CIK: 0001841496
申告総資産額
$6.9億
| # | 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 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-その他 | 7.92% | — | +4.73% | |
| 2 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 7.64% | — | +3.42% | |
| 3 | AAPL | Apple INC | 株式-IT | 3.57% | +0.06% | +12.16% | |
| 4 | ANGL | Vaneck Fallen Angel High Yld | ETF-その他 | 2.83% | — | +2.04% | |
| 5 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 2.76% | — | +2.66% | |
| 6 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 2.31% | — | +3.54% | |
| 7 | SCHR | Schwab Intermediate-term US | ETF-その他 | 2.30% | -2.51% | EXIT | |
| 8 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.50% | — | +8.52% | |
| 9 | AMAT | Applied Materials INC | 株式-IT | 1.29% | +0.27% | -3.16% | |
| 10 | MKC | Mccormick & Co-non Vtg Shrs | 株式-生活必需品 | 1.25% | — | -10.64% | |
| 11 | SPGI | S&p Global INC | 株式-金融 | 1.23% | — | +2.49% | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 1.20% | — | +7.90% | |
| 13 | LRCXEUR | Lam Research CORP | 株式-IT | 1.12% | — | -1.63% | |
| 14 | RODM | Hartford Multifact Dev Mrkt | ETF-その他 | 1.10% | — | +0.24% | |
| 15 | MGC | Vanguard Mega Cap ETF | ETF-その他 | 1.09% | — | +4.02% | |
| 16 | NVDA | Nvidia CORP | 株式-IT | 1.07% | +0.12% | +9.00% | |
| 17 | MA | Mastercard INC - A | 株式-金融 | 1.04% | — | +1.89% | |
| 18 | ASML | ASML Holding N.V. | 株式-IT | 1.04% | — | +0.18% | |
| 19 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.03% | — | -1.64% | |
| 20 | FTNT | Fortinet INC | 株式-IT | 1.00% | +0.26% | NEW | |
| 21 | V | Visa Inc-class A Shares | 株式-金融 | 0.96% | — | -2.54% | |
| 22 | TXN | Texas Instruments INC | 株式-IT | 0.96% | — | +1.88% | |
| 23 | BAC | Bank Of America CORP | 株式-金融 | 0.94% | — | +507.04% | |
| 24 | UNP | Union Pacific CORP | 株式-資本財 | 0.93% | — | +43.07% | |
| 25 | TROW | T Rowe Price Group INC | 株式-金融 | 0.92% | — | +2.05% | |
| 26 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.91% | — | +8.28% | |
| 27 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.91% | — | +4.97% | |
| 28 | ADP | Automatic Data Processing | 株式-IT | 0.88% | — | +5.79% | |
| 29 | GRMN | Garmin Ltd. | 株式-IT | 0.88% | — | +2.17% | |
| 30 | MXIM | Maxim Integrated Products | 株式-その他 | 0.88% | — | +1.25% | |
| 31 | ANETEUR | Arista Networks INC | 株式-その他 | 0.87% | — | +0.10% | |
| 32 | SCCO | Southern Copper CORP | 株式-素材 | 0.84% | — | -0.75% | |
| 33 | MCO | Moody's CORP | 株式-金融 | 0.83% | — | +3.04% | |
| 34 | PAYX | Paychex INC | 株式-IT | 0.83% | — | +3.90% | |
| 35 | CSX | Csx CORP | 株式-資本財 | 0.82% | — | +3.23% | |
| 36 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.81% | — | +1.68% | |
| 37 | INFY | Infosys Ltd-sp Adr | 株式-IT | 0.80% | — | +2.47% | |
| 38 | INTC | Intel CORP | 株式-IT | 0.79% | — | +3.16% | |
| 39 | HON | Honeywell International INC | 株式-資本財 | 0.79% | — | +1.91% | |
| 40 | INTU | Intuit INC | 株式-IT | 0.79% | — | +2.87% | |
| 41 | APAM | Artisan Partners Asset Ma -a | 株式-金融 | 0.79% | — | +2.83% | |
| 42 | WIT | Wipro Ltd-adr | 株式-その他 | 0.78% | — | +1.73% | |
| 43 | XLNXEUR | Xilinx INC | 株式-その他 | 0.76% | — | +0.68% | |
| 44 | MNST | Monster Beverage CORP | 株式-生活必需品 | 0.76% | +0.09% | +3.85% | |
| 45 | ITW | Illinois Tool Works | 株式-資本財 | 0.76% | — | +3.14% | |
| 46 | MTD | Mettler-toledo International | 株式-ヘルスケア | 0.73% | — | +2.42% | |
| 47 | FICO | Fair Isaac CORP | 株式-IT | 0.73% | — | +2.83% | |
| 48 | ADBE | Adobe INC | 株式-IT | 0.72% | — | +4.28% | |
| 49 | RMD | Resmed INC | 株式-ヘルスケア | 0.72% | — | +3.14% | |
| 50 | CP | Canadian Pacific Kansa F | 株式-資本財 | 0.72% | — | +4.12% |