CIK: 0001835669
申告総資産額
$1.5億
| # | 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 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 9.71% | +0.07% | -5.43% | |
| 2 | AAPL | Apple INC | 株式-IT | 8.43% | -0.24% | -1.38% | |
| 3 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 5.53% | — | -0.08% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 5.05% | — | +2.13% | |
| 5 | BAR | Graniteshares Gold Trust | ETF-コモディティ | 3.31% | — | -2.44% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 3.09% | -0.53% | -7.22% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.81% | — | -4.61% | |
| 8 | V | Visa Inc-class A Shares | 株式-金融 | 2.55% | -0.11% | -1.63% | |
| 9 | SNSR | Global X Internet Of Things | ETF-その他 | 2.42% | — | -7.39% | |
| 10 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 2.41% | — | -17.84% | |
| 11 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.41% | -0.15% | -3.06% | |
| 12 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 2.21% | -0.16% | EXIT | |
| 13 | MSFT | Microsoft CORP | 株式-IT | 2.16% | -0.62% | -7.83% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.81% | — | -14.75% | |
| 15 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 1.79% | — | +10.73% | |
| 16 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.61% | +0.18% | -6.00% | |
| 17 | PGX | Invesco Preferred ETF | ETF-その他 | 1.55% | — | -4.09% | |
| 18 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 1.27% | — | -0.06% | |
| 19 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.15% | -0.21% | -22.51% | |
| 20 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.13% | -0.08% | -3.90% | |
| 21 | CINF | Cincinnati Financial CORP | 株式-金融 | 1.08% | — | -0.22% | |
| 22 | FLR | Fluor CORP | 株式-資本財 | 1.07% | — | — | |
| 23 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.06% | +0.18% | -1.66% | |
| 24 | KR | Kroger Co | 株式-生活必需品 | 1.04% | +0.14% | +5.19% | |
| 25 | TBIL | F/m US Treasury 3 Month Bill | ETF-政府公債 | 1.03% | -0.20% | +58.88% | |
| 26 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 1.02% | — | -4.38% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.01% | — | — | |
| 28 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.93% | — | +3.06% | |
| 29 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.89% | -0.14% | -7.46% | |
| 30 | NVDA | Nvidia CORP | 株式-IT | 0.82% | -0.22% | -2.85% | |
| 31 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.80% | — | +19.76% | |
| 32 | WFC 7.5 PERP L | Wells Fargo & Company | 株式-金融 | 0.74% | — | — | |
| 33 | DAL | Delta Air Lines INC | 株式-資本財 | 0.73% | — | -19.09% | |
| 34 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.70% | — | +1.38% | |
| 35 | USXF | Ishares Esg Advance Msci USA | ETF-その他 | 0.65% | -0.09% | +21.71% | |
| 36 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.64% | -0.01% | -4.38% | |
| 37 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.61% | — | +70.52% | |
| 38 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.60% | — | -12.85% | |
| 39 | DE | Deere & Co | 株式-資本財 | 0.60% | — | -4.97% | |
| 40 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.58% | — | -11.72% | |
| 41 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.57% | — | -5.78% | |
| 42 | MA | Mastercard INC - A | 株式-金融 | 0.56% | -0.07% | — | |
| 43 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.54% | — | -38.01% | |
| 44 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.54% | — | -2.91% | |
| 45 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.54% | -0.11% | -27.00% | |
| 46 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.52% | +0.08% | -0.58% | |
| 47 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.51% | — | -16.76% | |
| 48 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.51% | — | -1.48% | |
| 49 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 0.51% | — | +6.20% | |
| 50 | GE | General Electric | 株式-資本財 | 0.51% | — | — |