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 | MFSI | Mfs Active International | ETF-その他 | 7.30% | -0.21% | +20.59% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 5.93% | +0.02% | +4.28% | |
| 3 | NVDA | Nvidia CORP | 株式-IT | 3.88% | +0.05% | +4.16% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 2.96% | -0.09% | +5.27% | |
| 5 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 2.85% | +0.16% | +2.74% | |
| 6 | AAPL | Apple INC | 株式-IT | 2.73% | — | -0.95% | |
| 7 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.69% | -0.02% | +1.21% | |
| 8 | FLIN | Franklin Ftse India ETF | ETF-その他 | 2.58% | -2.05% | EXIT | |
| 9 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-その他 | 2.49% | — | +0.63% | |
| 10 | AVGO | Broadcom INC | 株式-IT | 2.48% | +0.16% | +6.49% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.91% | -0.02% | +262.34% | |
| 12 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.85% | — | -15.02% | |
| 13 | BSJQ | Invesco Bulletshares 2026 Hy | ETF-その他 | 1.78% | — | -11.08% | |
| 14 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.46% | +0.17% | +16.59% | |
| 15 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 1.46% | — | -8.57% | |
| 16 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 1.45% | +0.01% | +145.83% | |
| 17 | CAT | Caterpillar INC | 株式-資本財 | 1.39% | +0.57% | -2.39% | |
| 18 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.35% | +0.01% | +9.04% | |
| 19 | MS | Morgan Stanley | 株式-金融 | 1.28% | +0.15% | +3.81% | |
| 20 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.20% | +0.21% | +12.19% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.18% | — | -1.81% | |
| 22 | BLK | Blackrock INC | 株式-金融 | 1.15% | — | +4.84% | |
| 23 | BSCR | Invesco Bulletshares 2027 Cb | ETF-その他 | 1.11% | -0.12% | +8.82% | |
| 24 | BX | Blackstone INC | 株式-金融 | 1.08% | +0.11% | +5.51% | |
| 25 | KLAC | Kla CORP | 株式-IT | 1.03% | +0.77% | +5.60% | |
| 26 | CMI | Cummins INC | 株式-資本財 | 0.94% | +0.18% | +4.80% | |
| 27 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.94% | +0.08% | -3.41% | |
| 28 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.90% | +0.02% | -0.52% | |
| 29 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 0.89% | — | +1.50% | |
| 30 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.85% | — | +0.88% | |
| 31 | COF | Capital One Financial CORP | 株式-金融 | 0.84% | — | — | |
| 32 | ETN | Eaton Corporation plc | 株式-資本財 | 0.77% | +0.05% | +4.69% | |
| 33 | GLW | Corning INC | 株式-IT | 0.77% | — | +77.16% | |
| 34 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.73% | +0.06% | -0.15% | |
| 35 | NOC | Northrop Grumman CORP | 株式-資本財 | 0.73% | -0.28% | +6.95% | |
| 36 | MET | Metlife INC | 株式-金融 | 0.69% | +0.04% | +3.43% | |
| 37 | PEP | Pepsico INC | 株式-生活必需品 | 0.68% | — | +2.89% | |
| 38 | VLO | Valero Energy CORP | 株式-エネルギー | 0.67% | — | +1.91% | |
| 39 | HON | Honeywell International INC | 株式-資本財 | 0.61% | -0.49% | EXIT | |
| 40 | HD | Home Depot INC | 株式-一般消費財 | 0.61% | — | +1.11% | |
| 41 | SOFI | Sofi Technologies INC | 株式-金融 | 0.60% | +0.27% | +14.63% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.60% | — | +10.69% | |
| 43 | MA | Mastercard INC - A | 株式-金融 | 0.60% | — | +5.31% | |
| 44 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.59% | — | +0.07% | |
| 45 | TFLR | T Rowe Price Floating Rt ETF | ETF-その他 | 0.58% | — | -29.67% | |
| 46 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.58% | — | +1.99% | |
| 47 | EOG | Eog Resources INC | 株式-エネルギー | 0.57% | +0.04% | +7.05% | |
| 48 | FTRB | Fed Hermes Ttl Rtrn Bnd | ETF-その他 | 0.56% | — | +18.31% | |
| 49 | BMI | Badger Meter INC | 株式-IT | 0.55% | — | +5.95% | |
| 50 | QCOM | Qualcomm INC | 株式-IT | 0.55% | +0.12% | -1.37% |