CIK: 0001847343
申告総資産額
$2.0億
| # | 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 | 3.98% | +0.74% | +10.80% | |
| 2 | FENI | Fidelity Enhanced Intl ETF | ETF-その他 | 3.70% | +0.06% | +2.00% | |
| 3 | AAPL | Apple INC | 株式-IT | 3.64% | -0.01% | -0.15% | |
| 4 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 3.41% | -0.27% | +15.98% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 3.05% | — | +5.62% | |
| 6 | DFIV | Dimensional International Va | ETF-その他 | 2.99% | — | +11.01% | |
| 7 | PANW | Palo Alto Networks INC | 株式-IT | 2.94% | +1.65% | +4.92% | |
| 8 | NVDA | Nvidia CORP | 株式-IT | 2.76% | -0.06% | -3.62% | |
| 9 | FBND | Fidelity Total Bond ETF | ETF-その他 | 2.73% | +0.17% | +17.83% | |
| 10 | DFAT | Dimensional US Target Value | ETF-その他 | 2.33% | -0.14% | -2.88% | |
| 11 | PLTR | Palantir Technologies Inc-a | 株式-IT | 2.25% | -0.68% | -0.32% | |
| 12 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.13% | +0.19% | -4.95% | |
| 13 | CGCB | Cap Group Core Bond | ETF-その他 | 2.04% | — | +22.28% | |
| 14 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.90% | -0.01% | +2.38% | |
| 15 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.89% | +0.19% | -1.58% | |
| 16 | C | Citigroup INC | 株式-金融 | 1.79% | +0.11% | +5.21% | |
| 17 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.77% | -0.05% | -7.25% | |
| 18 | MCK | Mckesson CORP | 株式-ヘルスケア | 1.75% | -0.38% | -0.03% | |
| 19 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.68% | -0.05% | +12.36% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.63% | — | -10.21% | |
| 21 | CB | Chubb Limited | 株式-金融 | 1.60% | — | -5.76% | |
| 22 | FEMR | Fidelity Enh Emr Mrkt ETF | ETF-その他 | 1.60% | +0.54% | +44.25% | |
| 23 | CAT | Caterpillar INC | 株式-資本財 | 1.33% | +0.30% | -8.89% | |
| 24 | FMDE | Fidelity Enhanced Mid Cap Co | ETF-その他 | 1.24% | -0.57% | -6.57% | |
| 25 | AMAT | Applied Materials INC | 株式-IT | 1.24% | +0.71% | +3.25% | |
| 26 | ETN | Eaton Corporation plc | 株式-資本財 | 1.24% | +0.01% | -4.14% | |
| 27 | EQIX | Equinix INC | 株式-不動産 | 1.22% | -0.52% | -24.39% | |
| 28 | DUK | Duke Energy CORP | 株式-公益事業 | 1.14% | — | +0.10% | |
| 29 | FHEQ | Fidelity Hedged Equity ETF | ETF-その他 | 1.14% | — | -1.00% | |
| 30 | WM | Waste Management INC | 株式-資本財 | 1.13% | — | -1.38% | |
| 31 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.12% | -0.40% | -0.17% | |
| 32 | JPIE | Jpmorgan Income ETF | ETF-その他 | 1.12% | +0.50% | +14.97% | |
| 33 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 1.10% | -0.58% | -15.05% | |
| 34 | DHR | Danaher CORP | 株式-ヘルスケア | 1.09% | -0.30% | +5.83% | |
| 35 | NEE | Nextera Energy INC | 株式-公益事業 | 1.09% | — | +2.33% | |
| 36 | WMT | Walmart INC | 株式-生活必需品 | 1.00% | — | -4.14% | |
| 37 | SYK | Stryker CORP | 株式-ヘルスケア | 0.98% | — | +8.20% | |
| 38 | GLDM | Spdr Gold Minishares Trust | ETF-コモディティ | 0.97% | — | -2.24% | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.95% | — | -17.97% | |
| 40 | APO | Apollo Global Management INC | 株式-金融 | 0.93% | -0.41% | -8.34% | |
| 41 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 0.93% | -0.67% | -18.26% | |
| 42 | SPG | Simon Property Group INC | 株式-不動産 | 0.91% | +0.04% | -1.06% | |
| 43 | FELG | Fidelity Enh Lrg Cap Gwth | ETF-その他 | 0.88% | — | -6.87% | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.85% | — | +3.18% | |
| 45 | JPIB | Jpmorgan Intl Bnd ETF | ETF-その他 | 0.85% | +0.19% | +6.67% | |
| 46 | FTNT | Fortinet INC | 株式-IT | 0.84% | +0.50% | — | |
| 47 | MLM | Martin Marietta Materials | 株式-素材 | 0.82% | — | +2.47% | |
| 48 | PHYL | Pgim Active High Yield Bond | ETF-ハイイールド債 | 0.81% | — | +9.16% | |
| 49 | AXIA | Axia Energia-adr | 株式-その他 | 0.73% | — | +0.94% | |
| 50 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.72% | — | +0.73% |