CIK: 0001903858
申告総資産額
$1.0億
| # | 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 | XLK | Ss Technology Select Sector | ETF-テック型 | 7.27% | — | +8.16% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 6.06% | — | +3.26% | |
| 3 | XLV | Ss Health Care Select Sector | ETF-その他 | 4.41% | — | +6.48% | |
| 4 | BSJM1EUR | Invesco Bulletshares 2022 Hi | ETF-その他 | 4.21% | — | +1.44% | |
| 5 | XLF | Ss Financial Select Sector | ETF-その他 | 3.89% | — | +4.06% | |
| 6 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 3.01% | — | +7.80% | |
| 7 | ✓ | Invesco Exch Trd Slf Idx Fd | 株式-その他 | 2.75% | — | +3.64% | |
| 8 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 2.47% | — | +3.94% | |
| 9 | XLI | Ss Industrial Select Sector | ETF-その他 | 2.42% | — | +5.12% | |
| 10 | BSJO | Invesco Bulletshares 2024 Hy | ETF-その他 | 2.33% | — | +6.10% | |
| 11 | BSJP | Invesco Bulletshares 2025 Hy | ETF-その他 | 2.29% | — | +4.86% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.22% | — | +5.06% | |
| 13 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 2.21% | — | +8.11% | |
| 14 | BSJQ | Invesco Bulletshares 2026 Hy | ETF-その他 | 2.20% | — | +5.86% | |
| 15 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 1.90% | — | +3.01% | |
| 16 | BSCMUSD | Invesco Bulletshares 2022 Co | ETF-その他 | 1.39% | — | +4.78% | |
| 17 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.37% | — | -3.43% | |
| 18 | BSCO | Invesco Bulletshares 2024 Cb | ETF-その他 | 1.33% | — | +7.41% | |
| 19 | XLE | Ss Energy Select Sector | ETF-その他 | 1.31% | — | +8.02% | |
| 20 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 1.30% | — | +5.69% | |
| 21 | VHT | Vanguard Health Care ETF | ETF-その他 | 1.27% | — | +0.41% | |
| 22 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 1.16% | — | +0.36% | |
| 23 | PFE | Pfizer INC | 株式-ヘルスケア | 1.15% | — | -1.65% | |
| 24 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.13% | — | +4.25% | |
| 25 | IBM | Intl Business Machines CORP | 株式-IT | 1.05% | — | +4.78% | |
| 26 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.03% | — | +1.45% | |
| 27 | VFH | Vanguard Financials ETF | ETF-その他 | 1.03% | — | -0.99% | |
| 28 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.02% | — | +2.13% | |
| 29 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 1.00% | — | +0.35% | |
| 30 | PEP | Pepsico INC | 株式-生活必需品 | 0.98% | — | +1.12% | |
| 31 | AMGN | Amgen INC | 株式-ヘルスケア | 0.95% | — | +0.83% | |
| 32 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.95% | — | +2.74% | |
| 33 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.95% | — | +1.72% | |
| 34 | PM | Philip Morris International | 株式-生活必需品 | 0.94% | — | +0.82% | |
| 35 | GSK | GSK plc ADRhedged | 株式-ヘルスケア | 0.93% | — | +1.75% | |
| 36 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.92% | — | +2.49% | |
| 37 | KEL | Kellanova | 株式-その他 | 0.92% | — | +2.87% | |
| 38 | PAYX | Paychex INC | 株式-IT | 0.89% | — | +0.49% | |
| 39 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.89% | — | +4.72% | |
| 40 | XLB | Ss Materials Select Sector | ETF-その他 | 0.87% | — | +30.03% | |
| 41 | ACN | Accenture plc | 株式-IT | 0.86% | — | +6.52% | |
| 42 | DEO | Diageo Plc-sponsored Adr | 株式-生活必需品 | 0.85% | — | -1.29% | |
| 43 | HD | Home Depot INC | 株式-一般消費財 | 0.84% | — | +3.25% | |
| 44 | HRB | H&r Block INC | 株式-一般消費財 | 0.84% | — | -37.05% | |
| 45 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.83% | — | +9.35% | |
| 46 | YUM | Yum! Brands INC | 株式-一般消費財 | 0.83% | — | +3.45% | |
| 47 | VCR | Vanguard Consumer Discre ETF | ETF-その他 | 0.82% | — | -3.23% | |
| 48 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.81% | — | +3.70% | |
| 49 | VZ | Verizon Communications INC | 株式-通信サービス | 0.81% | — | +4.32% | |
| 50 | UL | Unilever PLC | 株式-生活必需品 | 0.80% | — | +12.20% |