CIK: 0001965401
申告総資産額
$1.8億
| # | 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 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 3.51% | -0.20% | +1.86% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 3.46% | -0.93% | -17.94% | |
| 3 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 3.24% | — | +13.33% | |
| 4 | GGG | Graco INC | 株式-資本財 | 2.95% | — | -0.51% | |
| 5 | NVDA | Nvidia CORP | 株式-IT | 2.68% | -0.56% | -4.03% | |
| 6 | AAPL | Apple INC | 株式-IT | 2.47% | -0.16% | -2.80% | |
| 7 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.23% | -0.32% | -5.37% | |
| 8 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 2.19% | — | +10.53% | |
| 9 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 1.97% | -0.17% | +6.05% | |
| 10 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.75% | -0.24% | +0.94% | |
| 11 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.70% | -0.14% | +7.95% | |
| 12 | AMGN | Amgen INC | 株式-ヘルスケア | 1.63% | — | +8.62% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.61% | — | -3.42% | |
| 14 | TGT | Target CORP | 株式-一般消費財 | 1.49% | — | — | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.49% | — | — | |
| 16 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.45% | — | +14.49% | |
| 17 | BAC | Bank Of America CORP | 株式-金融 | 1.35% | -0.21% | +1.29% | |
| 18 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.33% | — | -6.24% | |
| 19 | USB | US Bancorp | 株式-金融 | 1.22% | — | +8.48% | |
| 20 | VLO | Valero Energy CORP | 株式-エネルギー | 1.21% | +0.51% | -0.47% | |
| 21 | QCOM | Qualcomm INC | 株式-IT | 1.20% | -0.41% | +0.02% | |
| 22 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.16% | +0.11% | +191.24% | |
| 23 | HD | Home Depot INC | 株式-一般消費財 | 1.03% | — | -6.60% | |
| 24 | TSLA | Tesla INC | 株式-一般消費財 | 1.00% | -0.19% | -8.13% | |
| 25 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.99% | — | +3.64% | |
| 26 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.98% | — | +1.12% | |
| 27 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.96% | — | +49.00% | |
| 28 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.93% | — | -8.84% | |
| 29 | IEO | Ishares U.s. Oil & Gas Explo | ETF-その他 | 0.89% | -0.14% | EXIT | |
| 30 | GSK | Gsk Plc-spon Adr | 株式-ヘルスケア | 0.82% | — | +5.68% | |
| 31 | CB | Chubb Limited | 株式-金融 | 0.81% | — | — | |
| 32 | CVX | Chevron CORP | 株式-エネルギー | 0.80% | +0.15% | — | |
| 33 | SLB | Slb LTD | 株式-エネルギー | 0.78% | — | -1.06% | |
| 34 | HON | Honeywell International INC | 株式-資本財 | 0.78% | — | +0.04% | |
| 35 | PYPL | Paypal Holdings INC | 株式-金融 | 0.76% | -0.16% | EXIT | |
| 36 | MDT | Medtronic plc | 株式-ヘルスケア | 0.75% | -0.13% | +13.40% | |
| 37 | VUG | Vanguard Growth ETF | ETF-その他 | 0.75% | — | +1.44% | |
| 38 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.74% | — | — | |
| 39 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.71% | — | -0.64% | |
| 40 | AMAT | Applied Materials INC | 株式-IT | 0.71% | — | +0.01% | |
| 41 | COP | Conocophillips | 株式-エネルギー | 0.71% | +0.22% | +0.02% | |
| 42 | DVN | Devon Energy CORP | 株式-エネルギー | 0.70% | — | -14.76% | |
| 43 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.68% | — | -6.93% | |
| 44 | TRV | Travelers Cos Inc/the | 株式-金融 | 0.68% | — | — | |
| 45 | CSCO | Cisco Systems INC | 株式-IT | 0.64% | — | -3.40% | |
| 46 | WMB | Williams Cos INC | 株式-エネルギー | 0.64% | — | -0.51% | |
| 47 | BAH | Booz Allen Hamilton Holdings | 株式-資本財 | 0.62% | — | -0.27% | |
| 48 | EMR | Emerson Electric Co | 株式-資本財 | 0.62% | — | -0.26% | |
| 49 | MUNI | Pimco Intermediate Municipal | ETF-その他 | 0.62% | — | +16.57% | |
| 50 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.62% | — | +23.03% |