CIK: 0001966026
申告総資産額
$4.8億
上位200銘柄を表示中（全207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 | MSFT | Microsoft CORP | 株式-IT | 6.94% | -1.54% | +0.64% | |
| 2 | AAPL | Apple INC | 株式-IT | 4.76% | -0.46% | -0.28% | |
| 3 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 3.46% | — | +2.74% | |
| 4 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 3.11% | +0.11% | +0.06% | |
| 5 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 2.38% | +0.26% | +9.57% | |
| 6 | IBM | Intl Business Machines CORP | 株式-IT | 2.27% | -0.33% | +2.86% | |
| 7 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 1.93% | — | +0.50% | |
| 8 | PFE | Pfizer INC | 株式-ヘルスケア | 1.78% | — | +3.15% | |
| 9 | HD | Home Depot INC | 株式-一般消費財 | 1.52% | — | -0.18% | |
| 10 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 1.46% | — | +2.40% | |
| 11 | VZ | Verizon Communications INC | 株式-通信サービス | 1.44% | +0.08% | +5.92% | |
| 12 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 1.42% | — | +6.20% | |
| 13 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.38% | — | +9.92% | |
| 14 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 1.33% | -0.34% | +14.70% | |
| 15 | AVUS | Avantis U.s. Equity ETF | ETF-その他 | 1.31% | — | -0.61% | |
| 16 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.30% | — | +6.27% | |
| 17 | XGDVX | Gabelli Dividend & Income Tr | 株式-その他 | 1.20% | — | +30.51% | |
| 18 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.18% | +0.22% | -5.56% | |
| 19 | T | At&t INC | 株式-通信サービス | 1.10% | — | +3.87% | |
| 20 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.07% | — | +6.66% | |
| 21 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.02% | — | +2.42% | |
| 22 | OKE | Oneok INC | 株式-エネルギー | 0.97% | +0.09% | -2.94% | |
| 23 | CVX | Chevron CORP | 株式-エネルギー | 0.97% | +0.11% | +2.87% | |
| 24 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.96% | +0.48% | -1.28% | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.86% | — | -2.07% | |
| 26 | AMGN | Amgen INC | 株式-ヘルスケア | 0.85% | — | +0.69% | |
| 27 | BSCO | Invesco Bulletshares 2024 Cb | ETF-その他 | 0.85% | — | +4.24% | |
| 28 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.84% | — | -0.28% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.81% | — | -0.97% | |
| 30 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.80% | — | -0.32% | |
| 31 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.79% | — | +24.10% | |
| 32 | BSCP | Invesco Bulletshares 2025 Cb | ETF-その他 | 0.77% | — | +7.68% | |
| 33 | CAT | Caterpillar INC | 株式-資本財 | 0.77% | +0.11% | +6.71% | |
| 34 | INTC | Intel CORP | 株式-IT | 0.76% | — | +3.17% | |
| 35 | PSA | Public Storage | 株式-不動産 | 0.73% | — | -2.57% | |
| 36 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.72% | +0.21% | +0.80% | |
| 37 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.72% | — | +43.92% | |
| 38 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.66% | — | +7.68% | |
| 39 | VYMI | Vanguard Int High Dvd Yld In | ETF-その他 | 0.66% | — | +14.19% | |
| 40 | TD | Toronto-dominion Bank | 株式-金融 | 0.64% | — | +12.26% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.61% | — | +22.13% | |
| 42 | XLE | Ss Energy Select Sector | ETF-その他 | 0.60% | — | +36.76% | |
| 43 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.59% | — | -5.66% | |
| 44 | ENB | Enbridge INC | 株式-エネルギー | 0.59% | — | -1.98% | |
| 45 | CSCO | Cisco Systems INC | 株式-IT | 0.58% | — | -0.04% | |
| 46 | NEM | Newmont CORP | 株式-素材 | 0.57% | — | -2.66% | |
| 47 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.57% | — | -1.40% | |
| 48 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.57% | — | +4.34% | |
| 49 | BAC | Bank Of America CORP | 株式-金融 | 0.54% | — | +0.10% | |
| 50 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.54% | — | +0.20% |