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 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-その他 | 6.84% | +0.06% | +96.98% | |
| 2 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 6.72% | +0.50% | -2.65% | |
| 3 | AAPL | Apple INC | 株式-IT | 5.37% | -0.26% | +1.67% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 4.35% | -1.00% | +1.96% | |
| 5 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 4.21% | -0.54% | +1.08% | |
| 6 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 3.83% | — | +0.62% | |
| 7 | VB | Vanguard Small-cap ETF | ETF-その他 | 3.45% | +0.10% | +1.66% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.32% | — | +4.24% | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.26% | — | +1914.92% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.35% | +0.22% | +3.63% | |
| 11 | FRCB | First Republic Bank/ca | 株式-金融 | 1.85% | — | +3.84% | |
| 12 | JMST | JPM Ultra-short Muni Income | ETF-その他 | 1.80% | — | -16.02% | |
| 13 | QCOM | Qualcomm INC | 株式-IT | 1.74% | -0.27% | +3.58% | |
| 14 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.71% | -0.16% | +3.66% | |
| 15 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.58% | — | +2.18% | |
| 16 | TT | Trane Technologies plc | 株式-資本財 | 1.58% | +0.19% | +3.33% | |
| 17 | SCHW | Schwab (charles) CORP | 株式-金融 | 1.52% | — | +0.20% | |
| 18 | GSK | GSK plc ADRhedged | 株式-ヘルスケア | 1.51% | — | +16.05% | |
| 19 | V | Visa Inc-class A Shares | 株式-金融 | 1.50% | -0.19% | +2.30% | |
| 20 | CSCO | Cisco Systems INC | 株式-IT | 1.50% | — | +3.52% | |
| 21 | MDT | Medtronic plc | 株式-ヘルスケア | 1.48% | — | +3.25% | |
| 22 | VZ | Verizon Communications INC | 株式-通信サービス | 1.46% | +0.17% | +0.46% | |
| 23 | HD | Home Depot INC | 株式-一般消費財 | 1.32% | — | -0.57% | |
| 24 | ZTS | Zoetis INC | 株式-ヘルスケア | 1.32% | — | +2.70% | |
| 25 | MAS | Masco CORP | 株式-資本財 | 1.32% | — | +1.40% | |
| 26 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.27% | +0.17% | +1.55% | |
| 27 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.26% | -0.19% | +6.22% | |
| 28 | PYPL | Paypal Holdings INC | 株式-金融 | 1.26% | -0.46% | EXIT | |
| 29 | CRM | Salesforce INC | 株式-IT | 1.25% | -0.36% | +4.66% | |
| 30 | ROP | Roper Technologies INC | 株式-IT | 1.23% | — | +3.69% | |
| 31 | LIN | Linde plc | 株式-素材 | 1.23% | — | +2.37% | |
| 32 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.18% | — | +2.53% | |
| 33 | ILMN | Illumina INC | 株式-ヘルスケア | 1.11% | — | +4.70% | |
| 34 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.99% | — | +3.03% | |
| 35 | DEO | Diageo Plc-sponsored Adr | 株式-生活必需品 | 0.95% | — | +2.69% | |
| 36 | INTU | Intuit INC | 株式-IT | 0.91% | -0.31% | +2.87% | |
| 37 | VPU | Vanguard Utilities ETF | ETF-その他 | 0.87% | — | +0.62% | |
| 38 | 6D8 | Dupont De Nemours INC | 株式-その他 | 0.84% | +0.10% | +3.66% | |
| 39 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.81% | +0.26% | +4.59% | |
| 40 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.79% | — | -2.51% | |
| 41 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.73% | — | +2.33% | |
| 42 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.73% | — | -2.49% | |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.72% | +0.10% | +47.20% | |
| 44 | FDX | Fedex CORP | 株式-資本財 | 0.70% | — | +17.03% | |
| 45 | ADBE | Adobe INC | 株式-IT | 0.68% | -0.19% | +8.77% | |
| 46 | AMT | American Tower CORP | 株式-不動産 | 0.68% | +0.40% | +5.15% | |
| 47 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.68% | — | +1.21% | |
| 48 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.65% | — | -1.39% | |
| 49 | AKAM | Akamai Technologies INC | 株式-IT | 0.57% | — | +1.70% | |
| 50 | CHWY | Chewy INC - Class A | 株式-一般消費財 | 0.57% | — | +4.87% |