CIK: 0001893327
申告総資産額
$6.1億
| # | 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 | MSFT | Microsoft CORP | 株式-IT | 9.70% | -1.95% | -2.09% | |
| 2 | BA | Boeing Co/the | 株式-資本財 | 5.85% | -0.07% | -13.34% | |
| 3 | AMZN | Amazon.com INC | 株式-一般消費財 | 5.83% | -0.44% | -0.49% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 5.57% | — | -0.86% | |
| 5 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 5.57% | +0.76% | -6.59% | |
| 6 | AAPL | Apple INC | 株式-IT | 3.56% | -0.19% | -6.55% | |
| 7 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 3.23% | -0.45% | -3.31% | |
| 8 | AMAT | Applied Materials INC | 株式-IT | 2.98% | +1.10% | -3.78% | |
| 9 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.79% | -0.33% | -2.80% | |
| 10 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.67% | — | -1.06% | |
| 11 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 2.16% | +0.21% | +11.12% | |
| 12 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 2.01% | — | +2.05% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.87% | -0.04% | -4.79% | |
| 14 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.63% | +0.15% | -1.04% | |
| 15 | RSPT | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.63% | -0.04% | -10.41% | |
| 16 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.53% | +0.31% | -4.18% | |
| 17 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.50% | -0.08% | -3.65% | |
| 18 | WMT | Walmart INC | 株式-生活必需品 | 1.45% | +0.35% | +3.02% | |
| 19 | PEP | Pepsico INC | 株式-生活必需品 | 1.45% | — | -0.16% | |
| 20 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 1.44% | — | -10.62% | |
| 21 | ADP | Automatic Data Processing | 株式-IT | 1.37% | -0.24% | -1.81% | |
| 22 | AMT | American Tower CORP | 株式-不動産 | 1.33% | — | -2.67% | |
| 23 | DE | Deere & Co | 株式-資本財 | 1.29% | +0.29% | -2.71% | |
| 24 | AVGO | Broadcom INC | 株式-IT | 1.24% | -0.33% | -2.99% | |
| 25 | V | Visa Inc-class A Shares | 株式-金融 | 1.17% | -0.22% | -2.59% | |
| 26 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.17% | — | -3.21% | |
| 27 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.11% | — | -5.69% | |
| 28 | CRM | Salesforce INC | 株式-IT | 1.11% | -0.22% | -8.71% | |
| 29 | BLKCHF | Blackrock INC | 株式-その他 | 1.09% | — | -2.88% | |
| 30 | PFE | Pfizer INC | 株式-ヘルスケア | 0.87% | — | -0.25% | |
| 31 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.81% | — | +1.56% | |
| 32 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 0.75% | -0.09% | -7.58% | |
| 33 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.73% | -0.12% | -2.24% | |
| 34 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.72% | -0.10% | +4.37% | |
| 35 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.70% | — | -0.20% | |
| 36 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.67% | -0.07% | +2.93% | |
| 37 | CAT | Caterpillar INC | 株式-資本財 | 0.67% | +0.34% | +22.04% | |
| 38 | VZ | Verizon Communications INC | 株式-通信サービス | 0.60% | — | -19.24% | |
| 39 | MDT | Medtronic plc | 株式-ヘルスケア | 0.58% | — | -4.62% | |
| 40 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.57% | -0.06% | -3.59% | |
| 41 | SRE | Sempra | 株式-公益事業 | 0.56% | — | -4.27% | |
| 42 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 0.52% | — | -4.13% | |
| 43 | RSPF | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.52% | -0.07% | -1.31% | |
| 44 | TT | Trane Technologies plc | 株式-資本財 | 0.45% | — | -0.42% | |
| 45 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.44% | — | +8.61% | |
| 46 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.44% | -0.14% | — | |
| 47 | EXC | Exelon CORP | 株式-公益事業 | 0.42% | — | -2.79% | |
| 48 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.40% | — | -21.66% | |
| 49 | BAX | Baxter International INC | 株式-ヘルスケア | 0.36% | — | -4.72% | |
| 50 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.36% | — | -3.74% |