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 | 8.71% | +0.34% | -5.31% | |
| 2 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 7.45% | -0.33% | +1.98% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 6.80% | -0.07% | -1.25% | |
| 4 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 5.30% | — | +20.80% | |
| 5 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 4.02% | -0.30% | -7.49% | |
| 6 | AAPL | Apple INC | 株式-IT | 3.68% | +0.14% | -5.66% | |
| 7 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.14% | +0.29% | -3.64% | |
| 8 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 2.88% | -0.02% | +2.94% | |
| 9 | NVDA | Nvidia CORP | 株式-IT | 2.87% | +0.09% | -5.62% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 2.78% | -0.28% | -3.92% | |
| 11 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 2.35% | +1.32% | — | |
| 12 | VTES | Vanguard Sh Term Tax-ex Bond | ETF-その他 | 1.95% | — | +4.11% | |
| 13 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.94% | +0.02% | -3.49% | |
| 14 | WMT | Walmart INC | 株式-生活必需品 | 1.69% | -0.31% | -4.46% | |
| 15 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.45% | -0.41% | -11.58% | |
| 16 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.38% | — | -7.22% | |
| 17 | TJX | Tjx Companies INC | 株式-一般消費財 | 1.32% | -0.23% | -3.45% | |
| 18 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.29% | +0.03% | -4.42% | |
| 19 | V | Visa Inc-class A Shares | 株式-金融 | 1.22% | +0.01% | -3.25% | |
| 20 | CSCO | Cisco Systems INC | 株式-IT | 1.20% | +0.37% | -6.84% | |
| 21 | CSMD | Congress Smid Growth ETF | ETF-その他 | 1.15% | +0.35% | +74.16% | |
| 22 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.14% | +0.22% | +15.31% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.06% | -0.19% | +4.37% | |
| 24 | HD | Home Depot INC | 株式-一般消費財 | 1.03% | — | +6.75% | |
| 25 | NEE | Nextera Energy INC | 株式-公益事業 | 0.93% | -0.13% | +8.89% | |
| 26 | CAT | Caterpillar INC | 株式-資本財 | 0.92% | +0.32% | -4.74% | |
| 27 | JPIE | Jpmorgan Income ETF | ETF-その他 | 0.90% | +0.05% | +30.05% | |
| 28 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.90% | — | -1.64% | |
| 29 | CB | Chubb Limited | 株式-金融 | 0.89% | — | -4.01% | |
| 30 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.88% | +0.05% | -2.12% | |
| 31 | DHR | Danaher CORP | 株式-ヘルスケア | 0.82% | — | -3.02% | |
| 32 | BLK | Blackrock INC | 株式-金融 | 0.79% | — | -4.61% | |
| 33 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.79% | +0.22% | +82.21% | |
| 34 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.76% | +0.06% | -4.06% | |
| 35 | UNP | Union Pacific CORP | 株式-資本財 | 0.69% | — | -3.65% | |
| 36 | BAC | Bank Of America CORP | 株式-金融 | 0.64% | — | -3.27% | |
| 37 | CVX | Chevron CORP | 株式-エネルギー | 0.64% | -0.18% | +4.93% | |
| 38 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.62% | — | -17.90% | |
| 39 | VZ | Verizon Communications INC | 株式-通信サービス | 0.58% | -0.14% | -9.49% | |
| 40 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.58% | +0.09% | — | |
| 41 | UL | Unilever Plc-sponsored Adr | 株式-生活必需品 | 0.56% | — | -8.72% | |
| 42 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.55% | -0.20% | -43.13% | |
| 43 | MET | Metlife INC | 株式-金融 | 0.52% | — | -5.64% | |
| 44 | SYK | Stryker CORP | 株式-ヘルスケア | 0.51% | — | -5.60% | |
| 45 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.48% | -0.28% | -52.80% | |
| 46 | TMUS | T-mobile US INC | 株式-通信サービス | 0.47% | -0.15% | -7.19% | |
| 47 | AXP | American Express Co | 株式-金融 | 0.45% | — | +11.37% | |
| 48 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.44% | — | +4.08% | |
| 49 | OC | Owens Corning | 株式-資本財 | 0.43% | +0.10% | -5.66% | |
| 50 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.40% | — | -5.83% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | VGIT | Vanguard Intermediate-term T | +0.9% | +20.80% | 増加 |
| 2 | CSMD | Congress Smid Growth ETF | +0.5% | +74.16% | 増加 |
| 3 | IJH | Ishares Core S&p Midcap ETF | +0.4% | +82.21% | 増加 |
| 4 | XOM | Exxon Mobil CORP | +0.3% | -11.58% | 減少 |
| 5 | JPIE | Jpmorgan Income ETF | +0.2% | +30.05% | 増加 |
| 6 | NEE | Nextera Energy INC | +0.2% | +8.89% | 増加 |
| 7 | CVX | Chevron CORP | +0.2% | +4.93% | 増加 |
| 8 | IEMG | Ishares Core Msci Emerging | +0.2% | +15.31% | 増加 |
| 9 | VGSH | Vanguard Short-term Treasury | +0.2% | +1.98% | 増加 |
| 10 | CAT | Caterpillar INC | +0.2% | -4.74% | 減少 |
| 11 | JNJ | Johnson & Johnson | +0.1% | -7.22% | 減少 |
| 12 | WMT | Walmart INC | +0.1% | -4.46% | 減少 |
| 13 | GEV | GE Vernova INC | +0.1% | — | 変化なし |
| 14 | MCD | Mcdonald's CORP | +0.1% | +48.53% | 増加 |
| 15 | STX | Seagate Technology Holdings plc | +0.1% | -9.92% | 減少 |
| 16 | VTES | Vanguard Sh Term Tax-ex Bond | +0.1% | +4.11% | 増加 |
| 17 | DE | Deere & Co | +0.1% | -1.34% | 減少 |
| 18 | ABT | Abbott Laboratories | -0.1% | +0.75% | 増加 |
| 19 | SYK | Stryker CORP | -0.1% | -5.60% | 減少 |
| 20 | IWP | Ishares Russell Mid-cap Grow | -0.1% | -2.12% | 減少 |
| 21 | CSCO | Cisco Systems INC | -0.1% | -6.84% | 減少 |
| 22 | NXPI | NXP Semiconductors N.V. | -0.1% | -12.31% | 減少 |
| 23 | LLY | Eli Lilly & Co | -0.1% | — | 変化なし |
| 24 | MET | Metlife INC | -0.1% | -5.64% | 減少 |
| 25 | BAC | Bank Of America CORP | -0.1% | -3.27% | 減少 |
| 26 | BLK | Blackrock INC | -0.1% | -4.61% | 減少 |
| 27 | AVGO | Broadcom INC | -0.1% | -16.64% | 減少 |
| 28 | BIL | Ss Spdr Bb 1-3m T-bill ETF | -0.1% | -47.13% | 減少 |
| 29 | CRM | Salesforce INC | -0.1% | -16.71% | 減少 |
| 30 | UL | Unilever Plc-sponsored Adr | -0.1% | -8.72% | 減少 |
| 31 | ACN | Accenture plc | -0.2% | -18.35% | 減少 |
| 32 | DHR | Danaher CORP | -0.2% | -3.02% | 減少 |
| 33 | AMZN | Amazon.com INC | -0.2% | -4.42% | 減少 |
| 34 | V | Visa Inc-class A Shares | -0.2% | -3.25% | 減少 |
| 35 | JPM | Jpmorgan Chase & Co | -0.2% | -3.49% | 減少 |
| 36 | JPST | Jpmorgan Ultra-short Income | -0.3% | -7.49% | 減少 |
| 37 | NVDA | Nvidia CORP | -0.4% | -5.62% | 減少 |
| 38 | GOOGL | Alphabet Inc-cl A | -0.4% | -3.64% | 減少 |
| 39 | IEI | Ishares 3-7 Year Treasury Bo | -0.4% | -43.13% | 減少 |
| 40 | AAPL | Apple INC | -0.5% | -5.66% | 減少 |
| 41 | VIG | Vanguard Dividend Apprec ETF | -0.6% | -52.80% | 減少 |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.8% | -5.31% | 減少 |
| 43 | MSFT | Microsoft CORP | -1% | -3.92% | 減少 |
| 44 | VYM | Vanguard High Dvd Yield ETF | — | NEW | 新規購入 |
| 45 | LIN | Linde plc | — | NEW | 新規購入 |
| 46 | SHV | Ishares 0-1 Year Treasury Bo | — | EXIT | 全売却 |
| 47 | RAAX | Vaneck Real Assets ETF | — | NEW | 新規購入 |
| 48 | EMR | Emerson Electric Co | — | EXIT | 全売却 |
| 49 | KO | Coca-cola Co/the | — | NEW | 新規購入 |
| 50 | NFLX | Netflix INC | — | EXIT | 全売却 |