CIK: 0001599623
申告総資産額
$3.4億
| # | 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 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 10.61% | +0.39% | +403.88% | |
| 2 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 10.34% | +0.43% | +1.73% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 9.68% | — | -5.88% | |
| 4 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 5.05% | -0.33% | -0.05% | |
| 5 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 2.87% | +0.11% | +0.03% | |
| 6 | MPC | Marathon Petroleum CORP | 株式-エネルギー | 2.49% | +0.67% | -2.19% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 2.27% | -0.48% | -0.17% | |
| 8 | AAPL | Apple INC | 株式-IT | 2.25% | -0.26% | -0.36% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.20% | -0.22% | -2.26% | |
| 10 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.00% | -0.50% | -1.36% | |
| 11 | KLAC | Kla CORP | 株式-IT | 1.96% | +0.17% | -0.49% | |
| 12 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.83% | -0.29% | -0.36% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.79% | -0.13% | +7.78% | |
| 14 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.61% | -0.10% | +0.57% | |
| 15 | HODL | Vaneck Bitcoin ETF | ETF-暗号資産 | 1.61% | — | — | |
| 16 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.57% | +0.49% | -0.00% | |
| 17 | EPD | Enterprise Products Partners | 株式-エネルギー | 1.45% | +0.21% | -5.67% | |
| 18 | AMAT | Applied Materials INC | 株式-IT | 1.38% | +0.21% | +1.00% | |
| 19 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.34% | +0.11% | +0.18% | |
| 20 | UNP | Union Pacific CORP | 株式-資本財 | 1.29% | — | +0.26% | |
| 21 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.25% | — | +6.01% | |
| 22 | RTX | Rtx CORP | 株式-資本財 | 1.24% | -0.04% | +0.51% | |
| 23 | CVX | Chevron CORP | 株式-エネルギー | 1.17% | +0.31% | -1.32% | |
| 24 | TXN | Texas Instruments INC | 株式-IT | 1.14% | +0.07% | +0.69% | |
| 25 | CSCO | Cisco Systems INC | 株式-IT | 1.09% | -0.05% | +0.42% | |
| 26 | ADI | Analog Devices INC | 株式-IT | 1.09% | +0.11% | +1.88% | |
| 27 | AMGN | Amgen INC | 株式-ヘルスケア | 1.06% | — | +0.71% | |
| 28 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.05% | +0.16% | +0.69% | |
| 29 | PAYX | Paychex INC | 株式-IT | 1.05% | -0.15% | +0.48% | |
| 30 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.02% | — | +0.46% | |
| 31 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.01% | — | -1.06% | |
| 32 | EMR | Emerson Electric Co | 株式-資本財 | 0.96% | -0.04% | +0.39% | |
| 33 | GIS | General Mills INC | 株式-生活必需品 | 0.91% | — | -0.29% | |
| 34 | ITW | Illinois Tool Works | 株式-資本財 | 0.91% | — | +0.33% | |
| 35 | DOW | Dow INC | 株式-素材 | 0.89% | — | +1.24% | |
| 36 | QQQE | Dirx Nasdaq-100eq Wi Etf-usd | ETF-テック型 | 0.84% | — | — | |
| 37 | GD | General Dynamics CORP | 株式-資本財 | 0.84% | -0.11% | +2.44% | |
| 38 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.82% | — | +1.08% | |
| 39 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.80% | — | -0.04% | |
| 40 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.75% | — | +3.02% | |
| 41 | DUK | Duke Energy CORP | 株式-公益事業 | 0.74% | — | +0.46% | |
| 42 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.73% | — | -0.04% | |
| 43 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.71% | — | -2.78% | |
| 44 | FFBC | First Financial Bancorp | 株式-その他 | 0.63% | +0.06% | +0.00% | |
| 45 | MMM | 3m Co | 株式-資本財 | 0.60% | -0.11% | +6.54% | |
| 46 | NVDA | Nvidia CORP | 株式-IT | 0.58% | — | +12.26% | |
| 47 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 0.58% | — | +0.24% | |
| 48 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.50% | +0.09% | +2.62% | |
| 49 | FLIN | Franklin Ftse India ETF | ETF-その他 | 0.49% | — | — | |
| 50 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.47% | — | +0.10% |