CIK: 0001843848
申告総資産額
$3.7億
| # | 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 | DIVI | Franklin International Core | ETF-その他 | 5.21% | — | +55.09% | |
| 2 | AAPL | Apple INC | 株式-IT | 5.04% | -3.86% | +0.08% | |
| 3 | VO | Vanguard Mid-cap ETF | ETF-その他 | 3.98% | — | +1.99% | |
| 4 | MGC | Vanguard Mega Cap ETF | ETF-その他 | 2.71% | — | +2.18% | |
| 5 | EYLD | Cambria Emerg Shrhldr Yield | ETF-その他 | 2.66% | +0.42% | +41.09% | |
| 6 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 2.62% | -0.20% | +3.73% | |
| 7 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 2.59% | — | +2.77% | |
| 8 | VB | Vanguard Small-cap ETF | ETF-その他 | 2.43% | — | +1.98% | |
| 9 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 2.38% | — | -28.91% | |
| 10 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 1.88% | — | -0.79% | |
| 11 | WPC | Wp Carey INC | 株式-不動産 | 1.84% | — | -3.31% | |
| 12 | VUSB | Vanguard Ultra Short Bond Et | ETF-その他 | 1.76% | — | -37.85% | |
| 13 | TRGP | Targa Resources CORP | 株式-エネルギー | 1.68% | — | -0.98% | |
| 14 | CBT | Cabot CORP | 株式-素材 | 1.66% | — | -4.60% | |
| 15 | SIRIEUR | Sirius Xm Holdings INC | 株式-その他 | 1.66% | — | -4.69% | |
| 16 | COR | Cencora INC | 株式-ヘルスケア | 1.38% | — | -0.75% | |
| 17 | CVX | Chevron CORP | 株式-エネルギー | 1.21% | — | -1.62% | |
| 18 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.15% | — | +2.74% | |
| 19 | PGR | Progressive CORP | 株式-金融 | 1.15% | — | -26.06% | |
| 20 | VRTX | Vertex Pharmaceuticals INC | 株式-ヘルスケア | 1.14% | — | -42.36% | |
| 21 | ULTA | Ulta Beauty INC | 株式-一般消費財 | 1.09% | — | -0.99% | |
| 22 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 1.07% | — | -1.04% | |
| 23 | DGX | Quest Diagnostics INC | 株式-ヘルスケア | 1.02% | — | -49.80% | |
| 24 | TPL | Texas Pacific Land CORP | 株式-エネルギー | 1.02% | +0.43% | — | |
| 25 | HUM | Humana INC | 株式-ヘルスケア | 1.00% | — | -0.56% | |
| 26 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.99% | — | +3.81% | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.99% | — | +1.49% | |
| 28 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.97% | — | +2.31% | |
| 29 | TMUS | T-mobile US INC | 株式-通信サービス | 0.95% | — | -49.72% | |
| 30 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.93% | — | +3.31% | |
| 31 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.93% | +0.64% | +2.04% | |
| 32 | TSLA | Tesla INC | 株式-一般消費財 | 0.92% | — | -25.83% | |
| 33 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.91% | — | +9.35% | |
| 34 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 0.88% | — | +1.10% | |
| 35 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.86% | — | +4.28% | |
| 36 | INTC | Intel CORP | 株式-IT | 0.84% | — | +497.45% | |
| 37 | SANM | Sanmina CORP | 株式-IT | 0.83% | — | — | |
| 38 | OXY | Occidental Petroleum CORP | 株式-エネルギー | 0.81% | — | -28.96% | |
| 39 | ON | On Semiconductor | 株式-IT | 0.73% | — | -6.08% | |
| 40 | EA | Electronic Arts INC | 株式-通信サービス | 0.70% | — | — | |
| 41 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 0.70% | — | +1.74% | |
| 42 | LPX | Louisiana-pacific CORP | 株式-資本財 | 0.68% | — | -2.36% | |
| 43 | BSX | Boston Scientific CORP | 株式-ヘルスケア | 0.67% | -0.58% | EXIT | |
| 44 | NOC | Northrop Grumman CORP | 株式-資本財 | 0.64% | — | +27.36% | |
| 45 | MSFT | Microsoft CORP | 株式-IT | 0.64% | -0.20% | +12.73% | |
| 46 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.64% | — | — | |
| 47 | LULU | Lululemon Athletica INC | 株式-一般消費財 | 0.60% | — | -50.19% | |
| 48 | ABNB | Airbnb Inc-class A | 株式-一般消費財 | 0.60% | — | +2.21% | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.60% | — | — | |
| 50 | FTXN | First Trust Nasdaq Oil & Gas | ETF-テック型 | 0.58% | — | -0.03% |