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 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-その他 | 5.67% | -3.19% | -4.98% | |
| 2 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-その他 | 5.56% | — | -5.51% | |
| 3 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 3.91% | — | -15.17% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 3.49% | — | -0.47% | |
| 5 | COST | Costco Wholesale CORP | 株式-生活必需品 | 3.00% | — | -6.76% | |
| 6 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-その他 | 2.93% | -1.53% | -7.08% | |
| 7 | AAPL | Apple INC | 株式-IT | 2.72% | — | -4.44% | |
| 8 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 2.52% | — | -4.39% | |
| 9 | WMT | Walmart INC | 株式-生活必需品 | 2.40% | — | -5.26% | |
| 10 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-その他 | 2.35% | — | +16.35% | |
| 11 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-その他 | 2.19% | -1.01% | -5.96% | |
| 12 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-その他 | 2.18% | -1.04% | -6.48% | |
| 13 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-その他 | 2.16% | -1.06% | -3.89% | |
| 14 | DLR | Digital Realty Trust INC | 株式-不動産 | 2.16% | — | -6.23% | |
| 15 | JQUA | Jpmorgan US Quality Factor | ETF-その他 | 2.11% | — | -5.27% | |
| 16 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-その他 | 2.07% | -2.13% | -0.74% | |
| 17 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.06% | — | -6.59% | |
| 18 | BLK | Blackrock INC | 株式-金融 | 2.01% | — | — | |
| 19 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 2.01% | — | -1.75% | |
| 20 | CAT | Caterpillar INC | 株式-資本財 | 2.00% | — | -1.74% | |
| 21 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-その他 | 1.94% | — | +50.68% | |
| 22 | UNP | Union Pacific CORP | 株式-資本財 | 1.87% | — | -0.53% | |
| 23 | V | Visa Inc-class A Shares | 株式-金融 | 1.85% | — | -3.03% | |
| 24 | FISV | Fiserv INC | 株式-その他 | 1.80% | — | -4.11% | |
| 25 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.76% | — | -3.57% | |
| 26 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.75% | — | -2.19% | |
| 27 | DE | Deere & Co | 株式-資本財 | 1.72% | — | -2.81% | |
| 28 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 1.72% | — | -1.92% | |
| 29 | CRM | Salesforce INC | 株式-IT | 1.71% | +0.61% | NEW | |
| 30 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.70% | — | -4.21% | |
| 31 | CVX | Chevron CORP | 株式-エネルギー | 1.62% | — | -3.71% | |
| 32 | TXT | Textron INC | 株式-資本財 | 1.52% | — | -2.95% | |
| 33 | KVUE | Kenvue INC | 株式-生活必需品 | 1.49% | — | -2.43% | |
| 34 | SYY | Sysco CORP | 株式-生活必需品 | 1.45% | — | -4.58% | |
| 35 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.43% | — | -5.15% | |
| 36 | IBTG | Ishares Ibonds Dec 2026 Term | ETF-その他 | 1.40% | -0.70% | -2.99% | |
| 37 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 1.38% | — | -4.10% | |
| 38 | INDA | Ishares Msci India ETF | ETF-その他 | 1.36% | — | +3.52% | |
| 39 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.16% | — | -2.68% | |
| 40 | KEYS | Keysight Technologies In | 株式-IT | 1.14% | — | -4.46% | |
| 41 | TOL | Toll Brothers INC | 株式-一般消費財 | 1.12% | — | -7.94% | |
| 42 | MSFT | Microsoft CORP | 株式-IT | 1.12% | — | +1.96% | |
| 43 | ADBE | Adobe INC | 株式-IT | 1.11% | — | +2.66% | |
| 44 | NVDA | Nvidia CORP | 株式-IT | 1.10% | — | -15.53% | |
| 45 | CUZ | Cousins Properties INC | 株式-不動産 | 1.06% | — | -21.96% | |
| 46 | WM | Waste Management INC | 株式-資本財 | 0.91% | — | -2.25% | |
| 47 | FITB | Fifth Third Bancorp | 株式-金融 | 0.86% | — | -8.39% | |
| 48 | EWBC | East West Bancorp INC | 株式-金融 | 0.64% | — | -8.30% | |
| 49 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 0.61% | — | -0.22% | |
| 50 | INTU | Intuit INC | 株式-IT | 0.52% | +0.98% | NEW |