CIK: 0001864229
申告総資産額
$4.4億
| # | 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 21.45% | -7.20% | -7.12% | |
| 2 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 8.99% | -0.23% | +4.26% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 8.21% | +0.79% | — | |
| 4 | FLHY | Franklin High Yield Corporat | ETF-ハイイールド債 | 6.04% | +2.24% | +0.88% | |
| 5 | XLRE | Ss Real Estate Select Sector | ETF-その他 | 4.01% | +2.87% | +11.71% | |
| 6 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 4.00% | — | -42.97% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 3.96% | — | +12.04% | |
| 8 | SPIP | Ss Spdr P Tips ETF | ETF-その他 | 3.70% | — | +171.63% | |
| 9 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 3.45% | -0.08% | -7.44% | |
| 10 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 3.28% | -0.20% | -58.45% | |
| 11 | VYMI | Vanguard Int High Dvd Yld In | ETF-その他 | 3.11% | -0.51% | — | |
| 12 | DIAL | Columbia Divers Fix INC ETF | ETF-その他 | 3.07% | — | +702.80% | |
| 13 | JPIE | Jpmorgan Income ETF | ETF-その他 | 2.76% | — | — | |
| 14 | MSFT | Microsoft CORP | 株式-IT | 1.64% | -0.27% | -0.26% | |
| 15 | USSG | Xtrackers Msci USA Sele Eqty | ETF-その他 | 1.20% | -0.13% | -1.32% | |
| 16 | GS | Goldman Sachs Group INC | 株式-金融 | 0.96% | -0.05% | -1.00% | |
| 17 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.92% | +0.12% | -2.50% | |
| 18 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.68% | -0.07% | +1.01% | |
| 19 | RTX | Rtx CORP | 株式-資本財 | 0.66% | — | +1.44% | |
| 20 | NEE | Nextera Energy INC | 株式-公益事業 | 0.65% | — | +1.61% | |
| 21 | AMP | Ameriprise Financial INC | 株式-金融 | 0.62% | -0.04% | -2.99% | |
| 22 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.60% | — | +3.15% | |
| 23 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.55% | — | -0.44% | |
| 24 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 0.50% | — | +6.67% | |
| 25 | AAPL | Apple INC | 株式-IT | 0.47% | -0.14% | -0.49% | |
| 26 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 0.45% | — | -0.28% | |
| 27 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.42% | -0.06% | +0.98% | |
| 28 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.39% | — | +19.00% | |
| 29 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.39% | — | +2.61% | |
| 30 | IBM | Intl Business Machines CORP | 株式-IT | 0.37% | -0.08% | -0.50% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.36% | — | +5.97% | |
| 32 | V | Visa Inc-class A Shares | 株式-金融 | 0.35% | -0.07% | +3.15% | |
| 33 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.33% | +0.04% | +7.99% | |
| 34 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.32% | — | -2.28% | |
| 35 | EQWL | Invesco S&p 100 Equal Weight | ETF-その他 | 0.32% | -0.33% | — | |
| 36 | J | Jacobs Solutions INC | 株式-資本財 | 0.29% | — | -1.22% | |
| 37 | DHR | Danaher CORP | 株式-ヘルスケア | 0.29% | — | +9.86% | |
| 38 | MA | Mastercard INC - A | 株式-金融 | 0.28% | -0.09% | +6.03% | |
| 39 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.28% | -0.06% | +7.35% | |
| 40 | WINC | Western Asset St Dur INC ETF | ETF-その他 | 0.28% | — | -59.59% | |
| 41 | ALL | Allstate CORP | 株式-金融 | 0.28% | — | -1.41% | |
| 42 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.27% | — | +8.01% | |
| 43 | HON | Honeywell International INC | 株式-資本財 | 0.25% | — | -2.98% | |
| 44 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.25% | -0.48% | -93.53% | |
| 45 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.25% | -0.05% | +5.87% | |
| 46 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.24% | — | -2.87% | |
| 47 | JNK | Ss Spdr Bb High Yield Bond | ETF-ハイイールド債 | 0.24% | — | — | |
| 48 | HD | Home Depot INC | 株式-一般消費財 | 0.23% | — | +11.44% | |
| 49 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.23% | — | +6.35% | |
| 50 | BX | Blackstone INC | 株式-金融 | 0.23% | -0.06% | -1.17% |