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 | 7.80% | +0.50% | -1.01% | |
| 2 | AAPL | Apple INC | 株式-IT | 6.53% | -0.26% | -0.21% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 5.26% | -1.00% | +1.13% | |
| 4 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 4.05% | -0.54% | +1.50% | |
| 5 | VB | Vanguard Small-cap ETF | ETF-その他 | 3.54% | +0.10% | +1.40% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.22% | — | +0.01% | |
| 7 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 3.19% | — | -0.64% | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.11% | — | +1.43% | |
| 9 | TT | Trane Technologies plc | 株式-資本財 | 2.29% | +0.19% | +0.84% | |
| 10 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.25% | — | +1.63% | |
| 11 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.97% | -0.16% | +1.65% | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.95% | +0.22% | +2.81% | |
| 13 | CSCO | Cisco Systems INC | 株式-IT | 1.95% | — | +1.07% | |
| 14 | V | Visa Inc-class A Shares | 株式-金融 | 1.88% | -0.19% | +2.79% | |
| 15 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.86% | — | +1.63% | |
| 16 | LIN | Linde plc | 株式-素材 | 1.78% | +0.17% | — | |
| 17 | QCOM | Qualcomm INC | 株式-IT | 1.78% | -0.27% | +2.45% | |
| 18 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.74% | +0.22% | +3.15% | |
| 19 | ZTS | Zoetis INC | 株式-ヘルスケア | 1.65% | — | +5.99% | |
| 20 | MDT | Medtronic plc | 株式-ヘルスケア | 1.59% | — | +35.11% | |
| 21 | ROP | Roper Technologies INC | 株式-IT | 1.50% | — | +2.04% | |
| 22 | HD | Home Depot INC | 株式-一般消費財 | 1.44% | — | -0.45% | |
| 23 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.40% | -0.19% | +4.51% | |
| 24 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.38% | +0.17% | +2.23% | |
| 25 | ILMN | Illumina INC | 株式-ヘルスケア | 1.34% | — | +9.01% | |
| 26 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.33% | — | +0.71% | |
| 27 | TTWO | Take-two Interactive Softwre | 株式-通信サービス | 1.28% | -0.32% | +4.52% | |
| 28 | AMT | American Tower CORP | 株式-不動産 | 1.24% | +0.40% | +4.37% | |
| 29 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-その他 | 1.20% | +0.06% | +0.54% | |
| 30 | ADBE | Adobe INC | 株式-IT | 1.20% | -0.19% | +4.59% | |
| 31 | 6D8 | Dupont De Nemours INC | 株式-その他 | 1.16% | +0.10% | +1.99% | |
| 32 | DEO | Diageo Plc-sponsored Adr | 株式-生活必需品 | 1.13% | — | +4.51% | |
| 33 | INTU | Intuit INC | 株式-IT | 1.10% | -0.31% | +1.47% | |
| 34 | PYPL | Paypal Holdings INC | 株式-金融 | 1.08% | -0.46% | EXIT | |
| 35 | GSK | Gsk Plc-spon Adr | 株式-ヘルスケア | 1.04% | +0.10% | +12.03% | |
| 36 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.03% | +0.26% | +1.29% | |
| 37 | VZ | Verizon Communications INC | 株式-通信サービス | 1.03% | +0.17% | +5.13% | |
| 38 | XLV | Ss Health Care Select Sector | ETF-その他 | 1.03% | — | -16.26% | |
| 39 | CRM | Salesforce INC | 株式-IT | 0.97% | -0.36% | -33.43% | |
| 40 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 0.94% | — | +0.68% | |
| 41 | VPU | Vanguard Utilities ETF | ETF-その他 | 0.90% | — | +1.48% | |
| 42 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.86% | +0.26% | +1.17% | |
| 43 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.84% | — | — | |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.79% | +0.10% | — | |
| 45 | FDX | Fedex CORP | 株式-資本財 | 0.75% | — | +1.47% | |
| 46 | SHEL | Shell Plc-adr | 株式-エネルギー | 0.74% | — | +0.10% | |
| 47 | JMST | JPM Ultra-short Muni Income | ETF-その他 | 0.67% | — | -45.22% | |
| 48 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.67% | — | — | |
| 49 | T | At&t INC | 株式-通信サービス | 0.63% | — | +5.53% | |
| 50 | ORCL | Oracle CORP | 株式-IT | 0.60% | -0.09% | +1.01% |