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 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 9.56% | -0.04% | +4.43% | |
| 2 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 4.92% | — | +4.85% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 4.00% | — | +0.39% | |
| 4 | AAPL | Apple INC | 株式-IT | 3.96% | -0.20% | -0.78% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 3.71% | -0.80% | -2.56% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 3.43% | +0.13% | -10.54% | |
| 7 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 2.78% | +0.23% | -1.60% | |
| 8 | V | Visa Inc-class A Shares | 株式-金融 | 2.60% | -0.28% | +2.50% | |
| 9 | XLRE | Ss Real Estate Select Sector | ETF-その他 | 2.60% | -0.44% | -14.42% | |
| 10 | ETN | Eaton Corporation plc | 株式-資本財 | 2.56% | +0.08% | +7.00% | |
| 11 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.48% | — | -0.37% | |
| 12 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 2.27% | +0.05% | +1.63% | |
| 13 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 2.24% | -0.32% | — | |
| 14 | CVX | Chevron CORP | 株式-エネルギー | 2.24% | +0.44% | +6.77% | |
| 15 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.07% | — | +4.70% | |
| 16 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.99% | -0.20% | +16.83% | |
| 17 | RTX | Rtx CORP | 株式-資本財 | 1.98% | +0.09% | +3.30% | |
| 18 | AVGO | Broadcom INC | 株式-IT | 1.94% | -0.33% | +23.90% | |
| 19 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.94% | +0.26% | +1.87% | |
| 20 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.82% | -0.21% | +1.65% | |
| 21 | PLD | Prologis INC | 株式-不動産 | 1.73% | — | +9.04% | |
| 22 | HD | Home Depot INC | 株式-一般消費財 | 1.71% | — | +6.89% | |
| 23 | DHR | Danaher CORP | 株式-ヘルスケア | 1.65% | — | -6.50% | |
| 24 | NEE | Nextera Energy INC | 株式-公益事業 | 1.64% | +0.22% | +10.92% | |
| 25 | VTIP | Vanguard Short-term Tips | ETF-その他 | 1.53% | — | -8.21% | |
| 26 | EOG | Eog Resources INC | 株式-エネルギー | 1.51% | — | +6.13% | |
| 27 | PEP | Pepsico INC | 株式-生活必需品 | 1.40% | — | +4.85% | |
| 28 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.38% | — | +15.79% | |
| 29 | AMT | American Tower CORP | 株式-不動産 | 1.31% | — | +12.85% | |
| 30 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.28% | — | +51.22% | |
| 31 | CL | Colgate-palmolive Co | 株式-生活必需品 | 1.10% | — | — | |
| 32 | CSCO | Cisco Systems INC | 株式-IT | 1.04% | — | +3.28% | |
| 33 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.03% | -0.11% | +2.65% | |
| 34 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.98% | — | — | |
| 35 | LIN | Linde plc | 株式-素材 | 0.90% | +0.13% | -6.51% | |
| 36 | BX | Blackstone INC | 株式-金融 | 0.88% | -0.17% | +27.67% | |
| 37 | PFE | Pfizer INC | 株式-ヘルスケア | 0.87% | — | +12.82% | |
| 38 | ADM | Archer-daniels-midland Co | 株式-生活必需品 | 0.87% | — | -16.53% | |
| 39 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.87% | — | +55.99% | |
| 40 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 0.79% | -0.16% | +14.92% | |
| 41 | JMST | JPM Ultra-short Muni Income | ETF-その他 | 0.78% | +0.17% | -7.58% | |
| 42 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.76% | -0.75% | +4.79% | |
| 43 | FLV | American Century Focused Lar | ETF-その他 | 0.67% | — | -44.90% | |
| 44 | BIP | Brookfield Infrastructure Partners L.P. | 株式-公益事業 | 0.65% | — | -47.46% | |
| 45 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.61% | — | +227.11% | |
| 46 | EQIX | Equinix INC | 株式-不動産 | 0.60% | — | +29.68% | |
| 47 | PDBC | Invesco Optimum Yield Divers | ETF-その他 | 0.59% | — | -7.76% | |
| 48 | DE | Deere & Co | 株式-資本財 | 0.58% | — | +94.23% | |
| 49 | PPG | Ppg Industries INC | 株式-素材 | 0.56% | — | — | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.47% | — | -33.19% |