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 | 11.63% | -1.43% | -1.46% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 9.90% | +0.55% | -0.69% | |
| 3 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 9.48% | -1.38% | -1.01% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 7.76% | — | -1.65% | |
| 5 | AAPL | Apple INC | 株式-IT | 3.71% | — | +0.08% | |
| 6 | DVY | Ishares Select Dividend ETF | ETF-その他 | 3.39% | +0.06% | -0.63% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 3.31% | -0.40% | +43.18% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 2.93% | -0.95% | -4.40% | |
| 9 | WMT | Walmart INC | 株式-生活必需品 | 2.38% | +0.46% | -0.63% | |
| 10 | TDV | Proshares S&p Tech Dvd Arist | ETF-テック型 | 1.63% | — | +9.46% | |
| 11 | IVOG | Vanguard S&p Mid-cap 400 Gro | ETF-その他 | 1.47% | +0.08% | — | |
| 12 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 1.26% | +0.35% | +17.49% | |
| 13 | ADP | Automatic Data Processing | 株式-IT | 1.23% | -0.36% | +0.26% | |
| 14 | FDX | Fedex CORP | 株式-資本財 | 1.21% | +0.32% | +0.18% | |
| 15 | KR | Kroger Co | 株式-生活必需品 | 1.21% | +0.03% | +0.85% | |
| 16 | SYK | Stryker CORP | 株式-ヘルスケア | 1.20% | -0.15% | +0.11% | |
| 17 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.13% | -0.15% | +0.17% | |
| 18 | IBM | Intl Business Machines CORP | 株式-IT | 1.13% | -0.24% | +0.08% | |
| 19 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 1.13% | -0.17% | — | |
| 20 | SCHR | Schwab Intermediate-term US | ETF-その他 | 1.12% | — | +14.85% | |
| 21 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 1.11% | — | +11.08% | |
| 22 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.08% | +0.22% | +0.15% | |
| 23 | AMGN | Amgen INC | 株式-ヘルスケア | 1.07% | +0.17% | -0.68% | |
| 24 | AFL | Aflac INC | 株式-金融 | 0.98% | — | +0.11% | |
| 25 | GWW | Ww Grainger INC | 株式-資本財 | 0.93% | +0.08% | -0.12% | |
| 26 | PH | Parker Hannifin CORP | 株式-資本財 | 0.87% | +0.12% | -0.04% | |
| 27 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.84% | +0.24% | +26.78% | |
| 28 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.81% | +0.15% | -0.12% | |
| 29 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 0.80% | — | — | |
| 30 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 0.75% | +0.13% | +26.96% | |
| 31 | DVN | Devon Energy CORP | 株式-エネルギー | 0.75% | — | -4.99% | |
| 32 | HD | Home Depot INC | 株式-一般消費財 | 0.74% | -0.20% | +0.13% | |
| 33 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 0.73% | — | +7.86% | |
| 34 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.72% | — | +2.88% | |
| 35 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.71% | — | +2.47% | |
| 36 | LHX | L3harris Technologies INC | 株式-資本財 | 0.69% | +0.08% | +0.04% | |
| 37 | CVX | Chevron CORP | 株式-エネルギー | 0.67% | +0.23% | -0.08% | |
| 38 | TSN | Tyson Foods Inc-cl A | 株式-生活必需品 | 0.67% | +0.06% | -4.99% | |
| 39 | V | Visa Inc-class A Shares | 株式-金融 | 0.66% | -0.10% | +0.14% | |
| 40 | TGT | Target CORP | 株式-一般消費財 | 0.64% | — | +0.13% | |
| 41 | QCOM | Qualcomm INC | 株式-IT | 0.62% | -0.15% | +0.89% | |
| 42 | VZ | Verizon Communications INC | 株式-通信サービス | 0.56% | +0.09% | -6.37% | |
| 43 | AMT | American Tower CORP | 株式-不動産 | 0.53% | — | +0.26% | |
| 44 | SPGI | S&p Global INC | 株式-金融 | 0.53% | -0.08% | +0.11% | |
| 45 | BLKCHF | Blackrock INC | 株式-その他 | 0.53% | — | -2.37% | |
| 46 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.52% | +0.06% | +8.85% | |
| 47 | TROW | T Rowe Price Group INC | 株式-金融 | 0.51% | — | -1.31% | |
| 48 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.49% | — | +1.19% | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.47% | — | -0.06% | |
| 50 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 0.47% | — | +19.79% |