CIK: 0001932645
申告総資産額
$9362.3万
| # | 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 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 9.54% | +2.08% | -0.44% | |
| 2 | CVX | Chevron CORP | 株式-エネルギー | 4.88% | +2.52% | +2.77% | |
| 3 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.16% | -0.63% | -1.18% | |
| 4 | CI | THE Cigna Group | 株式-ヘルスケア | 2.80% | — | -0.02% | |
| 5 | EJAN | Innovator Emerging Markets P | ETF-新興国市場 | 2.71% | — | — | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.46% | — | -9.27% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 2.00% | -0.66% | +27.19% | |
| 8 | AAPL | Apple INC | 株式-IT | 1.86% | -0.25% | -11.22% | |
| 9 | XHLF | Bondbloxx Bbg 6 Mth US Treas | ETF-その他 | 1.85% | — | -65.33% | |
| 10 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 1.65% | +0.32% | NEW | |
| 11 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 1.58% | — | -16.18% | |
| 12 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 1.44% | — | -12.11% | |
| 13 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.43% | -0.17% | -5.76% | |
| 14 | ADBE | Adobe INC | 株式-IT | 1.41% | -0.34% | EXIT | |
| 15 | MCHI | Ishares Msci China ETF | ETF-新興国市場 | 1.36% | — | — | |
| 16 | MA | Mastercard INC - A | 株式-金融 | 1.27% | -0.38% | -1.78% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.25% | — | — | |
| 18 | NOW | Servicenow INC | 株式-IT | 1.15% | — | -1.05% | |
| 19 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.09% | — | -4.00% | |
| 20 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.08% | — | +2.25% | |
| 21 | DFJ | Wisdomtree Jpn S/c Dvd Fund | ETF-その他 | 1.03% | — | — | |
| 22 | CRM | Salesforce INC | 株式-IT | 0.92% | — | -1.31% | |
| 23 | GLDM | Spdr Gold Minishares Trust | ETF-コモディティ | 0.92% | -0.29% | -40.89% | |
| 24 | NFLX | Netflix INC | 株式-通信サービス | 0.90% | +0.36% | NEW | |
| 25 | V | Visa Inc-class A Shares | 株式-金融 | 0.88% | — | -0.24% | |
| 26 | ACN | Accenture plc | 株式-IT | 0.88% | -0.36% | EXIT | |
| 27 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.87% | — | +14.16% | |
| 28 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.87% | — | -2.60% | |
| 29 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.84% | — | +382.88% | |
| 30 | VTV | Vanguard Value ETF | ETF-その他 | 0.83% | — | — | |
| 31 | ADSK | Autodesk INC | 株式-IT | 0.83% | — | -6.67% | |
| 32 | INDA | Ishares Msci India ETF | ETF-その他 | 0.82% | -1.02% | EXIT | |
| 33 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.77% | — | -12.44% | |
| 34 | PM | Philip Morris International | 株式-生活必需品 | 0.77% | — | +5.79% | |
| 35 | WFC | Wells Fargo & Co | 株式-金融 | 0.76% | — | -0.06% | |
| 36 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 0.75% | -0.73% | -14.36% | |
| 37 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 0.75% | — | -2.33% | |
| 38 | CSCO | Cisco Systems INC | 株式-IT | 0.73% | — | -8.37% | |
| 39 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.70% | — | — | |
| 40 | GNMA | Ishares Gnma Bond ETF | ETF-その他 | 0.68% | — | — | |
| 41 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.65% | — | -8.74% | |
| 42 | ABNB | Airbnb Inc-class A | 株式-一般消費財 | 0.64% | -0.31% | EXIT | |
| 43 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.63% | — | -1.68% | |
| 44 | JD | Jd.com Inc-adr | 株式-一般消費財 | 0.58% | — | +3.25% | |
| 45 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.58% | -0.36% | EXIT | |
| 46 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 0.57% | — | +27.44% | |
| 47 | PYPL | Paypal Holdings INC | 株式-金融 | 0.53% | — | -31.28% | |
| 48 | VZ | Verizon Communications INC | 株式-通信サービス | 0.51% | +0.23% | -2.80% | |
| 49 | IBM | Intl Business Machines CORP | 株式-IT | 0.49% | — | -1.93% | |
| 50 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.48% | — | +1.18% |