CIK: 0002039144
申告総資産額
$1.5億
| # | 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 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 14.62% | -2.15% | -1.09% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 10.92% | -1.43% | +0.07% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 5.79% | — | — | |
| 4 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 2.77% | +0.01% | +1.06% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 2.22% | -0.72% | — | |
| 6 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 2.21% | — | +3.92% | |
| 7 | NVDA | Nvidia CORP | 株式-IT | 2.19% | -0.37% | -1.44% | |
| 8 | AAPL | Apple INC | 株式-IT | 2.19% | -0.39% | -0.43% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.14% | — | — | |
| 10 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 2.06% | — | +0.40% | |
| 11 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.84% | -0.43% | -1.66% | |
| 12 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.69% | -0.38% | -4.00% | |
| 13 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.55% | -0.32% | +0.23% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.42% | — | — | |
| 15 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.16% | -0.23% | — | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.14% | — | — | |
| 17 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.12% | — | +6.30% | |
| 18 | CAT | Caterpillar INC | 株式-資本財 | 1.12% | -0.41% | — | |
| 19 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.04% | +0.27% | — | |
| 20 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.03% | — | +0.44% | |
| 21 | ADM | Archer-daniels-midland Co | 株式-生活必需品 | 1.01% | +0.15% | — | |
| 22 | CVX | Chevron CORP | 株式-エネルギー | 0.98% | +0.23% | +2.62% | |
| 23 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.88% | — | -0.42% | |
| 24 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.86% | — | +11.02% | |
| 25 | BAC | Bank Of America CORP | 株式-金融 | 0.85% | — | +0.27% | |
| 26 | NEM | Newmont CORP | 株式-素材 | 0.85% | — | — | |
| 27 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.81% | +0.18% | +21.55% | |
| 28 | CSCO | Cisco Systems INC | 株式-IT | 0.79% | — | — | |
| 29 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.76% | +0.04% | +0.50% | |
| 30 | DE | Deere & Co | 株式-資本財 | 0.69% | -0.22% | — | |
| 31 | CMI | Cummins INC | 株式-資本財 | 0.67% | — | — | |
| 32 | GD | General Dynamics CORP | 株式-資本財 | 0.67% | — | — | |
| 33 | WMT | Walmart INC | 株式-生活必需品 | 0.64% | — | +3.18% | |
| 34 | C | Citigroup INC | 株式-金融 | 0.64% | +0.27% | — | |
| 35 | UNP | Union Pacific CORP | 株式-資本財 | 0.58% | — | — | |
| 36 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.57% | — | +26.83% | |
| 37 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.57% | — | +1.59% | |
| 38 | RSG | Republic Services INC | 株式-資本財 | 0.56% | — | — | |
| 39 | GM | General Motors Co | 株式-一般消費財 | 0.54% | — | — | |
| 40 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.53% | — | +0.99% | |
| 41 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.52% | — | -0.44% | |
| 42 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.50% | — | — | |
| 43 | GE | General Electric | 株式-資本財 | 0.50% | — | +1.13% | |
| 44 | TEL | TE Connectivity plc | 株式-IT | 0.48% | — | — | |
| 45 | ECL | Ecolab INC | 株式-素材 | 0.48% | — | — | |
| 46 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 0.46% | — | — | |
| 47 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.45% | — | — | |
| 48 | TSLA | Tesla INC | 株式-一般消費財 | 0.44% | — | — | |
| 49 | VZ | Verizon Communications INC | 株式-通信サービス | 0.44% | +0.29% | -7.47% | |
| 50 | HEDJ | Wisdomtree Europe Hedged Equ | ETF-その他 | 0.44% | — | — |