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 | 11.02% | -1.43% | -4.26% | |
| 2 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 8.95% | -1.38% | -3.53% | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 7.42% | +0.55% | -2.62% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 7.07% | — | -3.21% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 6.89% | -0.40% | +0.56% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 3.04% | -0.95% | -0.70% | |
| 7 | AAPL | Apple INC | 株式-IT | 3.03% | — | -1.84% | |
| 8 | WMT | Walmart INC | 株式-生活必需品 | 2.95% | +0.46% | -0.50% | |
| 9 | DVY | Ishares Select Dividend ETF | ETF-その他 | 2.81% | +0.06% | -3.79% | |
| 10 | TDV | Proshares S&p Tech Dvd Arist | ETF-テック型 | 2.11% | — | +0.93% | |
| 11 | IBM | Intl Business Machines CORP | 株式-IT | 1.61% | -0.24% | -1.46% | |
| 12 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 1.52% | +0.35% | +6.65% | |
| 13 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.50% | -0.15% | -1.52% | |
| 14 | KR | Kroger Co | 株式-生活必需品 | 1.31% | +0.03% | -1.42% | |
| 15 | IVOG | Vanguard S&p Mid-cap 400 Gro | ETF-その他 | 1.30% | +0.08% | -3.76% | |
| 16 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.24% | +0.24% | +0.44% | |
| 17 | ADP | Automatic Data Processing | 株式-IT | 1.18% | -0.36% | -0.99% | |
| 18 | SYK | Stryker CORP | 株式-ヘルスケア | 1.10% | -0.15% | -1.22% | |
| 19 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 1.08% | -0.17% | -0.29% | |
| 20 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 1.05% | +0.13% | +10.96% | |
| 21 | NVDA | Nvidia CORP | 株式-IT | 1.04% | -0.13% | -2.49% | |
| 22 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 1.04% | — | +0.41% | |
| 23 | PH | Parker Hannifin CORP | 株式-資本財 | 1.01% | +0.12% | -2.13% | |
| 24 | SCHR | Schwab Intermediate-term US | ETF-その他 | 0.93% | — | +3.27% | |
| 25 | GWW | Ww Grainger INC | 株式-資本財 | 0.89% | +0.08% | -1.44% | |
| 26 | AFL | Aflac INC | 株式-金融 | 0.86% | — | -1.62% | |
| 27 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.86% | — | +1.75% | |
| 28 | HD | Home Depot INC | 株式-一般消費財 | 0.81% | -0.20% | -1.37% | |
| 29 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.81% | — | -0.44% | |
| 30 | AMGN | Amgen INC | 株式-ヘルスケア | 0.79% | +0.17% | +0.14% | |
| 31 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.78% | +0.06% | -5.40% | |
| 32 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.75% | — | -9.50% | |
| 33 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.74% | — | -0.84% | |
| 34 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 0.73% | — | -1.30% | |
| 35 | V | Visa Inc-class A Shares | 株式-金融 | 0.73% | -0.10% | +1.43% | |
| 36 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 0.71% | — | +4.28% | |
| 37 | GS | Goldman Sachs Group INC | 株式-金融 | 0.70% | — | -1.08% | |
| 38 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.70% | +0.22% | +1.69% | |
| 39 | FDX | Fedex CORP | 株式-資本財 | 0.70% | +0.32% | -2.70% | |
| 40 | LHX | L3harris Technologies INC | 株式-資本財 | 0.68% | +0.08% | +1.36% | |
| 41 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.68% | +0.15% | +1.02% | |
| 42 | QCOM | Qualcomm INC | 株式-IT | 0.65% | -0.15% | -2.39% | |
| 43 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.65% | — | +0.37% | |
| 44 | VZ | Verizon Communications INC | 株式-通信サービス | 0.63% | +0.09% | +1.55% | |
| 45 | BLK | Blackrock INC | 株式-金融 | 0.59% | -0.12% | -1.99% | |
| 46 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.55% | -0.07% | -8.86% | |
| 47 | CVX | Chevron CORP | 株式-エネルギー | 0.52% | +0.23% | +0.16% | |
| 48 | SPGI | S&p Global INC | 株式-金融 | 0.52% | -0.08% | -1.20% | |
| 49 | TSN | Tyson Foods Inc-cl A | 株式-生活必需品 | 0.47% | +0.06% | -5.23% | |
| 50 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.45% | +0.05% | — |