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 | 6.61% | +0.50% | +10.04% | |
| 2 | AAPL | Apple INC | 株式-IT | 5.47% | -0.26% | -0.53% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 5.42% | -1.00% | -1.63% | |
| 4 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 4.23% | -0.54% | +0.93% | |
| 5 | JSCP | Jpmorgan Short Duration Core | ETF-その他 | 3.64% | +0.88% | +103.79% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.50% | — | +0.40% | |
| 7 | VB | Vanguard Small-cap ETF | ETF-その他 | 3.29% | +0.10% | +1.72% | |
| 8 | VUSB | Vanguard Ultra Short Bond Et | ETF-その他 | 2.86% | -0.59% | -26.52% | |
| 9 | TT | Trane Technologies plc | 株式-資本財 | 2.79% | +0.19% | -11.94% | |
| 10 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 2.51% | +0.22% | +9.30% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.48% | — | -0.09% | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.44% | +0.22% | +6.41% | |
| 13 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.08% | — | +0.61% | |
| 14 | AMT | American Tower CORP | 株式-不動産 | 1.76% | +0.40% | +3.26% | |
| 15 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.73% | -0.19% | +1.89% | |
| 16 | TTWO | Take-two Interactive Softwre | 株式-通信サービス | 1.71% | -0.32% | +0.18% | |
| 17 | V | Visa Inc-class A Shares | 株式-金融 | 1.69% | -0.19% | -2.37% | |
| 18 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.60% | +0.17% | -1.37% | |
| 19 | CSCO | Cisco Systems INC | 株式-IT | 1.60% | — | -2.64% | |
| 20 | QCOM | Qualcomm INC | 株式-IT | 1.47% | -0.27% | +6.15% | |
| 21 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.47% | +0.26% | +9.24% | |
| 22 | NEE | Nextera Energy INC | 株式-公益事業 | 1.46% | +0.23% | -0.19% | |
| 23 | LIN | Linde plc | 株式-素材 | 1.44% | +0.17% | -2.14% | |
| 24 | VTR | Ventas INC | 株式-不動産 | 1.31% | — | +1.01% | |
| 25 | CRM | Salesforce INC | 株式-IT | 1.29% | -0.36% | +2.29% | |
| 26 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.29% | — | +0.23% | |
| 27 | INTU | Intuit INC | 株式-IT | 1.28% | -0.31% | -1.48% | |
| 28 | WSM | Williams-sonoma INC | 株式-一般消費財 | 1.27% | — | +1.30% | |
| 29 | ROK | Rockwell Automation INC | 株式-資本財 | 1.26% | — | +0.37% | |
| 30 | COHR | Coherent CORP | 株式-IT | 1.21% | — | +0.58% | |
| 31 | SE | Sea Ltd-adr | 株式-通信サービス | 1.14% | -0.61% | +3.88% | |
| 32 | PYPL | Paypal Holdings INC | 株式-金融 | 1.04% | -0.46% | EXIT | |
| 33 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.01% | -0.16% | +3.87% | |
| 34 | EA | Electronic Arts INC | 株式-通信サービス | 0.98% | — | — | |
| 35 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.97% | — | -0.66% | |
| 36 | ADBE | Adobe INC | 株式-IT | 0.95% | -0.19% | +9.26% | |
| 37 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.95% | -0.13% | +4.94% | |
| 38 | INDA | Ishares Msci India ETF | ETF-その他 | 0.94% | — | +5.27% | |
| 39 | GSK | Gsk Plc-spon Adr | 株式-ヘルスケア | 0.93% | +0.10% | +4.79% | |
| 40 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.89% | — | +3.06% | |
| 41 | MDT | Medtronic plc | 株式-ヘルスケア | 0.86% | — | -1.04% | |
| 42 | CCJ | Cameco CORP | 株式-エネルギー | 0.83% | +0.17% | -0.71% | |
| 43 | VZ | Verizon Communications INC | 株式-通信サービス | 0.80% | +0.17% | +2.59% | |
| 44 | 6D8 | Dupont De Nemours INC | 株式-その他 | 0.76% | +0.10% | +1.25% | |
| 45 | SHEL | Shell Plc-adr | 株式-エネルギー | 0.69% | — | +0.81% | |
| 46 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-その他 | 0.65% | +0.06% | -9.18% | |
| 47 | HD | Home Depot INC | 株式-一般消費財 | 0.65% | — | +0.39% | |
| 48 | TW | Tradeweb Markets Inc-class A | 株式-金融 | 0.63% | +0.10% | +0.88% | |
| 49 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.62% | — | -1.54% | |
| 50 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.62% | +0.26% | +1.61% |