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 | 5.96% | -3.19% | -23.95% | |
| 2 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-その他 | 5.86% | — | -23.68% | |
| 3 | IBHF | Ishares Ibond 2026 Hy & INC | ETF-その他 | 4.09% | -3.39% | — | |
| 4 | IBHG | Ishares Ibonds 2027 Hy INC | ETF-その他 | 4.06% | -3.42% | — | |
| 5 | IBHI | Ishares Ibonds 2029 Tm Hy In | ETF-その他 | 4.05% | -3.33% | — | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 4.03% | — | -28.69% | |
| 7 | IBHH | Ishares Ibonds 2028 Tm Hy In | ETF-その他 | 4.03% | -3.43% | — | |
| 8 | IBHE | Ishares Ibonds 2025 H/y INC | ETF-その他 | 3.32% | — | — | |
| 9 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-その他 | 3.15% | -1.53% | -22.47% | |
| 10 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 2.45% | — | -29.37% | |
| 11 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-その他 | 2.32% | -1.04% | -23.74% | |
| 12 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-その他 | 2.32% | -1.01% | -24.12% | |
| 13 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-その他 | 2.31% | -1.06% | -23.52% | |
| 14 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-その他 | 2.30% | -2.13% | -20.75% | |
| 15 | FISV | Fiserv INC | 株式-その他 | 2.01% | — | -24.35% | |
| 16 | AAPL | Apple INC | 株式-IT | 1.83% | — | -44.93% | |
| 17 | DE | Deere & Co | 株式-資本財 | 1.78% | — | -32.29% | |
| 18 | CVX | Chevron CORP | 株式-エネルギー | 1.66% | — | -35.82% | |
| 19 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.58% | — | -38.93% | |
| 20 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.47% | — | -48.47% | |
| 21 | BLK | Blackrock INC | 株式-金融 | 1.39% | — | -45.54% | |
| 22 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.39% | — | -46.55% | |
| 23 | DLR | Digital Realty Trust INC | 株式-不動産 | 1.35% | — | -43.89% | |
| 24 | CAT | Caterpillar INC | 株式-資本財 | 1.34% | — | -46.12% | |
| 25 | IBTG | Ishares Ibonds Dec 2026 Term | ETF-その他 | 1.26% | -0.70% | -34.56% | |
| 26 | CRM | Salesforce INC | 株式-IT | 1.23% | +0.61% | NEW | |
| 27 | KVUE | Kenvue INC | 株式-生活必需品 | 1.23% | — | -46.63% | |
| 28 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.10% | — | -52.26% | |
| 29 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 1.10% | — | -55.00% | |
| 30 | TXT | Textron INC | 株式-資本財 | 1.02% | — | -48.41% | |
| 31 | IBHK | Isharesibond2031highyldinc | ETF-その他 | 1.00% | -0.79% | — | |
| 32 | IBHJ | Ishrs Ibds 2030 Hy & INC ETF | ETF-その他 | 0.98% | -0.89% | — | |
| 33 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.98% | — | -76.99% | |
| 34 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.97% | — | -47.80% | |
| 35 | IBTJ | Ishares Ibonds Dec 2029 Term | ETF-その他 | 0.96% | -0.91% | — | |
| 36 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.93% | — | -52.06% | |
| 37 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.90% | — | -85.16% | |
| 38 | KEYS | Keysight Technologies In | 株式-IT | 0.89% | — | -39.26% | |
| 39 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.89% | — | -52.59% | |
| 40 | CUZ | Cousins Properties INC | 株式-不動産 | 0.89% | — | -36.98% | |
| 41 | UNP | Union Pacific CORP | 株式-資本財 | 0.88% | — | -66.81% | |
| 42 | WM | Waste Management INC | 株式-資本財 | 0.88% | — | -38.64% | |
| 43 | SYY | Sysco CORP | 株式-生活必需品 | 0.84% | — | -56.86% | |
| 44 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.81% | — | -61.62% | |
| 45 | FITB | Fifth Third Bancorp | 株式-金融 | 0.80% | — | -27.01% | |
| 46 | WMT | Walmart INC | 株式-生活必需品 | 0.79% | — | -75.24% | |
| 47 | NVDA | Nvidia CORP | 株式-IT | 0.78% | — | -35.69% | |
| 48 | IBTL | Ishares Ibonds Dec 2031 Term | ETF-その他 | 0.71% | -0.78% | — | |
| 49 | V | Visa Inc-class A Shares | 株式-金融 | 0.63% | — | -77.59% | |
| 50 | MSFT | Microsoft CORP | 株式-IT | 0.60% | — | -55.83% |