CIK: 0001966026
申告総資産額
$4.8億
上位200銘柄を表示中（全206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 | 6.53% | -1.54% | -0.01% | |
| 2 | AAPL | Apple INC | 株式-IT | 4.98% | -0.46% | -0.33% | |
| 3 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 4.20% | +0.26% | +70.14% | |
| 4 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 3.17% | — | +0.32% | |
| 5 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.98% | +0.11% | +0.37% | |
| 6 | IBM | Intl Business Machines CORP | 株式-IT | 1.99% | -0.33% | +0.37% | |
| 7 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 1.93% | — | +15.88% | |
| 8 | HD | Home Depot INC | 株式-一般消費財 | 1.55% | — | -2.63% | |
| 9 | PFE | Pfizer INC | 株式-ヘルスケア | 1.55% | — | -0.01% | |
| 10 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 1.54% | — | +1.64% | |
| 11 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 1.47% | — | +3.24% | |
| 12 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 1.41% | -0.34% | +5.43% | |
| 13 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.38% | — | +1.43% | |
| 14 | XGDVX | Gabelli Dividend & Income Tr | 株式-その他 | 1.35% | — | +18.26% | |
| 15 | AVUS | Avantis U.s. Equity ETF | ETF-その他 | 1.29% | — | -0.77% | |
| 16 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.25% | +0.22% | +0.10% | |
| 17 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.21% | — | +0.14% | |
| 18 | VZ | Verizon Communications INC | 株式-通信サービス | 1.13% | +0.08% | +0.77% | |
| 19 | CVX | Chevron CORP | 株式-エネルギー | 1.01% | +0.11% | +1.10% | |
| 20 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.01% | — | -0.77% | |
| 21 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.96% | — | +2.93% | |
| 22 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.95% | — | +22.88% | |
| 23 | OKE | Oneok INC | 株式-エネルギー | 0.93% | +0.09% | +0.01% | |
| 24 | BSCO | Invesco Bulletshares 2024 Cb | ETF-その他 | 0.90% | — | +4.32% | |
| 25 | JMST | JPM Ultra-short Muni Income | ETF-その他 | 0.87% | — | — | |
| 26 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.87% | +0.48% | -2.58% | |
| 27 | T | At&t INC | 株式-通信サービス | 0.86% | — | +3.03% | |
| 28 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.84% | — | +4.28% | |
| 29 | BSCP | Invesco Bulletshares 2025 Cb | ETF-その他 | 0.83% | — | +7.25% | |
| 30 | AMGN | Amgen INC | 株式-ヘルスケア | 0.82% | — | -0.30% | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.79% | — | — | |
| 32 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.77% | — | -2.54% | |
| 33 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.75% | — | -12.17% | |
| 34 | VYMI | Vanguard Int High Dvd Yld In | ETF-その他 | 0.75% | — | +23.35% | |
| 35 | CAT | Caterpillar INC | 株式-資本財 | 0.74% | +0.11% | +0.81% | |
| 36 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.73% | +0.21% | -0.13% | |
| 37 | PSA | Public Storage | 株式-不動産 | 0.71% | — | +0.03% | |
| 38 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.70% | — | +7.23% | |
| 39 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.68% | — | -0.10% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.62% | — | — | |
| 41 | TD | Toronto-dominion Bank | 株式-金融 | 0.62% | — | +0.03% | |
| 42 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.58% | — | -1.29% | |
| 43 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.58% | — | +0.21% | |
| 44 | INTC | Intel CORP | 株式-IT | 0.58% | — | +5.61% | |
| 45 | CSCO | Cisco Systems INC | 株式-IT | 0.55% | — | -1.95% | |
| 46 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.55% | — | -6.04% | |
| 47 | CGDV | Cap Group Dividend Value | ETF-その他 | 0.55% | — | +19.19% | |
| 48 | MO | Altria Group INC | 株式-生活必需品 | 0.54% | — | +8.76% | |
| 49 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.54% | — | -2.29% | |
| 50 | ENB | Enbridge INC | 株式-エネルギー | 0.53% | — | -0.85% |