CIK: 0001885319
申告総資産額
$3.9億
| # | 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 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 6.57% | +0.50% | — | |
| 2 | AAPL | Apple INC | 株式-IT | 4.66% | -0.26% | — | |
| 3 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 4.17% | -0.54% | — | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 4.13% | -1.00% | — | |
| 5 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-その他 | 4.03% | +0.06% | — | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.96% | — | — | |
| 7 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 3.71% | — | — | |
| 8 | VB | Vanguard Small-cap ETF | ETF-その他 | 3.39% | +0.10% | — | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.06% | — | — | |
| 10 | JMST | JPM Ultra-short Muni Income | ETF-その他 | 2.23% | — | — | |
| 11 | FRCB | First Republic Bank/ca | 株式-金融 | 2.09% | — | — | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.00% | +0.22% | — | |
| 13 | TT | Trane Technologies plc | 株式-資本財 | 1.80% | +0.19% | — | |
| 14 | MDT | Medtronic plc | 株式-ヘルスケア | 1.73% | — | — | |
| 15 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.71% | -0.19% | — | |
| 16 | ILMN | Illumina INC | 株式-ヘルスケア | 1.69% | — | — | |
| 17 | CSCO | Cisco Systems INC | 株式-IT | 1.66% | — | — | |
| 18 | SCHW | Schwab (charles) CORP | 株式-金融 | 1.64% | — | — | |
| 19 | HD | Home Depot INC | 株式-一般消費財 | 1.55% | — | — | |
| 20 | QCOM | Qualcomm INC | 株式-IT | 1.54% | -0.27% | — | |
| 21 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.52% | — | — | |
| 22 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.49% | -0.16% | — | |
| 23 | CRM | Salesforce INC | 株式-IT | 1.43% | -0.36% | — | |
| 24 | V | Visa Inc-class A Shares | 株式-金融 | 1.37% | -0.19% | — | |
| 25 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.32% | — | — | |
| 26 | VZ | Verizon Communications INC | 株式-通信サービス | 1.32% | +0.17% | — | |
| 27 | MAS | Masco CORP | 株式-資本財 | 1.24% | — | — | |
| 28 | ZTS | Zoetis INC | 株式-ヘルスケア | 1.24% | — | — | |
| 29 | ROP | Roper Technologies INC | 株式-IT | 1.17% | — | — | |
| 30 | LIN | Linde plc | 株式-素材 | 1.10% | — | — | |
| 31 | ORCL | Oracle CORP | 株式-IT | 1.06% | -0.09% | — | |
| 32 | INTU | Intuit INC | 株式-IT | 1.06% | -0.31% | — | |
| 33 | DOCU | Docusign INC | 株式-IT | 1.04% | — | — | |
| 34 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.02% | +0.17% | — | |
| 35 | GSK | GSK plc ADRhedged | 株式-ヘルスケア | 0.97% | — | — | |
| 36 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.95% | — | — | |
| 37 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.94% | — | — | |
| 38 | DEO | Diageo Plc-sponsored Adr | 株式-生活必需品 | 0.91% | — | — | |
| 39 | VTR | Ventas INC | 株式-不動産 | 0.88% | — | — | |
| 40 | 6D8 | Dupont De Nemours INC | 株式-その他 | 0.86% | +0.10% | — | |
| 41 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.86% | — | — | |
| 42 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.80% | — | — | |
| 43 | KEL | Kellanova | 株式-その他 | 0.80% | — | — | |
| 44 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.78% | — | — | |
| 45 | DLR | Digital Realty Trust INC | 株式-不動産 | 0.78% | — | — | |
| 46 | IRM | Iron Mountain INC | 株式-不動産 | 0.73% | — | — | |
| 47 | VPU | Vanguard Utilities ETF | ETF-その他 | 0.70% | — | — | |
| 48 | ADBE | Adobe INC | 株式-IT | 0.70% | -0.19% | — | |
| 49 | CHWY | Chewy INC - Class A | 株式-一般消費財 | 0.66% | — | — | |
| 50 | SRCLEUR | Stericycle INC | 株式-その他 | 0.62% | — | — |