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 | 12.43% | +0.99% | +0.21% | |
| 2 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 10.08% | -1.53% | +11.64% | |
| 3 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 6.83% | -0.10% | +1.99% | |
| 4 | VUG | Vanguard Growth ETF | ETF-その他 | 6.19% | +0.41% | +0.42% | |
| 5 | STOT | Ss Dl St Dur Tr Tact ETF | ETF-その他 | 4.23% | -0.26% | +0.57% | |
| 6 | VCRB | Vanguard Core Bond ETF | ETF-その他 | 4.12% | -0.23% | — | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 3.71% | +0.02% | +1.61% | |
| 8 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 3.46% | -0.11% | +2.31% | |
| 9 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 3.16% | -0.14% | -12.98% | |
| 10 | AAPL | Apple INC | 株式-IT | 3.04% | +0.11% | +0.27% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.97% | -0.10% | +68.53% | |
| 12 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 2.85% | +0.31% | +2.46% | |
| 13 | NVDA | Nvidia CORP | 株式-IT | 2.82% | +0.07% | +10.77% | |
| 14 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.68% | +0.08% | +1.40% | |
| 15 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 2.61% | +0.10% | +1.15% | |
| 16 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 2.56% | +0.09% | +0.90% | |
| 17 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 2.51% | — | +1.06% | |
| 18 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 2.41% | -0.10% | +1.44% | |
| 19 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 2.19% | -0.11% | -5.55% | |
| 20 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 2.14% | -0.16% | -2.95% | |
| 21 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.51% | +0.08% | +2.58% | |
| 22 | MSFT | Microsoft CORP | 株式-IT | 1.33% | -0.05% | +2.98% | |
| 23 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 1.26% | — | -3.28% | |
| 24 | AMGN | Amgen INC | 株式-ヘルスケア | 1.25% | -0.35% | +4.33% | |
| 25 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 1.01% | +0.12% | +57.99% | |
| 26 | ELV | Elevance Health INC | 株式-ヘルスケア | 0.96% | +0.10% | -8.53% | |
| 27 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.95% | +0.03% | +1.28% | |
| 28 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 0.94% | +0.03% | -0.79% | |
| 29 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.85% | -0.10% | +0.51% | |
| 30 | AVGO | Broadcom INC | 株式-IT | 0.73% | +0.06% | -0.68% | |
| 31 | WMT | Walmart INC | 株式-生活必需品 | 0.60% | -0.11% | +5.92% | |
| 32 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.53% | +0.04% | — | |
| 33 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.41% | — | -0.19% | |
| 34 | V | Visa Inc-class A Shares | 株式-金融 | 0.38% | +0.15% | +0.06% | |
| 35 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.35% | — | — | |
| 36 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 0.35% | — | +8.78% | |
| 37 | ADP | Automatic Data Processing | 株式-IT | 0.35% | — | +0.33% | |
| 38 | BX | Blackstone INC | 株式-金融 | 0.28% | — | — | |
| 39 | BNY | Bank Of New York Mellon CORP | 株式-金融 | 0.24% | +0.03% | +0.52% | |
| 40 | MA | Mastercard INC - A | 株式-金融 | 0.23% | — | -0.46% | |
| 41 | RDVY | First Trust Rising Dividend | ETF-その他 | 0.23% | +0.03% | +17.95% | |
| 42 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 0.21% | — | -1.90% | |
| 43 | PEP | Pepsico INC | 株式-生活必需品 | 0.21% | — | -25.67% | |
| 44 | AXP | American Express Co | 株式-金融 | 0.19% | — | — | |
| 45 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-その他 | 0.18% | — | -11.66% | |
| 46 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.18% | — | -0.79% | |
| 47 | CSCO | Cisco Systems INC | 株式-IT | 0.16% | +0.09% | -33.83% | |
| 48 | PFXF | Vaneck Pref Sec X-financials | ETF-その他 | 0.16% | — | -1.64% | |
| 49 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.15% | — | -17.07% | |
| 50 | CVX | Chevron CORP | 株式-エネルギー | 0.15% | -0.06% | -10.42% |