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 | NVDA | Nvidia CORP | 株式-IT | 6.00% | -0.56% | -0.24% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 4.44% | -0.93% | +2.37% | |
| 3 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 3.40% | — | +2.31% | |
| 4 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 3.13% | -0.17% | -2.84% | |
| 5 | JAAA | Janus Henderson Aaa Clo ETF | ETF-その他 | 2.60% | +0.11% | +38.22% | |
| 6 | FTLS | First Trust Long/short Eqty | ETF-その他 | 2.54% | -0.38% | -5.66% | |
| 7 | GGG | Graco INC | 株式-資本財 | 2.47% | — | +0.26% | |
| 8 | AAPL | Apple INC | 株式-IT | 2.43% | -0.16% | +6.70% | |
| 9 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 2.11% | — | -0.51% | |
| 10 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.03% | -0.32% | -3.45% | |
| 11 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.90% | -0.24% | +3.73% | |
| 12 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.77% | — | +1.55% | |
| 13 | BAC | Bank Of America CORP | 株式-金融 | 1.58% | -0.21% | +1.16% | |
| 14 | MUNI | Pimco Intermediate Municipal | ETF-その他 | 1.43% | — | +7.72% | |
| 15 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.38% | -0.20% | -1.08% | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.34% | — | -0.42% | |
| 17 | AIRR | First Trust Rba American Ind | ETF-その他 | 1.25% | +0.14% | -6.14% | |
| 18 | DUHP | Dimensional US High Profi Et | ETF-その他 | 1.18% | — | -0.39% | |
| 19 | VLO | Valero Energy CORP | 株式-エネルギー | 1.17% | +0.51% | -0.10% | |
| 20 | AMGN | Amgen INC | 株式-ヘルスケア | 1.10% | — | +0.42% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.10% | — | -2.14% | |
| 22 | ANET | Arista Networks INC | 株式-IT | 1.08% | — | -2.11% | |
| 23 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.07% | -0.14% | -7.74% | |
| 24 | MDT | Medtronic plc | 株式-ヘルスケア | 1.04% | -0.13% | +0.93% | |
| 25 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.03% | +0.11% | -16.36% | |
| 26 | TSLA | Tesla INC | 株式-一般消費財 | 1.02% | -0.19% | +6.73% | |
| 27 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.00% | — | +3.21% | |
| 28 | USB | US Bancorp | 株式-金融 | 0.98% | — | -1.90% | |
| 29 | DELL | Dell Technologies -c | 株式-IT | 0.95% | -0.32% | -5.40% | |
| 30 | MINO | Pimco Municipal Income Oppor | ETF-その他 | 0.93% | -0.13% | +9.18% | |
| 31 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-投資適格社債 | 0.92% | — | -3.23% | |
| 32 | ORCL | Oracle CORP | 株式-IT | 0.87% | +0.15% | +1.24% | |
| 33 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.87% | — | -1.02% | |
| 34 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.84% | — | +6.83% | |
| 35 | QCOM | Qualcomm INC | 株式-IT | 0.82% | -0.41% | -1.70% | |
| 36 | HD | Home Depot INC | 株式-一般消費財 | 0.81% | — | -2.24% | |
| 37 | PANW | Palo Alto Networks INC | 株式-IT | 0.78% | — | +26.34% | |
| 38 | NFLX | Netflix INC | 株式-通信サービス | 0.75% | — | — | |
| 39 | CRM | Salesforce INC | 株式-IT | 0.71% | -0.28% | +3.76% | |
| 40 | HON | Honeywell International INC | 株式-資本財 | 0.70% | — | -2.78% | |
| 41 | SPHD | Invesco S&p 500 High Dividen | ETF-大型株・グロース | 0.69% | — | — | |
| 42 | VUG | Vanguard Growth ETF | ETF-その他 | 0.67% | — | -5.53% | |
| 43 | WMT | Walmart INC | 株式-生活必需品 | 0.66% | — | -2.85% | |
| 44 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.65% | — | -8.65% | |
| 45 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.62% | — | +2.34% | |
| 46 | COP | Conocophillips | 株式-エネルギー | 0.62% | +0.22% | -2.55% | |
| 47 | JMBS | Janus Henderson Mortg Backed | ETF-その他 | 0.60% | -0.36% | — | |
| 48 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.59% | — | -17.33% | |
| 49 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.58% | — | +7.71% | |
| 50 | PGR | Progressive CORP | 株式-金融 | 0.57% | — | +4.43% |