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 | 11.14% | -1.43% | -0.75% | |
| 2 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 9.23% | -1.38% | -2.27% | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 8.29% | +0.55% | +192.55% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 7.24% | — | +0.95% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 6.60% | -0.40% | +30.48% | |
| 6 | AAPL | Apple INC | 株式-IT | 3.84% | — | +0.38% | |
| 7 | DVY | Ishares Select Dividend ETF | ETF-その他 | 2.88% | +0.06% | +0.08% | |
| 8 | WMT | Walmart INC | 株式-生活必需品 | 2.87% | +0.46% | -0.22% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 2.80% | -0.95% | -3.16% | |
| 10 | TDV | Proshares S&p Tech Dvd Arist | ETF-テック型 | 1.92% | — | +5.63% | |
| 11 | IVOG | Vanguard S&p Mid-cap 400 Gro | ETF-その他 | 1.35% | +0.08% | +3.59% | |
| 12 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.32% | -0.15% | +2.32% | |
| 13 | IBM | Intl Business Machines CORP | 株式-IT | 1.29% | -0.24% | +0.86% | |
| 14 | ADP | Automatic Data Processing | 株式-IT | 1.20% | -0.36% | +0.39% | |
| 15 | KR | Kroger Co | 株式-生活必需品 | 1.18% | +0.03% | +0.91% | |
| 16 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 1.13% | +0.35% | -2.85% | |
| 17 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 1.11% | -0.17% | +0.18% | |
| 18 | SYK | Stryker CORP | 株式-ヘルスケア | 1.06% | -0.15% | +1.11% | |
| 19 | PH | Parker Hannifin CORP | 株式-資本財 | 1.00% | +0.12% | +2.20% | |
| 20 | GWW | Ww Grainger INC | 株式-資本財 | 0.97% | +0.08% | +0.07% | |
| 21 | NVDA | Nvidia CORP | 株式-IT | 0.96% | -0.13% | +3.85% | |
| 22 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 0.93% | — | +18.29% | |
| 23 | SCHR | Schwab Intermediate-term US | ETF-その他 | 0.93% | — | +98.07% | |
| 24 | FDX | Fedex CORP | 株式-資本財 | 0.92% | +0.32% | +2.90% | |
| 25 | AFL | Aflac INC | 株式-金融 | 0.91% | — | +0.51% | |
| 26 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.90% | +0.24% | -0.46% | |
| 27 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.88% | — | +84.37% | |
| 28 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.83% | — | +2.56% | |
| 29 | HD | Home Depot INC | 株式-一般消費財 | 0.80% | -0.20% | +2.46% | |
| 30 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.78% | — | +0.40% | |
| 31 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.77% | — | +2.74% | |
| 32 | AMGN | Amgen INC | 株式-ヘルスケア | 0.76% | +0.17% | +4.32% | |
| 33 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 0.75% | +0.13% | -2.62% | |
| 34 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.74% | +0.06% | +119.21% | |
| 35 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.73% | +0.15% | +1.72% | |
| 36 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 0.72% | — | -2.51% | |
| 37 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.69% | — | -7.22% | |
| 38 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.68% | +0.22% | -12.00% | |
| 39 | V | Visa Inc-class A Shares | 株式-金融 | 0.67% | -0.10% | +4.12% | |
| 40 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.65% | -0.07% | +18.77% | |
| 41 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 0.63% | — | +0.02% | |
| 42 | BLK | Blackrock INC | 株式-金融 | 0.62% | -0.12% | — | |
| 43 | QCOM | Qualcomm INC | 株式-IT | 0.60% | -0.15% | +1.61% | |
| 44 | GS | Goldman Sachs Group INC | 株式-金融 | 0.60% | — | +19.15% | |
| 45 | LHX | L3harris Technologies INC | 株式-資本財 | 0.58% | +0.08% | +3.36% | |
| 46 | VZ | Verizon Communications INC | 株式-通信サービス | 0.57% | +0.09% | +1.86% | |
| 47 | SPGI | S&p Global INC | 株式-金融 | 0.53% | -0.08% | +0.52% | |
| 48 | CVX | Chevron CORP | 株式-エネルギー | 0.51% | +0.23% | +8.14% | |
| 49 | TGT | Target CORP | 株式-一般消費財 | 0.49% | — | -6.55% | |
| 50 | TSN | Tyson Foods Inc-cl A | 株式-生活必需品 | 0.48% | +0.06% | -1.72% |