CIK: 0001736260
申告総資産額
$3.4億
| # | 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 | AAPL | Apple INC | 株式-IT | 8.23% | -0.66% | -0.76% | |
| 2 | NVDA | Nvidia CORP | 株式-IT | 5.48% | -0.34% | -0.21% | |
| 3 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 4.71% | +0.38% | +6.33% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.44% | -0.19% | -1.16% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 2.65% | -0.54% | -2.08% | |
| 6 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 2.63% | -0.73% | — | |
| 7 | TMP | Tompkins Financial CORP | 株式-その他 | 2.58% | +0.24% | -0.38% | |
| 8 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.52% | -0.20% | -4.32% | |
| 9 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 1.77% | — | +2.90% | |
| 10 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.76% | -0.15% | +1.76% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.75% | -0.08% | +1.55% | |
| 12 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.71% | +0.64% | -0.73% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.61% | -0.16% | +0.01% | |
| 14 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.59% | -0.10% | +1.93% | |
| 15 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.52% | — | -0.16% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.42% | — | -0.27% | |
| 17 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 1.41% | — | +0.31% | |
| 18 | CAT | Caterpillar INC | 株式-資本財 | 1.37% | +0.34% | -2.46% | |
| 19 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.35% | -0.11% | -4.32% | |
| 20 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.27% | — | -0.51% | |
| 21 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.26% | — | -2.05% | |
| 22 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.23% | +0.13% | -0.85% | |
| 23 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-その他 | 1.15% | — | +9.13% | |
| 24 | EMR | Emerson Electric Co | 株式-資本財 | 1.13% | — | +0.26% | |
| 25 | IBM | Intl Business Machines CORP | 株式-IT | 1.11% | -0.17% | +4.75% | |
| 26 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-その他 | 1.10% | +0.23% | +21.37% | |
| 27 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-その他 | 1.10% | +0.24% | +24.27% | |
| 28 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-その他 | 0.99% | +0.28% | +26.02% | |
| 29 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.92% | -0.13% | -0.97% | |
| 30 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.91% | -0.18% | +0.54% | |
| 31 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.79% | -0.79% | EXIT | |
| 32 | VZ | Verizon Communications INC | 株式-通信サービス | 0.77% | +0.23% | +3.52% | |
| 33 | CGXU | Cap Group Intl Focus | ETF-その他 | 0.76% | +0.14% | +23.89% | |
| 34 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.75% | — | -1.82% | |
| 35 | PANW | Palo Alto Networks INC | 株式-IT | 0.73% | -0.07% | -0.54% | |
| 36 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.72% | +0.15% | +1.76% | |
| 37 | RTX | Rtx CORP | 株式-資本財 | 0.68% | — | -1.27% | |
| 38 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 0.68% | — | -4.32% | |
| 39 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.67% | — | -0.66% | |
| 40 | AMGN | Amgen INC | 株式-ヘルスケア | 0.66% | — | -5.69% | |
| 41 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.66% | — | +0.02% | |
| 42 | JHSC | John Hancock Multi Small Cap | ETF-中小型株 | 0.65% | — | -1.01% | |
| 43 | CSCO | Cisco Systems INC | 株式-IT | 0.64% | — | -0.49% | |
| 44 | CVX | Chevron CORP | 株式-エネルギー | 0.64% | +0.20% | -0.49% | |
| 45 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.63% | — | +0.72% | |
| 46 | FMDE | Fidelity Enhanced Mid Cap Co | ETF-その他 | 0.62% | +0.12% | +6.69% | |
| 47 | V | Visa Inc-class A Shares | 株式-金融 | 0.61% | — | +0.28% | |
| 48 | DUK | Duke Energy CORP | 株式-公益事業 | 0.59% | — | -0.65% | |
| 49 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.57% | — | -1.20% | |
| 50 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.54% | — | -4.01% |