CIK: 0002116904
申告総資産額
$7196.3万
| # | 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 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 16.85% | -0.88% | — | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 5.56% | +0.27% | — | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 3.97% | — | — | |
| 4 | DUK | Duke Energy CORP | 株式-公益事業 | 3.48% | +0.36% | — | |
| 5 | AAPL | Apple INC | 株式-IT | 3.20% | -0.19% | — | |
| 6 | NVDA | Nvidia CORP | 株式-IT | 2.62% | -0.29% | — | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 2.55% | -0.54% | — | |
| 8 | LDOS | Leidos Holdings INC | 株式-IT | 2.51% | -0.60% | — | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.43% | — | — | |
| 10 | PGX | Invesco Preferred ETF | ETF-その他 | 2.35% | -0.18% | — | |
| 11 | IHDG | Wisdomtree International Hed | ETF-その他 | 2.18% | +0.63% | — | |
| 12 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.12% | — | — | |
| 13 | ORCL | Oracle CORP | 株式-IT | 1.94% | -0.48% | — | |
| 14 | IBM | Intl Business Machines CORP | 株式-IT | 1.87% | -0.35% | — | |
| 15 | BUI | Blckrck Util Infra & Pwr Opp | 株式-その他 | 1.82% | +0.10% | — | |
| 16 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.67% | — | — | |
| 17 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.66% | -0.10% | — | |
| 18 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.59% | -0.20% | — | |
| 19 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 1.59% | +0.26% | — | |
| 20 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.55% | — | — | |
| 21 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.54% | +0.63% | — | |
| 22 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-その他 | 1.54% | — | — | |
| 23 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 1.44% | -0.12% | — | |
| 24 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.44% | -0.11% | — | |
| 25 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.20% | +0.26% | — | |
| 26 | WM | Waste Management INC | 株式-資本財 | 1.18% | — | — | |
| 27 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 1.14% | — | — | |
| 28 | XNEAX | Nuveen Amt-fr Qlty Muni INC | 株式-その他 | 1.13% | -0.21% | — | |
| 29 | ETN | Eaton Corporation plc | 株式-資本財 | 1.05% | +0.18% | — | |
| 30 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.03% | — | — | |
| 31 | SAIC | Science Applications Inte | 株式-IT | 1.02% | — | — | |
| 32 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.00% | — | — | |
| 33 | BBN | Blackrock Taxable Muni Bnd | 株式-その他 | 0.94% | -0.68% | — | |
| 34 | FSLR | First Solar INC | 株式-IT | 0.85% | -0.21% | — | |
| 35 | RY | Royal Bank Of Canada | 株式-金融 | 0.80% | -0.08% | — | |
| 36 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.73% | -0.09% | — | |
| 37 | FPE | Ft-preferred Secur & INC ETF | ETF-その他 | 0.71% | — | — | |
| 38 | WMT | Walmart INC | 株式-生活必需品 | 0.69% | +0.15% | — | |
| 39 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.68% | -0.10% | — | |
| 40 | TSLA | Tesla INC | 株式-一般消費財 | 0.65% | -0.11% | — | |
| 41 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.65% | — | — | |
| 42 | VUG | Vanguard Growth ETF | ETF-その他 | 0.64% | -0.07% | — | |
| 43 | ITW | Illinois Tool Works | 株式-資本財 | 0.62% | — | — | |
| 44 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.61% | +0.09% | — | |
| 45 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.59% | — | — | |
| 46 | RJF | Raymond James Financial INC | 株式-金融 | 0.59% | — | — | |
| 47 | VMO | Invesco Municipal Opport | 株式-その他 | 0.58% | — | — | |
| 48 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.53% | -0.15% | — | |
| 49 | CMI | Cummins INC | 株式-資本財 | 0.49% | — | — | |
| 50 | AVGO | Broadcom INC | 株式-IT | 0.46% | +0.05% | — |