CIK: 0001903786
申告総資産額
$2.8億
| # | 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 6.87% | — | -3.52% | |
| 2 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 5.30% | — | -51.87% | |
| 3 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 4.94% | — | -2.44% | |
| 4 | AAPL | Apple INC | 株式-IT | 4.58% | -0.04% | -0.20% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.31% | -0.08% | +27.90% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 4.09% | +0.66% | +6.60% | |
| 7 | GLD | Spdr Gold Shares | ETF-コモディティ | 3.49% | — | -0.33% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 2.83% | -0.80% | -0.31% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.57% | -0.47% | +5.63% | |
| 10 | V | Visa Inc-class A Shares | 株式-金融 | 2.27% | -0.21% | -0.28% | |
| 11 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 2.12% | +0.24% | -2.80% | |
| 12 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 2.02% | — | — | |
| 13 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.97% | -0.21% | -1.07% | |
| 14 | SUB | Ishares Short-term National | ETF-その他 | 1.81% | — | — | |
| 15 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 1.70% | +0.77% | +22.65% | |
| 16 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.65% | -0.42% | +34.33% | |
| 17 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.63% | — | -0.58% | |
| 18 | EWJ | Ishares Msci Japan ETF | ETF-その他 | 1.51% | — | -0.18% | |
| 19 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.48% | — | +8.62% | |
| 20 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.47% | — | -0.55% | |
| 21 | TMUS | T-mobile US INC | 株式-通信サービス | 1.18% | -0.21% | -0.67% | |
| 22 | AVGO | Broadcom INC | 株式-IT | 1.17% | -0.23% | -5.29% | |
| 23 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.10% | — | -0.78% | |
| 24 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.09% | — | -3.71% | |
| 25 | NVDA | Nvidia CORP | 株式-IT | 1.01% | — | +60.93% | |
| 26 | VRTX | Vertex Pharmaceuticals INC | 株式-ヘルスケア | 0.99% | — | -0.14% | |
| 27 | PANW | Palo Alto Networks INC | 株式-IT | 0.97% | — | -3.03% | |
| 28 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.94% | — | -0.35% | |
| 29 | CME | Cme Group INC | 株式-金融 | 0.93% | +0.60% | -1.83% | |
| 30 | WMT | Walmart INC | 株式-生活必需品 | 0.90% | +0.21% | -0.45% | |
| 31 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-その他 | 0.90% | — | +5.06% | |
| 32 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.88% | — | -2.18% | |
| 33 | AZO | Autozone INC | 株式-一般消費財 | 0.83% | — | -6.83% | |
| 34 | ADBE | Adobe INC | 株式-IT | 0.83% | — | — | |
| 35 | OXY | Occidental Petroleum CORP | 株式-エネルギー | 0.82% | — | — | |
| 36 | PGR | Progressive CORP | 株式-金融 | 0.81% | — | -0.73% | |
| 37 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.81% | — | — | |
| 38 | TDY | Teledyne Technologies INC | 株式-IT | 0.79% | — | +0.03% | |
| 39 | BKNG | Booking Holdings INC | 株式-一般消費財 | 0.79% | -0.14% | — | |
| 40 | DE | Deere & Co | 株式-資本財 | 0.76% | — | -14.09% | |
| 41 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.74% | — | +3.84% | |
| 42 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.70% | — | -33.97% | |
| 43 | CDNS | Cadence Design Sys INC | 株式-IT | 0.69% | — | -20.63% | |
| 44 | ECL | Ecolab INC | 株式-素材 | 0.69% | — | -2.38% | |
| 45 | SYK | Stryker CORP | 株式-ヘルスケア | 0.66% | — | — | |
| 46 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.66% | — | -1.14% | |
| 47 | SLB | Slb LTD | 株式-エネルギー | 0.65% | — | — | |
| 48 | WCN | Waste Connections INC | 株式-資本財 | 0.61% | — | -31.43% | |
| 49 | HCA | Hca Healthcare INC | 株式-ヘルスケア | 0.59% | — | -14.73% | |
| 50 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.58% | — | — |