CIK: 0001962933
申告総資産額
$3.0億
| # | 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 | 9.04% | -0.09% | +0.41% | |
| 2 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 6.73% | — | -0.95% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 6.30% | +0.45% | -0.95% | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 5.93% | -0.03% | -0.92% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-その他 | 4.82% | +0.67% | -2.34% | |
| 6 | SPG | Simon Property Group INC | 株式-不動産 | 4.68% | -1.07% | +0.30% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 3.52% | -0.55% | +1.06% | |
| 8 | UPS | United Parcel Service-cl B | 株式-資本財 | 3.13% | — | -0.81% | |
| 9 | CGXU | Cap Group Intl Focus | ETF-その他 | 2.98% | +0.28% | -1.11% | |
| 10 | BAC | Bank Of America CORP | 株式-金融 | 2.73% | — | +1.61% | |
| 11 | SCHW | Schwab (charles) CORP | 株式-金融 | 2.68% | — | — | |
| 12 | WMT | Walmart INC | 株式-生活必需品 | 2.60% | +0.48% | +0.11% | |
| 13 | VB | Vanguard Small-cap ETF | ETF-その他 | 2.40% | -3.91% | -0.60% | |
| 14 | VUG | Vanguard Growth ETF | ETF-その他 | 2.38% | +0.23% | +0.03% | |
| 15 | CARR | Carrier Global CORP | 株式-資本財 | 2.25% | +0.26% | — | |
| 16 | ADBE | Adobe INC | 株式-IT | 2.07% | — | — | |
| 17 | BXP | Bxp INC | 株式-不動産 | 1.98% | -0.43% | — | |
| 18 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.81% | +0.61% | -4.76% | |
| 19 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.81% | — | -2.67% | |
| 20 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.63% | — | +0.12% | |
| 21 | BA | Boeing Co/the | 株式-資本財 | 1.52% | +0.11% | NEW | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.25% | — | +3.17% | |
| 23 | PSX | Phillips 66 | 株式-エネルギー | 1.21% | -0.83% | EXIT | |
| 24 | V | Visa Inc-class A Shares | 株式-金融 | 1.11% | -0.01% | — | |
| 25 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.10% | +0.08% | +1.38% | |
| 26 | LAC1EUR | Lithium Americas CORP | 株式-その他 | 0.98% | — | — | |
| 27 | KDP | Keurig Dr Pepper INC | 株式-生活必需品 | 0.97% | — | +0.00% | |
| 28 | ✓ | Laboratory CORP Amer Hldgs | 株式-その他 | 0.86% | — | +1.05% | |
| 29 | SWK | Stanley Black & Decker INC | 株式-資本財 | 0.85% | — | — | |
| 30 | XPO | Xpo INC | 株式-資本財 | 0.82% | — | -0.79% | |
| 31 | MU | Micron Technology INC | 株式-IT | 0.78% | +0.58% | — | |
| 32 | EIX | Edison International | 株式-公益事業 | 0.71% | — | — | |
| 33 | TSLA | Tesla INC | 株式-一般消費財 | 0.69% | -0.35% | — | |
| 34 | NCLH | Norwegian Cruise Line Holdings Ltd. | 株式-一般消費財 | 0.68% | — | — | |
| 35 | VIS | Vanguard Industrials ETF | ETF-その他 | 0.68% | -0.38% | — | |
| 36 | ENB | Enbridge INC | 株式-エネルギー | 0.64% | +0.24% | -0.15% | |
| 37 | 1939900D | Brookfield Infrastructure-a | 株式-その他 | 0.63% | — | +0.01% | |
| 38 | NVDA | Nvidia CORP | 株式-IT | 0.62% | +0.04% | +0.84% | |
| 39 | AFL | Aflac INC | 株式-金融 | 0.61% | — | +0.96% | |
| 40 | SYK | Stryker CORP | 株式-ヘルスケア | 0.59% | — | +0.09% | |
| 41 | 0VVB | Paramount Global-class B | 株式-その他 | 0.58% | — | +1.23% | |
| 42 | MDT | Medtronic plc | 株式-ヘルスケア | 0.57% | — | -0.17% | |
| 43 | RTX | Rtx CORP | 株式-資本財 | 0.57% | — | — | |
| 44 | CRM | Salesforce INC | 株式-IT | 0.54% | +2.62% | NEW | |
| 45 | DGX | Quest Diagnostics INC | 株式-ヘルスケア | 0.50% | — | — | |
| 46 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.50% | -0.21% | +0.13% | |
| 47 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.50% | — | — | |
| 48 | BP | Bp Plc-spons Adr | 株式-エネルギー | 0.48% | — | -3.07% | |
| 49 | HON | Honeywell International INC | 株式-資本財 | 0.47% | — | — | |
| 50 | BN | Brookfield CORP | 株式-金融 | 0.46% | — | +0.00% |