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 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 5.20% | -1.74% | +5.25% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 4.58% | -1.26% | -5.72% | |
| 3 | BAC | Bank Of America CORP | 株式-金融 | 4.30% | -1.63% | -0.46% | |
| 4 | VHT | Vanguard Health Care ETF | ETF-その他 | 3.73% | -1.71% | +10.08% | |
| 5 | WFC | Wells Fargo & Co | 株式-金融 | 3.47% | -1.52% | +0.77% | |
| 6 | PFG | Principal Financial Group | 株式-金融 | 3.09% | -1.25% | -6.61% | |
| 7 | DE | Deere & Co | 株式-資本財 | 3.07% | -1.57% | +1.37% | |
| 8 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 3.04% | -1.72% | +10.56% | |
| 9 | USB | US Bancorp | 株式-金融 | 2.85% | -1.23% | -2.08% | |
| 10 | MMM | 3m Co | 株式-資本財 | 2.76% | -1.03% | +0.28% | |
| 11 | CAT | Caterpillar INC | 株式-資本財 | 2.51% | -3.04% | -3.92% | |
| 12 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.35% | +4.49% | +14.70% | |
| 13 | CMI | Cummins INC | 株式-資本財 | 2.31% | — | -8.71% | |
| 14 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 2.31% | -0.93% | — | |
| 15 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.04% | -1.27% | +1.46% | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.02% | +1.59% | +2.05% | |
| 17 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.95% | — | -1.83% | |
| 18 | GS | Goldman Sachs Group INC | 株式-金融 | 1.86% | -0.87% | +2.10% | |
| 19 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.84% | +2.93% | +13.54% | |
| 20 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.82% | -0.79% | -5.75% | |
| 21 | VPU | Vanguard Utilities ETF | ETF-その他 | 1.71% | -0.82% | -42.01% | |
| 22 | RTX | Rtx CORP | 株式-資本財 | 1.64% | — | +2.84% | |
| 23 | SYY | Sysco CORP | 株式-生活必需品 | 1.50% | -0.50% | +2.44% | |
| 24 | JGRW | Jensen Quality Growth ETF | ETF-その他 | 1.43% | -0.91% | +12.32% | |
| 25 | STT | State Street CORP | 株式-金融 | 1.40% | -0.59% | +2.87% | |
| 26 | ETN | Eaton Corporation plc | 株式-資本財 | 1.33% | -0.48% | -0.40% | |
| 27 | O | Realty Income CORP | 株式-不動産 | 1.32% | -0.72% | — | |
| 28 | SHEL | Shell Plc-adr | 株式-エネルギー | 1.25% | -0.94% | +3.78% | |
| 29 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.18% | -1.07% | -0.46% | |
| 30 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.18% | — | +5.12% | |
| 31 | MDT | Medtronic plc | 株式-ヘルスケア | 1.17% | — | +0.87% | |
| 32 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.14% | -0.54% | +4.36% | |
| 33 | ALL | Allstate CORP | 株式-金融 | 1.13% | — | — | |
| 34 | CVX | Chevron CORP | 株式-エネルギー | 1.12% | -0.90% | -1.71% | |
| 35 | AMRZ | Amrize Ltd | 株式-素材 | 1.11% | — | — | |
| 36 | GPC | Genuine Parts Co | 株式-一般消費財 | 1.10% | -0.32% | +8.96% | |
| 37 | OTIS | Otis Worldwide CORP | 株式-資本財 | 1.09% | -0.47% | +5.19% | |
| 38 | TTEN | Totalenergies Se -spon Adr | 株式-その他 | 1.07% | — | +5.40% | |
| 39 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.06% | -0.52% | +4.27% | |
| 40 | PEP | Pepsico INC | 株式-生活必需品 | 1.03% | — | +6.51% | |
| 41 | C | Citigroup INC | 株式-金融 | 1.02% | -0.42% | -0.40% | |
| 42 | FDX | Fedex CORP | 株式-資本財 | 1.01% | -0.92% | +2.33% | |
| 43 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 1.00% | -0.33% | +5.11% | |
| 44 | DEO | Diageo Plc-sponsored Adr | 株式-生活必需品 | 0.97% | -0.31% | +5.63% | |
| 45 | PFE | Pfizer INC | 株式-ヘルスケア | 0.94% | — | +5.33% | |
| 46 | VTV | Vanguard Value ETF | ETF-その他 | 0.94% | -0.60% | — | |
| 47 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 0.92% | -0.57% | +18.63% | |
| 48 | ADP | Automatic Data Processing | 株式-IT | 0.90% | — | -3.47% | |
| 49 | MGV | Vanguard Mega Cap Value ETF | ETF-その他 | 0.87% | — | — | |
| 50 | EMR | Emerson Electric Co | 株式-資本財 | 0.87% | — | -59.79% |