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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 9.39% | -0.72% | +0.80% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 9.16% | +0.19% | +2.01% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 5.71% | +0.20% | +0.64% | |
| 4 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 4.41% | — | +0.99% | |
| 5 | IGLB | Ishares 10+ Year Inv Gr CORP | ETF-その他 | 3.72% | — | +2.80% | |
| 6 | NVDA | Nvidia CORP | 株式-IT | 3.67% | -0.26% | -0.52% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 3.04% | -0.65% | -1.44% | |
| 8 | AAPL | Apple INC | 株式-IT | 2.94% | -0.18% | +0.23% | |
| 9 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 2.85% | +0.08% | +5.04% | |
| 10 | AVGO | Broadcom INC | 株式-IT | 2.60% | -0.23% | -2.78% | |
| 11 | CMI | Cummins INC | 株式-資本財 | 2.33% | +0.10% | -1.10% | |
| 12 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.17% | -0.23% | -0.09% | |
| 13 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 2.14% | -0.21% | -2.85% | |
| 14 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.12% | -0.20% | +0.63% | |
| 15 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.92% | — | +0.59% | |
| 16 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 1.83% | +0.23% | -0.03% | |
| 17 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 1.80% | — | -0.66% | |
| 18 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.76% | +0.25% | +0.25% | |
| 19 | UNP | Union Pacific CORP | 株式-資本財 | 1.72% | +0.10% | +0.75% | |
| 20 | FISV | Fiserv INC | 株式-その他 | 1.66% | -0.80% | EXIT | |
| 21 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 1.65% | +0.08% | +1.48% | |
| 22 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.64% | -1.62% | EXIT | |
| 23 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.62% | +0.07% | +0.49% | |
| 24 | FENY | Fidelity Msci Energy Index | ETF-大型株・グロース | 1.58% | +0.55% | +1.64% | |
| 25 | DTE | Dte Energy Company | 株式-公益事業 | 1.56% | +0.22% | +0.77% | |
| 26 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.48% | +0.32% | +0.51% | |
| 27 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.26% | +0.07% | -1.00% | |
| 28 | FTEC | Fidelity Msci Info Tech Indx | ETF-テック型 | 1.25% | -0.07% | -1.21% | |
| 29 | ACN | Accenture plc | 株式-IT | 1.22% | -0.95% | +0.81% | |
| 30 | VRT | Vertiv Holdings Co-a | 株式-資本財 | 1.14% | +0.62% | +0.07% | |
| 31 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.13% | -0.16% | -2.62% | |
| 32 | MA | Mastercard INC - A | 株式-金融 | 1.08% | -0.14% | +1.09% | |
| 33 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-その他 | 1.05% | -0.04% | +2.20% | |
| 34 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.95% | -0.09% | -0.84% | |
| 35 | MCK | Mckesson CORP | 株式-ヘルスケア | 0.93% | +0.05% | -1.21% | |
| 36 | EAGG | Ishares Esg Aware US Aggrega | ETF-その他 | 0.92% | — | +3.56% | |
| 37 | KLAC | Kla CORP | 株式-IT | 0.77% | +0.15% | -1.20% | |
| 38 | AMP | Ameriprise Financial INC | 株式-金融 | 0.76% | -0.07% | -0.23% | |
| 39 | FBND | Fidelity Total Bond ETF | ETF-その他 | 0.75% | — | -2.59% | |
| 40 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.72% | -0.08% | -1.62% | |
| 41 | BND | Vanguard Total Bond Market | ETF-その他 | 0.65% | — | -0.04% | |
| 42 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.62% | — | -3.86% | |
| 43 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.60% | -0.70% | EXIT | |
| 44 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.56% | — | -7.82% | |
| 45 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.52% | -0.08% | -0.47% | |
| 46 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.49% | — | -0.36% | |
| 47 | MET | Metlife INC | 株式-金融 | 0.48% | -0.04% | -0.04% | |
| 48 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.47% | — | -0.04% | |
| 49 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.47% | +0.09% | +0.55% | |
| 50 | UL | Unilever PLC | 株式-生活必需品 | 0.43% | -0.05% | +0.06% |