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 | 10.25% | -0.04% | +6.20% | |
| 2 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 4.91% | — | +2.03% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 3.89% | — | +0.81% | |
| 4 | AAPL | Apple INC | 株式-IT | 3.65% | -0.20% | +3.29% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 3.57% | -0.80% | +2.92% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 3.50% | +0.13% | +4.26% | |
| 7 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 3.43% | -0.32% | +55.83% | |
| 8 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 2.94% | +0.23% | +5.02% | |
| 9 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.79% | — | +1.97% | |
| 10 | ETN | Eaton Corporation plc | 株式-資本財 | 2.67% | +0.08% | -2.25% | |
| 11 | V | Visa Inc-class A Shares | 株式-金融 | 2.57% | -0.28% | +1.34% | |
| 12 | CVX | Chevron CORP | 株式-エネルギー | 2.56% | +0.44% | +5.59% | |
| 13 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 2.34% | +0.05% | +4.74% | |
| 14 | COST | Costco Wholesale CORP | 株式-生活必需品 | 2.15% | +0.26% | +4.49% | |
| 15 | XLRE | Ss Real Estate Select Sector | ETF-その他 | 2.10% | -0.44% | -11.23% | |
| 16 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.05% | — | +4.06% | |
| 17 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.95% | -0.21% | +9.04% | |
| 18 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.94% | -0.20% | -3.21% | |
| 19 | DHR | Danaher CORP | 株式-ヘルスケア | 1.85% | — | +7.04% | |
| 20 | AVGO | Broadcom INC | 株式-IT | 1.80% | -0.33% | -4.22% | |
| 21 | HD | Home Depot INC | 株式-一般消費財 | 1.74% | — | +3.90% | |
| 22 | EOG | Eog Resources INC | 株式-エネルギー | 1.73% | — | +2.64% | |
| 23 | NEE | Nextera Energy INC | 株式-公益事業 | 1.61% | +0.22% | +25.46% | |
| 24 | PLD | Prologis INC | 株式-不動産 | 1.53% | — | -4.47% | |
| 25 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.52% | — | +11.86% | |
| 26 | VTIP | Vanguard Short-term Tips | ETF-その他 | 1.45% | — | -5.78% | |
| 27 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.43% | — | +5.41% | |
| 28 | PEP | Pepsico INC | 株式-生活必需品 | 1.33% | — | +2.90% | |
| 29 | LIN | Linde plc | 株式-素材 | 1.27% | +0.13% | +42.34% | |
| 30 | AMT | American Tower CORP | 株式-不動産 | 1.21% | — | +7.96% | |
| 31 | CSCO | Cisco Systems INC | 株式-IT | 1.15% | — | +5.17% | |
| 32 | BX | Blackstone INC | 株式-金融 | 1.04% | -0.17% | +2.06% | |
| 33 | RTX | Rtx CORP | 株式-資本財 | 1.03% | +0.09% | -29.83% | |
| 34 | CL | Colgate-palmolive Co | 株式-生活必需品 | 1.02% | — | — | |
| 35 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 1.01% | — | — | |
| 36 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.00% | -0.11% | +2.25% | |
| 37 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.00% | — | +19.69% | |
| 38 | HON | Honeywell International INC | 株式-資本財 | 0.99% | — | +167.15% | |
| 39 | PFE | Pfizer INC | 株式-ヘルスケア | 0.95% | — | +19.47% | |
| 40 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.75% | -0.75% | +1.88% | |
| 41 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 0.75% | -0.16% | -1.45% | |
| 42 | JMST | JPM Ultra-short Muni Income | ETF-その他 | 0.72% | +0.17% | -8.21% | |
| 43 | DE | Deere & Co | 株式-資本財 | 0.71% | — | +28.76% | |
| 44 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.68% | — | +10.02% | |
| 45 | EQIX | Equinix INC | 株式-不動産 | 0.58% | — | +3.57% | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.52% | — | +6.30% | |
| 47 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.50% | — | +24.73% | |
| 48 | PPG | Ppg Industries INC | 株式-素材 | 0.49% | — | — | |
| 49 | BIP | Brookfield Infrastructure Partners L.P. | 株式-公益事業 | 0.42% | — | -20.93% | |
| 50 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.41% | -0.90% | -0.31% |