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 | 9.68% | -0.72% | +1.04% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 9.35% | +0.19% | +2.70% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 5.91% | +0.20% | +2.57% | |
| 4 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 4.40% | — | +0.09% | |
| 5 | IGLB | Ishares 10+ Year Inv Gr CORP | ETF-その他 | 3.73% | — | +2.64% | |
| 6 | AAPL | Apple INC | 株式-IT | 3.10% | -0.18% | -0.76% | |
| 7 | NVDA | Nvidia CORP | 株式-IT | 2.94% | -0.26% | -19.51% | |
| 8 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 2.91% | +0.08% | +2.44% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 2.83% | -0.65% | -0.34% | |
| 10 | CMI | Cummins INC | 株式-資本財 | 2.73% | +0.10% | -2.71% | |
| 11 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.58% | -0.23% | -7.38% | |
| 12 | AVGO | Broadcom INC | 株式-IT | 2.29% | -0.23% | -15.85% | |
| 13 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.21% | -0.20% | -0.53% | |
| 14 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 2.09% | -0.21% | -3.06% | |
| 15 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 2.01% | +0.23% | +2.35% | |
| 16 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 1.87% | — | +1.59% | |
| 17 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.85% | — | +0.48% | |
| 18 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 1.71% | +0.08% | +1.30% | |
| 19 | UNP | Union Pacific CORP | 株式-資本財 | 1.71% | +0.10% | +1.77% | |
| 20 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.71% | +0.07% | +3.03% | |
| 21 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.67% | +0.32% | +1.52% | |
| 22 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.62% | -1.62% | EXIT | |
| 23 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.58% | +0.25% | -3.40% | |
| 24 | DTE | Dte Energy Company | 株式-公益事業 | 1.46% | +0.22% | +2.56% | |
| 25 | FENY | Fidelity Msci Energy Index | ETF-大型株・グロース | 1.43% | +0.55% | -9.35% | |
| 26 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.34% | -0.16% | -7.74% | |
| 27 | ACN | Accenture plc | 株式-IT | 1.33% | -0.95% | +0.14% | |
| 28 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.30% | +0.07% | +1.89% | |
| 29 | FTEC | Fidelity Msci Info Tech Indx | ETF-テック型 | 1.24% | -0.07% | -1.44% | |
| 30 | VRT | Vertiv Holdings Co-a | 株式-資本財 | 1.16% | +0.62% | -4.96% | |
| 31 | MA | Mastercard INC - A | 株式-金融 | 1.16% | -0.14% | +6.60% | |
| 32 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-その他 | 1.05% | -0.04% | -1.57% | |
| 33 | MCK | Mckesson CORP | 株式-ヘルスケア | 0.95% | +0.05% | -3.66% | |
| 34 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.94% | -0.09% | -2.70% | |
| 35 | EAGG | Ishares Esg Aware US Aggrega | ETF-その他 | 0.94% | — | +2.93% | |
| 36 | KLAC | Kla CORP | 株式-IT | 0.84% | +0.15% | -3.38% | |
| 37 | FISV | Fiserv INC | 株式-その他 | 0.80% | -0.80% | EXIT | |
| 38 | AMP | Ameriprise Financial INC | 株式-金融 | 0.76% | -0.07% | +0.56% | |
| 39 | FBND | Fidelity Total Bond ETF | ETF-その他 | 0.75% | — | +0.80% | |
| 40 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.70% | -0.70% | EXIT | |
| 41 | BND | Vanguard Total Bond Market | ETF-その他 | 0.66% | — | +1.34% | |
| 42 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.64% | -0.08% | -0.62% | |
| 43 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.64% | — | +1.88% | |
| 44 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.60% | +0.09% | +1.95% | |
| 45 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.59% | — | +4.99% | |
| 46 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.49% | -0.08% | +0.86% | |
| 47 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.47% | — | -6.03% | |
| 48 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.47% | — | +1.51% | |
| 49 | MET | Metlife INC | 株式-金融 | 0.46% | -0.04% | +0.71% | |
| 50 | UL | Unilever PLC | 株式-生活必需品 | 0.43% | -0.05% | -10.11% |