CIK: 0002051348
申告総資産額
$1.1億
| # | 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 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 22.99% | -2.95% | +7.40% | |
| 2 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 20.01% | -2.26% | +4.94% | |
| 3 | SCHV | Schwab US Large-cap Value | ETF-その他 | 17.45% | -0.01% | -6.78% | |
| 4 | DXJ | Wisdomtree Japan Hedged Eq | ETF-その他 | 10.51% | -0.72% | -3.96% | |
| 5 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 9.92% | -0.19% | -10.91% | |
| 6 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 5.20% | -0.62% | -13.46% | |
| 7 | AAPL | Apple INC | 株式-IT | 2.36% | +0.03% | +0.01% | |
| 8 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 1.74% | -0.17% | — | |
| 9 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 1.30% | +0.13% | -27.80% | |
| 10 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.83% | -0.18% | +0.03% | |
| 11 | PAYX | Paychex INC | 株式-IT | 0.81% | -0.05% | -2.78% | |
| 12 | XLF | Ss Financial Select Sector | ETF-その他 | 0.71% | -0.02% | — | |
| 13 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.60% | +0.01% | — | |
| 14 | ADP | Automatic Data Processing | 株式-IT | 0.55% | -0.02% | -1.77% | |
| 15 | PYPL | Paypal Holdings INC | 株式-金融 | 0.44% | — | -2.14% | |
| 16 | COF | Capital One Financial CORP | 株式-金融 | 0.44% | -0.01% | +0.05% | |
| 17 | XYZ | Block INC | 株式-金融 | 0.43% | -0.01% | -2.43% | |
| 18 | ETSY | Etsy INC | 株式-一般消費財 | 0.42% | +0.08% | -1.73% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.40% | -0.03% | -3.34% | |
| 20 | MSFT | Microsoft CORP | 株式-IT | 0.39% | +0.21% | — | |
| 21 | C | Citigroup INC | 株式-金融 | 0.38% | -0.01% | — | |
| 22 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.34% | +0.01% | — | |
| 23 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.31% | — | +0.08% | |
| 24 | PAYC | Paycom Software INC | 株式-IT | 0.31% | — | -5.18% | |
| 25 | PFE | Pfizer INC | 株式-ヘルスケア | 0.26% | — | +0.01% | |
| 26 | KHC | Kraft Heinz Co/the | 株式-生活必需品 | 0.25% | — | +0.05% | |
| 27 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.25% | — | -31.15% | |
| 28 | HD | Home Depot INC | 株式-一般消費財 | 0.21% | — | — | |
| 29 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.20% | +0.21% | NEW |