CIK: 0001812155
申告総資産額
$3.1億
| # | 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 | LDUR | Pimco Enhanced Low Duration | ETF-その他 | 6.54% | — | +21.65% | |
| 2 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 4.99% | -0.04% | +42.93% | |
| 3 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 4.38% | +0.05% | +2.81% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 4.02% | +0.13% | -1.71% | |
| 5 | AAPL | Apple INC | 株式-IT | 3.62% | -0.20% | -10.83% | |
| 6 | XLRE | Ss Real Estate Select Sector | ETF-その他 | 3.49% | -0.44% | -0.93% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 2.88% | -0.80% | -13.29% | |
| 8 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.70% | — | +0.12% | |
| 9 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 2.47% | -0.16% | -18.35% | |
| 10 | V | Visa Inc-class A Shares | 株式-金融 | 2.43% | -0.28% | +0.62% | |
| 11 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.29% | — | -0.60% | |
| 12 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.26% | -0.21% | -16.91% | |
| 13 | NEE | Nextera Energy INC | 株式-公益事業 | 2.22% | +0.22% | +11.16% | |
| 14 | VTIP | Vanguard Short-term Tips | ETF-その他 | 2.10% | — | +561.03% | |
| 15 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.93% | +0.26% | -23.08% | |
| 16 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 1.81% | — | +32.96% | |
| 17 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.69% | — | -3.24% | |
| 18 | DHR | Danaher CORP | 株式-ヘルスケア | 1.65% | — | -19.62% | |
| 19 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.64% | -0.11% | -5.93% | |
| 20 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.63% | -0.20% | +33.32% | |
| 21 | EOG | Eog Resources INC | 株式-エネルギー | 1.62% | — | +882.96% | |
| 22 | FLV | American Century Focused Lar | ETF-その他 | 1.61% | — | -10.76% | |
| 23 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.61% | -0.75% | -4.65% | |
| 24 | BIP | Brookfield Infrastructure Partners L.P. | 株式-公益事業 | 1.56% | — | +1.16% | |
| 25 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.55% | — | -6.35% | |
| 26 | BIV | Vanguard Intermediate-term B | ETF-その他 | 1.55% | — | -32.47% | |
| 27 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.50% | — | -18.29% | |
| 28 | HD | Home Depot INC | 株式-一般消費財 | 1.48% | — | -2.03% | |
| 29 | ETN | Eaton Corporation plc | 株式-資本財 | 1.38% | +0.08% | -19.32% | |
| 30 | VZ | Verizon Communications INC | 株式-通信サービス | 1.29% | — | -9.35% | |
| 31 | CVX | Chevron CORP | 株式-エネルギー | 1.19% | +0.44% | +39.80% | |
| 32 | DE | Deere & Co | 株式-資本財 | 1.18% | — | — | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.11% | — | +247.76% | |
| 34 | AMT | American Tower CORP | 株式-不動産 | 1.08% | — | +122.69% | |
| 35 | LIN | Linde plc | 株式-素材 | 0.99% | — | -19.36% | |
| 36 | SMMU | Pimco Shrt Trm Muni Bnd ETF | ETF-その他 | 0.98% | — | -3.49% | |
| 37 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.98% | — | -3.21% | |
| 38 | CSCO | Cisco Systems INC | 株式-IT | 0.97% | — | -3.67% | |
| 39 | PLD | Prologis INC | 株式-不動産 | 0.96% | — | +362.53% | |
| 40 | PEP | Pepsico INC | 株式-生活必需品 | 0.91% | — | -24.19% | |
| 41 | PDBC | Invesco Optimum Yield Divers | ETF-その他 | 0.87% | — | +409.76% | |
| 42 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.85% | -0.90% | -1.63% | |
| 43 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.84% | — | -3.43% | |
| 44 | HON | Honeywell International INC | 株式-資本財 | 0.77% | — | -29.64% | |
| 45 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.76% | — | -83.12% | |
| 46 | AVB | Avalonbay Communities INC | 株式-不動産 | 0.76% | — | — | |
| 47 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.70% | — | -62.11% | |
| 48 | NVDA | Nvidia CORP | 株式-IT | 0.68% | +0.61% | -47.22% | |
| 49 | EQIX | Equinix INC | 株式-不動産 | 0.65% | — | -37.24% | |
| 50 | RTX | Rtx CORP | 株式-資本財 | 0.63% | +0.09% | -53.06% |