CIK: 0001730660
申告総資産額
$2.4億
| # | 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 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-その他 | 5.55% | — | +5.92% | |
| 2 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-その他 | 5.52% | — | +6.40% | |
| 3 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-その他 | 5.48% | -3.19% | +6.96% | |
| 4 | IBTE | Ishares Ibonds Dec 2024 Term | ETF-その他 | 4.48% | — | +5.70% | |
| 5 | ✓ | Ishares Tr Ibonds 23 Trm Ts ETF | ETF-その他 | 4.46% | — | +4.80% | |
| 6 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 4.06% | — | +4.16% | |
| 7 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 4.01% | — | +22.91% | |
| 8 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-その他 | 3.24% | -1.53% | +6.15% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 3.22% | — | -7.28% | |
| 10 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-その他 | 2.30% | -1.04% | +6.89% | |
| 11 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 2.29% | — | +3.83% | |
| 12 | COST | Costco Wholesale CORP | 株式-生活必需品 | 2.26% | — | -4.56% | |
| 13 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-その他 | 2.19% | -1.01% | +5.07% | |
| 14 | AAPL | Apple INC | 株式-IT | 2.17% | — | -17.59% | |
| 15 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-その他 | 2.06% | -1.06% | +5.03% | |
| 16 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.95% | — | -2.86% | |
| 17 | UNP | Union Pacific CORP | 株式-資本財 | 1.77% | — | -14.32% | |
| 18 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.76% | — | -2.04% | |
| 19 | DLR | Digital Realty Trust INC | 株式-不動産 | 1.70% | — | -9.56% | |
| 20 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 1.68% | — | -7.32% | |
| 21 | WMT | Walmart INC | 株式-生活必需品 | 1.68% | — | -7.56% | |
| 22 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.63% | — | +6.91% | |
| 23 | CAT | Caterpillar INC | 株式-資本財 | 1.61% | — | -4.92% | |
| 24 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 1.50% | — | +7.33% | |
| 25 | FITB | Fifth Third Bancorp | 株式-金融 | 1.47% | — | +8.46% | |
| 26 | EWBC | East West Bancorp INC | 株式-金融 | 1.47% | — | +5.93% | |
| 27 | TXT | Textron INC | 株式-資本財 | 1.46% | — | +26.09% | |
| 28 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.44% | — | +20.81% | |
| 29 | DE | Deere & Co | 株式-資本財 | 1.44% | — | +13.69% | |
| 30 | BLKCHF | Blackrock INC | 株式-その他 | 1.42% | — | -3.47% | |
| 31 | V | Visa Inc-class A Shares | 株式-金融 | 1.41% | — | +40.06% | |
| 32 | CVX | Chevron CORP | 株式-エネルギー | 1.38% | — | — | |
| 33 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-その他 | 1.35% | — | +20.27% | |
| 34 | MTB | M & T Bank CORP | 株式-金融 | 1.24% | — | — | |
| 35 | FISV | Fiserv INC | 株式-その他 | 1.08% | — | -1.71% | |
| 36 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 0.98% | — | +91.15% | |
| 37 | ADBE | Adobe INC | 株式-IT | 0.97% | — | -22.48% | |
| 38 | MSFT | Microsoft CORP | 株式-IT | 0.95% | — | -9.05% | |
| 39 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.92% | — | +21.52% | |
| 40 | INDA | Ishares Msci India ETF | ETF-その他 | 0.79% | — | — | |
| 41 | WM | Waste Management INC | 株式-資本財 | 0.76% | — | -3.20% | |
| 42 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-その他 | 0.76% | — | — | |
| 43 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 0.76% | — | — | |
| 44 | TOL | Toll Brothers INC | 株式-一般消費財 | 0.74% | — | — | |
| 45 | CUZ | Cousins Properties INC | 株式-不動産 | 0.70% | — | — | |
| 46 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.66% | — | +1.84% | |
| 47 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.64% | — | -28.04% | |
| 48 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.64% | — | -1.78% | |
| 49 | NVDA | Nvidia CORP | 株式-IT | 0.62% | — | -12.42% | |
| 50 | KEYS | Keysight Technologies In | 株式-IT | 0.53% | — | — |