CIK: 0001911384
申告総資産額
$2.2億
| # | 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 | 11.03% | +2.57% | -4.22% | |
| 2 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 9.08% | +1.76% | -6.43% | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 8.88% | -0.57% | +0.24% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 7.35% | -0.15% | -0.58% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 5.01% | +0.16% | +12.98% | |
| 6 | AAPL | Apple INC | 株式-IT | 3.60% | +0.06% | -1.81% | |
| 7 | DVY | Ishares Select Dividend ETF | ETF-その他 | 2.99% | -0.21% | +0.24% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 2.99% | — | -3.51% | |
| 9 | WMT | Walmart INC | 株式-生活必需品 | 2.60% | -0.62% | -2.19% | |
| 10 | TDV | Proshares S&p Tech Dvd Arist | ETF-テック型 | 1.88% | +0.16% | +6.88% | |
| 11 | IVOG | Vanguard S&p Mid-cap 400 Gro | ETF-その他 | 1.35% | +0.09% | -4.32% | |
| 12 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 1.33% | -0.05% | +11.11% | |
| 13 | IBM | Intl Business Machines CORP | 株式-IT | 1.30% | +0.04% | -1.78% | |
| 14 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.15% | -0.02% | +1.37% | |
| 15 | ADP | Automatic Data Processing | 株式-IT | 1.14% | -0.01% | +0.69% | |
| 16 | KR | Kroger Co | 株式-生活必需品 | 1.11% | -0.36% | +0.58% | |
| 17 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 1.10% | +0.03% | +0.03% | |
| 18 | SYK | Stryker CORP | 株式-ヘルスケア | 1.06% | — | -4.46% | |
| 19 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.01% | +0.01% | +18.57% | |
| 20 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 1.01% | — | +3.95% | |
| 21 | AFL | Aflac INC | 株式-金融 | 1.00% | -0.03% | +0.13% | |
| 22 | SCHR | Schwab Intermediate-term US | ETF-その他 | 0.99% | — | +3.27% | |
| 23 | PH | Parker Hannifin CORP | 株式-資本財 | 0.98% | -0.03% | +0.20% | |
| 24 | GWW | Ww Grainger INC | 株式-資本財 | 0.97% | +0.09% | +0.13% | |
| 25 | AMGN | Amgen INC | 株式-ヘルスケア | 0.91% | — | +0.99% | |
| 26 | FDX | Fedex CORP | 株式-資本財 | 0.88% | -0.22% | +2.10% | |
| 27 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.88% | — | -2.24% | |
| 28 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.88% | -0.21% | +0.95% | |
| 29 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.87% | +0.03% | +3.09% | |
| 30 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 0.87% | +0.05% | +15.63% | |
| 31 | NVDA | Nvidia CORP | 株式-IT | 0.85% | +0.04% | -6.24% | |
| 32 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 0.82% | — | +8.67% | |
| 33 | HD | Home Depot INC | 株式-一般消費財 | 0.82% | -0.02% | +8.06% | |
| 34 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.80% | +0.02% | +1.12% | |
| 35 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.78% | — | +2.50% | |
| 36 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 0.74% | — | +19.05% | |
| 37 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 0.71% | -0.02% | +0.46% | |
| 38 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.68% | +0.09% | +8.44% | |
| 39 | QCOM | Qualcomm INC | 株式-IT | 0.67% | +0.14% | +1.27% | |
| 40 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.65% | — | -5.22% | |
| 41 | LHX | L3harris Technologies INC | 株式-資本財 | 0.65% | -0.21% | -0.72% | |
| 42 | VZ | Verizon Communications INC | 株式-通信サービス | 0.64% | -0.17% | +1.27% | |
| 43 | TGT | Target CORP | 株式-一般消費財 | 0.62% | — | +0.22% | |
| 44 | BLKCHF | Blackrock INC | 株式-その他 | 0.58% | — | +5.82% | |
| 45 | V | Visa Inc-class A Shares | 株式-金融 | 0.57% | +0.01% | +2.02% | |
| 46 | SPGI | S&p Global INC | 株式-金融 | 0.55% | -0.36% | EXIT | |
| 47 | TSN | Tyson Foods Inc-cl A | 株式-生活必需品 | 0.51% | -0.10% | +0.58% | |
| 48 | AMT | American Tower CORP | 株式-不動産 | 0.50% | — | -2.38% | |
| 49 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.50% | — | +29.88% | |
| 50 | CVX | Chevron CORP | 株式-エネルギー | 0.48% | -0.22% | +1.54% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | +0.6% | +12.98% | 増加 |
| 2 | SCHD | Schwab US Dvd Equity ETF | +0.3% | +0.24% | 増加 |
| 3 | WMT | Walmart INC | +0.3% | -2.19% | 減少 |
| 4 | IBM | Intl Business Machines CORP | +0.2% | -1.78% | 減少 |
| 5 | VIG | Vanguard Dividend Apprec ETF | +0.2% | -0.58% | 減少 |
| 6 | DVY | Ishares Select Dividend ETF | +0.2% | +0.24% | 増加 |
| 7 | VEA | Vanguard Ftse Developed ETF | +0.2% | +18.57% | 増加 |
| 8 | AFL | Aflac INC | +0.2% | +0.13% | 増加 |
| 9 | FNDF | Schwab Fndmn Intl Lrg Co ETF | +0.2% | +11.11% | 増加 |
| 10 | PH | Parker Hannifin CORP | +0.2% | +0.20% | 増加 |
| 11 | LMT | Lockheed Martin CORP | +0.2% | +0.95% | 増加 |
| 12 | HD | Home Depot INC | +0.1% | +8.06% | 増加 |
| 13 | XLY | Ss Consumer Disc Select Sect | +0.1% | +29.88% | 増加 |
| 14 | EFG | Ishares Msci Eafe Growth ETF | +0.1% | +15.63% | 増加 |
| 15 | XLC | Ss Comm Select Sector Spdr | +0.1% | +19.05% | 増加 |
| 16 | LUV | Southwest Airlines Co | +0.1% | NEW | 新規購入 |
| 17 | AAPL | Apple INC | +0.1% | -1.81% | 減少 |
| 18 | ADP | Automatic Data Processing | +0.1% | +0.69% | 増加 |
| 19 | KR | Kroger Co | +0.1% | +0.58% | 増加 |
| 20 | BLKCHF | Blackrock INC | +0.1% | +5.82% | 増加 |
| 21 | TDV | Proshares S&p Tech Dvd Arist | +0.1% | +6.88% | 増加 |
| 22 | ABBV | Abbvie INC | +0.1% | +3.09% | 増加 |
| 23 | GWW | Ww Grainger INC | +0.1% | +0.13% | 増加 |
| 24 | GOOGL | Alphabet Inc-cl A | +0.1% | +63.97% | 増加 |
| 25 | TLH | Ishares 10-20 Year Treasury | +0.1% | +8.67% | 増加 |
| 26 | SCHA | Schwab US Small-cap ETF | +0.1% | +8.44% | 増加 |
| 27 | SBUX | Starbucks CORP | +0.1% | +6.16% | 増加 |
| 28 | TLT | Ishares 20+ Year Treasury Bd | +0.1% | +36.17% | 増加 |
| 29 | CLX | Clorox Company | +0.1% | +8.92% | 増加 |
| 30 | SPGI | S&p Global INC | +0.1% | +2.48% | 増加 |
| 31 | CNS | Cohen & Steers INC | +0.1% | +3.33% | 増加 |
| 32 | SWK | Stanley Black & Decker INC | +0.1% | +1.81% | 増加 |
| 33 | AMT | American Tower CORP | +0.1% | -2.38% | 減少 |
| 34 | COKE | Coca-cola Consolidated INC | +0.1% | — | 変化なし |
| 35 | GS | Goldman Sachs Group INC | +0.1% | +7.78% | 増加 |
| 36 | UNH | Unitedhealth Group INC | 0% | +2.96% | 増加 |
| 37 | SCHZ | Schwab US Aggregate Bond ETF | 0% | +3.95% | 増加 |
| 38 | JNJ | Johnson & Johnson | 0% | -2.24% | 減少 |
| 39 | SCHR | Schwab Intermediate-term US | 0% | +3.27% | 増加 |
| 40 | JPM | Jpmorgan Chase & Co | — | +1.37% | 増加 |
| 41 | AMZN | Amazon.com INC | -0.1% | -5.22% | 減少 |
| 42 | NVDA | Nvidia CORP | -0.1% | -6.24% | 減少 |
| 43 | FDX | Fedex CORP | -0.1% | +2.10% | 増加 |
| 44 | QCOM | Qualcomm INC | -0.1% | +1.27% | 増加 |
| 45 | NVAX | Novavax INC | -0.2% | EXIT | 全売却 |
| 46 | MSFT | Microsoft CORP | -0.4% | -3.51% | 減少 |
| 47 | DVN | Devon Energy CORP | -0.6% | EXIT | 全売却 |
| 48 | LLY | Eli Lilly & Co | -0.6% | EXIT | 全売却 |
| 49 | IYW | Ishares Ustechnology ETF | -1.1% | -6.43% | 減少 |
| 50 | XLK | Ss Technology Select Sector | -1.1% | -4.22% | 減少 |