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 | 12.05% | -1.43% | +0.87% | |
| 2 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 9.73% | -1.38% | +0.23% | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 9.40% | +0.55% | +0.88% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 7.56% | — | +1.61% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 4.15% | -0.40% | +28.52% | |
| 6 | AAPL | Apple INC | 株式-IT | 3.66% | — | +0.22% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 3.28% | -0.95% | +7.22% | |
| 8 | DVY | Ishares Select Dividend ETF | ETF-その他 | 3.11% | +0.06% | -3.46% | |
| 9 | WMT | Walmart INC | 株式-生活必需品 | 2.08% | +0.46% | +1.66% | |
| 10 | TDV | Proshares S&p Tech Dvd Arist | ETF-テック型 | 1.72% | — | +7.87% | |
| 11 | IVOG | Vanguard S&p Mid-cap 400 Gro | ETF-その他 | 1.43% | +0.08% | +2.44% | |
| 12 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 1.26% | +0.35% | +7.11% | |
| 13 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.18% | -0.15% | +1.07% | |
| 14 | SYK | Stryker CORP | 株式-ヘルスケア | 1.16% | -0.15% | +1.22% | |
| 15 | IBM | Intl Business Machines CORP | 株式-IT | 1.16% | -0.24% | +0.41% | |
| 16 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 1.10% | -0.17% | +0.22% | |
| 17 | KR | Kroger Co | 株式-生活必需品 | 1.09% | +0.03% | +0.77% | |
| 18 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 1.08% | — | +5.76% | |
| 19 | ADP | Automatic Data Processing | 株式-IT | 1.04% | -0.36% | +0.06% | |
| 20 | FDX | Fedex CORP | 株式-資本財 | 1.02% | +0.32% | +0.50% | |
| 21 | AMGN | Amgen INC | 株式-ヘルスケア | 1.01% | +0.17% | +0.91% | |
| 22 | SCHR | Schwab Intermediate-term US | ETF-その他 | 1.01% | — | -0.70% | |
| 23 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.98% | +0.22% | +2.77% | |
| 24 | GWW | Ww Grainger INC | 株式-資本財 | 0.97% | +0.08% | -0.24% | |
| 25 | AFL | Aflac INC | 株式-金融 | 0.93% | — | +0.30% | |
| 26 | PH | Parker Hannifin CORP | 株式-資本財 | 0.91% | +0.12% | +0.51% | |
| 27 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.88% | +0.24% | +9.48% | |
| 28 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.79% | +0.15% | +0.54% | |
| 29 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 0.78% | +0.13% | +5.67% | |
| 30 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 0.78% | — | +10.88% | |
| 31 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 0.77% | — | +0.57% | |
| 32 | HD | Home Depot INC | 株式-一般消費財 | 0.76% | -0.20% | +2.30% | |
| 33 | LHX | L3harris Technologies INC | 株式-資本財 | 0.72% | +0.08% | -1.31% | |
| 34 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.72% | — | +2.95% | |
| 35 | TGT | Target CORP | 株式-一般消費財 | 0.72% | — | -1.01% | |
| 36 | QCOM | Qualcomm INC | 株式-IT | 0.70% | -0.15% | -1.09% | |
| 37 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.67% | — | +4.40% | |
| 38 | V | Visa Inc-class A Shares | 株式-金融 | 0.66% | -0.10% | +1.35% | |
| 39 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.62% | +0.06% | +19.58% | |
| 40 | AMT | American Tower CORP | 株式-不動産 | 0.62% | — | +1.56% | |
| 41 | DVN | Devon Energy CORP | 株式-エネルギー | 0.59% | — | -5.25% | |
| 42 | BLKCHF | Blackrock INC | 株式-その他 | 0.59% | — | +1.82% | |
| 43 | VZ | Verizon Communications INC | 株式-通信サービス | 0.59% | +0.09% | +3.12% | |
| 44 | TSN | Tyson Foods Inc-cl A | 株式-生活必需品 | 0.56% | +0.06% | -9.24% | |
| 45 | SPGI | S&p Global INC | 株式-金融 | 0.55% | -0.08% | -1.19% | |
| 46 | CVX | Chevron CORP | 株式-エネルギー | 0.53% | +0.23% | +1.49% | |
| 47 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 0.49% | — | +27.99% | |
| 48 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.47% | — | +4.12% | |
| 49 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 0.45% | — | +7.38% | |
| 50 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.43% | — | +3.10% |