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 | 8.01% | -0.13% | +2.50% | |
| 2 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 5.18% | -0.17% | +0.05% | |
| 3 | AAPL | Apple INC | 株式-IT | 4.32% | +0.20% | -1.18% | |
| 4 | JPM | Jpmorgan Chase & Co | 株式-金融 | 4.26% | +0.09% | -0.88% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 4.08% | — | +3.45% | |
| 6 | CVX | Chevron CORP | 株式-エネルギー | 3.79% | -1.18% | -2.49% | |
| 7 | CSCO | Cisco Systems INC | 株式-IT | 3.51% | +1.25% | +1.29% | |
| 8 | ABBV | Abbvie INC | 株式-ヘルスケア | 3.14% | +0.25% | +0.34% | |
| 9 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 3.05% | +0.20% | +3.10% | |
| 10 | AMGN | Amgen INC | 株式-ヘルスケア | 3.01% | -0.04% | -1.79% | |
| 11 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 2.66% | -0.05% | +2.83% | |
| 12 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.62% | -0.72% | -1.69% | |
| 13 | HD | Home Depot INC | 株式-一般消費財 | 2.60% | -0.02% | +2.00% | |
| 14 | PEP | Pepsico INC | 株式-生活必需品 | 2.32% | -0.46% | +0.18% | |
| 15 | APD | Air Products & Chemicals INC | 株式-素材 | 2.13% | — | -0.64% | |
| 16 | PSX | Phillips 66 | 株式-エネルギー | 2.10% | -0.35% | -1.41% | |
| 17 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 1.91% | +0.13% | +1.75% | |
| 18 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.84% | — | -0.78% | |
| 19 | WMT | Walmart INC | 株式-生活必需品 | 1.81% | -0.28% | -4.27% | |
| 20 | HON | Honeywell International INC | 株式-資本財 | 1.71% | -0.90% | +3.49% | |
| 21 | NVDA | Nvidia CORP | 株式-IT | 1.52% | +0.17% | +7.86% | |
| 22 | VZ | Verizon Communications INC | 株式-通信サービス | 1.50% | -0.33% | +0.56% | |
| 23 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.46% | +0.13% | +14.37% | |
| 24 | CMI | Cummins INC | 株式-資本財 | 1.21% | +0.25% | -2.80% | |
| 25 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.08% | +0.29% | +114.46% | |
| 26 | VIOG | Vanguard S&p Sm Cap 600 Grw | ETF-その他 | 1.06% | +0.20% | +15.04% | |
| 27 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 1.06% | +0.10% | +1.24% | |
| 28 | SHEL | Shell Plc-adr | 株式-エネルギー | 1.04% | -0.35% | -4.76% | |
| 29 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.04% | -0.31% | +1.45% | |
| 30 | SWK | Stanley Black & Decker INC | 株式-資本財 | 1.04% | +0.17% | +4.58% | |
| 31 | INTU | Intuit INC | 株式-IT | 1.00% | -1.00% | EXIT | |
| 32 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.92% | — | +4.11% | |
| 33 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.83% | — | -2.25% | |
| 34 | QCOM | Qualcomm INC | 株式-IT | 0.82% | +0.27% | -6.14% | |
| 35 | CB | Chubb Limited | 株式-金融 | 0.80% | — | +3.81% | |
| 36 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.79% | — | +1.63% | |
| 37 | CRM | Salesforce INC | 株式-IT | 0.79% | -0.25% | +16.14% | |
| 38 | DUK | Duke Energy CORP | 株式-公益事業 | 0.78% | — | +0.74% | |
| 39 | WDIV | St Str Spd S&p Glo Div-us In | ETF-その他 | 0.74% | — | +28.96% | |
| 40 | MA | Mastercard INC - A | 株式-金融 | 0.72% | — | +16.64% | |
| 41 | TXN | Texas Instruments INC | 株式-IT | 0.72% | +0.20% | -0.26% | |
| 42 | VLO | Valero Energy CORP | 株式-エネルギー | 0.71% | — | -8.59% | |
| 43 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.65% | +0.25% | +27.92% | |
| 44 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.64% | — | +5.83% | |
| 45 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.62% | -0.25% | — | |
| 46 | IQLT | Ishares Msci International Q | ETF-その他 | 0.61% | — | +7.19% | |
| 47 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.59% | — | -1.55% | |
| 48 | CSX | Csx CORP | 株式-資本財 | 0.56% | — | -2.08% | |
| 49 | LHX | L3harris Technologies INC | 株式-資本財 | 0.54% | — | -5.80% | |
| 50 | SOLS | Solstice Adv Materials INC | 株式-素材 | 0.53% | — | +14.50% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | CVX | Chevron CORP | +0.8% | -2.49% | 減少 |
| 2 | XOM | Exxon Mobil CORP | +0.6% | -1.69% | 減少 |
| 3 | SCHD | Schwab US Dvd Equity ETF | +0.6% | +2.50% | 増加 |
| 4 | VCSH | Vanguard S/t CORP Bond ETF | +0.5% | +114.46% | 増加 |
| 5 | JNJ | Johnson & Johnson | +0.5% | +0.05% | 増加 |
| 6 | PSX | Phillips 66 | +0.5% | -1.41% | 減少 |
| 7 | VZ | Verizon Communications INC | +0.2% | +0.56% | 増加 |
| 8 | SOLS | Solstice Adv Materials INC | +0.2% | +14.50% | 増加 |
| 9 | APD | Air Products & Chemicals INC | +0.2% | -0.64% | 減少 |
| 10 | HON | Honeywell International INC | +0.2% | +3.49% | 増加 |
| 11 | LMT | Lockheed Martin CORP | +0.2% | +4.11% | 増加 |
| 12 | VLO | Valero Energy CORP | +0.2% | -8.59% | 減少 |
| 13 | WDIV | St Str Spd S&p Glo Div-us In | +0.2% | +28.96% | 増加 |
| 14 | COST | Costco Wholesale CORP | +0.1% | -0.78% | 減少 |
| 15 | SHEL | Shell Plc-adr | +0.1% | -4.76% | 減少 |
| 16 | VIOG | Vanguard S&p Sm Cap 600 Grw | +0.1% | +15.04% | 増加 |
| 17 | META | Meta Platforms Inc-class A | +0.1% | +77.09% | 増加 |
| 18 | MRK | Merck & Co. INC. | +0.1% | +5.83% | 増加 |
| 19 | CRWD | Crowdstrike Holdings INC - A | +0.1% | +75.82% | 増加 |
| 20 | XLK | Ss Technology Select Sector | +0.1% | +27.92% | 増加 |
| 21 | O | Realty Income CORP | +0.1% | +18.11% | 増加 |
| 22 | PEP | Pepsico INC | +0.1% | +0.18% | 増加 |
| 23 | FNDF | Schwab Fndmn Intl Lrg Co ETF | +0.1% | +12.77% | 増加 |
| 24 | DUK | Duke Energy CORP | 0% | +0.74% | 増加 |
| 25 | TXN | Texas Instruments INC | 0% | -0.26% | 減少 |
| 26 | WMT | Walmart INC | 0% | -4.27% | 減少 |
| 27 | AMGN | Amgen INC | 0% | -1.79% | 減少 |
| 28 | MDY | State Street Spdr S&p Midcap | 0% | +3.10% | 増加 |
| 29 | PG | Procter & Gamble Co/the | -0.1% | +2.83% | 増加 |
| 30 | LLY | Eli Lilly & Co | -0.1% | -2.63% | 減少 |
| 31 | GIS | General Mills INC | -0.1% | -1.22% | 減少 |
| 32 | CSCO | Cisco Systems INC | -0.1% | +1.29% | 増加 |
| 33 | ORCL | Oracle CORP | -0.2% | -4.77% | 減少 |
| 34 | INTU | Intuit INC | -0.2% | +36.46% | 増加 |
| 35 | HD | Home Depot INC | -0.2% | +2.00% | 増加 |
| 36 | CRM | Salesforce INC | -0.2% | +16.14% | 増加 |
| 37 | ABT | Abbott Laboratories | -0.3% | +1.45% | 増加 |
| 38 | SCHG | Schwab US Large-cap Growth | -0.3% | +1.75% | 増加 |
| 39 | ABBV | Abbvie INC | -0.3% | +0.34% | 増加 |
| 40 | QCOM | Qualcomm INC | -0.4% | -6.14% | 減少 |
| 41 | AAPL | Apple INC | -0.7% | -1.18% | 減少 |
| 42 | JPM | Jpmorgan Chase & Co | -0.7% | -0.88% | 減少 |
| 43 | MSFT | Microsoft CORP | -1.4% | +3.45% | 増加 |
| 44 | PCAR | Paccar INC | — | EXIT | 全売却 |
| 45 | MPC | Marathon Petroleum CORP | — | NEW | 新規購入 |
| 46 | BA | Boeing Co/the | — | NEW | 新規購入 |
| 47 | OKE | Oneok INC | — | NEW | 新規購入 |
| 48 | ARM | Arm Holdings Plc-adr | — | NEW | 新規購入 |
| 49 | REGN | Regeneron Pharmaceuticals | — | EXIT | 全売却 |
| 50 | IVV | Ishares Core S&p 500 ETF | — | NEW | 新規購入 |