CIK: 0001846991
申告総資産額
$6.5億
| # | 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 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 8.01% | +0.45% | +1.22% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 7.84% | -0.42% | -0.85% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 5.50% | +0.18% | +2.97% | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-その他 | 5.20% | — | -0.56% | |
| 5 | AAPL | Apple INC | 株式-IT | 4.73% | -0.14% | -4.73% | |
| 6 | SMH | Vaneck Semiconductor ETF | ETF-その他 | 4.56% | +0.31% | +0.91% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 3.66% | -0.52% | +0.56% | |
| 8 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 3.23% | -0.07% | — | |
| 9 | XLI | Ss Industrial Select Sector | ETF-その他 | 3.03% | +0.20% | +0.43% | |
| 10 | DVY | Ishares Select Dividend ETF | ETF-その他 | 2.78% | +0.31% | +2.41% | |
| 11 | XLV | Ss Health Care Select Sector | ETF-その他 | 2.67% | — | +2.03% | |
| 12 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 2.61% | — | +1.14% | |
| 13 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.74% | -0.12% | -0.05% | |
| 14 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.71% | -0.13% | -0.40% | |
| 15 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.63% | -0.25% | +1.25% | |
| 16 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 1.53% | — | +1.89% | |
| 17 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.46% | -0.11% | — | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.39% | -0.37% | +7.72% | |
| 19 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.11% | — | -0.49% | |
| 20 | XLE | Ss Energy Select Sector | ETF-その他 | 1.07% | -0.33% | — | |
| 21 | ICE | Intercontinental Exchange In | 株式-金融 | 1.05% | — | -1.41% | |
| 22 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.96% | — | -0.23% | |
| 23 | ELV | Elevance Health INC | 株式-ヘルスケア | 0.87% | — | — | |
| 24 | APD | Air Products & Chemicals INC | 株式-素材 | 0.81% | — | — | |
| 25 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-その他 | 0.73% | — | -6.01% | |
| 26 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-その他 | 0.73% | — | -6.62% | |
| 27 | ITT | Itt INC | 株式-資本財 | 0.71% | — | +0.44% | |
| 28 | IBM | Intl Business Machines CORP | 株式-IT | 0.70% | -0.18% | +5.24% | |
| 29 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.69% | — | -2.67% | |
| 30 | HON | Honeywell International INC | 株式-資本財 | 0.68% | — | -0.18% | |
| 31 | CB | Chubb Limited | 株式-金融 | 0.63% | — | -0.32% | |
| 32 | QQQM | Invesco Nasdaq 100 ETF | ETF-テック型 | 0.63% | — | +1.06% | |
| 33 | COF | Capital One Financial CORP | 株式-金融 | 0.53% | -0.16% | -1.08% | |
| 34 | CVX | Chevron CORP | 株式-エネルギー | 0.52% | — | -12.00% | |
| 35 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.52% | — | -5.84% | |
| 36 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 0.52% | — | -0.98% | |
| 37 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.51% | — | -5.93% | |
| 38 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.51% | — | -4.05% | |
| 39 | WMB | Williams Cos INC | 株式-エネルギー | 0.49% | — | -0.79% | |
| 40 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.46% | — | -1.69% | |
| 41 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.44% | +0.24% | +0.80% | |
| 42 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.42% | — | -0.29% | |
| 43 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-その他 | 0.42% | — | -10.01% | |
| 44 | NVDA | Nvidia CORP | 株式-IT | 0.42% | — | +2.12% | |
| 45 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.42% | — | -18.09% | |
| 46 | NXPI | NXP Semiconductors N.V. | 株式-IT | 0.42% | — | -0.27% | |
| 47 | PEP | Pepsico INC | 株式-生活必需品 | 0.38% | — | -0.05% | |
| 48 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.37% | — | -0.20% | |
| 49 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.36% | +0.13% | -5.08% | |
| 50 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.36% | — | +7.48% |