CIK: 0001842669
申告総資産額
$3.8億
| # | 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 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 5.88% | +0.64% | +30.28% | |
| 2 | AAPL | Apple INC | 株式-IT | 5.87% | -0.48% | -2.57% | |
| 3 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 5.84% | +0.18% | — | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 4.48% | -0.39% | +4.53% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 3.50% | -0.65% | -4.14% | |
| 6 | VLUE | Ishares Msci USA Value Facto | ETF-その他 | 2.82% | -0.29% | — | |
| 7 | XLK | Ss Technology Select Sector | ETF-テック型 | 2.68% | -0.11% | -10.31% | |
| 8 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 2.58% | +0.20% | +183.34% | |
| 9 | JSCP | Jpmorgan Short Duration Core | ETF-その他 | 2.43% | — | -7.54% | |
| 10 | COST | Costco Wholesale CORP | 株式-生活必需品 | 2.16% | +0.16% | +0.31% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.07% | -0.13% | -39.33% | |
| 12 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 1.93% | — | — | |
| 13 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 1.82% | — | -5.80% | |
| 14 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型株・グロース | 1.58% | +0.31% | -32.98% | |
| 15 | FAF | First American Financial | 株式-金融 | 1.47% | — | — | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.25% | -0.30% | — | |
| 17 | PULS | Pgim Ultra Short Bond ETF | ETF-その他 | 1.25% | — | — | |
| 18 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.19% | — | +9.73% | |
| 19 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 1.17% | +0.21% | — | |
| 20 | NVDA | Nvidia CORP | 株式-IT | 1.14% | -0.45% | -3.62% | |
| 21 | MCK | Mckesson CORP | 株式-ヘルスケア | 1.03% | — | -10.99% | |
| 22 | VRIG | Invesco Variable Rate Invest | ETF-その他 | 1.01% | +0.32% | — | |
| 23 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 0.98% | +0.23% | -43.76% | |
| 24 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.97% | -0.13% | +1902.46% | |
| 25 | QCOM | Qualcomm INC | 株式-IT | 0.97% | -0.18% | +37.62% | |
| 26 | CVX | Chevron CORP | 株式-エネルギー | 0.89% | +0.48% | -7.08% | |
| 27 | ADP | Automatic Data Processing | 株式-IT | 0.87% | — | -24.30% | |
| 28 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.76% | — | +0.54% | |
| 29 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.75% | — | -2.18% | |
| 30 | ACN | Accenture plc | 株式-IT | 0.71% | — | -22.43% | |
| 31 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 0.71% | +0.08% | — | |
| 32 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.69% | — | +22.73% | |
| 33 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.69% | -0.16% | +3.49% | |
| 34 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.69% | -0.14% | -17.53% | |
| 35 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.68% | -0.14% | -32.40% | |
| 36 | TGT | Target CORP | 株式-一般消費財 | 0.67% | — | -0.09% | |
| 37 | PAYX | Paychex INC | 株式-IT | 0.65% | — | +36.86% | |
| 38 | USB | US Bancorp | 株式-金融 | 0.63% | — | -3.57% | |
| 39 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.61% | — | +54.86% | |
| 40 | PEP | Pepsico INC | 株式-生活必需品 | 0.61% | — | +21.04% | |
| 41 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.61% | -0.17% | +22.09% | |
| 42 | VTV | Vanguard Value ETF | ETF-その他 | 0.60% | -0.21% | — | |
| 43 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.60% | — | -13.31% | |
| 44 | DUK | Duke Energy CORP | 株式-公益事業 | 0.59% | — | -9.46% | |
| 45 | ITW | Illinois Tool Works | 株式-資本財 | 0.57% | — | +23.99% | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.54% | — | +1.98% | |
| 47 | CSCO | Cisco Systems INC | 株式-IT | 0.51% | — | +1.56% | |
| 48 | NEE | Nextera Energy INC | 株式-公益事業 | 0.50% | — | -11.81% | |
| 49 | TMUS | T-mobile US INC | 株式-通信サービス | 0.50% | — | -15.01% | |
| 50 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.50% | +0.22% | +2.68% |