CIK: 0001777817
申告総資産額
$7.1億
| # | 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 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 7.96% | -0.42% | +4.38% | |
| 2 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 7.69% | -0.72% | +3.58% | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 6.26% | +0.71% | +3.55% | |
| 4 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 5.74% | — | -9.94% | |
| 5 | JSMD | Janus Small Mid Cap Gr Alp | ETF-その他 | 5.08% | — | +2.19% | |
| 6 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 4.65% | — | +5.58% | |
| 7 | JAAA | Janus Henderson Aaa Clo ETF | ETF-その他 | 2.64% | — | -47.15% | |
| 8 | VNLA | Janus Henderson Short Durati | ETF-その他 | 2.15% | -0.21% | +4278.96% | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.97% | -0.44% | +1.14% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 1.58% | -0.41% | +4.61% | |
| 11 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.57% | +0.03% | -6.29% | |
| 12 | AAPL | Apple INC | 株式-IT | 1.44% | — | -2.32% | |
| 13 | SPHD | Invesco S&p 500 High Dividen | ETF-大型株・グロース | 1.43% | +0.06% | -5.95% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.28% | — | -1.52% | |
| 15 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.27% | -0.20% | -4.19% | |
| 16 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.25% | — | +22.71% | |
| 17 | FDL | First Trust Morn Dvd Lead In | ETF-その他 | 1.22% | +0.14% | -6.18% | |
| 18 | AMAT | Applied Materials INC | 株式-IT | 1.18% | +0.28% | +0.89% | |
| 19 | NVDA | Nvidia CORP | 株式-IT | 1.17% | -0.24% | +152.97% | |
| 20 | DBMF | Imgp Dbi Managed Futures Str | ETF-その他 | 1.10% | +0.21% | -8.91% | |
| 21 | BA | Boeing Co/the | 株式-資本財 | 1.00% | — | +1.01% | |
| 22 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.97% | +0.12% | +13.82% | |
| 23 | ACN | Accenture plc | 株式-IT | 0.95% | -0.59% | EXIT | |
| 24 | KLAC | Kla CORP | 株式-IT | 0.94% | +0.15% | +0.45% | |
| 25 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.94% | — | +11.99% | |
| 26 | ADI | Analog Devices INC | 株式-IT | 0.92% | +0.10% | +0.10% | |
| 27 | GD | General Dynamics CORP | 株式-資本財 | 0.91% | — | -0.26% | |
| 28 | WMT | Walmart INC | 株式-生活必需品 | 0.91% | — | +4.56% | |
| 29 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.90% | +0.09% | +3.28% | |
| 30 | V | Visa Inc-class A Shares | 株式-金融 | 0.89% | -0.10% | +1.37% | |
| 31 | MA | Mastercard INC - A | 株式-金融 | 0.89% | — | -0.54% | |
| 32 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.87% | — | +1.35% | |
| 33 | HON | Honeywell International INC | 株式-資本財 | 0.87% | +0.11% | +10.18% | |
| 34 | ICE | Intercontinental Exchange In | 株式-金融 | 0.84% | — | +3.03% | |
| 35 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.84% | — | +9.44% | |
| 36 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.76% | — | +4.03% | |
| 37 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.74% | -0.10% | +8.27% | |
| 38 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.71% | — | +4.20% | |
| 39 | MDT | Medtronic plc | 株式-ヘルスケア | 0.70% | — | +5.76% | |
| 40 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.70% | +0.22% | +0.79% | |
| 41 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.70% | — | +0.14% | |
| 42 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.67% | — | -2.71% | |
| 43 | FBND | Fidelity Total Bond ETF | ETF-その他 | 0.66% | +0.13% | -12.08% | |
| 44 | UITB | Victoryshares Core Intermedi | ETF-その他 | 0.66% | — | -11.89% | |
| 45 | IBM | Intl Business Machines CORP | 株式-IT | 0.63% | — | +2.05% | |
| 46 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.61% | +0.12% | -9.39% | |
| 47 | AMGN | Amgen INC | 株式-ヘルスケア | 0.60% | — | -7.58% | |
| 48 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.58% | — | +2.66% | |
| 49 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.56% | +0.09% | +6.62% | |
| 50 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.54% | — | -0.19% |