CIK: 0002097609
申告総資産額
$1.8億
| # | 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 | BIV | Vanguard Intermediate-term B | ETF-その他 | 11.87% | +1.63% | — | |
| 2 | SPHY | Ss Spdr P High Yield ETF | ETF-ハイイールド債 | 11.33% | -0.86% | — | |
| 3 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 5.50% | +0.36% | — | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 5.27% | -0.34% | — | |
| 5 | AAPL | Apple INC | 株式-IT | 5.07% | +0.07% | — | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 4.90% | +0.08% | — | |
| 7 | BND | Vanguard Total Bond Market | ETF-その他 | 4.41% | -0.98% | — | |
| 8 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 3.79% | +0.78% | — | |
| 9 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 3.77% | — | — | |
| 10 | VB | Vanguard Small-cap ETF | ETF-その他 | 3.53% | +0.25% | — | |
| 11 | NVDA | Nvidia CORP | 株式-IT | 3.18% | +0.05% | — | |
| 12 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 2.24% | +0.18% | — | |
| 13 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.91% | -0.08% | — | |
| 14 | VZ | Verizon Communications INC | 株式-通信サービス | 1.65% | -0.51% | — | |
| 15 | GSK | Gsk Plc-spon Adr | 株式-ヘルスケア | 1.52% | -0.32% | — | |
| 16 | CEG | Constellation Energy | 株式-公益事業 | 1.42% | -0.25% | — | |
| 17 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.39% | -0.01% | — | |
| 18 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.33% | — | — | |
| 19 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.26% | -0.34% | — | |
| 20 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.17% | -0.08% | — | |
| 21 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.08% | +0.02% | — | |
| 22 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.97% | +0.15% | — | |
| 23 | VCR | Vanguard Consumer Discre ETF | ETF-その他 | 0.92% | -0.03% | — | |
| 24 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.86% | -0.20% | — | |
| 25 | HSY | Hershey Co/the | 株式-生活必需品 | 0.83% | -0.24% | — | |
| 26 | WTRG | Essential Utilities INC | 株式-公益事業 | 0.81% | — | — | |
| 27 | AMGN | Amgen INC | 株式-ヘルスケア | 0.78% | — | — | |
| 28 | GD | General Dynamics CORP | 株式-資本財 | 0.78% | — | — | |
| 29 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.75% | +0.01% | — | |
| 30 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.65% | +0.63% | — | |
| 31 | APD | Air Products & Chemicals INC | 株式-素材 | 0.64% | — | — | |
| 32 | PEP | Pepsico INC | 株式-生活必需品 | 0.63% | — | — | |
| 33 | MDT | Medtronic plc | 株式-ヘルスケア | 0.63% | -0.17% | — | |
| 34 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.56% | — | — | |
| 35 | VIS | Vanguard Industrials ETF | ETF-その他 | 0.54% | — | — | |
| 36 | NEE | Nextera Energy INC | 株式-公益事業 | 0.53% | — | — | |
| 37 | FIS | Fidelity National Info Serv | 株式-IT | 0.49% | -0.10% | — | |
| 38 | QCOM | Qualcomm INC | 株式-IT | 0.49% | +0.04% | — | |
| 39 | TSLA | Tesla INC | 株式-一般消費財 | 0.45% | +0.04% | — | |
| 40 | ORCL | Oracle CORP | 株式-IT | 0.44% | — | — | |
| 41 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.42% | — | — | |
| 42 | CAT | Caterpillar INC | 株式-資本財 | 0.42% | +0.12% | — | |
| 43 | RTX | Rtx CORP | 株式-資本財 | 0.41% | — | — | |
| 44 | 6D8 | Dupont De Nemours INC | 株式-その他 | 0.38% | -0.52% | EXIT | |
| 45 | Q | Qnity Electronics INC | 株式-IT | 0.35% | +0.12% | — | |
| 46 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.34% | +0.12% | — | |
| 47 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.33% | — | — | |
| 48 | CPB | THE Campbell's Company | 株式-生活必需品 | 0.31% | — | — | |
| 49 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.31% | — | — | |
| 50 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.30% | — | — |