CIK: 0001860719
申告総資産額
$1.8億
| # | 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 | AAPL | Apple INC | 株式-IT | 13.26% | -0.60% | +0.68% | |
| 2 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 8.19% | +0.45% | +1.79% | |
| 3 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 7.93% | -0.59% | -0.37% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 4.20% | -0.85% | +2.81% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 4.03% | +0.74% | +1.79% | |
| 6 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 3.95% | -0.14% | -0.03% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.95% | -0.10% | -0.62% | |
| 8 | CVX | Chevron CORP | 株式-エネルギー | 3.29% | +0.91% | +3.07% | |
| 9 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 3.24% | — | +0.83% | |
| 10 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 3.08% | — | +5.78% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.61% | — | — | |
| 12 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.54% | -0.39% | -5.89% | |
| 13 | SPGI | S&p Global INC | 株式-金融 | 1.38% | -0.22% | -0.06% | |
| 14 | NVDA | Nvidia CORP | 株式-IT | 1.37% | -0.32% | +150.65% | |
| 15 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.26% | +0.14% | +0.37% | |
| 16 | BC | Brunswick CORP | 株式-一般消費財 | 1.20% | — | — | |
| 17 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.13% | +0.12% | -0.84% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.12% | — | — | |
| 19 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.12% | — | -0.06% | |
| 20 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.12% | +0.24% | +0.29% | |
| 21 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.10% | -0.09% | +0.28% | |
| 22 | IBM | Intl Business Machines CORP | 株式-IT | 0.98% | -0.15% | — | |
| 23 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.90% | — | +0.24% | |
| 24 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.90% | +0.32% | -1.63% | |
| 25 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.84% | — | — | |
| 26 | AMAT | Applied Materials INC | 株式-IT | 0.80% | +0.42% | — | |
| 27 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.80% | — | +0.44% | |
| 28 | AMGN | Amgen INC | 株式-ヘルスケア | 0.78% | — | -0.96% | |
| 29 | CSCO | Cisco Systems INC | 株式-IT | 0.76% | — | -0.77% | |
| 30 | UNP | Union Pacific CORP | 株式-資本財 | 0.72% | — | -0.19% | |
| 31 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.69% | — | +4.49% | |
| 32 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.69% | — | +1.89% | |
| 33 | ORCL | Oracle CORP | 株式-IT | 0.66% | -0.10% | +0.64% | |
| 34 | PFE | Pfizer INC | 株式-ヘルスケア | 0.65% | — | -15.24% | |
| 35 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.60% | +0.16% | +18.40% | |
| 36 | HD | Home Depot INC | 株式-一般消費財 | 0.55% | — | +0.04% | |
| 37 | WFC | Wells Fargo & Co | 株式-金融 | 0.54% | -0.09% | +0.33% | |
| 38 | VZ | Verizon Communications INC | 株式-通信サービス | 0.53% | — | -6.60% | |
| 39 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.52% | — | — | |
| 40 | RUN | Sunrun INC | 株式-IT | 0.51% | -0.20% | — | |
| 41 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.49% | — | -0.37% | |
| 42 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.47% | — | — | |
| 43 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.47% | — | -0.10% | |
| 44 | ADBE | Adobe INC | 株式-IT | 0.46% | — | -0.50% | |
| 45 | TSLA | Tesla INC | 株式-一般消費財 | 0.46% | -0.15% | — | |
| 46 | MCK | Mckesson CORP | 株式-ヘルスケア | 0.44% | +0.20% | — | |
| 47 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.43% | — | — | |
| 48 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.41% | — | — | |
| 49 | CAT | Caterpillar INC | 株式-資本財 | 0.40% | +0.13% | — | |
| 50 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.37% | — | — |