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 | 9.05% | +1.07% | +0.54% | |
| 2 | AAPL | Apple INC | 株式-IT | 5.31% | -0.99% | -3.68% | |
| 3 | MUB | Ishares National Muni Bond E | ETF-その他 | 5.30% | -0.22% | -17.43% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 4.33% | +0.17% | -1.36% | |
| 5 | NVDA | Nvidia CORP | 株式-IT | 3.27% | +2.06% | +33.76% | |
| 6 | KORP | American Century Diversified | ETF-その他 | 3.00% | +0.07% | +8.52% | |
| 7 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.94% | +0.90% | -1.96% | |
| 8 | MBB | Ishares Mbs ETF | ETF-その他 | 2.80% | +0.03% | +4.24% | |
| 9 | SUB | Ishares Short-term National | ETF-その他 | 2.73% | — | -18.31% | |
| 10 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.43% | -0.01% | -2.21% | |
| 11 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-その他 | 2.42% | +0.05% | +6.39% | |
| 12 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-その他 | 2.27% | — | +0.19% | |
| 13 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 2.08% | -1.60% | -13.45% | |
| 14 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.79% | +0.16% | -3.40% | |
| 15 | MRSH | Marsh & Mclennan Cos | 株式-金融 | 1.59% | -0.53% | -6.35% | |
| 16 | PGR | Progressive CORP | 株式-金融 | 1.53% | -0.44% | -4.06% | |
| 17 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.52% | +0.20% | -2.60% | |
| 18 | UNP | Union Pacific CORP | 株式-資本財 | 1.51% | — | -3.34% | |
| 19 | BLK | Blackrock INC | 株式-金融 | 1.48% | -0.39% | — | |
| 20 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.46% | -0.05% | -2.08% | |
| 21 | SNA | Snap-on INC | 株式-資本財 | 1.42% | — | -0.68% | |
| 22 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.35% | — | -1.57% | |
| 23 | HD | Home Depot INC | 株式-一般消費財 | 1.20% | — | -2.05% | |
| 24 | CVX | Chevron CORP | 株式-エネルギー | 1.19% | -0.66% | -1.44% | |
| 25 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.17% | — | -1.67% | |
| 26 | HO1 | Hologic INC | 株式-その他 | 1.15% | -1.04% | EXIT | |
| 27 | GIS | General Mills INC | 株式-生活必需品 | 1.13% | — | -2.18% | |
| 28 | AVY | Avery Dennison CORP | 株式-一般消費財 | 1.00% | -0.97% | EXIT | |
| 29 | CDNS | Cadence Design Sys INC | 株式-IT | 0.99% | +0.16% | -2.09% | |
| 30 | PEP | Pepsico INC | 株式-生活必需品 | 0.98% | — | -4.49% | |
| 31 | EXPD | Expeditors Intl Wash INC | 株式-資本財 | 0.97% | — | -2.23% | |
| 32 | ACN | Accenture plc | 株式-IT | 0.95% | — | -2.36% | |
| 33 | AEE | Ameren Corporation | 株式-公益事業 | 0.92% | — | +0.35% | |
| 34 | TMUS | T-mobile US INC | 株式-通信サービス | 0.91% | — | +0.18% | |
| 35 | EA | Electronic Arts INC | 株式-通信サービス | 0.91% | +0.20% | -2.33% | |
| 36 | V | Visa Inc-class A Shares | 株式-金融 | 0.88% | — | -2.55% | |
| 37 | TSLA | Tesla INC | 株式-一般消費財 | 0.87% | — | -8.55% | |
| 38 | KLAC | Kla CORP | 株式-IT | 0.87% | +0.03% | -2.68% | |
| 39 | LRCX | Lam Research CORP | 株式-IT | 0.84% | +0.28% | — | |
| 40 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.84% | — | -3.18% | |
| 41 | ULTA | Ulta Beauty INC | 株式-一般消費財 | 0.79% | +0.29% | -29.94% | |
| 42 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.74% | — | — | |
| 43 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.73% | -0.68% | EXIT | |
| 44 | ADBE | Adobe INC | 株式-IT | 0.73% | +0.17% | -25.99% | |
| 45 | CSCO | Cisco Systems INC | 株式-IT | 0.71% | — | -0.57% | |
| 46 | EOG | Eog Resources INC | 株式-エネルギー | 0.70% | — | -2.13% | |
| 47 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.68% | — | +88.54% | |
| 48 | PSA | Public Storage | 株式-不動産 | 0.67% | — | -4.12% | |
| 49 | WSO | Watsco INC | 株式-資本財 | 0.62% | -0.28% | -3.68% | |
| 50 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.55% | — | — |