CIK: 0001840085
申告総資産額
$11.7億
上位200銘柄を表示中（全217銘柄）
| # | 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 | AAPL | Apple INC | 株式-IT | 7.18% | -0.24% | +0.78% | |
| 2 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 4.24% | — | +4.05% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 4.03% | -0.80% | +10.84% | |
| 4 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 3.78% | — | +37.47% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 3.65% | -2.60% | +34.91% | |
| 6 | BND | Vanguard Total Bond Market | ETF-その他 | 3.51% | -3.32% | +49.52% | |
| 7 | SCHO | Schwab Short-term US Treas | ETF-その他 | 3.49% | — | +47.16% | |
| 8 | XLK | Ss Technology Select Sector | ETF-テック型 | 2.12% | — | +3.54% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.03% | — | -6.07% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.92% | — | -6.34% | |
| 11 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.70% | — | +3.48% | |
| 12 | NEE | Nextera Energy INC | 株式-公益事業 | 1.51% | — | +15.99% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.40% | — | +29.20% | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.38% | +0.49% | +139.83% | |
| 15 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.32% | -0.29% | +11.41% | |
| 16 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.23% | -0.20% | +4.51% | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.21% | -0.21% | +103.11% | |
| 18 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.13% | — | +8.42% | |
| 19 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.05% | — | +7.49% | |
| 20 | PEP | Pepsico INC | 株式-生活必需品 | 1.05% | — | +11.36% | |
| 21 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 1.03% | — | -12.57% | |
| 22 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.03% | — | +17.85% | |
| 23 | V | Visa Inc-class A Shares | 株式-金融 | 1.00% | — | -0.02% | |
| 24 | WMT | Walmart INC | 株式-生活必需品 | 0.96% | — | -3.40% | |
| 25 | ORCL | Oracle CORP | 株式-IT | 0.92% | — | -3.16% | |
| 26 | PFE | Pfizer INC | 株式-ヘルスケア | 0.91% | — | +8.39% | |
| 27 | MCHP | Microchip Technology INC | 株式-IT | 0.89% | — | +0.43% | |
| 28 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.89% | +0.34% | +1.89% | |
| 29 | EW | Edwards Lifesciences CORP | 株式-ヘルスケア | 0.83% | — | — | |
| 30 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.80% | — | +132.99% | |
| 31 | BLKCHF | Blackrock INC | 株式-その他 | 0.80% | — | +7.86% | |
| 32 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.71% | — | +1.81% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.69% | — | +8.04% | |
| 34 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.69% | — | +252.36% | |
| 35 | CCI | Crown Castle INC | 株式-不動産 | 0.67% | — | +8.58% | |
| 36 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.67% | — | — | |
| 37 | AMT | American Tower CORP | 株式-不動産 | 0.66% | — | +8.05% | |
| 38 | HUM | Humana INC | 株式-ヘルスケア | 0.64% | — | -4.15% | |
| 39 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.63% | — | +8.00% | |
| 40 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.62% | — | -10.99% | |
| 41 | SCHR | Schwab Intermediate-term US | ETF-その他 | 0.61% | — | -2.63% | |
| 42 | CB | Chubb Limited | 株式-金融 | 0.60% | — | -4.61% | |
| 43 | ACN | Accenture plc | 株式-IT | 0.60% | -0.26% | +10.79% | |
| 44 | NVDA | Nvidia CORP | 株式-IT | 0.59% | — | -2.47% | |
| 45 | CSX | Csx CORP | 株式-資本財 | 0.58% | — | +0.34% | |
| 46 | HD | Home Depot INC | 株式-一般消費財 | 0.58% | — | +15.49% | |
| 47 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.58% | — | +6.03% | |
| 48 | PSA | Public Storage | 株式-不動産 | 0.56% | — | — | |
| 49 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.54% | — | +14.46% | |
| 50 | AVGO | Broadcom INC | 株式-IT | 0.53% | -0.22% | +13.79% |