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 | 9.07% | -0.04% | +0.20% | |
| 2 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 4.24% | +0.23% | +28.56% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 4.23% | -0.80% | +3.85% | |
| 4 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 4.18% | +0.05% | +4.86% | |
| 5 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 3.74% | — | -2.85% | |
| 6 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 3.65% | -0.32% | +18.31% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 3.53% | +0.13% | +1.76% | |
| 8 | AAPL | Apple INC | 株式-IT | 3.47% | -0.20% | -4.17% | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 3.40% | -0.75% | +11.20% | |
| 10 | ETN | Eaton Corporation plc | 株式-資本財 | 3.00% | +0.08% | +10.96% | |
| 11 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.93% | — | +2.04% | |
| 12 | AVGO | Broadcom INC | 株式-IT | 2.68% | -0.33% | +922.67% | |
| 13 | V | Visa Inc-class A Shares | 株式-金融 | 2.54% | -0.28% | +2.28% | |
| 14 | COST | Costco Wholesale CORP | 株式-生活必需品 | 2.27% | +0.26% | -2.37% | |
| 15 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.25% | — | -2.34% | |
| 16 | NEE | Nextera Energy INC | 株式-公益事業 | 2.21% | +0.22% | +1.98% | |
| 17 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.10% | -0.21% | +0.44% | |
| 18 | CVX | Chevron CORP | 株式-エネルギー | 1.98% | +0.44% | +10.40% | |
| 19 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.90% | -0.20% | +4.33% | |
| 20 | LIN | Linde plc | 株式-素材 | 1.87% | +0.13% | +5.11% | |
| 21 | XLRE | Ss Real Estate Select Sector | ETF-その他 | 1.86% | -0.44% | +8.61% | |
| 22 | HD | Home Depot INC | 株式-一般消費財 | 1.84% | — | +5.93% | |
| 23 | DHR | Danaher CORP | 株式-ヘルスケア | 1.80% | — | +7.62% | |
| 24 | RTX | Rtx CORP | 株式-資本財 | 1.75% | +0.09% | -0.79% | |
| 25 | AMGN | Amgen INC | 株式-ヘルスケア | 1.60% | +0.11% | +1.83% | |
| 26 | PLD | Prologis INC | 株式-不動産 | 1.23% | — | +11.26% | |
| 27 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.23% | — | +3.06% | |
| 28 | PEP | Pepsico INC | 株式-生活必需品 | 1.15% | — | +8.37% | |
| 29 | BX | Blackstone INC | 株式-金融 | 1.15% | -0.17% | +1.85% | |
| 30 | NVDA | Nvidia CORP | 株式-IT | 1.09% | +0.61% | +11.85% | |
| 31 | JMST | JPM Ultra-short Muni Income | ETF-その他 | 1.06% | +0.17% | +41.73% | |
| 32 | HON | Honeywell International INC | 株式-資本財 | 1.02% | — | +10.42% | |
| 33 | CL | Colgate-palmolive Co | 株式-生活必需品 | 1.00% | — | — | |
| 34 | EQIX | Equinix INC | 株式-不動産 | 0.88% | — | +8.08% | |
| 35 | CGIE | Cap Group Intl Equity | ETF-その他 | 0.87% | +0.17% | +2.62% | |
| 36 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 0.78% | -0.11% | +47.92% | |
| 37 | KVUE | Kenvue INC | 株式-生活必需品 | 0.75% | — | — | |
| 38 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.73% | — | -5.63% | |
| 39 | CSCO | Cisco Systems INC | 株式-IT | 0.72% | — | -9.07% | |
| 40 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 0.69% | -0.16% | +19.92% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.68% | — | +8.21% | |
| 42 | MDT | Medtronic plc | 株式-ヘルスケア | 0.62% | — | -48.64% | |
| 43 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.59% | — | — | |
| 44 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.57% | — | +3.48% | |
| 45 | JAAA | Janus Henderson Aaa Clo ETF | ETF-その他 | 0.52% | +0.22% | +311.54% | |
| 46 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.51% | +0.70% | +147.05% | |
| 47 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.46% | -0.11% | +1.37% | |
| 48 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.42% | — | -20.46% | |
| 49 | PPG | Ppg Industries INC | 株式-素材 | 0.34% | — | — | |
| 50 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.34% | — | +68.92% |