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 | 12.23% | +0.99% | -2.21% | |
| 2 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 10.00% | -1.53% | +8.12% | |
| 3 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 6.67% | -0.10% | +0.70% | |
| 4 | VUG | Vanguard Growth ETF | ETF-その他 | 6.15% | +0.41% | -1.13% | |
| 5 | STOT | Ss Dl St Dur Tr Tact ETF | ETF-その他 | 3.89% | -0.26% | -0.07% | |
| 6 | VCRB | Vanguard Core Bond ETF | ETF-その他 | 3.87% | -0.23% | +1.29% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 3.55% | +0.02% | -1.04% | |
| 8 | AAPL | Apple INC | 株式-IT | 3.32% | +0.11% | -4.06% | |
| 9 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 3.23% | -0.11% | -3.87% | |
| 10 | NVDA | Nvidia CORP | 株式-IT | 3.17% | +0.07% | +3.40% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.92% | -0.10% | +3.50% | |
| 12 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 2.88% | +0.31% | +1.10% | |
| 13 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 2.84% | -0.14% | -4.73% | |
| 14 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.61% | +0.08% | +0.86% | |
| 15 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 2.47% | +0.10% | +0.55% | |
| 16 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 2.45% | — | +1.42% | |
| 17 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 2.42% | +0.09% | +1.35% | |
| 18 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 2.27% | -0.10% | +1.24% | |
| 19 | AMGN | Amgen INC | 株式-ヘルスケア | 2.07% | -0.35% | +78.80% | |
| 20 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 2.00% | -0.11% | -0.27% | |
| 21 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 1.98% | -0.16% | -0.30% | |
| 22 | MSFT | Microsoft CORP | 株式-IT | 1.86% | -0.05% | +46.50% | |
| 23 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.53% | +0.08% | +10.63% | |
| 24 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 1.34% | +0.12% | +34.65% | |
| 25 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 1.15% | — | -1.14% | |
| 26 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 0.98% | +0.03% | +4.06% | |
| 27 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.95% | +0.03% | +0.53% | |
| 28 | AVGO | Broadcom INC | 株式-IT | 0.80% | +0.06% | +0.17% | |
| 29 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.75% | -0.10% | +3.14% | |
| 30 | ELV | Elevance Health INC | 株式-ヘルスケア | 0.69% | +0.10% | -5.68% | |
| 31 | WMT | Walmart INC | 株式-生活必需品 | 0.62% | -0.11% | +6.68% | |
| 32 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.49% | +0.04% | +9.93% | |
| 33 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.42% | +0.02% | — | |
| 34 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.38% | — | +16.75% | |
| 35 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.38% | — | -8.08% | |
| 36 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 0.34% | — | +1.95% | |
| 37 | V | Visa Inc-class A Shares | 株式-金融 | 0.31% | +0.15% | -6.48% | |
| 38 | ADP | Automatic Data Processing | 株式-IT | 0.30% | — | +0.33% | |
| 39 | BX | Blackstone INC | 株式-金融 | 0.30% | — | — | |
| 40 | BNY | Bank Of New York Mellon CORP | 株式-金融 | 0.27% | +0.03% | +0.05% | |
| 41 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.24% | +0.04% | — | |
| 42 | RDVY | First Trust Rising Dividend | ETF-その他 | 0.22% | +0.03% | — | |
| 43 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 0.19% | — | -3.08% | |
| 44 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.18% | — | +1.79% | |
| 45 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.17% | — | — | |
| 46 | MMI | Marcus & Millichap INC | 株式-その他 | 0.16% | — | +26.45% | |
| 47 | CSCO | Cisco Systems INC | 株式-IT | 0.16% | +0.09% | +9.04% | |
| 48 | CVX | Chevron CORP | 株式-エネルギー | 0.16% | -0.06% | +7.64% | |
| 49 | PEP | Pepsico INC | 株式-生活必需品 | 0.16% | — | -22.78% | |
| 50 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.15% | +0.06% | — |