CIK: 0002056441
申告総資産額
$1.9億
| # | 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 | IVOO | Vanguard S&p Mid-cap 400 ETF | ETF-その他 | 10.71% | +0.05% | — | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 7.49% | -0.02% | — | |
| 3 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 5.98% | +0.08% | — | |
| 4 | TBIL | F/m US Treasury 3 Month Bill | ETF-政府公債 | 5.20% | -0.08% | — | |
| 5 | PVAL | Putnam Focused Lrg Cap Value | ETF-その他 | 5.04% | +0.30% | — | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 4.68% | +0.13% | — | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 4.41% | +0.37% | — | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.37% | -0.11% | — | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 3.55% | +0.11% | — | |
| 10 | PTRB | Pgim Total Return Bond ETF | ETF-その他 | 2.95% | — | — | |
| 11 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 2.09% | -0.07% | — | |
| 12 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.99% | +0.07% | — | |
| 13 | AAPL | Apple INC | 株式-IT | 1.63% | -0.07% | — | |
| 14 | PJIO | Pgim Jennison Intl Opp ETF | ETF-その他 | 1.53% | -0.07% | — | |
| 15 | NVDA | Nvidia CORP | 株式-IT | 1.37% | -0.09% | — | |
| 16 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.34% | -0.20% | — | |
| 17 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.32% | -0.06% | — | |
| 18 | MSFT | Microsoft CORP | 株式-IT | 1.32% | -0.07% | — | |
| 19 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.29% | -0.06% | — | |
| 20 | FSK | Fs Kkr Capital CORP | 株式-金融 | 1.19% | -0.04% | — | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.16% | — | — | |
| 22 | PEP | Pepsico INC | 株式-生活必需品 | 1.12% | — | — | |
| 23 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 1.03% | — | — | |
| 24 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.98% | +0.04% | — | |
| 25 | NFLX | Netflix INC | 株式-通信サービス | 0.98% | +0.05% | — | |
| 26 | V | Visa Inc-class A Shares | 株式-金融 | 0.89% | -0.06% | — | |
| 27 | RTX | Rtx CORP | 株式-資本財 | 0.77% | — | — | |
| 28 | TSLA | Tesla INC | 株式-一般消費財 | 0.75% | -0.08% | — | |
| 29 | AVGO | Broadcom INC | 株式-IT | 0.75% | -0.04% | — | |
| 30 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.68% | — | — | |
| 31 | APH | Amphenol Corp-cl A | 株式-IT | 0.66% | -0.04% | — | |
| 32 | CRM | Salesforce INC | 株式-IT | 0.66% | -0.05% | — | |
| 33 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.65% | — | — | |
| 34 | MA | Mastercard INC - A | 株式-金融 | 0.64% | -0.03% | — | |
| 35 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.63% | -0.04% | — | |
| 36 | WMT | Walmart INC | 株式-生活必需品 | 0.62% | — | — | |
| 37 | MS | Morgan Stanley | 株式-金融 | 0.61% | — | — | |
| 38 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.60% | +0.06% | — | |
| 39 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 0.60% | -0.08% | — | |
| 40 | AXP | American Express Co | 株式-金融 | 0.59% | -0.09% | — | |
| 41 | CB | Chubb Limited | 株式-金融 | 0.59% | — | — | |
| 42 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 0.59% | — | — | |
| 43 | BAC | Bank Of America CORP | 株式-金融 | 0.58% | -0.04% | — | |
| 44 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.57% | -0.06% | — | |
| 45 | PGR | Progressive CORP | 株式-金融 | 0.56% | — | — | |
| 46 | NOC | Northrop Grumman CORP | 株式-資本財 | 0.55% | +0.05% | — | |
| 47 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.55% | -0.09% | — | |
| 48 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 0.55% | — | — | |
| 49 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.55% | — | — | |
| 50 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.55% | — | — |