CIK: 0001911900
申告総資産額
$1.3億
| # | 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 14.99% | +0.49% | +0.32% | |
| 2 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 6.82% | +0.18% | -0.61% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 6.69% | +0.14% | -0.51% | |
| 4 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 4.04% | -0.33% | -0.07% | |
| 5 | NOW | Servicenow INC | 株式-IT | 3.24% | +0.30% | -0.35% | |
| 6 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 2.85% | — | -0.22% | |
| 7 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.53% | +0.11% | -0.77% | |
| 8 | V | Visa Inc-class A Shares | 株式-金融 | 2.50% | +0.03% | -0.81% | |
| 9 | AAPL | Apple INC | 株式-IT | 2.07% | -0.03% | +0.44% | |
| 10 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.75% | — | -1.69% | |
| 11 | MA | Mastercard INC - A | 株式-金融 | 1.53% | -0.01% | +0.11% | |
| 12 | DVY | Ishares Select Dividend ETF | ETF-その他 | 1.48% | +0.03% | +0.21% | |
| 13 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.47% | -0.10% | +1.14% | |
| 14 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.40% | — | +1.27% | |
| 15 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.38% | +0.27% | -0.15% | |
| 16 | NOC | Northrop Grumman CORP | 株式-資本財 | 1.29% | — | +1.91% | |
| 17 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.26% | — | -0.53% | |
| 18 | PEP | Pepsico INC | 株式-生活必需品 | 1.19% | — | +0.56% | |
| 19 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 1.16% | -0.03% | -0.60% | |
| 20 | ELV | Elevance Health INC | 株式-ヘルスケア | 1.12% | -0.05% | -1.75% | |
| 21 | BIIB | Biogen INC | 株式-ヘルスケア | 1.05% | — | -3.49% | |
| 22 | AMGN | Amgen INC | 株式-ヘルスケア | 0.96% | -0.12% | -1.69% | |
| 23 | HD | Home Depot INC | 株式-一般消費財 | 0.94% | — | +2.17% | |
| 24 | MSFT | Microsoft CORP | 株式-IT | 0.94% | -0.02% | — | |
| 25 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.90% | — | — | |
| 26 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.90% | — | -0.88% | |
| 27 | GD | General Dynamics CORP | 株式-資本財 | 0.89% | -0.07% | — | |
| 28 | SNA | Snap-on INC | 株式-資本財 | 0.85% | -0.01% | -0.58% | |
| 29 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.84% | — | -1.68% | |
| 30 | BA | Boeing Co/the | 株式-資本財 | 0.82% | -0.07% | +2.58% | |
| 31 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.78% | — | -0.71% | |
| 32 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.77% | -0.02% | +3.90% | |
| 33 | ETN | Eaton Corporation plc | 株式-資本財 | 0.73% | -0.11% | -0.59% | |
| 34 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.72% | -0.04% | -1.55% | |
| 35 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.72% | — | -2.27% | |
| 36 | COP | Conocophillips | 株式-エネルギー | 0.69% | +0.09% | -0.87% | |
| 37 | ORCL | Oracle CORP | 株式-IT | 0.69% | — | — | |
| 38 | PFE | Pfizer INC | 株式-ヘルスケア | 0.69% | — | -6.73% | |
| 39 | WELL | Welltower INC | 株式-不動産 | 0.65% | — | -1.20% | |
| 40 | ISCB | Ishares Morningstar Sm Cap | ETF-その他 | 0.65% | -0.02% | -0.85% | |
| 41 | ADBE | Adobe INC | 株式-IT | 0.63% | — | +14.71% | |
| 42 | VZ | Verizon Communications INC | 株式-通信サービス | 0.63% | — | -1.83% | |
| 43 | ADP | Automatic Data Processing | 株式-IT | 0.63% | — | -6.75% | |
| 44 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.61% | +0.15% | +2.65% | |
| 45 | WFC | Wells Fargo & Co | 株式-金融 | 0.60% | -0.07% | -0.35% | |
| 46 | WM | Waste Management INC | 株式-資本財 | 0.58% | — | -1.31% | |
| 47 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.57% | — | -0.74% | |
| 48 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.55% | — | +1.22% | |
| 49 | PSX | Phillips 66 | 株式-エネルギー | 0.54% | +0.09% | — | |
| 50 | TSCO | Tractor Supply Company | 株式-一般消費財 | 0.53% | -0.16% | +9.59% |