CIK: 0001958491
申告総資産額
$2.1億
| # | 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 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 11.37% | +0.99% | +0.85% | |
| 2 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 9.82% | -1.53% | +6.11% | |
| 3 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 7.10% | -0.10% | +1.90% | |
| 4 | VUG | Vanguard Growth ETF | ETF-その他 | 5.68% | +0.41% | +0.17% | |
| 5 | STOT | Ss Dl St Dur Tr Tact ETF | ETF-その他 | 4.57% | -0.26% | +1.45% | |
| 6 | FBND | Fidelity Total Bond ETF | ETF-その他 | 4.53% | — | +2.41% | |
| 7 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 4.16% | -0.14% | +2.44% | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 3.76% | +0.02% | +1.00% | |
| 9 | AAPL | Apple INC | 株式-IT | 3.57% | +0.11% | +0.43% | |
| 10 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 3.56% | -0.11% | +1.42% | |
| 11 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 2.90% | +0.31% | +4.15% | |
| 12 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.66% | +0.08% | +4.34% | |
| 13 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 2.54% | -0.10% | +2.96% | |
| 14 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 2.49% | -0.11% | +1.68% | |
| 15 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 2.46% | +0.09% | +1.17% | |
| 16 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 2.45% | — | +1.45% | |
| 17 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 2.38% | +0.10% | +1.58% | |
| 18 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 2.37% | -0.16% | +1.67% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.10% | -0.10% | +1.18% | |
| 20 | NVDA | Nvidia CORP | 株式-IT | 1.90% | +0.07% | -0.34% | |
| 21 | AMGN | Amgen INC | 株式-ヘルスケア | 1.46% | -0.35% | +0.19% | |
| 22 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 1.40% | — | +2.16% | |
| 23 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.39% | +0.08% | -0.20% | |
| 24 | ELV | Elevance Health INC | 株式-ヘルスケア | 1.28% | +0.10% | +1.96% | |
| 25 | MSFT | Microsoft CORP | 株式-IT | 1.06% | -0.05% | +1.54% | |
| 26 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 0.94% | +0.03% | +2.05% | |
| 27 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.87% | -0.10% | -0.07% | |
| 28 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.86% | +0.03% | +3.21% | |
| 29 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.63% | +0.12% | +3.04% | |
| 30 | WMT | Walmart INC | 株式-生活必需品 | 0.56% | -0.11% | +4.03% | |
| 31 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.55% | +0.06% | +11.42% | |
| 32 | AVGO | Broadcom INC | 株式-IT | 0.48% | +0.06% | +0.05% | |
| 33 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.41% | — | +0.66% | |
| 34 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.41% | +0.04% | — | |
| 35 | V | Visa Inc-class A Shares | 株式-金融 | 0.40% | +0.15% | +0.18% | |
| 36 | ADP | Automatic Data Processing | 株式-IT | 0.37% | — | +0.34% | |
| 37 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 0.35% | — | +1.30% | |
| 38 | PEP | Pepsico INC | 株式-生活必需品 | 0.34% | — | +16.83% | |
| 39 | BX | Blackstone INC | 株式-金融 | 0.29% | — | — | |
| 40 | MA | Mastercard INC - A | 株式-金融 | 0.24% | — | +7.73% | |
| 41 | BNY | Bank Of New York Mellon CORP | 株式-金融 | 0.24% | +0.03% | +0.38% | |
| 42 | CSCO | Cisco Systems INC | 株式-IT | 0.24% | +0.09% | +1.40% | |
| 43 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 0.23% | — | +4.22% | |
| 44 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 0.23% | — | +0.89% | |
| 45 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-その他 | 0.22% | — | +30.27% | |
| 46 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.21% | — | +0.69% | |
| 47 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.21% | — | -0.10% | |
| 48 | CVX | Chevron CORP | 株式-エネルギー | 0.21% | -0.06% | +5.50% | |
| 49 | RDVY | First Trust Rising Dividend | ETF-その他 | 0.19% | +0.03% | +6.22% | |
| 50 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.19% | +0.10% | NEW |