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 | 11.96% | +0.34% | -3.75% | |
| 2 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 6.33% | -0.30% | +2.49% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 5.61% | -0.07% | +1.91% | |
| 4 | AAPL | Apple INC | 株式-IT | 5.22% | +0.14% | +2.71% | |
| 5 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 4.37% | -0.20% | -5.68% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 4.27% | -0.28% | +2.76% | |
| 7 | NVDA | Nvidia CORP | 株式-IT | 3.32% | +0.09% | -1.32% | |
| 8 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.02% | +0.29% | -0.98% | |
| 9 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 2.26% | -0.02% | +10.71% | |
| 10 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.16% | +0.02% | +4.68% | |
| 11 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.91% | +0.03% | +1.22% | |
| 12 | V | Visa Inc-class A Shares | 株式-金融 | 1.75% | +0.01% | -2.17% | |
| 13 | WMT | Walmart INC | 株式-生活必需品 | 1.55% | -0.31% | -0.10% | |
| 14 | HD | Home Depot INC | 株式-一般消費財 | 1.45% | — | -0.04% | |
| 15 | CSCO | Cisco Systems INC | 株式-IT | 1.35% | +0.37% | -0.84% | |
| 16 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.29% | — | +1.42% | |
| 17 | DHR | Danaher CORP | 株式-ヘルスケア | 1.28% | — | -0.53% | |
| 18 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.27% | -0.41% | +0.94% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.25% | -0.19% | -1.90% | |
| 20 | TJX | Tjx Companies INC | 株式-一般消費財 | 1.16% | -0.23% | +0.12% | |
| 21 | BLK | Blackrock INC | 株式-金融 | 1.13% | — | — | |
| 22 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 1.12% | +0.05% | -1.04% | |
| 23 | CB | Chubb Limited | 株式-金融 | 1.01% | — | -1.35% | |
| 24 | OC | Owens Corning | 株式-資本財 | 0.92% | +0.10% | -2.03% | |
| 25 | ACN | Accenture plc | 株式-IT | 0.87% | -0.24% | EXIT | |
| 26 | UL | Unilever PLC | 株式-生活必需品 | 0.87% | — | +1.35% | |
| 27 | UNP | Union Pacific CORP | 株式-資本財 | 0.84% | — | -1.24% | |
| 28 | MET | Metlife INC | 株式-金融 | 0.84% | — | -1.14% | |
| 29 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.83% | — | -11.36% | |
| 30 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.79% | — | -0.31% | |
| 31 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.78% | +0.22% | -2.07% | |
| 32 | NEE | Nextera Energy INC | 株式-公益事業 | 0.76% | -0.13% | -1.32% | |
| 33 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.76% | — | +2.87% | |
| 34 | BAC | Bank Of America CORP | 株式-金融 | 0.76% | — | +1.53% | |
| 35 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.72% | — | +75.99% | |
| 36 | TSLA | Tesla INC | 株式-一般消費財 | 0.72% | — | -7.01% | |
| 37 | SYK | Stryker CORP | 株式-ヘルスケア | 0.71% | — | +13.81% | |
| 38 | VZ | Verizon Communications INC | 株式-通信サービス | 0.64% | -0.14% | -4.79% | |
| 39 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.64% | — | +5.29% | |
| 40 | CAT | Caterpillar INC | 株式-資本財 | 0.63% | +0.32% | -2.09% | |
| 41 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.61% | +0.09% | +0.94% | |
| 42 | AXP | American Express Co | 株式-金融 | 0.58% | — | -1.05% | |
| 43 | CRM | Salesforce INC | 株式-IT | 0.56% | — | -2.19% | |
| 44 | TMUS | T-mobile US INC | 株式-通信サービス | 0.55% | -0.15% | +4.20% | |
| 45 | CVX | Chevron CORP | 株式-エネルギー | 0.55% | -0.18% | +0.04% | |
| 46 | TXN | Texas Instruments INC | 株式-IT | 0.53% | +0.12% | +2.84% | |
| 47 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.48% | +0.06% | +5.63% | |
| 48 | HON | Honeywell International INC | 株式-資本財 | 0.46% | -0.34% | EXIT | |
| 49 | FDX | Fedex CORP | 株式-資本財 | 0.45% | — | -0.57% | |
| 50 | AVGO | Broadcom INC | 株式-IT | 0.45% | — | +39.82% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | BLK | Blackrock INC | +1.1% | NEW | 新規購入 |
| 2 | AAPL | Apple INC | +0.5% | +2.71% | 増加 |
| 3 | XLRE | Ss Real Estate Select Sector | +0.4% | NEW | 新規購入 |
| 4 | JPM | Jpmorgan Chase & Co | +0.3% | +4.68% | 増加 |
| 5 | GOOGL | Alphabet Inc-cl A | +0.3% | -0.98% | 減少 |
| 6 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.3% | +75.99% | 増加 |
| 7 | AMZN | Amazon.com INC | +0.3% | +1.22% | 増加 |
| 8 | SHV | Ishares 0-1 Year Treasury Bo | +0.3% | +307.21% | 増加 |
| 9 | NVDA | Nvidia CORP | +0.3% | -1.32% | 減少 |
| 10 | TSLA | Tesla INC | +0.2% | -7.01% | 減少 |
| 11 | AVGO | Broadcom INC | +0.2% | +39.82% | 増加 |
| 12 | V | Visa Inc-class A Shares | +0.2% | -2.17% | 減少 |
| 13 | WMT | Walmart INC | +0.2% | -0.10% | 減少 |
| 14 | VO | Vanguard Mid-cap ETF | +0.2% | NEW | 新規購入 |
| 15 | USMV | Ishares Msci USA Min Vol Fac | +0.1% | +10.71% | 増加 |
| 16 | MA | Mastercard INC - A | +0.1% | +55.01% | 増加 |
| 17 | CSCO | Cisco Systems INC | +0.1% | -0.84% | 減少 |
| 18 | DIS | Walt Disney Co/the | +0.1% | +5.29% | 増加 |
| 19 | GOOG | Alphabet Inc-cl C | +0.1% | +32.60% | 増加 |
| 20 | GEV | GE Vernova INC | +0.1% | +83.86% | 増加 |
| 21 | CRM | Salesforce INC | +0.1% | -2.19% | 減少 |
| 22 | SYK | Stryker CORP | +0.1% | +13.81% | 増加 |
| 23 | BAC | Bank Of America CORP | +0.1% | +1.53% | 増加 |
| 24 | IWP | Ishares Russell Mid-cap Grow | +0.1% | -1.04% | 減少 |
| 25 | MS | Morgan Stanley | +0.1% | +17.56% | 増加 |
| 26 | AMAT | Applied Materials INC | +0.1% | NEW | 新規購入 |
| 27 | NFLX | Netflix INC | +0.1% | NEW | 新規購入 |
| 28 | BX | Blackstone INC | +0.1% | NEW | 新規購入 |
| 29 | JPST | Jpmorgan Ultra-short Income | +0.1% | +2.49% | 増加 |
| 30 | NKE | Nike INC -cl B | -0.1% | -13.33% | 減少 |
| 31 | IDV | Ishares International Select | -0.1% | -28.55% | 減少 |
| 32 | LLY | Eli Lilly & Co | -0.1% | +0.94% | 増加 |
| 33 | MRK | Merck & Co. INC. | -0.1% | +2.87% | 増加 |
| 34 | UNP | Union Pacific CORP | -0.1% | -1.24% | 減少 |
| 35 | IEMG | Ishares Core Msci Emerging | -0.1% | -2.07% | 減少 |
| 36 | D | Dominion Energy INC | -0.1% | -12.83% | 減少 |
| 37 | VZ | Verizon Communications INC | -0.1% | -4.79% | 減少 |
| 38 | UL | Unilever PLC | -0.1% | +1.35% | 増加 |
| 39 | XOM | Exxon Mobil CORP | -0.1% | +0.94% | 増加 |
| 40 | MSTR | Strategy INC | -0.1% | EXIT | 全売却 |
| 41 | UNH | Unitedhealth Group INC | -0.1% | -0.31% | 減少 |
| 42 | NEE | Nextera Energy INC | -0.2% | -1.32% | 減少 |
| 43 | DOW | Dow INC | -0.2% | -16.74% | 減少 |
| 44 | JNJ | Johnson & Johnson | -0.2% | -11.36% | 減少 |
| 45 | DHR | Danaher CORP | -0.3% | -0.53% | 減少 |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.3% | -3.75% | 減少 |
| 47 | IEI | Ishares 3-7 Year Treasury Bo | -0.5% | -5.68% | 減少 |
| 48 | AMT | American Tower CORP | -0.5% | -84.13% | 減少 |
| 49 | IEFA | Ishares Core Msci Eafe ETF | -0.6% | +1.91% | 増加 |
| 50 | BLKCHF | Blackrock INC | -1.1% | EXIT | 全売却 |