CIK: 0001962005
申告総資産額
$1.1億
| # | 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 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 6.45% | -0.13% | +218.45% | |
| 2 | AAPL | Apple INC | 株式-IT | 6.08% | +0.20% | -2.71% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 5.07% | — | +1.84% | |
| 4 | JPM | Jpmorgan Chase & Co | 株式-金融 | 4.33% | +0.09% | -3.83% | |
| 5 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 3.85% | -0.05% | -3.40% | |
| 6 | CVX | Chevron CORP | 株式-エネルギー | 3.65% | -1.18% | -9.00% | |
| 7 | ABBV | Abbvie INC | 株式-ヘルスケア | 3.59% | +0.25% | -4.04% | |
| 8 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 3.45% | -0.17% | +0.31% | |
| 9 | HD | Home Depot INC | 株式-一般消費財 | 3.33% | -0.02% | -0.32% | |
| 10 | PEP | Pepsico INC | 株式-生活必需品 | 3.07% | -0.46% | -0.49% | |
| 11 | CSCO | Cisco Systems INC | 株式-IT | 2.91% | +1.25% | -0.96% | |
| 12 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.49% | -0.72% | -12.47% | |
| 13 | AMGN | Amgen INC | 株式-ヘルスケア | 2.49% | -0.04% | +4.94% | |
| 14 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 2.41% | +0.20% | +3.83% | |
| 15 | APD | Air Products & Chemicals INC | 株式-素材 | 2.37% | — | -1.56% | |
| 16 | DOW | Dow INC | 株式-素材 | 2.08% | — | -2.12% | |
| 17 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 1.90% | +0.13% | +305.21% | |
| 18 | SWK | Stanley Black & Decker INC | 株式-資本財 | 1.87% | +0.17% | -4.14% | |
| 19 | PSX | Phillips 66 | 株式-エネルギー | 1.73% | -0.35% | -1.08% | |
| 20 | HON | Honeywell International INC | 株式-資本財 | 1.61% | -0.90% | -0.66% | |
| 21 | QCOM | Qualcomm INC | 株式-IT | 1.48% | +0.27% | -0.37% | |
| 22 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 1.30% | — | +28.05% | |
| 23 | VZ | Verizon Communications INC | 株式-通信サービス | 1.26% | -0.33% | +1.11% | |
| 24 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.20% | -0.31% | -3.00% | |
| 25 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 1.16% | +0.10% | +188.87% | |
| 26 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.14% | — | +90.67% | |
| 27 | CMI | Cummins INC | 株式-資本財 | 1.10% | +0.25% | -0.68% | |
| 28 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.09% | +0.13% | +46.58% | |
| 29 | WMT | Walmart INC | 株式-生活必需品 | 1.05% | -0.28% | +2.93% | |
| 30 | VLO | Valero Energy CORP | 株式-エネルギー | 1.03% | — | -4.59% | |
| 31 | TXN | Texas Instruments INC | 株式-IT | 0.97% | +0.20% | — | |
| 32 | SHEL | Shell Plc-adr | 株式-エネルギー | 0.97% | -0.35% | -7.78% | |
| 33 | NVDA | Nvidia CORP | 株式-IT | 0.95% | +0.17% | +9.26% | |
| 34 | MA | Mastercard INC - A | 株式-金融 | 0.90% | — | -0.30% | |
| 35 | GIS | General Mills INC | 株式-生活必需品 | 0.85% | — | +0.42% | |
| 36 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.83% | -0.25% | -14.29% | |
| 37 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.83% | — | -0.23% | |
| 38 | PCAR | Paccar INC | 株式-資本財 | 0.81% | — | — | |
| 39 | TD | Toronto-dominion Bank | 株式-金融 | 0.80% | — | -31.16% | |
| 40 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.76% | — | +11.07% | |
| 41 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 0.76% | — | -12.62% | |
| 42 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.75% | — | -0.89% | |
| 43 | DUK | Duke Energy CORP | 株式-公益事業 | 0.72% | — | — | |
| 44 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.66% | — | -7.31% | |
| 45 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.65% | — | +4.02% | |
| 46 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.63% | — | +98.09% | |
| 47 | 6D8 | Dupont De Nemours INC | 株式-その他 | 0.61% | — | — | |
| 48 | CRM | Salesforce INC | 株式-IT | 0.59% | -0.25% | +86.85% | |
| 49 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.57% | — | -0.12% | |
| 50 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.54% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | +0.7% | -2.71% | 減少 |
| 2 | JPM | Jpmorgan Chase & Co | +0.7% | -3.83% | 減少 |
| 3 | SCHD | Schwab US Dvd Equity ETF | +0.6% | +218.45% | 増加 |
| 4 | AMZN | Amazon.com INC | +0.5% | +46.58% | 増加 |
| 5 | CSCO | Cisco Systems INC | +0.5% | -0.96% | 減少 |
| 6 | CRM | Salesforce INC | +0.4% | +86.85% | 増加 |
| 7 | VIOG | Vanguard S&p Sm Cap 600 Grw | +0.3% | NEW | 新規購入 |
| 8 | SCHG | Schwab US Large-cap Growth | +0.3% | +305.21% | 増加 |
| 9 | MDY | State Street Spdr S&p Midcap | +0.3% | +3.83% | 増加 |
| 10 | HON | Honeywell International INC | +0.2% | -0.66% | 減少 |
| 11 | NVDA | Nvidia CORP | +0.2% | +9.26% | 増加 |
| 12 | SCHX | Schwab US Large-cap ETF | +0.2% | NEW | 新規購入 |
| 13 | WMT | Walmart INC | +0.2% | +2.93% | 増加 |
| 14 | STZ | Constellation Brands Inc-a | +0.2% | +28.05% | 増加 |
| 15 | COST | Costco Wholesale CORP | +0.1% | +11.07% | 増加 |
| 16 | HD | Home Depot INC | +0.1% | -0.32% | 減少 |
| 17 | APD | Air Products & Chemicals INC | +0.1% | -1.56% | 減少 |
| 18 | PG | Procter & Gamble Co/the | 0% | -3.40% | 減少 |
| 19 | KMB | Kimberly-clark CORP | — | -0.23% | 減少 |
| 20 | TXN | Texas Instruments INC | 0% | — | 変化なし |
| 21 | SCHF | Schwab Intl Equity ETF | 0% | +98.09% | 増加 |
| 22 | QCOM | Qualcomm INC | 0% | -0.37% | 減少 |
| 23 | VZ | Verizon Communications INC | 0% | +1.11% | 増加 |
| 24 | LMT | Lockheed Martin CORP | 0% | +4.02% | 増加 |
| 25 | SHEL | Shell Plc-adr | -0.1% | -7.78% | 減少 |
| 26 | VV | Vanguard Large-cap ETF | -0.1% | -14.29% | 減少 |
| 27 | 6D8 | Dupont De Nemours INC | -0.1% | — | 変化なし |
| 28 | KO | Coca-cola Co/the | -0.1% | -0.12% | 減少 |
| 29 | GIS | General Mills INC | -0.1% | +0.42% | 増加 |
| 30 | VLO | Valero Energy CORP | -0.1% | -4.59% | 減少 |
| 31 | LLY | Eli Lilly & Co | -0.1% | -11.52% | 減少 |
| 32 | BDX | Becton Dickinson And Co | -0.1% | -12.62% | 減少 |
| 33 | MRK | Merck & Co. INC. | -0.1% | -7.31% | 減少 |
| 34 | BIV | Vanguard Intermediate-term B | -0.1% | -33.75% | 減少 |
| 35 | JNJ | Johnson & Johnson | -0.1% | +0.31% | 増加 |
| 36 | GPC | Genuine Parts Co | -0.1% | -17.81% | 減少 |
| 37 | REGN | Regeneron Pharmaceuticals | -0.1% | -3.60% | 減少 |
| 38 | CVX | Chevron CORP | -0.1% | -9.00% | 減少 |
| 39 | PEP | Pepsico INC | -0.1% | -0.49% | 減少 |
| 40 | PSX | Phillips 66 | -0.1% | -1.08% | 減少 |
| 41 | SCHJ | Schwab 1-5 Yr CORP Bnd ETF | -0.2% | EXIT | 全売却 |
| 42 | AMGN | Amgen INC | -0.2% | +4.94% | 増加 |
| 43 | ABBV | Abbvie INC | -0.3% | -4.04% | 減少 |
| 44 | QQQ | Invesco Qqq Trust Series 1 | -0.3% | EXIT | 全売却 |
| 45 | AMT | American Tower CORP | -0.3% | EXIT | 全売却 |
| 46 | XOM | Exxon Mobil CORP | -0.4% | -12.47% | 減少 |
| 47 | TD | Toronto-dominion Bank | -0.5% | -31.16% | 減少 |
| 48 | DOW | Dow INC | -0.6% | -2.12% | 減少 |
| 49 | SWK | Stanley Black & Decker INC | -0.6% | -4.14% | 減少 |
| 50 | TEL | TE Connectivity plc | -1.7% | EXIT | 全売却 |