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 | 15.60% | +0.49% | -1.19% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 6.92% | +0.14% | +391.21% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 6.78% | +0.18% | -2.72% | |
| 4 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 4.84% | -0.33% | -1.24% | |
| 5 | NOW | Servicenow INC | 株式-IT | 3.67% | +0.30% | -1.38% | |
| 6 | V | Visa Inc-class A Shares | 株式-金融 | 2.56% | +0.03% | -0.59% | |
| 7 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.32% | +0.11% | -4.30% | |
| 8 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 2.31% | — | -0.75% | |
| 9 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.96% | — | -0.27% | |
| 10 | AAPL | Apple INC | 株式-IT | 1.80% | -0.03% | — | |
| 11 | MA | Mastercard INC - A | 株式-金融 | 1.70% | -0.01% | -1.53% | |
| 12 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.48% | -0.10% | -1.21% | |
| 13 | DVY | Ishares Select Dividend ETF | ETF-その他 | 1.45% | +0.03% | -0.61% | |
| 14 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.33% | — | -4.50% | |
| 15 | NOC | Northrop Grumman CORP | 株式-資本財 | 1.28% | — | +0.97% | |
| 16 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.22% | — | +1.04% | |
| 17 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.20% | +0.27% | +2.40% | |
| 18 | HD | Home Depot INC | 株式-一般消費財 | 1.17% | — | +6.83% | |
| 19 | ELV | Elevance Health INC | 株式-ヘルスケア | 1.16% | -0.05% | -1.45% | |
| 20 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 1.13% | -0.03% | -2.52% | |
| 21 | MSFT | Microsoft CORP | 株式-IT | 1.05% | -0.02% | -3.43% | |
| 22 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.00% | — | -0.65% | |
| 23 | PEP | Pepsico INC | 株式-生活必需品 | 0.99% | — | +2.57% | |
| 24 | ETN | Eaton Corporation plc | 株式-資本財 | 0.92% | -0.11% | — | |
| 25 | GD | General Dynamics CORP | 株式-資本財 | 0.90% | -0.07% | -5.87% | |
| 26 | SNA | Snap-on INC | 株式-資本財 | 0.79% | -0.01% | -5.30% | |
| 27 | BA | Boeing Co/the | 株式-資本財 | 0.76% | -0.07% | +7.55% | |
| 28 | AMGN | Amgen INC | 株式-ヘルスケア | 0.76% | -0.12% | -11.39% | |
| 29 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.75% | — | -1.95% | |
| 30 | BIIB | Biogen INC | 株式-ヘルスケア | 0.74% | — | -1.13% | |
| 31 | ORCL | Oracle CORP | 株式-IT | 0.71% | — | — | |
| 32 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.71% | — | -6.55% | |
| 33 | CAT | Caterpillar INC | 株式-資本財 | 0.71% | +0.06% | +22.60% | |
| 34 | WFC | Wells Fargo & Co | 株式-金融 | 0.70% | -0.07% | — | |
| 35 | AXP | American Express Co | 株式-金融 | 0.69% | -0.10% | -0.03% | |
| 36 | WM | Waste Management INC | 株式-資本財 | 0.69% | — | -0.03% | |
| 37 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.68% | -0.04% | -2.30% | |
| 38 | VZ | Verizon Communications INC | 株式-通信サービス | 0.66% | — | -1.99% | |
| 39 | ISCB | Ishares Morningstar Sm Cap | ETF-その他 | 0.64% | -0.02% | -4.67% | |
| 40 | PSX | Phillips 66 | 株式-エネルギー | 0.62% | +0.09% | -4.79% | |
| 41 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.62% | — | -13.20% | |
| 42 | TSCO | Tractor Supply Company | 株式-一般消費財 | 0.61% | -0.16% | +2.34% | |
| 43 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.60% | — | -4.56% | |
| 44 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.60% | -0.02% | -4.54% | |
| 45 | COP | Conocophillips | 株式-エネルギー | 0.59% | +0.09% | — | |
| 46 | FAST | Fastenal Co | 株式-資本財 | 0.59% | — | -1.74% | |
| 47 | DE | Deere & Co | 株式-資本財 | 0.58% | — | -3.05% | |
| 48 | WELL | Welltower INC | 株式-不動産 | 0.58% | — | -3.99% | |
| 49 | CLX | Clorox Company | 株式-生活必需品 | 0.56% | -0.04% | +10.95% | |
| 50 | AFL | Aflac INC | 株式-金融 | 0.56% | -0.06% | +2.52% |