CIK: 0001839445
申告総資産額
$2.1億
| # | 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 | BND | Vanguard Total Bond Market | ETF-その他 | 10.46% | -0.08% | +10.14% | |
| 2 | UPS | United Parcel Service-cl B | 株式-資本財 | 6.99% | +0.16% | -0.01% | |
| 3 | AAPL | Apple INC | 株式-IT | 4.76% | -0.10% | -4.96% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.30% | +0.07% | +3.45% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 4.12% | — | +2.79% | |
| 6 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 3.34% | +0.10% | -0.67% | |
| 7 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 3.13% | +0.06% | -0.64% | |
| 8 | SCTXX | Schwab Amt Tax Fr Mny-ultra | 株式-その他 | 2.90% | — | — | |
| 9 | GE | General Electric | 株式-資本財 | 2.38% | +0.02% | -33.16% | |
| 10 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.31% | +0.25% | -6.60% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.28% | -0.02% | -1.38% | |
| 12 | BA | Boeing Co/the | 株式-資本財 | 2.24% | -0.58% | -35.11% | |
| 13 | MSFT | Microsoft CORP | 株式-IT | 2.10% | -0.05% | +13.81% | |
| 14 | CSCO | Cisco Systems INC | 株式-IT | 2.01% | +0.22% | +0.28% | |
| 15 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.93% | +0.01% | -0.56% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.85% | — | +30.97% | |
| 17 | DVY | Ishares Select Dividend ETF | ETF-その他 | 1.71% | +0.08% | -0.42% | |
| 18 | TXN | Texas Instruments INC | 株式-IT | 1.52% | -0.07% | -0.46% | |
| 19 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.48% | -0.04% | -15.87% | |
| 20 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.38% | — | -1.66% | |
| 21 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.32% | — | -0.96% | |
| 22 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.32% | -0.01% | +0.40% | |
| 23 | WMT | Walmart INC | 株式-生活必需品 | 1.30% | — | +0.72% | |
| 24 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.30% | -0.41% | +5.10% | |
| 25 | PFF | Ishares Preferred & Income S | ETF-その他 | 1.21% | — | -1.53% | |
| 26 | GEHC | GE Healthcare Technology | 株式-ヘルスケア | 1.21% | -0.11% | — | |
| 27 | STRL | Sterling Infrastructure INC | 株式-資本財 | 1.17% | -0.16% | -63.88% | |
| 28 | MO | Altria Group INC | 株式-生活必需品 | 1.15% | — | +0.50% | |
| 29 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 1.13% | +0.03% | -0.95% | |
| 30 | EPD | Enterprise Products Partners | 株式-エネルギー | 1.11% | +0.10% | +3.52% | |
| 31 | T | At&t INC | 株式-通信サービス | 1.06% | — | -15.72% | |
| 32 | BAC | Bank Of America CORP | 株式-金融 | 1.06% | -0.05% | -23.10% | |
| 33 | VZ | Verizon Communications INC | 株式-通信サービス | 1.03% | — | -18.98% | |
| 34 | XLV | Ss Health Care Select Sector | ETF-その他 | 1.02% | +0.02% | -0.99% | |
| 35 | XLI | Ss Industrial Select Sector | ETF-その他 | 1.02% | — | -0.96% | |
| 36 | TGT | Target CORP | 株式-一般消費財 | 0.98% | — | +0.95% | |
| 37 | XLF | Ss Financial Select Sector | ETF-その他 | 0.94% | +0.12% | -0.67% | |
| 38 | ORCL | Oracle CORP | 株式-IT | 0.90% | — | -0.62% | |
| 39 | F | Ford Motor Co | 株式-一般消費財 | 0.81% | — | -37.30% | |
| 40 | HD | Home Depot INC | 株式-一般消費財 | 0.77% | -0.05% | -2.69% | |
| 41 | CVX | Chevron CORP | 株式-エネルギー | 0.63% | +0.05% | -14.00% | |
| 42 | CAT | Caterpillar INC | 株式-資本財 | 0.62% | — | — | |
| 43 | MU | Micron Technology INC | 株式-IT | 0.59% | — | -30.09% | |
| 44 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.55% | — | — | |
| 45 | PFE | Pfizer INC | 株式-ヘルスケア | 0.55% | — | -54.15% | |
| 46 | PEP | Pepsico INC | 株式-生活必需品 | 0.53% | — | +5.14% | |
| 47 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.52% | — | -1.16% | |
| 48 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.50% | -0.06% | — | |
| 49 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.50% | — | -4.52% | |
| 50 | NFLX | Netflix INC | 株式-通信サービス | 0.50% | — | -8.55% |