CIK: 0002035144
申告総資産額
$1.5億
| # | 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 | MSFT | Microsoft CORP | 株式-IT | 5.45% | -0.98% | — | |
| 2 | MUB | Ishares National Muni Bond E | ETF-その他 | 4.55% | -0.17% | — | |
| 3 | AAPL | Apple INC | 株式-IT | 4.46% | -0.27% | — | |
| 4 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 4.26% | +0.55% | — | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.82% | -0.23% | — | |
| 6 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.58% | -0.55% | — | |
| 7 | NVDA | Nvidia CORP | 株式-IT | 2.80% | -0.11% | — | |
| 8 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.49% | -0.08% | — | |
| 9 | SUB | Ishares Short-term National | ETF-その他 | 2.46% | — | — | |
| 10 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.26% | -0.20% | — | |
| 11 | BLK | Blackrock INC | 株式-金融 | 2.23% | -0.16% | — | |
| 12 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.12% | +0.50% | — | |
| 13 | V | Visa Inc-class A Shares | 株式-金融 | 1.92% | -0.18% | — | |
| 14 | IAU | Ishares Gold Trust | ETF-コモディティ | 1.87% | +0.22% | — | |
| 15 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.77% | — | — | |
| 16 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.72% | +0.38% | — | |
| 17 | PEP | Pepsico INC | 株式-生活必需品 | 1.44% | — | — | |
| 18 | CVX | Chevron CORP | 株式-エネルギー | 1.43% | +0.52% | — | |
| 19 | BAC | Bank Of America CORP | 株式-金融 | 1.37% | -0.12% | — | |
| 20 | WMT | Walmart INC | 株式-生活必需品 | 1.33% | +0.18% | — | |
| 21 | ORCL | Oracle CORP | 株式-IT | 1.33% | -0.24% | — | |
| 22 | CDNS | Cadence Design Sys INC | 株式-IT | 1.33% | -0.09% | — | |
| 23 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.28% | — | — | |
| 24 | ADBE | Adobe INC | 株式-IT | 1.25% | — | — | |
| 25 | MS | Morgan Stanley | 株式-金融 | 1.25% | -0.07% | — | |
| 26 | MAR | Marriott International -cl A | 株式-一般消費財 | 1.22% | — | — | |
| 27 | PANW | Palo Alto Networks INC | 株式-IT | 1.06% | -0.09% | — | |
| 28 | AMAT | Applied Materials INC | 株式-IT | 1.02% | — | — | |
| 29 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.01% | — | — | |
| 30 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.00% | — | — | |
| 31 | HON | Honeywell International INC | 株式-資本財 | 1.00% | — | — | |
| 32 | TSLA | Tesla INC | 株式-一般消費財 | 0.96% | -0.16% | — | |
| 33 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.94% | — | — | |
| 34 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-投資適格社債 | 0.92% | — | — | |
| 35 | AVGO | Broadcom INC | 株式-IT | 0.92% | -0.13% | — | |
| 36 | HD | Home Depot INC | 株式-一般消費財 | 0.90% | — | — | |
| 37 | UBER | Uber Technologies INC | 株式-資本財 | 0.90% | -0.09% | — | |
| 38 | ACN | Accenture plc | 株式-IT | 0.89% | — | — | |
| 39 | GD | General Dynamics CORP | 株式-資本財 | 0.87% | — | — | |
| 40 | NEE | Nextera Energy INC | 株式-公益事業 | 0.86% | +0.18% | — | |
| 41 | SO | Southern Co/the | 株式-公益事業 | 0.85% | — | — | |
| 42 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.85% | — | — | |
| 43 | CMI | Cummins INC | 株式-資本財 | 0.83% | — | — | |
| 44 | ICE | Intercontinental Exchange In | 株式-金融 | 0.83% | — | — | |
| 45 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.80% | — | — | |
| 46 | DE | Deere & Co | 株式-資本財 | 0.79% | +0.16% | — | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.74% | — | — | |
| 48 | SYK | Stryker CORP | 株式-ヘルスケア | 0.74% | — | — | |
| 49 | PSA | Public Storage | 株式-不動産 | 0.73% | — | — | |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.73% | -0.07% | — |