CIK: 0001845302
申告総資産額
$3.5億
| # | 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 | VTIP | Vanguard Short-term Tips | ETF-その他 | 5.77% | +0.50% | +3242.25% | |
| 2 | BLV | Vanguard Long-term Bond ETF | ETF-その他 | 5.72% | +0.38% | +76.51% | |
| 3 | BIV | Vanguard Intermediate-term B | ETF-その他 | 5.68% | +0.37% | +45.19% | |
| 4 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 5.63% | +0.49% | +46.58% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 2.94% | -0.67% | -5.70% | |
| 6 | AVGO | Broadcom INC | 株式-IT | 2.86% | -0.15% | -9.64% | |
| 7 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.85% | -0.20% | -0.70% | |
| 8 | AAPL | Apple INC | 株式-IT | 2.79% | -0.62% | +0.08% | |
| 9 | WMT | Walmart INC | 株式-生活必需品 | 2.70% | -0.50% | -1.35% | |
| 10 | AXP | American Express Co | 株式-金融 | 2.48% | -2.11% | -0.93% | |
| 11 | BNY | Bank Of New York Mellon CORP | 株式-金融 | 2.31% | -0.37% | +3.72% | |
| 12 | MS | Morgan Stanley | 株式-金融 | 2.25% | -0.18% | -0.69% | |
| 13 | LOW | Lowe's Cos INC | 株式-一般消費財 | 2.23% | -0.01% | +1.65% | |
| 14 | LMT | Lockheed Martin CORP | 株式-資本財 | 2.20% | +0.60% | -2.04% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.15% | -0.27% | -0.68% | |
| 16 | EMR | Emerson Electric Co | 株式-資本財 | 2.13% | +0.14% | +11.76% | |
| 17 | AMGN | Amgen INC | 株式-ヘルスケア | 2.09% | +0.34% | +48.83% | |
| 18 | DIS | Walt Disney Co/the | 株式-通信サービス | 2.09% | — | -3.11% | |
| 19 | LIN | Linde plc | 株式-素材 | 2.08% | +0.42% | +18.61% | |
| 20 | ABT | Abbott Laboratories | 株式-ヘルスケア | 2.03% | -0.20% | +0.16% | |
| 21 | SBUX | Starbucks CORP | 株式-一般消費財 | 2.01% | +0.22% | — | |
| 22 | CVX | Chevron CORP | 株式-エネルギー | 1.88% | +0.99% | +32.14% | |
| 23 | IBM | Intl Business Machines CORP | 株式-IT | 1.82% | -0.15% | -0.46% | |
| 24 | WM | Waste Management INC | 株式-資本財 | 1.77% | +0.30% | +12.65% | |
| 25 | TJX | Tjx Companies INC | 株式-一般消費財 | 1.76% | +0.27% | +29.61% | |
| 26 | FDX | Fedex CORP | 株式-資本財 | 1.68% | — | +30.27% | |
| 27 | DUK | Duke Energy CORP | 株式-公益事業 | 1.62% | +0.43% | — | |
| 28 | FOXA | Fox CORP - Class A | 株式-通信サービス | 1.48% | -0.37% | -0.26% | |
| 29 | PLD | Prologis INC | 株式-不動産 | 1.44% | — | +2.96% | |
| 30 | RF | Regions Financial CORP | 株式-金融 | 1.43% | +0.10% | +7.55% | |
| 31 | SPG | Simon Property Group INC | 株式-不動産 | 1.41% | +0.22% | +14.63% | |
| 32 | MCK | Mckesson CORP | 株式-ヘルスケア | 1.37% | +0.22% | -30.94% | |
| 33 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 1.34% | +0.05% | -19.44% | |
| 34 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.32% | +1.32% | NEW | |
| 35 | HON | Honeywell International INC | 株式-資本財 | 1.31% | +0.34% | -26.53% | |
| 36 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.20% | +0.25% | +0.35% | |
| 37 | VTV | Vanguard Value ETF | ETF-その他 | 1.00% | -0.03% | +28.09% | |
| 38 | NVDA | Nvidia CORP | 株式-IT | 0.96% | — | +4.07% | |
| 39 | VUG | Vanguard Growth ETF | ETF-その他 | 0.92% | +0.05% | +7.94% | |
| 40 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.74% | +0.25% | +9.67% | |
| 41 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.67% | — | +75.93% | |
| 42 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.65% | -0.20% | +14.21% | |
| 43 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.60% | — | +6.91% | |
| 44 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.52% | -0.18% | +8.21% | |
| 45 | BND | Vanguard Total Bond Market | ETF-その他 | 0.48% | — | +12.52% | |
| 46 | UBER | Uber Technologies INC | 株式-資本財 | 0.39% | -0.17% | -2.42% | |
| 47 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 0.38% | — | +2.01% | |
| 48 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.36% | -0.28% | -13.05% | |
| 49 | PANW | Palo Alto Networks INC | 株式-IT | 0.33% | -0.14% | +1.31% | |
| 50 | AOA | Ishares Core 80/20 Aggressiv | ETF-その他 | 0.31% | — | +1.74% |