CIK: 0001965267
申告総資産額
$2.8億
| # | 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 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 8.96% | +0.19% | +2.09% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 8.12% | -0.72% | -0.26% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 5.59% | +0.20% | +0.14% | |
| 4 | NVDA | Nvidia CORP | 株式-IT | 4.89% | -0.26% | +869.21% | |
| 5 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 4.83% | — | +1.47% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 3.16% | -0.65% | -1.17% | |
| 7 | AAPL | Apple INC | 株式-IT | 2.82% | -0.18% | +0.03% | |
| 8 | IGLB | Ishares 10+ Year Inv Gr CORP | ETF-その他 | 2.78% | — | +1.16% | |
| 9 | FISV | Fiserv INC | 株式-その他 | 2.36% | -0.80% | EXIT | |
| 10 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 2.33% | -0.21% | -2.75% | |
| 11 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 2.22% | +0.08% | +2.12% | |
| 12 | AVGO | Broadcom INC | 株式-IT | 2.19% | -0.23% | -2.25% | |
| 13 | COST | Costco Wholesale CORP | 株式-生活必需品 | 2.02% | +0.25% | -0.99% | |
| 14 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 2.00% | -1.62% | EXIT | |
| 15 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 1.98% | — | -1.99% | |
| 16 | FHLC | Fidelity Msci Health Care | ETF-その他 | 1.95% | — | -2.51% | |
| 17 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.95% | — | -0.16% | |
| 18 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.92% | -0.23% | -0.82% | |
| 19 | CMI | Cummins INC | 株式-資本財 | 1.86% | +0.10% | +0.03% | |
| 20 | UNP | Union Pacific CORP | 株式-資本財 | 1.82% | +0.10% | +0.53% | |
| 21 | FENY | Fidelity Msci Energy Index | ETF-大型株・グロース | 1.81% | +0.55% | +0.69% | |
| 22 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 1.78% | +0.23% | +1.31% | |
| 23 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.74% | -0.20% | -0.99% | |
| 24 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.54% | +0.07% | -0.26% | |
| 25 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 1.50% | +0.08% | -6.93% | |
| 26 | ACN | Accenture plc | 株式-IT | 1.37% | -0.95% | +0.42% | |
| 27 | DTE | Dte Energy Company | 株式-公益事業 | 1.34% | +0.22% | +0.91% | |
| 28 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.31% | +0.07% | +1.17% | |
| 29 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.25% | +0.32% | +1.28% | |
| 30 | FTEC | Fidelity Msci Info Tech Indx | ETF-テック型 | 1.20% | -0.07% | -2.48% | |
| 31 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 1.20% | — | -5.36% | |
| 32 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.10% | -0.16% | -5.96% | |
| 33 | MCK | Mckesson CORP | 株式-ヘルスケア | 0.95% | +0.05% | -4.69% | |
| 34 | MA | Mastercard INC - A | 株式-金融 | 0.95% | -0.14% | -5.44% | |
| 35 | AMP | Ameriprise Financial INC | 株式-金融 | 0.84% | -0.07% | -4.23% | |
| 36 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-その他 | 0.84% | -0.04% | -0.65% | |
| 37 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.79% | -0.09% | -1.86% | |
| 38 | EAGG | Ishares Esg Aware US Aggrega | ETF-その他 | 0.79% | — | +2.34% | |
| 39 | BND | Vanguard Total Bond Market | ETF-その他 | 0.76% | — | -0.22% | |
| 40 | KLAC | Kla CORP | 株式-IT | 0.74% | +0.15% | -0.28% | |
| 41 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.72% | -0.08% | -5.02% | |
| 42 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.68% | — | +3.48% | |
| 43 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.67% | -0.70% | EXIT | |
| 44 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.60% | +0.09% | +0.56% | |
| 45 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.59% | — | — | |
| 46 | COP | Conocophillips | 株式-エネルギー | 0.52% | +0.17% | -0.18% | |
| 47 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.52% | — | -4.25% | |
| 48 | MET | Metlife INC | 株式-金融 | 0.47% | -0.04% | +0.36% | |
| 49 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.47% | -0.08% | +0.99% | |
| 50 | CVX | Chevron CORP | 株式-エネルギー | 0.47% | +0.17% | +1.28% |