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 | 8.65% | -1.95% | +0.06% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 5.84% | — | +2.04% | |
| 3 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 5.62% | +0.76% | -17.54% | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 5.39% | -0.44% | +1.72% | |
| 5 | BA | Boeing Co/the | 株式-資本財 | 4.44% | -0.07% | -1.34% | |
| 6 | AAPL | Apple INC | 株式-IT | 3.67% | -0.19% | -0.01% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.74% | — | +0.00% | |
| 8 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 2.63% | +0.21% | -0.06% | |
| 9 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 2.58% | -0.45% | -4.80% | |
| 10 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.47% | -0.33% | +1914.57% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.19% | -0.04% | -0.25% | |
| 12 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.06% | +0.15% | -0.40% | |
| 13 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 2.04% | — | -0.10% | |
| 14 | AMAT | Applied Materials INC | 株式-IT | 2.04% | +1.10% | -0.54% | |
| 15 | PEP | Pepsico INC | 株式-生活必需品 | 1.80% | — | — | |
| 16 | WMT | Walmart INC | 株式-生活必需品 | 1.72% | +0.35% | — | |
| 17 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.70% | +0.31% | -0.31% | |
| 18 | ADP | Automatic Data Processing | 株式-IT | 1.65% | -0.24% | -1.01% | |
| 19 | DE | Deere & Co | 株式-資本財 | 1.62% | +0.29% | -0.64% | |
| 20 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.47% | -0.08% | -2.28% | |
| 21 | RSPT | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.45% | -0.04% | -1.06% | |
| 22 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 1.39% | — | -0.59% | |
| 23 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.29% | — | -0.69% | |
| 24 | AMT | American Tower CORP | 株式-不動産 | 1.29% | — | -0.38% | |
| 25 | V | Visa Inc-class A Shares | 株式-金融 | 1.28% | -0.22% | +0.04% | |
| 26 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.19% | — | — | |
| 27 | AVGO | Broadcom INC | 株式-IT | 1.10% | -0.33% | +0.31% | |
| 28 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.96% | -0.12% | +0.05% | |
| 29 | BLKCHF | Blackrock INC | 株式-その他 | 0.93% | — | -0.25% | |
| 30 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 0.87% | -0.09% | — | |
| 31 | PFE | Pfizer INC | 株式-ヘルスケア | 0.87% | — | +1.17% | |
| 32 | CRM | Salesforce INC | 株式-IT | 0.87% | -0.22% | +1.27% | |
| 33 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.83% | — | -0.28% | |
| 34 | SRE | Sempra | 株式-公益事業 | 0.81% | — | — | |
| 35 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.76% | -0.07% | — | |
| 36 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.74% | — | -4.54% | |
| 37 | CAT | Caterpillar INC | 株式-資本財 | 0.71% | +0.34% | -0.48% | |
| 38 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.69% | -0.14% | +0.03% | |
| 39 | TSLA | Tesla INC | 株式-一般消費財 | 0.64% | -0.11% | +1650.71% | |
| 40 | RSPF | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.53% | -0.07% | — | |
| 41 | MDT | Medtronic plc | 株式-ヘルスケア | 0.52% | — | -12.45% | |
| 42 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.52% | -0.06% | +0.04% | |
| 43 | VZ | Verizon Communications INC | 株式-通信サービス | 0.52% | — | -10.15% | |
| 44 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 0.44% | — | +20.21% | |
| 45 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.44% | -0.10% | -12.53% | |
| 46 | ELV | Elevance Health INC | 株式-ヘルスケア | 0.44% | -0.07% | — | |
| 47 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.43% | — | +120.94% | |
| 48 | TT | Trane Technologies plc | 株式-資本財 | 0.42% | — | +0.08% | |
| 49 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.40% | — | — | |
| 50 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.39% | — | — |