CIK: 0001965718
申告総資産額
$4.4億
| # | 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 | 39.48% | — | -0.29% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 5.10% | — | +0.58% | |
| 3 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 3.96% | — | +1.05% | |
| 4 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.67% | — | +0.28% | |
| 5 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.12% | — | -1.31% | |
| 6 | NVDA | Nvidia CORP | 株式-IT | 2.07% | — | +954.60% | |
| 7 | CGXU | Cap Group Intl Focus | ETF-その他 | 2.00% | — | +27.56% | |
| 8 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.91% | — | -1.80% | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.69% | — | +2.55% | |
| 10 | CGDV | Cap Group Dividend Value | ETF-その他 | 1.59% | — | +24.94% | |
| 11 | VZ | Verizon Communications INC | 株式-通信サービス | 1.53% | — | +1.05% | |
| 12 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.43% | — | -4.88% | |
| 13 | VHT | Vanguard Health Care ETF | ETF-その他 | 1.41% | — | +6.96% | |
| 14 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.35% | — | +1.03% | |
| 15 | VDE | Vanguard Energy ETF | ETF-その他 | 1.22% | — | +4.12% | |
| 16 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 1.20% | — | +108.21% | |
| 17 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.15% | — | +3.00% | |
| 18 | VPU | Vanguard Utilities ETF | ETF-その他 | 1.09% | — | +42.09% | |
| 19 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.98% | — | +0.37% | |
| 20 | MA | Mastercard INC - A | 株式-金融 | 0.88% | — | +1.90% | |
| 21 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.88% | — | -6.48% | |
| 22 | V | Visa Inc-class A Shares | 株式-金融 | 0.83% | — | +2.10% | |
| 23 | T | At&t INC | 株式-通信サービス | 0.83% | — | -4.47% | |
| 24 | ADP | Automatic Data Processing | 株式-IT | 0.80% | — | +0.09% | |
| 25 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.76% | — | +3.69% | |
| 26 | ORCL | Oracle CORP | 株式-IT | 0.73% | — | -4.50% | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.62% | — | -0.80% | |
| 28 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.56% | — | -4.36% | |
| 29 | MO | Altria Group INC | 株式-生活必需品 | 0.55% | — | -4.59% | |
| 30 | CSCO | Cisco Systems INC | 株式-IT | 0.54% | — | +0.66% | |
| 31 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.49% | — | +0.36% | |
| 32 | LDUR | Pimco Enhanced Low Duration | ETF-その他 | 0.47% | — | — | |
| 33 | TSLA | Tesla INC | 株式-一般消費財 | 0.45% | — | +0.06% | |
| 34 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 0.44% | — | -6.33% | |
| 35 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.44% | — | -0.68% | |
| 36 | AXP | American Express Co | 株式-金融 | 0.43% | — | -3.27% | |
| 37 | MMM | 3m Co | 株式-資本財 | 0.43% | — | -0.78% | |
| 38 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.41% | — | +8.89% | |
| 39 | AVGO | Broadcom INC | 株式-IT | 0.38% | — | +5.56% | |
| 40 | AMGN | Amgen INC | 株式-ヘルスケア | 0.37% | — | -0.77% | |
| 41 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.35% | — | +1.30% | |
| 42 | NFLX | Netflix INC | 株式-通信サービス | 0.35% | — | +1.07% | |
| 43 | ACN | Accenture plc | 株式-IT | 0.33% | — | — | |
| 44 | BAC | Bank Of America CORP | 株式-金融 | 0.33% | — | -11.16% | |
| 45 | DUK | Duke Energy CORP | 株式-公益事業 | 0.32% | — | +0.21% | |
| 46 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.31% | — | +9.73% | |
| 47 | IDXX | Idexx Laboratories INC | 株式-ヘルスケア | 0.30% | — | +0.34% | |
| 48 | MLPX | Global X Mlp & Energy Infras | ETF-その他 | 0.30% | — | +0.06% | |
| 49 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.29% | — | +0.83% | |
| 50 | VIS | Vanguard Industrials ETF | ETF-その他 | 0.29% | — | +0.10% |