Inc-class A Shares | 株式-金融 | 1.91% | +0.01% | -2.06% | |
| 10 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.88% | +0.02% | -0.14% | |
| 11 | HD | Home Depot INC | 株式-一般消費財 | 1.76% | — | -1.02% | |
| 12 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.67% | +0.03% | +0.59% | |
| 13 | DHR | Danaher CORP | 株式-ヘルスケア | 1.57% | — | -1.05% | |
| 14 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.48% | -0.41% | +5.41% | |
| 15 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.43% | — | -1.54% | |
| 16 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.39% | — | -3.09% | |
| 17 | CSCO | Cisco Systems INC | 株式-IT | 1.29% | +0.37% | +21.47% | |
| 18 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.26% | -0.02% | +14.40% | |
| 19 | BLKCHF | Blackrock INC | 株式-その他 | 1.22% | — | -2.70% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.18% | -0.19% | +14.88% | |
| 21 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 1.17% | +0.05% | -3.91% | |
| 22 | UNP | Union Pacific CORP | 株式-資本財 | 1.13% | — | -3.00% | |
| 23 | TJX | Tjx Companies INC | 株式-一般消費財 | 1.11% | -0.23% | -1.14% | |
| 24 | WMT | Walmart INC | 株式-生活必需品 | 1.08% | -0.31% | +0.22% | |
| 25 | OC | Owens Corning | 株式-資本財 | 1.06% | +0.10% | -1.11% | |
| 26 | CB | Chubb Limited | 株式-金融 | 1.05% | — | -1.83% | |
| 27 | ACN | Accenture plc | 株式-IT | 0.97% | -0.24% | EXIT | |
| 28 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.95% | — | -1.55% | |
| 29 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.91% | — | +0.65% | |
| 30 | MET | Metlife INC | 株式-金融 | 0.90% | — | -3.66% | |
| 31 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.84% | — | +4.71% | |
| 32 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.77% | +0.22% | +0.76% | |
| 33 | UL | Unilever PLC | 株式-生活必需品 | 0.76% | — | +2.17% | |
| 34 | NEE | Nextera Energy INC | 株式-公益事業 | 0.75% | -0.13% | +0.08% | |
| 35 | BAC | Bank Of America CORP | 株式-金融 | 0.73% | — | -1.65% | |
| 36 | CAT | Caterpillar INC | 株式-資本財 | 0.70% | +0.32% | -6.53% | |
| 37 | VZ | Verizon Communications INC | 株式-通信サービス | 0.68% | -0.14% | -1.42% | |
| 38 | CVX | Chevron CORP | 株式-エネルギー | 0.67% | -0.18% | -5.43% | |
| 39 | SYK | Stryker CORP | 株式-ヘルスケア | 0.64% | — | -1.69% | |
| 40 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.60% | — | +0.53% | |
| 41 | CRM | Salesforce INC | 株式-IT | 0.55% | — | -0.33% | |
| 42 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.54% | +0.09% | +0.87% | |
| 43 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.53% | — | -2.82% | |
| 44 | NXPI | NXP Semiconductors N.V. | 株式-IT | 0.53% | — | -3.12% | |
| 45 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.52% | — | -5.24% | |
| 46 | HON | Honeywell International INC | 株式-資本財 | 0.51% | -0.34% | EXIT | |
| 47 | FDX | Fedex CORP | 株式-資本財 | 0.50% | — | -2.60% | |
| 48 | AMT | American Tower CORP | 株式-不動産 | 0.49% | — | -3.64% | |
| 49 | PEP | Pepsico INC | 株式-生活必需品 | 0.47% | — | +0.50% | |
| 50 | AXP | American Express Co | 株式-金融 | 0.47% | — | +1.34% |