CIK: 0001913599
申告総資産額
$1.5億
上位200銘柄を表示中（全278銘柄）
| # | 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 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 12.53% | — | +5.59% | |
| 2 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 5.27% | — | +5.58% | |
| 3 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 5.13% | — | +9.18% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 4.36% | — | +3.87% | |
| 5 | AAPL | Apple INC | 株式-IT | 4.24% | — | +4.36% | |
| 6 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 4.13% | — | -1.01% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 4.12% | — | -1.84% | |
| 8 | GSY | Invesco Ultra Short Duration | ETF-その他 | 3.11% | — | +1.21% | |
| 9 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 3.11% | — | +0.74% | |
| 10 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-その他 | 3.08% | — | +1.17% | |
| 11 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 2.62% | — | -2.51% | |
| 12 | KO | Coca-cola Co/the | 株式-生活必需品 | 2.42% | — | -0.49% | |
| 13 | PM | Philip Morris International | 株式-生活必需品 | 2.36% | — | +1.39% | |
| 14 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 2.05% | — | -1.46% | |
| 15 | PEP | Pepsico INC | 株式-生活必需品 | 1.95% | — | +1.57% | |
| 16 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.91% | — | +4.62% | |
| 17 | HD | Home Depot INC | 株式-一般消費財 | 1.87% | — | +9.53% | |
| 18 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.79% | — | -2.20% | |
| 19 | MO | Altria Group INC | 株式-生活必需品 | 1.76% | — | +1.00% | |
| 20 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 1.69% | — | +1.56% | |
| 21 | BHP | Bhp Group Ltd-spon Adr | 株式-素材 | 1.68% | — | +2.87% | |
| 22 | CSCO | Cisco Systems INC | 株式-IT | 1.60% | — | +9.94% | |
| 23 | RIO | Rio Tinto Plc-spon Adr | 株式-素材 | 1.58% | — | +4.42% | |
| 24 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.44% | — | -4.69% | |
| 25 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.41% | — | +1.87% | |
| 26 | AMGN | Amgen INC | 株式-ヘルスケア | 1.38% | — | -1.20% | |
| 27 | TM | Toyota Motor CORP -spon Adr | 株式-一般消費財 | 1.34% | — | +8.20% | |
| 28 | GSK | Gsk Plc-spon Adr | 株式-ヘルスケア | 1.33% | — | — | |
| 29 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 1.28% | — | +8.79% | |
| 30 | TXN | Texas Instruments INC | 株式-IT | 1.22% | — | +4.08% | |
| 31 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.09% | — | -4.17% | |
| 32 | RTX | Rtx CORP | 株式-資本財 | 1.08% | — | -0.49% | |
| 33 | ORCL | Oracle CORP | 株式-IT | 1.06% | — | +6.20% | |
| 34 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.93% | — | +5.08% | |
| 35 | MMM | 3m Co | 株式-資本財 | 0.91% | — | +8.17% | |
| 36 | CINF | Cincinnati Financial CORP | 株式-金融 | 0.88% | — | — | |
| 37 | UNP | Union Pacific CORP | 株式-資本財 | 0.83% | — | +3.28% | |
| 38 | QCOM | Qualcomm INC | 株式-IT | 0.82% | — | +12.55% | |
| 39 | V | Visa Inc-class A Shares | 株式-金融 | 0.79% | — | +2.11% | |
| 40 | HON | Honeywell International INC | 株式-資本財 | 0.78% | — | +4.95% | |
| 41 | TGT | Target CORP | 株式-一般消費財 | 0.70% | — | +5.06% | |
| 42 | CAT | Caterpillar INC | 株式-資本財 | 0.66% | — | +3.44% | |
| 43 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.65% | — | +11.76% | |
| 44 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.59% | — | +8.27% | |
| 45 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.44% | — | +0.06% | |
| 46 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 0.33% | — | — | |
| 47 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.29% | — | -1.31% | |
| 48 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.28% | — | -0.30% | |
| 49 | NVDA | Nvidia CORP | 株式-IT | 0.26% | — | — | |
| 50 | WDS | Woodside Energy Group-adr | 株式-その他 | 0.21% | — | — |