CIK: 0001758543
申告総資産額
$4.7億
| # | 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 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 9.90% | +4.05% | +1561.68% | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 5.13% | +0.17% | +3.98% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.76% | +0.09% | -14.77% | |
| 4 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 4.74% | -4.15% | +5.42% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 4.48% | -5.67% | +639.86% | |
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 3.60% | -0.40% | -2.65% | |
| 7 | VTIP | Vanguard Short-term Tips | ETF-その他 | 3.46% | +0.15% | — | |
| 8 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 2.81% | -0.23% | -10.44% | |
| 9 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 2.46% | +0.30% | +1.46% | |
| 10 | IBM | Intl Business Machines CORP | 株式-IT | 2.14% | +0.09% | -1.76% | |
| 11 | BND | Vanguard Total Bond Market | ETF-その他 | 2.12% | +0.73% | — | |
| 12 | GBIL | Goldman Sachs Access Treasur | ETF-コモディティ | 2.05% | +2.07% | +167.75% | |
| 13 | WMT | Walmart INC | 株式-生活必需品 | 1.92% | -0.31% | +0.90% | |
| 14 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.88% | +0.07% | -0.06% | |
| 15 | CAT | Caterpillar INC | 株式-資本財 | 1.84% | +0.32% | +1233.92% | |
| 16 | SPGI | S&p Global INC | 株式-金融 | 1.80% | — | +0.33% | |
| 17 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.74% | — | -1.11% | |
| 18 | CTAS | Cintas CORP | 株式-資本財 | 1.74% | — | +6.32% | |
| 19 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.68% | +0.19% | +1.13% | |
| 20 | MDT | Medtronic plc | 株式-ヘルスケア | 1.67% | +0.07% | +2.87% | |
| 21 | ADP | Automatic Data Processing | 株式-IT | 1.66% | +0.14% | -4.13% | |
| 22 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.63% | -2.03% | EXIT | |
| 23 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.63% | — | -1.55% | |
| 24 | NEE | Nextera Energy INC | 株式-公益事業 | 1.61% | -0.23% | +5.55% | |
| 25 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.60% | — | +1.45% | |
| 26 | CVX | Chevron CORP | 株式-エネルギー | 1.60% | -0.56% | +6.67% | |
| 27 | SHW | Sherwin-williams Co/the | 株式-素材 | 1.59% | +0.18% | +0.86% | |
| 28 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.56% | — | +4.98% | |
| 29 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.56% | — | +2.02% | |
| 30 | PEP | Pepsico INC | 株式-生活必需品 | 1.54% | -0.22% | +14.02% | |
| 31 | CL | Colgate-palmolive Co | 株式-生活必需品 | 1.53% | — | +1716.63% | |
| 32 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.52% | — | -2.75% | |
| 33 | NVDA | Nvidia CORP | 株式-IT | 1.42% | +0.09% | +3.55% | |
| 34 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 0.94% | — | +336.26% | |
| 35 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型株 | 0.92% | +0.39% | +426.86% | |
| 36 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.87% | — | -5.02% | |
| 37 | USHY | Ishares Broad Usd High Yield | ETF-ハイイールド債 | 0.84% | — | -3.26% | |
| 38 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-投資適格社債 | 0.82% | — | -3.62% | |
| 39 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.76% | — | -5.24% | |
| 40 | AAPL | Apple INC | 株式-IT | 0.71% | — | +6.51% | |
| 41 | MSFT | Microsoft CORP | 株式-IT | 0.70% | — | +5.41% | |
| 42 | SCHR | Schwab Intermediate-term US | ETF-その他 | 0.68% | -0.91% | EXIT | |
| 43 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.50% | — | +8.46% | |
| 44 | VLUE | Ishares Msci USA Value Facto | ETF-その他 | 0.50% | — | -3.91% | |
| 45 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 0.48% | — | — | |
| 46 | AVGO | Broadcom INC | 株式-IT | 0.46% | — | -4.07% | |
| 47 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.46% | — | +7.11% | |
| 48 | NFLX | Netflix INC | 株式-通信サービス | 0.44% | — | -15.31% | |
| 49 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.40% | — | +3.19% | |
| 50 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.40% | — | +6.65% |