CIK: 0001901337
申告総資産額
$5.3億
| # | 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 | MSFT | Microsoft CORP | 株式-IT | 4.95% | -1.26% | +288.77% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 4.81% | -1.74% | +21.82% | |
| 3 | BAC | Bank Of America CORP | 株式-金融 | 4.06% | -1.63% | +52.08% | |
| 4 | DE | Deere & Co | 株式-資本財 | 3.41% | -1.57% | +199.13% | |
| 5 | WFC | Wells Fargo & Co | 株式-金融 | 3.38% | -1.52% | +42.88% | |
| 6 | PFG | Principal Financial Group | 株式-金融 | 3.33% | -1.25% | +31.52% | |
| 7 | VHT | Vanguard Health Care ETF | ETF-その他 | 3.30% | -1.71% | +14.31% | |
| 8 | MMM | 3m Co | 株式-資本財 | 2.91% | -1.03% | +26.45% | |
| 9 | VPU | Vanguard Utilities ETF | ETF-その他 | 2.86% | -0.82% | +10.00% | |
| 10 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 2.82% | -1.72% | +30.31% | |
| 11 | USB | US Bancorp | 株式-金融 | 2.81% | -1.23% | +34.65% | |
| 12 | EMR | Emerson Electric Co | 株式-資本財 | 2.44% | — | +80.16% | |
| 13 | CAT | Caterpillar INC | 株式-資本財 | 2.36% | -3.04% | +58.12% | |
| 14 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 2.29% | -0.93% | — | |
| 15 | CMI | Cummins INC | 株式-資本財 | 2.15% | — | +108.34% | |
| 16 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.02% | +4.49% | +55.73% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.92% | +1.59% | +185.91% | |
| 18 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.85% | — | +88.14% | |
| 19 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.84% | -0.79% | +12.69% | |
| 20 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.83% | -1.27% | +92.73% | |
| 21 | AJG | Arthur J Gallagher & Co | 株式-金融 | 1.69% | — | — | |
| 22 | GS | Goldman Sachs Group INC | 株式-金融 | 1.67% | -0.87% | +7.11% | |
| 23 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.59% | +2.93% | +42.78% | |
| 24 | RTX | Rtx CORP | 株式-資本財 | 1.49% | — | +7.00% | |
| 25 | SYY | Sysco CORP | 株式-生活必需品 | 1.43% | -0.50% | +52.35% | |
| 26 | ETN | Eaton Corporation plc | 株式-資本財 | 1.40% | -0.48% | — | |
| 27 | STT | State Street CORP | 株式-金融 | 1.30% | -0.59% | +8.63% | |
| 28 | JGRW | Jensen Quality Growth ETF | ETF-その他 | 1.27% | -0.91% | +14.82% | |
| 29 | SHEL | Shell Plc-adr | 株式-エネルギー | 1.22% | -0.94% | +8.68% | |
| 30 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.22% | -1.07% | +13.96% | |
| 31 | OTIS | Otis Worldwide CORP | 株式-資本財 | 1.18% | -0.47% | +9.62% | |
| 32 | CVX | Chevron CORP | 株式-エネルギー | 1.15% | -0.90% | +15.55% | |
| 33 | MDT | Medtronic plc | 株式-ヘルスケア | 1.13% | — | +15.96% | |
| 34 | TTEN | Totalenergies Se -spon Adr | 株式-その他 | 1.09% | — | +11.17% | |
| 35 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.08% | — | +12.37% | |
| 36 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.07% | -0.52% | +14.17% | |
| 37 | ALL | Allstate CORP | 株式-金融 | 1.05% | — | — | |
| 38 | PEP | Pepsico INC | 株式-生活必需品 | 1.04% | — | +13.07% | |
| 39 | DEO | Diageo Plc-sponsored Adr | 株式-生活必需品 | 1.02% | -0.31% | +10.55% | |
| 40 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 1.01% | -0.33% | +11.48% | |
| 41 | ADP | Automatic Data Processing | 株式-IT | 0.99% | — | — | |
| 42 | FDX | Fedex CORP | 株式-資本財 | 0.98% | -0.92% | +12.71% | |
| 43 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.98% | -0.54% | +10.58% | |
| 44 | C | Citigroup INC | 株式-金融 | 0.97% | -0.42% | +0.66% | |
| 45 | GPC | Genuine Parts Co | 株式-一般消費財 | 0.93% | -0.32% | +11.58% | |
| 46 | VTV | Vanguard Value ETF | ETF-その他 | 0.92% | -0.60% | — | |
| 47 | TGT | Target CORP | 株式-一般消費財 | 0.89% | -0.53% | +53.95% | |
| 48 | PAYX | Paychex INC | 株式-IT | 0.89% | — | +252.89% | |
| 49 | PFE | Pfizer INC | 株式-ヘルスケア | 0.89% | — | +18.30% | |
| 50 | MGV | Vanguard Mega Cap Value ETF | ETF-その他 | 0.86% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +3.3% | +288.77% | 増加 |
| 2 | DIA | Ss Spdr Dow Jones Indus Avg | +2.3% | NEW | 新規購入 |
| 3 | AJG | Arthur J Gallagher & Co | +1.7% | NEW | 新規購入 |
| 4 | DE | Deere & Co | +1.6% | +199.13% | 増加 |
| 5 | ETN | Eaton Corporation plc | +1.4% | NEW | 新規購入 |
| 6 | ALL | Allstate CORP | +1.1% | NEW | 新規購入 |
| 7 | ADP | Automatic Data Processing | +1% | NEW | 新規購入 |
| 8 | VTV | Vanguard Value ETF | +0.9% | NEW | 新規購入 |
| 9 | VTI | Vanguard Total Stock Mkt ETF | +0.9% | +185.91% | 増加 |
| 10 | MGV | Vanguard Mega Cap Value ETF | +0.9% | NEW | 新規購入 |
| 11 | EMR | Emerson Electric Co | +0.7% | +80.16% | 増加 |
| 12 | CGDV | Cap Group Dividend Value | +0.6% | NEW | 新規購入 |
| 13 | CMI | Cummins INC | +0.6% | +108.34% | 増加 |
| 14 | VUG | Vanguard Growth ETF | +0.5% | NEW | 新規購入 |
| 15 | IOO | Ishares Global 100 ETF | +0.4% | NEW | 新規購入 |
| 16 | PAYX | Paychex INC | +0.4% | +252.89% | 増加 |
| 17 | BDX | Becton Dickinson And Co | +0.4% | NEW | 新規購入 |
| 18 | VO | Vanguard Mid-cap ETF | +0.4% | NEW | 新規購入 |
| 19 | CAT | Caterpillar INC | +0.3% | +58.12% | 増加 |
| 20 | CLX | Clorox Company | +0.3% | NEW | 新規購入 |
| 21 | VYMI | Vanguard Int High Dvd Yld In | +0.3% | NEW | 新規購入 |
| 22 | VGK | Vanguard Ftse Europe ETF | +0.3% | +132.15% | 増加 |
| 23 | IWF | Ishares Russell 1000 Growth | +0.2% | NEW | 新規購入 |
| 24 | GOOG | Alphabet Inc-cl C | +0.2% | NEW | 新規購入 |
| 25 | KNF | Knife River CORP | +0.2% | NEW | 新規購入 |
| 26 | JNJ | Johnson & Johnson | +0.2% | +92.73% | 増加 |
| 27 | ECG | Everus Construction Group | +0.2% | NEW | 新規購入 |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +156.44% | 増加 |
| 29 | ABT | Abbott Laboratories | 0% | +88.14% | 増加 |
| 30 | BAC | Bank Of America CORP | 0% | +52.08% | 増加 |
| 31 | VIG | Vanguard Dividend Apprec ETF | -0.1% | +55.73% | 増加 |
| 32 | VEA | Vanguard Ftse Developed ETF | -0.1% | +42.78% | 増加 |
| 33 | SYY | Sysco CORP | -0.1% | +52.35% | 増加 |
| 34 | TGT | Target CORP | -0.1% | +53.95% | 増加 |
| 35 | WFC | Wells Fargo & Co | -0.3% | +42.88% | 増加 |
| 36 | C | Citigroup INC | -0.3% | +0.66% | 増加 |
| 37 | CASY | Casey's General Stores INC | -0.4% | EXIT | 全売却 |
| 38 | GS | Goldman Sachs Group INC | -0.4% | +7.11% | 増加 |
| 39 | STT | State Street CORP | -0.4% | +8.63% | 増加 |
| 40 | LMT | Lockheed Martin CORP | -0.5% | +12.37% | 増加 |
| 41 | JPM | Jpmorgan Chase & Co | -0.5% | +12.69% | 増加 |
| 42 | USB | US Bancorp | -0.5% | +34.65% | 増加 |
| 43 | JGRW | Jensen Quality Growth ETF | -0.6% | +14.82% | 増加 |
| 44 | RTX | Rtx CORP | -0.6% | +7.00% | 増加 |
| 45 | MMM | 3m Co | -0.8% | +26.45% | 増加 |
| 46 | SCHD | Schwab US Dvd Equity ETF | -1% | +30.31% | 増加 |
| 47 | PFG | Principal Financial Group | -1.2% | +31.52% | 増加 |
| 48 | VOO | Vanguard S&p 500 ETF | -1.2% | +21.82% | 増加 |
| 49 | VPU | Vanguard Utilities ETF | -1.4% | +10.00% | 増加 |
| 50 | VHT | Vanguard Health Care ETF | -2.1% | +14.31% | 増加 |