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 | 29.72% | -2.95% | +4.86% | |
| 2 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 24.97% | -2.26% | +1.24% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 20.98% | — | — | |
| 4 | DXJ | Wisdomtree Japan Hedged Eq | ETF-その他 | 14.15% | -0.72% | -3.28% | |
| 5 | AAPL | Apple INC | 株式-IT | 2.94% | +0.03% | -5.72% | |
| 6 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.98% | -0.18% | +0.06% | |
| 7 | PAYX | Paychex INC | 株式-IT | 0.85% | -0.05% | -3.79% | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.80% | +0.01% | +3.75% | |
| 9 | ADP | Automatic Data Processing | 株式-IT | 0.58% | -0.02% | -2.46% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.49% | -0.03% | -0.90% | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 0.45% | +0.21% | — | |
| 12 | C | Citigroup INC | 株式-金融 | 0.44% | -0.01% | -18.21% | |
| 13 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.43% | +0.01% | — | |
| 14 | PYPL | Paypal Holdings INC | 株式-金融 | 0.42% | — | -11.73% | |
| 15 | XYZ | Block INC | 株式-金融 | 0.39% | -0.01% | -17.59% | |
| 16 | FISV | Fiserv INC | 株式-その他 | 0.39% | -0.26% | EXIT | |
| 17 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.38% | — | +0.08% | |
| 18 | SLX | Vaneck Steel ETF | ETF-その他 | 0.36% | +0.28% | NEW | |
| 19 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 0.27% | -0.02% | — |