CIK: 0001803156
申告総資産額
$1.4億
| # | 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 | MUB | Ishares National Muni Bond E | ETF-その他 | 16.07% | — | +376.50% | |
| 2 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 6.83% | — | — | |
| 3 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 5.95% | — | +578.02% | |
| 4 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-その他 | 5.90% | — | — | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.65% | -0.34% | +135.58% | |
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.56% | — | — | |
| 7 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 2.24% | — | -4.25% | |
| 8 | DRSK | Aptus Defined Risk ETF | ETF-その他 | 2.18% | — | — | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 2.11% | -0.82% | +231.78% | |
| 10 | HD | Home Depot INC | 株式-一般消費財 | 1.73% | — | +353.65% | |
| 11 | AAPL | Apple INC | 株式-IT | 1.70% | -0.13% | +126.80% | |
| 12 | LRGE | Clearbridge Large Cap Growth | ETF-大型株・グロース | 1.67% | — | -59.89% | |
| 13 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 1.62% | — | -13.84% | |
| 14 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.28% | — | +329.58% | |
| 15 | WMT | Walmart INC | 株式-生活必需品 | 1.21% | — | — | |
| 16 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.18% | — | — | |
| 17 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.17% | -0.44% | — | |
| 18 | V | Visa Inc-class A Shares | 株式-金融 | 1.14% | -0.18% | — | |
| 19 | NVDA | Nvidia CORP | 株式-IT | 1.13% | -0.55% | — | |
| 20 | ADBE | Adobe INC | 株式-IT | 0.93% | — | — | |
| 21 | INTC | Intel CORP | 株式-IT | 0.86% | — | — | |
| 22 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.85% | -0.11% | — | |
| 23 | AMGN | Amgen INC | 株式-ヘルスケア | 0.84% | — | — | |
| 24 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.83% | — | — | |
| 25 | VZ | Verizon Communications INC | 株式-通信サービス | 0.82% | — | — | |
| 26 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.81% | — | — | |
| 27 | CCI | Crown Castle INC | 株式-不動産 | 0.76% | — | — | |
| 28 | CVX | Chevron CORP | 株式-エネルギー | 0.76% | +0.07% | — | |
| 29 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.75% | — | -78.46% | |
| 30 | PEP | Pepsico INC | 株式-生活必需品 | 0.75% | — | — | |
| 31 | QCOM | Qualcomm INC | 株式-IT | 0.67% | — | — | |
| 32 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.65% | — | — | |
| 33 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.64% | -0.04% | — | |
| 34 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.62% | — | — | |
| 35 | PFE | Pfizer INC | 株式-ヘルスケア | 0.61% | — | — | |
| 36 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.59% | — | — | |
| 37 | WFC | Wells Fargo & Co | 株式-金融 | 0.58% | — | — | |
| 38 | CAT | Caterpillar INC | 株式-資本財 | 0.56% | +0.33% | — | |
| 39 | PLD | Prologis INC | 株式-不動産 | 0.55% | — | — | |
| 40 | USB | US Bancorp | 株式-金融 | 0.55% | — | — | |
| 41 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.52% | — | — | |
| 42 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.52% | — | — | |
| 43 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.51% | — | — | |
| 44 | CRM | Salesforce INC | 株式-IT | 0.51% | — | — | |
| 45 | PRU | Prudential Financial INC | 株式-金融 | 0.50% | — | — | |
| 46 | ULTA | Ulta Beauty INC | 株式-一般消費財 | 0.48% | — | — | |
| 47 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.48% | +0.41% | — | |
| 48 | T | At&t INC | 株式-通信サービス | 0.48% | — | — | |
| 49 | UBER | Uber Technologies INC | 株式-資本財 | 0.47% | -0.13% | — | |
| 50 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.47% | +0.15% | NEW |