CIK: 0002001155
申告総資産額
$1.6億
| # | 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 | AAPL | Apple INC | 株式-IT | 4.35% | +0.06% | -2.81% | |
| 2 | MUB | Ishares National Muni Bond E | ETF-その他 | 4.25% | -0.92% | -17.45% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 3.68% | — | -2.07% | |
| 4 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 3.05% | — | -0.58% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 3.04% | +0.60% | -1.25% | |
| 6 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 2.86% | — | -0.05% | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.69% | — | -12.90% | |
| 8 | CVX | Chevron CORP | 株式-エネルギー | 2.59% | -0.94% | -0.53% | |
| 9 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.52% | -0.05% | -2.26% | |
| 10 | BND | Vanguard Total Bond Market | ETF-その他 | 2.52% | — | -6.06% | |
| 11 | WMT | Walmart INC | 株式-生活必需品 | 2.40% | -0.53% | -14.36% | |
| 12 | CAT | Caterpillar INC | 株式-資本財 | 2.33% | +1.28% | — | |
| 13 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.13% | -0.78% | -0.53% | |
| 14 | IBM | Intl Business Machines CORP | 株式-IT | 1.83% | +0.06% | -0.36% | |
| 15 | UNP | Union Pacific CORP | 株式-資本財 | 1.75% | +0.02% | -0.85% | |
| 16 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 1.73% | — | — | |
| 17 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.71% | -0.02% | — | |
| 18 | PM | Philip Morris International | 株式-生活必需品 | 1.63% | — | -0.40% | |
| 19 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.59% | +0.04% | -0.26% | |
| 20 | NVDA | Nvidia CORP | 株式-IT | 1.52% | -0.01% | -2.10% | |
| 21 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.46% | +0.03% | -0.64% | |
| 22 | ADP | Automatic Data Processing | 株式-IT | 1.42% | — | — | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.41% | -0.26% | -0.96% | |
| 24 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.26% | +0.28% | +0.43% | |
| 25 | NSC | Norfolk Southern CORP | 株式-資本財 | 1.13% | — | -1.77% | |
| 26 | TXN | Texas Instruments INC | 株式-IT | 1.11% | +0.35% | -4.51% | |
| 27 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 1.09% | — | -0.84% | |
| 28 | MRSH | Marsh & Mclennan Cos | 株式-金融 | 1.07% | — | -1.20% | |
| 29 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.06% | +0.09% | +0.07% | |
| 30 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.02% | +0.27% | -3.80% | |
| 31 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.93% | — | -1.61% | |
| 32 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.93% | — | — | |
| 33 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.92% | +0.12% | -4.54% | |
| 34 | IAGG | Ishares Intl Aggregate Bond | ETF-その他 | 0.91% | +0.10% | -2.29% | |
| 35 | ORCL | Oracle CORP | 株式-IT | 0.90% | — | -1.11% | |
| 36 | SUB | Ishares Short-term National | ETF-その他 | 0.88% | -0.27% | +20.57% | |
| 37 | TGT | Target CORP | 株式-一般消費財 | 0.83% | — | — | |
| 38 | NEE | Nextera Energy INC | 株式-公益事業 | 0.75% | — | -0.18% | |
| 39 | HD | Home Depot INC | 株式-一般消費財 | 0.73% | — | -1.10% | |
| 40 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.72% | +0.15% | -3.93% | |
| 41 | AXP | American Express Co | 株式-金融 | 0.71% | — | -5.69% | |
| 42 | HON | Honeywell International INC | 株式-資本財 | 0.67% | -0.59% | EXIT | |
| 43 | MO | Altria Group INC | 株式-生活必需品 | 0.66% | — | -0.80% | |
| 44 | GL | Globe Life INC | 株式-金融 | 0.66% | +0.10% | — | |
| 45 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.66% | +0.44% | -0.16% | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.65% | — | -0.29% | |
| 47 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.65% | — | +0.61% | |
| 48 | GE | General Electric | 株式-資本財 | 0.62% | +0.11% | — | |
| 49 | FALN | Ishares Fallen Angels ETF | ETF-その他 | 0.61% | — | — | |
| 50 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.59% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +0.8% | -2.07% | 減少 |
| 2 | NVDA | Nvidia CORP | +0.4% | -2.10% | 減少 |
| 3 | CAT | Caterpillar INC | +0.3% | — | 変化なし |
| 4 | ORCL | Oracle CORP | +0.3% | -1.11% | 減少 |
| 5 | JPM | Jpmorgan Chase & Co | +0.3% | -2.26% | 減少 |
| 6 | IBM | Intl Business Machines CORP | +0.3% | -0.36% | 減少 |
| 7 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | -1.25% | 減少 |
| 8 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | NEW | 新規購入 |
| 9 | MCHP | Microchip Technology INC | +0.2% | NEW | 新規購入 |
| 10 | COF | Capital One Financial CORP | +0.2% | NEW | 新規購入 |
| 11 | PM | Philip Morris International | +0.2% | -0.40% | 減少 |
| 12 | AVGO | Broadcom INC | +0.2% | +2.91% | 増加 |
| 13 | NOW | Servicenow INC | +0.2% | NEW | 新規購入 |
| 14 | QGRO | American Century US Quality | +0.2% | NEW | 新規購入 |
| 15 | BA | Boeing Co/the | +0.2% | NEW | 新規購入 |
| 16 | ABT | Abbott Laboratories | +0.2% | NEW | 新規購入 |
| 17 | BAC | Bank Of America CORP | +0.2% | NEW | 新規購入 |
| 18 | GOOGL | Alphabet Inc-cl A | +0.1% | +0.43% | 増加 |
| 19 | SUB | Ishares Short-term National | +0.1% | +20.57% | 増加 |
| 20 | AMZN | Amazon.com INC | +0.1% | +0.07% | 増加 |
| 21 | GE | General Electric | +0.1% | — | 変化なし |
| 22 | GEV | GE Vernova INC | +0.1% | — | 変化なし |
| 23 | SCHB | Schwab US Broad Market ETF | +0.1% | -0.64% | 減少 |
| 24 | IAU | Ishares Gold Trust | +0.1% | +27.45% | 増加 |
| 25 | NFLX | Netflix INC | +0.1% | — | 変化なし |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | -0.96% | 減少 |
| 27 | META | Meta Platforms Inc-class A | +0.1% | -3.33% | 減少 |
| 28 | TXN | Texas Instruments INC | +0.1% | -4.51% | 減少 |
| 29 | DIS | Walt Disney Co/the | +0.1% | +1.16% | 増加 |
| 30 | IJH | Ishares Core S&p Midcap ETF | +0.1% | -0.26% | 減少 |
| 31 | AXP | American Express Co | +0.1% | -5.69% | 減少 |
| 32 | PFE | Pfizer INC | -0.1% | -12.60% | 減少 |
| 33 | PEP | Pepsico INC | -0.1% | -3.56% | 減少 |
| 34 | BDX | Becton Dickinson And Co | -0.1% | -0.11% | 減少 |
| 35 | UNH | Unitedhealth Group INC | -0.1% | — | 変化なし |
| 36 | MCD | Mcdonald's CORP | -0.1% | -13.21% | 減少 |
| 37 | MRK | Merck & Co. INC. | -0.2% | -1.61% | 減少 |
| 38 | MRSH | Marsh & Mclennan Cos | -0.2% | -1.20% | 減少 |
| 39 | WMT | Walmart INC | -0.2% | -14.36% | 減少 |
| 40 | PAYX | Paychex INC | -0.2% | EXIT | 全売却 |
| 41 | BRK-A | Berkshire Hathaway Inc-cl A | -0.2% | — | 変化なし |
| 42 | BND | Vanguard Total Bond Market | -0.2% | -6.06% | 減少 |
| 43 | PG | Procter & Gamble Co/the | -0.3% | -0.05% | 減少 |
| 44 | XOM | Exxon Mobil CORP | -0.3% | -0.53% | 減少 |
| 45 | JNJ | Johnson & Johnson | -0.3% | -0.58% | 減少 |
| 46 | BMY | Bristol-myers Squibb Co | -0.4% | -0.84% | 減少 |
| 47 | AGG | Ishares Core U.s. Aggregate | -0.5% | -12.90% | 減少 |
| 48 | CVX | Chevron CORP | -0.5% | -0.53% | 減少 |
| 49 | AAPL | Apple INC | -0.6% | -2.81% | 減少 |
| 50 | MUB | Ishares National Muni Bond E | -1% | -17.45% | 減少 |