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 | 11.92% | -1.95% | +1.05% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 7.57% | — | +0.00% | |
| 3 | AMZN | Amazon.com INC | 株式-一般消費財 | 6.33% | -0.44% | -0.51% | |
| 4 | AAPL | Apple INC | 株式-IT | 4.13% | -0.19% | -0.37% | |
| 5 | AMAT | Applied Materials INC | 株式-IT | 3.48% | +1.10% | -1.64% | |
| 6 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 3.22% | -0.45% | -7.74% | |
| 7 | AVGO | Broadcom INC | 株式-IT | 3.14% | -0.33% | +0.03% | |
| 8 | BA | Boeing Co/the | 株式-資本財 | 3.00% | -0.07% | -6.48% | |
| 9 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.95% | -0.33% | -1.21% | |
| 10 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.71% | — | -1.47% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.50% | -0.04% | -3.52% | |
| 12 | COST | Costco Wholesale CORP | 株式-生活必需品 | 2.25% | +0.31% | — | |
| 13 | WMT | Walmart INC | 株式-生活必需品 | 2.03% | +0.35% | -0.39% | |
| 14 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.90% | +0.21% | -3.61% | |
| 15 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.74% | — | -1.67% | |
| 16 | RSPT | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.52% | -0.04% | — | |
| 17 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.39% | -0.14% | — | |
| 18 | V | Visa Inc-class A Shares | 株式-金融 | 1.29% | -0.22% | -0.27% | |
| 19 | ADP | Automatic Data Processing | 株式-IT | 1.26% | -0.24% | -1.12% | |
| 20 | DE | Deere & Co | 株式-資本財 | 1.23% | +0.29% | -0.69% | |
| 21 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.18% | -0.08% | — | |
| 22 | PEP | Pepsico INC | 株式-生活必需品 | 1.16% | — | -2.17% | |
| 23 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.14% | — | — | |
| 24 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.04% | +0.15% | -2.85% | |
| 25 | CAT | Caterpillar INC | 株式-資本財 | 1.00% | +0.34% | -2.05% | |
| 26 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.99% | -0.12% | — | |
| 27 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 0.96% | — | -0.54% | |
| 28 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.96% | — | -0.88% | |
| 29 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.93% | — | +5.82% | |
| 30 | AMT | American Tower CORP | 株式-不動産 | 0.92% | — | — | |
| 31 | CRM | Salesforce INC | 株式-IT | 0.88% | -0.22% | -1.32% | |
| 32 | JEPQ | JPM Nasdaq Equity Premium | ETF-テック型 | 0.85% | -0.11% | +10.83% | |
| 33 | TT | Trane Technologies plc | 株式-資本財 | 0.75% | — | — | |
| 34 | BLKCHF | Blackrock INC | 株式-その他 | 0.70% | — | -4.29% | |
| 35 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.64% | — | — | |
| 36 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.62% | -0.07% | -1.52% | |
| 37 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 0.62% | -0.09% | -2.06% | |
| 38 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.55% | — | -0.91% | |
| 39 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 0.54% | — | +0.75% | |
| 40 | SRE | Sempra | 株式-公益事業 | 0.53% | — | — | |
| 41 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.51% | -0.10% | -23.64% | |
| 42 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.49% | — | -3.03% | |
| 43 | KLAC | Kla CORP | 株式-IT | 0.47% | +0.18% | — | |
| 44 | NVDA | Nvidia CORP | 株式-IT | 0.46% | — | +5.36% | |
| 45 | CEG | Constellation Energy | 株式-公益事業 | 0.44% | -0.16% | — | |
| 46 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.44% | +0.76% | +169.05% | |
| 47 | FDX | Fedex CORP | 株式-資本財 | 0.38% | +0.09% | — | |
| 48 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.37% | — | — | |
| 49 | ELV | Elevance Health INC | 株式-ヘルスケア | 0.35% | -0.07% | — | |
| 50 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.35% | — | — |