CIK: 0001889147
申告総資産額
$5.7億
| # | 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 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 10.57% | -0.23% | +6.25% | |
| 2 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 7.73% | — | +0.66% | |
| 3 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-その他 | 5.94% | — | +3.49% | |
| 4 | XLK | Ss Technology Select Sector | ETF-テック型 | 4.90% | -0.26% | +2.57% | |
| 5 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 4.64% | -0.21% | +6.59% | |
| 6 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 3.29% | +0.14% | -0.45% | |
| 7 | FPEI | First Trust Institutional Pr | ETF-その他 | 3.27% | — | -4.13% | |
| 8 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 3.18% | +0.13% | +2.98% | |
| 9 | GS | Goldman Sachs Group INC | 株式-金融 | 2.57% | -0.17% | -5.74% | |
| 10 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.94% | — | -6.22% | |
| 11 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.82% | -0.20% | -3.35% | |
| 12 | XLF | Ss Financial Select Sector | ETF-その他 | 1.71% | -0.17% | +11.48% | |
| 13 | AAPL | Apple INC | 株式-IT | 1.45% | -0.13% | -0.84% | |
| 14 | MSFT | Microsoft CORP | 株式-IT | 1.27% | -0.24% | -0.49% | |
| 15 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 1.27% | -0.10% | +8.89% | |
| 16 | XLV | Ss Health Care Select Sector | ETF-その他 | 1.25% | — | +28.19% | |
| 17 | XLI | Ss Industrial Select Sector | ETF-その他 | 1.23% | +0.06% | +13.34% | |
| 18 | DE | Deere & Co | 株式-資本財 | 1.19% | +0.15% | -6.08% | |
| 19 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 1.19% | -0.15% | -1.71% | |
| 20 | ANGL | Vaneck Fallen Angel High Yld | ETF-その他 | 1.08% | — | +8.99% | |
| 21 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-その他 | 1.06% | +0.08% | +5.81% | |
| 22 | MRSH | Marsh & Mclennan Cos | 株式-金融 | 1.01% | -0.07% | -7.78% | |
| 23 | AMD | Advanced Micro Devices | 株式-IT | 0.93% | — | -7.98% | |
| 24 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.90% | +0.23% | -8.89% | |
| 25 | GE | General Electric | 株式-資本財 | 0.87% | -0.10% | +2.46% | |
| 26 | NVDA | Nvidia CORP | 株式-IT | 0.86% | -0.15% | +9.72% | |
| 27 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.83% | -0.12% | -2.14% | |
| 28 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.81% | — | -68.14% | |
| 29 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.80% | -0.13% | -4.05% | |
| 30 | MLPX | Global X Mlp & Energy Infras | ETF-その他 | 0.80% | +0.11% | -8.07% | |
| 31 | RTX | Rtx CORP | 株式-資本財 | 0.79% | — | -10.18% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.72% | — | +0.25% | |
| 33 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.72% | — | -8.63% | |
| 34 | LIN | Linde plc | 株式-素材 | 0.71% | +0.07% | +1.99% | |
| 35 | GD | General Dynamics CORP | 株式-資本財 | 0.70% | — | -8.12% | |
| 36 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.69% | — | -9.87% | |
| 37 | SCHJ | Schwab 1-5 Yr CORP Bnd ETF | ETF-その他 | 0.67% | -0.07% | -2.78% | |
| 38 | CSCO | Cisco Systems INC | 株式-IT | 0.65% | — | -9.15% | |
| 39 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.63% | -0.08% | +5.62% | |
| 40 | EMR | Emerson Electric Co | 株式-資本財 | 0.62% | — | -7.22% | |
| 41 | HON | Honeywell International INC | 株式-資本財 | 0.61% | — | -10.32% | |
| 42 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.57% | +0.06% | -10.41% | |
| 43 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.55% | -0.12% | +9.48% | |
| 44 | PEP | Pepsico INC | 株式-生活必需品 | 0.53% | — | -10.94% | |
| 45 | IBM | Intl Business Machines CORP | 株式-IT | 0.53% | -0.09% | -16.51% | |
| 46 | SCHI | Schwab 5-10 Year Corporate B | ETF-投資適格社債 | 0.51% | — | -2.86% | |
| 47 | BXP | Bxp INC | 株式-不動産 | 0.48% | -0.09% | -8.23% | |
| 48 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.47% | — | +31.10% | |
| 49 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.47% | +0.06% | -0.74% | |
| 50 | SO | Southern Co/the | 株式-公益事業 | 0.47% | — | -4.92% |