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 | 10.59% | -1.95% | +0.25% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 6.24% | — | +2.30% | |
| 3 | BA | Boeing Co/the | 株式-資本財 | 5.96% | -0.07% | -3.07% | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 5.45% | -0.44% | -2.46% | |
| 5 | AAPL | Apple INC | 株式-IT | 3.92% | -0.19% | -2.70% | |
| 6 | AMAT | Applied Materials INC | 株式-IT | 3.08% | +1.10% | -0.61% | |
| 7 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.99% | -0.33% | -1.74% | |
| 8 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 2.76% | -0.45% | +4.14% | |
| 9 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.75% | — | -0.20% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.54% | -0.04% | -0.09% | |
| 11 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 2.43% | +0.21% | -1.72% | |
| 12 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.99% | — | -2.41% | |
| 13 | AVGO | Broadcom INC | 株式-IT | 1.83% | -0.33% | +0.81% | |
| 14 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.83% | +0.31% | -0.29% | |
| 15 | WMT | Walmart INC | 株式-生活必需品 | 1.79% | +0.35% | -1.01% | |
| 16 | PEP | Pepsico INC | 株式-生活必需品 | 1.64% | — | -1.31% | |
| 17 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.60% | +0.15% | -3.36% | |
| 18 | DE | Deere & Co | 株式-資本財 | 1.58% | +0.29% | -0.03% | |
| 19 | ADP | Automatic Data Processing | 株式-IT | 1.57% | -0.24% | -0.03% | |
| 20 | RSPT | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.49% | -0.04% | +900.00% | |
| 21 | V | Visa Inc-class A Shares | 株式-金融 | 1.39% | -0.22% | -1.24% | |
| 22 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.27% | — | -2.00% | |
| 23 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.24% | -0.08% | +3.58% | |
| 24 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.19% | — | — | |
| 25 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 1.08% | — | -0.95% | |
| 26 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.04% | -0.14% | +0.15% | |
| 27 | CAT | Caterpillar INC | 株式-資本財 | 1.04% | +0.34% | -0.63% | |
| 28 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.95% | -0.12% | — | |
| 29 | CRM | Salesforce INC | 株式-IT | 0.91% | -0.22% | +1.57% | |
| 30 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 0.89% | -0.09% | -0.33% | |
| 31 | AMT | American Tower CORP | 株式-不動産 | 0.84% | — | -2.74% | |
| 32 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.77% | -0.07% | -0.35% | |
| 33 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.73% | — | +2.71% | |
| 34 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.73% | — | +44.51% | |
| 35 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.69% | — | -1.84% | |
| 36 | BLKCHF | Blackrock INC | 株式-その他 | 0.66% | — | -12.71% | |
| 37 | SRE | Sempra | 株式-公益事業 | 0.64% | — | +99.84% | |
| 38 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.62% | +0.76% | -19.86% | |
| 39 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.56% | -0.10% | +14.82% | |
| 40 | TSLA | Tesla INC | 株式-一般消費財 | 0.55% | -0.11% | — | |
| 41 | PFE | Pfizer INC | 株式-ヘルスケア | 0.52% | — | -0.98% | |
| 42 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 0.49% | — | +6.29% | |
| 43 | TT | Trane Technologies plc | 株式-資本財 | 0.49% | — | -3.25% | |
| 44 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.49% | — | +29.96% | |
| 45 | RSPF | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.44% | -0.07% | -1.87% | |
| 46 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.41% | -0.06% | — | |
| 47 | FDX | Fedex CORP | 株式-資本財 | 0.40% | +0.09% | — | |
| 48 | VDE | Vanguard Energy ETF | ETF-その他 | 0.38% | — | — | |
| 49 | ELV | Elevance Health INC | 株式-ヘルスケア | 0.38% | -0.07% | — | |
| 50 | CVX | Chevron CORP | 株式-エネルギー | 0.37% | — | -3.56% |