CIK: 0001983616
申告総資産額
$1.9億
| # | 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 | VTV | Vanguard Value ETF | ETF-その他 | 4.71% | +0.85% | +7.91% | |
| 2 | NVDA | Nvidia CORP | 株式-IT | 4.46% | -0.29% | +0.09% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 4.35% | -0.78% | +1.33% | |
| 4 | AAPL | Apple INC | 株式-IT | 4.05% | -0.13% | -2.59% | |
| 5 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 3.11% | — | +0.02% | |
| 6 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.35% | -0.22% | -6.75% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.24% | — | -0.11% | |
| 8 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.22% | +0.91% | +0.86% | |
| 9 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 2.09% | -0.49% | +36.16% | |
| 10 | AVGO | Broadcom INC | 株式-IT | 2.05% | -0.17% | +0.97% | |
| 11 | MO | Altria Group INC | 株式-生活必需品 | 2.00% | -1.81% | +278.63% | |
| 12 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.85% | -0.14% | -7.15% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.67% | -0.47% | -7.04% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.41% | -0.31% | +27.22% | |
| 15 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.38% | — | -2.23% | |
| 16 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.34% | +0.23% | +1.82% | |
| 17 | PM | Philip Morris International | 株式-生活必需品 | 1.29% | — | -5.76% | |
| 18 | EMR | Emerson Electric Co | 株式-資本財 | 1.14% | — | -4.15% | |
| 19 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 1.12% | — | -2.19% | |
| 20 | ORCL | Oracle CORP | 株式-IT | 1.10% | -0.32% | -12.46% | |
| 21 | MCHP | Microchip Technology INC | 株式-IT | 1.07% | — | -7.68% | |
| 22 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.05% | +0.17% | -4.55% | |
| 23 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.01% | — | -4.43% | |
| 24 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 1.01% | — | +5.82% | |
| 25 | PANW | Palo Alto Networks INC | 株式-IT | 0.98% | -0.14% | -1.11% | |
| 26 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.97% | — | -1.29% | |
| 27 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.95% | — | +1.62% | |
| 28 | CAT | Caterpillar INC | 株式-資本財 | 0.89% | +0.22% | +1.50% | |
| 29 | AMGN | Amgen INC | 株式-ヘルスケア | 0.85% | — | -1.68% | |
| 30 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.84% | — | — | |
| 31 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.84% | +0.20% | -11.34% | |
| 32 | IBM | Intl Business Machines CORP | 株式-IT | 0.81% | -0.17% | — | |
| 33 | VUG | Vanguard Growth ETF | ETF-その他 | 0.79% | -0.16% | -52.91% | |
| 34 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.78% | — | — | |
| 35 | ETN | Eaton Corporation plc | 株式-資本財 | 0.78% | — | +3.52% | |
| 36 | AMD | Advanced Micro Devices | 株式-IT | 0.77% | -0.14% | -1.44% | |
| 37 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.76% | — | +0.49% | |
| 38 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.75% | — | -19.93% | |
| 39 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.74% | -0.12% | -32.96% | |
| 40 | DUK | Duke Energy CORP | 株式-公益事業 | 0.73% | — | -4.43% | |
| 41 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.71% | — | +2.49% | |
| 42 | CRM | Salesforce INC | 株式-IT | 0.70% | +0.31% | -35.81% | |
| 43 | HD | Home Depot INC | 株式-一般消費財 | 0.70% | — | +0.23% | |
| 44 | AEP | American Electric Power | 株式-公益事業 | 0.69% | — | -2.67% | |
| 45 | UNP | Union Pacific CORP | 株式-資本財 | 0.68% | — | -0.25% | |
| 46 | ADP | Automatic Data Processing | 株式-IT | 0.67% | -0.13% | — | |
| 47 | KLAC | Kla CORP | 株式-IT | 0.66% | +0.15% | -0.76% | |
| 48 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.64% | — | +4.21% | |
| 49 | GVI | Ishares Intermediate Governm | ETF-その他 | 0.63% | — | +7.75% | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.62% | — | -0.25% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | MO | Altria Group INC | +1.8% | +278.63% | 増加 |
| 2 | VYM | Vanguard High Dvd Yield ETF | +0.6% | +36.16% | 増加 |
| 3 | VTV | Vanguard Value ETF | +0.6% | +7.91% | 増加 |
| 4 | GOOGL | Alphabet Inc-cl A | +0.4% | -6.75% | 減少 |
| 5 | VOO | Vanguard S&p 500 ETF | +0.4% | +27.22% | 増加 |
| 6 | AAPL | Apple INC | +0.3% | -2.59% | 減少 |
| 7 | XOM | Exxon Mobil CORP | +0.2% | +0.86% | 増加 |
| 8 | MRK | Merck & Co. INC. | +0.2% | -4.55% | 減少 |
| 9 | AMD | Advanced Micro Devices | +0.2% | -1.44% | 減少 |
| 10 | CAT | Caterpillar INC | +0.2% | +1.50% | 増加 |
| 11 | AVGO | Broadcom INC | +0.2% | +0.97% | 増加 |
| 12 | GOOG | Alphabet Inc-cl C | +0.1% | -2.59% | 減少 |
| 13 | AMGN | Amgen INC | +0.1% | -1.68% | 減少 |
| 14 | ADBE | Adobe INC | +0.1% | +41.74% | 増加 |
| 15 | TMO | Thermo Fisher Scientific INC | +0.1% | +5.60% | 増加 |
| 16 | PM | Philip Morris International | -0.1% | -5.76% | 減少 |
| 17 | MCHP | Microchip Technology INC | -0.1% | -7.68% | 減少 |
| 18 | ADP | Automatic Data Processing | -0.1% | — | 変化なし |
| 19 | JNJ | Johnson & Johnson | -0.1% | -19.93% | 減少 |
| 20 | PANW | Palo Alto Networks INC | -0.1% | -1.11% | 減少 |
| 21 | ETN | Eaton Corporation plc | -0.1% | +3.52% | 増加 |
| 22 | KO | Coca-cola Co/the | -0.1% | -24.44% | 減少 |
| 23 | ABT | Abbott Laboratories | -0.1% | -19.13% | 減少 |
| 24 | AMP | Ameriprise Financial INC | -0.1% | -30.37% | 減少 |
| 25 | HD | Home Depot INC | -0.1% | +0.23% | 増加 |
| 26 | T | At&t INC | -0.1% | -25.43% | 減少 |
| 27 | ABBV | Abbvie INC | -0.1% | -7.15% | 減少 |
| 28 | NEE | Nextera Energy INC | -0.1% | -46.55% | 減少 |
| 29 | MSFT | Microsoft CORP | -0.1% | +1.33% | 増加 |
| 30 | PG | Procter & Gamble Co/the | -0.2% | -11.34% | 減少 |
| 31 | WMB | Williams Cos INC | -0.2% | -32.09% | 減少 |
| 32 | CRM | Salesforce INC | -0.3% | -35.81% | 減少 |
| 33 | VZ | Verizon Communications INC | -0.3% | -30.54% | 減少 |
| 34 | CMG | Chipotle Mexican Grill INC | -0.3% | -58.99% | 減少 |
| 35 | ORCL | Oracle CORP | -0.7% | -12.46% | 減少 |
| 36 | VUG | Vanguard Growth ETF | -0.8% | -52.91% | 減少 |
| 37 | AMZN | Amazon.com INC | — | EXIT | 全売却 |
| 38 | C 4.625 10-20-32 MTN | Citigroup INC | — | NEW | 新規購入 |
| 39 | TTEN | Totalenergies Se -spon Adr | — | EXIT | 全売却 |
| 40 | KMB | Kimberly-clark CORP | — | EXIT | 全売却 |
| 41 | XEL | Xcel Energy INC | — | EXIT | 全売却 |
| 42 | DLR | Digital Realty Trust INC | — | EXIT | 全売却 |
| 43 | UNH | Unitedhealth Group INC | — | EXIT | 全売却 |
| 44 | DIS | Walt Disney Co/the | — | EXIT | 全売却 |
| 45 | NFLX | Netflix INC | — | EXIT | 全売却 |
| 46 | BDX | Becton Dickinson And Co | — | EXIT | 全売却 |
| 47 | ZTS | Zoetis INC | — | EXIT | 全売却 |
| 48 | MDLZ | Mondelez International Inc-a | — | EXIT | 全売却 |
| 49 | AMAT | Applied Materials INC | — | NEW | 新規購入 |
| 50 | TXN | Texas Instruments INC | — | EXIT | 全売却 |