CIK: 0001911384
申告総資産額
$2.0億
| # | 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 | XLK | Ss Technology Select Sector | ETF-テック型 | 12.19% | -1.43% | -2.74% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 9.96% | +0.55% | -2.39% | |
| 3 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 9.68% | -1.38% | -6.23% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 8.03% | — | -6.15% | |
| 5 | AAPL | Apple INC | 株式-IT | 4.09% | — | +0.72% | |
| 6 | DVY | Ishares Select Dividend ETF | ETF-その他 | 3.49% | +0.06% | -7.42% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 3.22% | -0.95% | -0.76% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.34% | -0.40% | +1088.74% | |
| 9 | WMT | Walmart INC | 株式-生活必需品 | 2.29% | +0.46% | +0.24% | |
| 10 | TDV | Proshares S&p Tech Dvd Arist | ETF-テック型 | 1.54% | — | +72.26% | |
| 11 | IVOG | Vanguard S&p Mid-cap 400 Gro | ETF-その他 | 1.48% | +0.08% | +3.00% | |
| 12 | SYK | Stryker CORP | 株式-ヘルスケア | 1.30% | -0.15% | -1.26% | |
| 13 | KR | Kroger Co | 株式-生活必需品 | 1.23% | +0.03% | +0.61% | |
| 14 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 1.14% | -0.17% | +0.05% | |
| 15 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.12% | +0.22% | -0.25% | |
| 16 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.11% | -0.15% | -0.39% | |
| 17 | FDX | Fedex CORP | 株式-資本財 | 1.10% | +0.32% | — | |
| 18 | ADP | Automatic Data Processing | 株式-IT | 1.09% | -0.36% | -1.40% | |
| 19 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 1.07% | +0.35% | +125.22% | |
| 20 | IBM | Intl Business Machines CORP | 株式-IT | 1.05% | -0.24% | +0.67% | |
| 21 | GWW | Ww Grainger INC | 株式-資本財 | 1.03% | +0.08% | — | |
| 22 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 1.02% | — | +127.69% | |
| 23 | SCHR | Schwab Intermediate-term US | ETF-その他 | 0.97% | — | +224.98% | |
| 24 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.89% | +0.15% | -0.08% | |
| 25 | AFL | Aflac INC | 株式-金融 | 0.87% | — | +0.20% | |
| 26 | AMGN | Amgen INC | 株式-ヘルスケア | 0.87% | +0.17% | +1.10% | |
| 27 | PH | Parker Hannifin CORP | 株式-資本財 | 0.85% | +0.12% | +0.26% | |
| 28 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 0.82% | — | +1.64% | |
| 29 | DVN | Devon Energy CORP | 株式-エネルギー | 0.78% | — | — | |
| 30 | LHX | L3harris Technologies INC | 株式-資本財 | 0.75% | +0.08% | +0.29% | |
| 31 | TGT | Target CORP | 株式-一般消費財 | 0.74% | — | +6.87% | |
| 32 | HD | Home Depot INC | 株式-一般消費財 | 0.74% | -0.20% | -0.10% | |
| 33 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 0.74% | — | +364.09% | |
| 34 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.71% | — | -9.09% | |
| 35 | TSN | Tyson Foods Inc-cl A | 株式-生活必需品 | 0.69% | +0.06% | -10.39% | |
| 36 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.68% | +0.24% | — | |
| 37 | VZ | Verizon Communications INC | 株式-通信サービス | 0.67% | +0.09% | -11.31% | |
| 38 | V | Visa Inc-class A Shares | 株式-金融 | 0.66% | -0.10% | +0.78% | |
| 39 | QCOM | Qualcomm INC | 株式-IT | 0.64% | -0.15% | -0.72% | |
| 40 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 0.64% | +0.13% | +177.56% | |
| 41 | CVX | Chevron CORP | 株式-エネルギー | 0.61% | +0.23% | +1.55% | |
| 42 | AMT | American Tower CORP | 株式-不動産 | 0.61% | — | +0.44% | |
| 43 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.61% | — | +1.46% | |
| 44 | SPGI | S&p Global INC | 株式-金融 | 0.56% | -0.08% | +0.11% | |
| 45 | BLKCHF | Blackrock INC | 株式-その他 | 0.56% | — | +1.40% | |
| 46 | TROW | T Rowe Price Group INC | 株式-金融 | 0.53% | — | +1.78% | |
| 47 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.49% | +0.06% | +133.49% | |
| 48 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.45% | — | +0.17% | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.45% | — | -0.18% | |
| 50 | CLX | Clorox Company | 株式-生活必需品 | 0.42% | — | +2.75% |