CIK: 0002112907
申告総資産額
$1.1億
| # | 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 | FBND | Fidelity Total Bond ETF | ETF-その他 | 12.51% | +0.53% | — | |
| 2 | SDVY | First Trust Smid Cap Rising | ETF-その他 | 10.25% | -0.02% | — | |
| 3 | JPIE | Jpmorgan Income ETF | ETF-その他 | 8.53% | -0.03% | — | |
| 4 | FENI | Fidelity Enhanced Intl ETF | ETF-その他 | 6.88% | +0.21% | — | |
| 5 | JPM | Jpmorgan Chase & Co | 株式-金融 | 5.56% | -0.74% | — | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 4.86% | -1.41% | — | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 4.69% | -0.44% | — | |
| 8 | NVDA | Nvidia CORP | 株式-IT | 2.94% | +0.07% | — | |
| 9 | FDEM | Fidelity Emrg Mrkt Multifact | ETF-その他 | 2.36% | +0.17% | — | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.99% | -0.23% | — | |
| 11 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.70% | — | — | |
| 12 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.62% | — | — | |
| 13 | ALL | Allstate CORP | 株式-金融 | 1.41% | — | — | |
| 14 | XETYX | Eaton Vance Tax-mgd Div Eqty | 株式-その他 | 1.22% | — | — | |
| 15 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.19% | — | — | |
| 16 | AAPL | Apple INC | 株式-IT | 1.16% | — | — | |
| 17 | XEXGX | Eaton Vance Tax-managed Glob | 株式-その他 | 1.09% | — | — | |
| 18 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.97% | — | — | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.90% | — | — | |
| 20 | WMT | Walmart INC | 株式-生活必需品 | 0.87% | — | — | |
| 21 | NOW | Servicenow INC | 株式-IT | 0.82% | -0.34% | — | |
| 22 | BAC | Bank Of America CORP | 株式-金融 | 0.80% | — | — | |
| 23 | COF | Capital One Financial CORP | 株式-金融 | 0.79% | -0.22% | — | |
| 24 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.78% | — | — | |
| 25 | MA | Mastercard INC - A | 株式-金融 | 0.78% | — | — | |
| 26 | AVGO | Broadcom INC | 株式-IT | 0.76% | — | — | |
| 27 | MS | Morgan Stanley | 株式-金融 | 0.74% | — | — | |
| 28 | V | Visa Inc-class A Shares | 株式-金融 | 0.73% | — | — | |
| 29 | TSLA | Tesla INC | 株式-一般消費財 | 0.68% | — | — | |
| 30 | AZNN | Astrazeneca Plc-spons Adr | 株式-その他 | 0.65% | -0.65% | EXIT | |
| 31 | CRM | Salesforce INC | 株式-IT | 0.61% | -0.26% | — | |
| 32 | NFLX | Netflix INC | 株式-通信サービス | 0.60% | +0.12% | — | |
| 33 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.58% | — | — | |
| 34 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.55% | — | — | |
| 35 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.54% | — | — | |
| 36 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.53% | +0.11% | — | |
| 37 | TSCO | Tractor Supply Company | 株式-一般消費財 | 0.53% | -0.18% | — | |
| 38 | ORCL | Oracle CORP | 株式-IT | 0.49% | — | — | |
| 39 | CAT | Caterpillar INC | 株式-資本財 | 0.48% | — | — | |
| 40 | VLO | Valero Energy CORP | 株式-エネルギー | 0.42% | +0.13% | — | |
| 41 | DHR | Danaher CORP | 株式-ヘルスケア | 0.42% | — | — | |
| 42 | KLAC | Kla CORP | 株式-IT | 0.41% | — | — | |
| 43 | DE | Deere & Co | 株式-資本財 | 0.41% | — | — | |
| 44 | WFC | Wells Fargo & Co | 株式-金融 | 0.37% | — | — | |
| 45 | LIN | Linde plc | 株式-素材 | 0.35% | +0.13% | — | |
| 46 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.35% | — | — | |
| 47 | BA | Boeing Co/the | 株式-資本財 | 0.33% | — | — | |
| 48 | HD | Home Depot INC | 株式-一般消費財 | 0.33% | +0.17% | — | |
| 49 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.33% | — | — | |
| 50 | WM | Waste Management INC | 株式-資本財 | 0.33% | — | — |