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 | 9.10% | +1.07% | +6.88% | |
| 2 | MUB | Ishares National Muni Bond E | ETF-その他 | 6.16% | -0.22% | +2.87% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 4.61% | +0.17% | -1.14% | |
| 4 | AAPL | Apple INC | 株式-IT | 4.59% | -0.99% | +0.12% | |
| 5 | SUB | Ishares Short-term National | ETF-その他 | 3.47% | — | -0.03% | |
| 6 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.86% | +0.90% | -0.15% | |
| 7 | MBB | Ishares Mbs ETF | ETF-その他 | 2.78% | +0.03% | +9.46% | |
| 8 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 2.41% | -1.60% | -0.63% | |
| 9 | KORP | American Century Diversified | ETF-その他 | 2.35% | +0.07% | +7.18% | |
| 10 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-その他 | 2.24% | +0.05% | +10.02% | |
| 11 | NVDA | Nvidia CORP | 株式-IT | 2.22% | +2.06% | +922.33% | |
| 12 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-その他 | 2.18% | — | -8.75% | |
| 13 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.17% | -0.01% | -0.51% | |
| 14 | CDNS | Cadence Design Sys INC | 株式-IT | 1.67% | +0.16% | -2.14% | |
| 15 | MRSH | Marsh & Mclennan Cos | 株式-金融 | 1.67% | -0.53% | -0.54% | |
| 16 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.59% | +0.16% | -0.47% | |
| 17 | UNP | Union Pacific CORP | 株式-資本財 | 1.54% | — | -0.85% | |
| 18 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.44% | -0.05% | -0.36% | |
| 19 | PGR | Progressive CORP | 株式-金融 | 1.40% | -0.44% | -1.14% | |
| 20 | ACN | Accenture plc | 株式-IT | 1.39% | — | -0.42% | |
| 21 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.34% | — | -0.57% | |
| 22 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.30% | +0.20% | -0.25% | |
| 23 | CVX | Chevron CORP | 株式-エネルギー | 1.29% | -0.66% | +1.71% | |
| 24 | LRCXEUR | Lam Research CORP | 株式-IT | 1.26% | — | -1.72% | |
| 25 | ADBE | Adobe INC | 株式-IT | 1.23% | +0.17% | +0.81% | |
| 26 | HO1 | Hologic INC | 株式-その他 | 1.20% | -1.04% | EXIT | |
| 27 | AVY | Avery Dennison CORP | 株式-一般消費財 | 1.19% | -0.97% | EXIT | |
| 28 | KLAC | Kla CORP | 株式-IT | 1.18% | +0.03% | -0.85% | |
| 29 | BLKCHF | Blackrock INC | 株式-その他 | 1.17% | — | -0.43% | |
| 30 | GIS | General Mills INC | 株式-生活必需品 | 1.14% | — | -0.82% | |
| 31 | PEP | Pepsico INC | 株式-生活必需品 | 1.11% | — | -0.62% | |
| 32 | EXPD | Expeditors Intl Wash INC | 株式-資本財 | 1.11% | — | -0.44% | |
| 33 | HD | Home Depot INC | 株式-一般消費財 | 1.07% | — | +0.07% | |
| 34 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.03% | — | -0.12% | |
| 35 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.99% | — | -0.81% | |
| 36 | ULTA | Ulta Beauty INC | 株式-一般消費財 | 0.98% | +0.29% | +0.81% | |
| 37 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.93% | -0.68% | EXIT | |
| 38 | EA | Electronic Arts INC | 株式-通信サービス | 0.88% | +0.20% | -0.73% | |
| 39 | CSCO | Cisco Systems INC | 株式-IT | 0.86% | — | +0.05% | |
| 40 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.82% | — | +0.73% | |
| 41 | V | Visa Inc-class A Shares | 株式-金融 | 0.75% | — | -1.09% | |
| 42 | TGT | Target CORP | 株式-一般消費財 | 0.74% | — | +0.06% | |
| 43 | EOG | Eog Resources INC | 株式-エネルギー | 0.73% | — | +4.85% | |
| 44 | TMUS | T-mobile US INC | 株式-通信サービス | 0.72% | — | +1.29% | |
| 45 | DELL | Dell Technologies -c | 株式-IT | 0.68% | +0.17% | — | |
| 46 | PSA | Public Storage | 株式-不動産 | 0.67% | — | +0.16% | |
| 47 | DVN | Devon Energy CORP | 株式-エネルギー | 0.67% | — | +4.73% | |
| 48 | SNA | Snap-on INC | 株式-資本財 | 0.64% | — | -0.24% | |
| 49 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.64% | — | -0.91% | |
| 50 | WSO | Watsco INC | 株式-資本財 | 0.61% | -0.28% | -2.48% |