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 | 13.61% | +0.34% | -2.21% | |
| 2 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 6.38% | -0.30% | +51.00% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 5.76% | -0.07% | +2.26% | |
| 4 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 4.92% | -0.20% | -1.27% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 4.82% | -0.28% | -6.59% | |
| 6 | AAPL | Apple INC | 株式-IT | 3.78% | +0.14% | -8.45% | |
| 7 | NVDA | Nvidia CORP | 株式-IT | 3.00% | +0.09% | -15.85% | |
| 8 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.75% | +0.29% | -5.18% | |
| 9 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.98% | +0.02% | -4.98% | |
| 10 | V | Visa Inc-class A Shares | 株式-金融 | 1.81% | +0.01% | -5.87% | |
| 11 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.78% | +0.03% | -4.31% | |
| 12 | HD | Home Depot INC | 株式-一般消費財 | 1.67% | — | -8.59% | |
| 13 | DHR | Danaher CORP | 株式-ヘルスケア | 1.57% | — | -1.45% | |
| 14 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.45% | -0.41% | -10.22% | |
| 15 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.33% | -0.02% | +5.38% | |
| 16 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.32% | — | -8.67% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.27% | -0.19% | +4.60% | |
| 18 | CSCO | Cisco Systems INC | 株式-IT | 1.22% | +0.37% | +1.94% | |
| 19 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 1.18% | +0.05% | -2.44% | |
| 20 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.16% | — | -28.76% | |
| 21 | WMT | Walmart INC | 株式-生活必需品 | 1.10% | -0.31% | +183.76% | |
| 22 | BLKCHF | Blackrock INC | 株式-その他 | 1.10% | — | -6.18% | |
| 23 | CB | Chubb Limited | 株式-金融 | 1.08% | — | -4.82% | |
| 24 | OC | Owens Corning | 株式-資本財 | 1.05% | +0.10% | -5.62% | |
| 25 | UNP | Union Pacific CORP | 株式-資本財 | 1.05% | — | -1.22% | |
| 26 | TJX | Tjx Companies INC | 株式-一般消費財 | 1.04% | -0.23% | -7.89% | |
| 27 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.89% | — | +3.25% | |
| 28 | ACN | Accenture plc | 株式-IT | 0.89% | -0.24% | EXIT | |
| 29 | MET | Metlife INC | 株式-金融 | 0.88% | — | -7.10% | |
| 30 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.83% | — | -1.26% | |
| 31 | UL | Unilever PLC | 株式-生活必需品 | 0.78% | — | +4.89% | |
| 32 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.78% | +0.22% | +5.22% | |
| 33 | NEE | Nextera Energy INC | 株式-公益事業 | 0.76% | -0.13% | +3.83% | |
| 34 | CAT | Caterpillar INC | 株式-資本財 | 0.76% | +0.32% | -6.07% | |
| 35 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.73% | — | -4.67% | |
| 36 | BAC | Bank Of America CORP | 株式-金融 | 0.73% | — | -5.74% | |
| 37 | SYK | Stryker CORP | 株式-ヘルスケア | 0.72% | — | -0.61% | |
| 38 | VZ | Verizon Communications INC | 株式-通信サービス | 0.69% | -0.14% | -3.39% | |
| 39 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.67% | +0.09% | -0.12% | |
| 40 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.67% | — | -10.88% | |
| 41 | CVX | Chevron CORP | 株式-エネルギー | 0.63% | -0.18% | -6.42% | |
| 42 | CRM | Salesforce INC | 株式-IT | 0.58% | — | -1.14% | |
| 43 | FDX | Fedex CORP | 株式-資本財 | 0.54% | — | -0.15% | |
| 44 | AXP | American Express Co | 株式-金融 | 0.52% | — | -3.63% | |
| 45 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.50% | — | +0.81% | |
| 46 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.50% | — | -4.68% | |
| 47 | NXPI | NXP Semiconductors N.V. | 株式-IT | 0.50% | — | -6.02% | |
| 48 | HON | Honeywell International INC | 株式-資本財 | 0.46% | -0.34% | EXIT | |
| 49 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.44% | +0.22% | +384.70% | |
| 50 | AMT | American Tower CORP | 株式-不動産 | 0.42% | — | -0.10% |