CIK: 0001874374
申告総資産額
$2.1億
| # | 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 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 8.45% | +1.07% | +13.60% | |
| 2 | AAPL | Apple INC | 株式-IT | 5.01% | -0.99% | +0.61% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 4.35% | +0.17% | +0.51% | |
| 4 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 3.08% | -1.60% | +4.31% | |
| 5 | CDNS | Cadence Design Sys INC | 株式-IT | 2.99% | +0.16% | +2.78% | |
| 6 | SUB | Ishares Short-term National | ETF-その他 | 2.65% | — | +12.53% | |
| 7 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.24% | +0.90% | +4.95% | |
| 8 | GIS | General Mills INC | 株式-生活必需品 | 2.11% | — | +2.61% | |
| 9 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-その他 | 2.05% | — | +3.81% | |
| 10 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.96% | -0.22% | +71.36% | |
| 11 | UNP | Union Pacific CORP | 株式-資本財 | 1.89% | — | +0.89% | |
| 12 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.85% | -0.05% | +2.05% | |
| 13 | MRSH | Marsh & Mclennan Cos | 株式-金融 | 1.81% | -0.53% | +0.43% | |
| 14 | HO1 | Hologic INC | 株式-その他 | 1.78% | -1.04% | EXIT | |
| 15 | ACN | Accenture plc | 株式-IT | 1.76% | — | +0.92% | |
| 16 | PEP | Pepsico INC | 株式-生活必需品 | 1.69% | — | +1.67% | |
| 17 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.68% | — | +1.41% | |
| 18 | MBB | Ishares Mbs ETF | ETF-その他 | 1.61% | +0.03% | +4.62% | |
| 19 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.60% | -0.01% | +20.98% | |
| 20 | CVX | Chevron CORP | 株式-エネルギー | 1.55% | -0.66% | +1.99% | |
| 21 | BLKCHF | Blackrock INC | 株式-その他 | 1.36% | — | +2.99% | |
| 22 | EXPD | Expeditors Intl Wash INC | 株式-資本財 | 1.34% | — | +2.50% | |
| 23 | AVY | Avery Dennison CORP | 株式-一般消費財 | 1.33% | -0.97% | EXIT | |
| 24 | PGR | Progressive CORP | 株式-金融 | 1.31% | -0.44% | +2.11% | |
| 25 | KORP | American Century Diversified | ETF-その他 | 1.30% | +0.07% | +5.83% | |
| 26 | AWK | American Water Works Co INC | 株式-公益事業 | 1.25% | — | +4.25% | |
| 27 | LRCXEUR | Lam Research CORP | 株式-IT | 1.25% | — | +1.61% | |
| 28 | CSCO | Cisco Systems INC | 株式-IT | 1.25% | — | +0.79% | |
| 29 | HD | Home Depot INC | 株式-一般消費財 | 1.23% | — | +7.66% | |
| 30 | FTNT | Fortinet INC | 株式-IT | 1.22% | — | +9.59% | |
| 31 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-その他 | 1.18% | +0.05% | +6.42% | |
| 32 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.15% | +0.20% | +2.19% | |
| 33 | ADBE | Adobe INC | 株式-IT | 1.14% | +0.17% | +7.04% | |
| 34 | TGT | Target CORP | 株式-一般消費財 | 1.14% | — | +4.94% | |
| 35 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.11% | -0.68% | EXIT | |
| 36 | EA | Electronic Arts INC | 株式-通信サービス | 1.05% | +0.20% | +1.13% | |
| 37 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.95% | — | +0.94% | |
| 38 | BIIB | Biogen INC | 株式-ヘルスケア | 0.95% | — | +1.29% | |
| 39 | PSA | Public Storage | 株式-不動産 | 0.94% | — | +3.27% | |
| 40 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.94% | +0.16% | +6.73% | |
| 41 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.87% | — | +9.74% | |
| 42 | KLAC | Kla CORP | 株式-IT | 0.86% | +0.03% | +7.74% | |
| 43 | SNA | Snap-on INC | 株式-資本財 | 0.85% | — | +1.18% | |
| 44 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.80% | — | +1.43% | |
| 45 | V | Visa Inc-class A Shares | 株式-金融 | 0.80% | — | +3.61% | |
| 46 | EOG | Eog Resources INC | 株式-エネルギー | 0.79% | — | +2.21% | |
| 47 | USB | US Bancorp | 株式-金融 | 0.76% | — | +9.43% | |
| 48 | MMM | 3m Co | 株式-資本財 | 0.72% | — | +7.58% | |
| 49 | WSO | Watsco INC | 株式-資本財 | 0.63% | -0.28% | +0.35% | |
| 50 | DVN | Devon Energy CORP | 株式-エネルギー | 0.62% | — | +3.53% |