CIK: 0001964897
申告総資産額
$3.4億
| # | 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 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 7.68% | +0.02% | -2.16% | |
| 2 | AAPL | Apple INC | 株式-IT | 5.38% | — | -5.64% | |
| 3 | XYLD | Global X S&p 500 Cove Call E | ETF-大型株・グロース | 4.32% | — | +32.54% | |
| 4 | BSCO | Invesco Bulletshares 2024 Cb | ETF-その他 | 3.49% | — | -1.42% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 3.33% | -0.09% | -6.48% | |
| 6 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 2.90% | — | -1.72% | |
| 7 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 2.66% | +0.16% | -2.75% | |
| 8 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.34% | -0.02% | -1.84% | |
| 9 | NVDA | Nvidia CORP | 株式-IT | 2.13% | +0.05% | -16.38% | |
| 10 | ✓ | Ishares Tr Ibonds 23 Trm Ts ETF | ETF-その他 | 2.04% | — | -3.49% | |
| 11 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.78% | — | -1.41% | |
| 12 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 1.73% | — | +80.75% | |
| 13 | ETN | Eaton Corporation plc | 株式-資本財 | 1.60% | +0.05% | -1.64% | |
| 14 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.56% | +0.21% | -3.25% | |
| 15 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.55% | +0.17% | -2.52% | |
| 16 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 1.38% | +0.06% | +1.39% | |
| 17 | BSCP | Invesco Bulletshares 2025 Cb | ETF-その他 | 1.32% | — | +0.72% | |
| 18 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-その他 | 1.31% | — | +3.95% | |
| 19 | AVGO | Broadcom INC | 株式-IT | 1.23% | +0.16% | -43.54% | |
| 20 | CMI | Cummins INC | 株式-資本財 | 1.21% | +0.18% | -1.07% | |
| 21 | MS | Morgan Stanley | 株式-金融 | 1.18% | +0.15% | -1.14% | |
| 22 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.15% | +0.02% | -3.30% | |
| 23 | VLO | Valero Energy CORP | 株式-エネルギー | 1.13% | — | -1.19% | |
| 24 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.12% | — | -3.94% | |
| 25 | BLKCHF | Blackrock INC | 株式-その他 | 1.08% | — | -3.03% | |
| 26 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.03% | — | -0.45% | |
| 27 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.01% | +0.01% | -2.16% | |
| 28 | DFSEUR | Discover Financial Services | 株式-その他 | 1.01% | — | -3.44% | |
| 29 | KLAC | Kla CORP | 株式-IT | 1.00% | +0.77% | -26.67% | |
| 30 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.00% | — | -1.26% | |
| 31 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.00% | — | -4.24% | |
| 32 | PEP | Pepsico INC | 株式-生活必需品 | 0.97% | — | -2.34% | |
| 33 | HD | Home Depot INC | 株式-一般消費財 | 0.91% | — | -1.13% | |
| 34 | MA | Mastercard INC - A | 株式-金融 | 0.90% | — | -0.79% | |
| 35 | MET | Metlife INC | 株式-金融 | 0.87% | +0.04% | -0.58% | |
| 36 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.87% | — | -4.33% | |
| 37 | MDT | Medtronic plc | 株式-ヘルスケア | 0.86% | — | -3.07% | |
| 38 | APD | Air Products & Chemicals INC | 株式-素材 | 0.86% | — | -2.54% | |
| 39 | EOG | Eog Resources INC | 株式-エネルギー | 0.85% | +0.04% | -3.29% | |
| 40 | BX | Blackstone INC | 株式-金融 | 0.82% | +0.11% | +191.95% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.79% | — | — | |
| 42 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 0.75% | — | +39.57% | |
| 43 | QCOM | Qualcomm INC | 株式-IT | 0.75% | +0.12% | -2.25% | |
| 44 | PEG | Public Service Enterprise Gp | 株式-公益事業 | 0.75% | — | -1.44% | |
| 45 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.73% | — | -0.59% | |
| 46 | ENB | Enbridge INC | 株式-エネルギー | 0.71% | -0.44% | EXIT | |
| 47 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 0.70% | +0.06% | +2.76% | |
| 48 | UL | Unilever PLC | 株式-生活必需品 | 0.69% | — | -3.29% | |
| 49 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.69% | +0.10% | +1.64% | |
| 50 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.68% | — | -2.23% |