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 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 6.32% | — | — | |
| 2 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 5.54% | +0.07% | -0.75% | |
| 3 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 5.16% | — | -10.49% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 4.97% | — | +2364.32% | |
| 5 | AAPL | Apple INC | 株式-IT | 4.49% | -0.24% | +1.61% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 3.63% | -0.62% | +24.52% | |
| 7 | XLK | Ss Technology Select Sector | ETF-テック型 | 2.99% | -0.21% | -36.11% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.65% | -0.53% | -59.91% | |
| 9 | NVDA | Nvidia CORP | 株式-IT | 2.31% | -0.22% | +49.79% | |
| 10 | XLV | Ss Health Care Select Sector | ETF-その他 | 2.11% | -0.06% | -44.04% | |
| 11 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.86% | — | -44.59% | |
| 12 | BND | Vanguard Total Bond Market | ETF-その他 | 1.46% | — | -58.50% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.42% | — | +79.01% | |
| 14 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.31% | -0.11% | +183.26% | |
| 15 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 1.26% | -0.14% | -41.40% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.21% | — | +4.04% | |
| 17 | IBTE | Ishares Ibonds Dec 2024 Term | ETF-その他 | 1.17% | — | +70.42% | |
| 18 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-その他 | 1.17% | — | +66.89% | |
| 19 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-その他 | 1.17% | — | +66.32% | |
| 20 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 1.16% | — | +68.85% | |
| 21 | HD | Home Depot INC | 株式-一般消費財 | 1.15% | — | +161.83% | |
| 22 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 1.08% | +0.14% | -44.01% | |
| 23 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.03% | -0.08% | +15.21% | |
| 24 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.95% | -0.15% | -8.30% | |
| 25 | V | Visa Inc-class A Shares | 株式-金融 | 0.88% | -0.11% | +3.15% | |
| 26 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-その他 | 0.86% | — | — | |
| 27 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.83% | — | -0.94% | |
| 28 | MU | Micron Technology INC | 株式-IT | 0.82% | +0.22% | — | |
| 29 | PCAR | Paccar INC | 株式-資本財 | 0.82% | — | — | |
| 30 | CEG | Constellation Energy | 株式-公益事業 | 0.82% | — | — | |
| 31 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.81% | — | +181.43% | |
| 32 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.81% | +0.18% | -0.25% | |
| 33 | KR | Kroger Co | 株式-生活必需品 | 0.80% | +0.14% | +5.55% | |
| 34 | ROST | Ross Stores INC | 株式-一般消費財 | 0.79% | — | +171.09% | |
| 35 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.78% | +0.18% | +8.08% | |
| 36 | ACN | Accenture plc | 株式-IT | 0.76% | -0.19% | +222.22% | |
| 37 | INTU | Intuit INC | 株式-IT | 0.74% | -0.26% | +230.90% | |
| 38 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.74% | — | -61.42% | |
| 39 | SWKS | Skyworks Solutions INC | 株式-IT | 0.71% | — | +299.65% | |
| 40 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.70% | — | -16.15% | |
| 41 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.69% | — | +220.29% | |
| 42 | USXF | Ishares Esg Advance Msci USA | ETF-その他 | 0.69% | -0.09% | +7.48% | |
| 43 | MNST | Monster Beverage CORP | 株式-生活必需品 | 0.68% | — | — | |
| 44 | IDXX | Idexx Laboratories INC | 株式-ヘルスケア | 0.67% | — | — | |
| 45 | ADBE | Adobe INC | 株式-IT | 0.67% | -0.14% | +347.25% | |
| 46 | FAST | Fastenal Co | 株式-資本財 | 0.66% | — | — | |
| 47 | BR | Broadridge Financial Solutio | 株式-IT | 0.66% | — | — | |
| 48 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.65% | -0.03% | +53.60% | |
| 49 | HSY | Hershey Co/the | 株式-生活必需品 | 0.64% | — | — | |
| 50 | CINF | Cincinnati Financial CORP | 株式-金融 | 0.63% | — | -4.47% |