CIK: 0001802955
申告総資産額
$3.7億
| # | 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 | AAPL | Apple INC | 株式-IT | 8.47% | -0.71% | -0.09% | |
| 2 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 7.89% | -0.49% | +2.40% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 5.56% | -0.48% | +2.62% | |
| 4 | FLTR | Vaneck Ig Floating Rate ETF | ETF-その他 | 4.90% | -0.24% | +537.22% | |
| 5 | VUG | Vanguard Growth ETF | ETF-その他 | 4.38% | -0.53% | +3.61% | |
| 6 | JPM | Jpmorgan Chase & Co | 株式-金融 | 3.89% | -0.47% | +0.51% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 3.68% | -0.66% | +3.53% | |
| 8 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型株 | 3.58% | +0.25% | +6.53% | |
| 9 | CAT | Caterpillar INC | 株式-資本財 | 3.41% | +0.43% | +0.42% | |
| 10 | BAC | Bank Of America CORP | 株式-金融 | 3.28% | -0.44% | +2.16% | |
| 11 | HD | Home Depot INC | 株式-一般消費財 | 3.14% | — | +2.62% | |
| 12 | XOM | Exxon Mobil CORP | 株式-エネルギー | 3.10% | +0.90% | +3.27% | |
| 13 | CSCO | Cisco Systems INC | 株式-IT | 2.85% | — | +3.23% | |
| 14 | LRCX | Lam Research CORP | 株式-IT | 2.85% | +0.32% | +960.10% | |
| 15 | SNY | Sanofi-adr | 株式-ヘルスケア | 2.62% | — | +1.59% | |
| 16 | AMGN | Amgen INC | 株式-ヘルスケア | 2.50% | +0.07% | +3.40% | |
| 17 | FV | First Trust Dw Focus 5 Fund | ETF-その他 | 2.46% | — | +3.68% | |
| 18 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 2.36% | +0.07% | +19.20% | |
| 19 | SPHD | Invesco S&p 500 High Dividen | ETF-大型株・グロース | 2.29% | +0.08% | +3.64% | |
| 20 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.91% | +0.28% | -12.13% | |
| 21 | BHP | Bhp Group Ltd-spon Adr | 株式-素材 | 1.80% | +0.37% | -17.02% | |
| 22 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.79% | — | -13.29% | |
| 23 | VLO | Valero Energy CORP | 株式-エネルギー | 1.75% | +0.90% | -12.94% | |
| 24 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.57% | -0.17% | +11.50% | |
| 25 | LYB | LyondellBasell Industries N.V. | 株式-素材 | 1.48% | — | -12.63% | |
| 26 | QCOM | Qualcomm INC | 株式-IT | 1.19% | -0.14% | +12.53% | |
| 27 | NVDA | Nvidia CORP | 株式-IT | 0.91% | — | +1.34% | |
| 28 | XLB | Ss Materials Select Sector | ETF-その他 | 0.82% | — | — | |
| 29 | RTX | Rtx CORP | 株式-資本財 | 0.71% | +0.01% | +0.53% | |
| 30 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.66% | -0.07% | +0.76% | |
| 31 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 0.63% | — | -0.23% | |
| 32 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.51% | -0.07% | +279.97% | |
| 33 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.46% | — | -0.21% | |
| 34 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.44% | +0.03% | -1.80% | |
| 35 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.44% | -0.06% | -0.21% | |
| 36 | C | Citigroup INC | 株式-金融 | 0.42% | — | +9.79% | |
| 37 | IYT | Ishares US Transportation Et | ETF-その他 | 0.40% | — | — | |
| 38 | CVX | Chevron CORP | 株式-エネルギー | 0.39% | +0.16% | +2.29% | |
| 39 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.36% | — | — | |
| 40 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.36% | -0.05% | +0.31% | |
| 41 | CRAK | Vaneck Oil Refiners ETF | ETF-その他 | 0.34% | — | — | |
| 42 | WMT | Walmart INC | 株式-生活必需品 | 0.31% | +0.02% | — | |
| 43 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.30% | — | +0.40% | |
| 44 | BA | Boeing Co/the | 株式-資本財 | 0.29% | -0.04% | +47.34% | |
| 45 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.29% | +0.04% | +172.91% | |
| 46 | KKR | Kkr & Co INC | 株式-金融 | 0.28% | -0.06% | +0.11% | |
| 47 | NFLX | Netflix INC | 株式-通信サービス | 0.27% | +0.03% | +1.89% | |
| 48 | USB | US Bancorp | 株式-金融 | 0.26% | — | +1.02% | |
| 49 | ITA | Ishares U.s. Aerospace & Def | ETF-その他 | 0.26% | — | -9.49% | |
| 50 | CAH | Cardinal Health INC | 株式-ヘルスケア | 0.25% | — | +0.46% |