CIK: 0001898131
申告総資産額
$2.3億
| # | 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 | MSFT | Microsoft CORP | 株式-IT | 12.67% | -2.38% | +0.67% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 10.05% | -0.21% | -1.06% | |
| 3 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 9.10% | -0.13% | +82.83% | |
| 4 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 8.62% | — | +0.87% | |
| 5 | AAPL | Apple INC | 株式-IT | 5.56% | -0.10% | -0.23% | |
| 6 | ZECP | Zacks Earnings Consistent Po | ETF-その他 | 5.45% | — | +13.90% | |
| 7 | XLRE | Ss Real Estate Select Sector | ETF-その他 | 4.39% | — | +0.03% | |
| 8 | GCC | Wisdomtree Enhanced Commodit | ETF-その他 | 2.79% | +0.15% | -26.46% | |
| 9 | ICVT | Ishares Convertible Bond ETF | ETF-その他 | 2.32% | — | — | |
| 10 | ✓ | Ishares Tr | 株式-その他 | 2.19% | — | +2.01% | |
| 11 | SBUX | Starbucks CORP | 株式-一般消費財 | 2.12% | -0.20% | -0.72% | |
| 12 | SMLF | Ishares US Smallcap Equity F | ETF-その他 | 2.11% | — | +2.59% | |
| 13 | COST | Costco Wholesale CORP | 株式-生活必需品 | 2.08% | +0.21% | -0.56% | |
| 14 | FPE | Ft-preferred Secur & INC ETF | ETF-その他 | 1.95% | — | -27.85% | |
| 15 | NVDA | Nvidia CORP | 株式-IT | 1.29% | -0.34% | +2.13% | |
| 16 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 1.01% | — | +21.82% | |
| 17 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.98% | — | +7.04% | |
| 18 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.96% | +0.15% | +5.07% | |
| 19 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 0.84% | — | +31.44% | |
| 20 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.80% | — | +3.96% | |
| 21 | DIAL | Columbia Divers Fix INC ETF | ETF-その他 | 0.80% | — | -2.21% | |
| 22 | NEE | Nextera Energy INC | 株式-公益事業 | 0.77% | — | +1.86% | |
| 23 | CVX | Chevron CORP | 株式-エネルギー | 0.75% | +0.11% | +8.11% | |
| 24 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.74% | — | +4.82% | |
| 25 | HD | Home Depot INC | 株式-一般消費財 | 0.71% | — | +3.26% | |
| 26 | FISV | Fiserv INC | 株式-その他 | 0.67% | — | +0.05% | |
| 27 | BAC | Bank Of America CORP | 株式-金融 | 0.66% | — | +4.88% | |
| 28 | MMM | 3m Co | 株式-資本財 | 0.66% | — | +0.08% | |
| 29 | PCAR | Paccar INC | 株式-資本財 | 0.64% | — | — | |
| 30 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.61% | — | +12.06% | |
| 31 | EMR | Emerson Electric Co | 株式-資本財 | 0.58% | — | +0.77% | |
| 32 | BA | Boeing Co/the | 株式-資本財 | 0.57% | — | -5.52% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.56% | — | +0.63% | |
| 34 | ADP | Automatic Data Processing | 株式-IT | 0.55% | -0.09% | +0.03% | |
| 35 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.52% | — | -7.95% | |
| 36 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.46% | — | -1.30% | |
| 37 | PEP | Pepsico INC | 株式-生活必需品 | 0.45% | — | +8.90% | |
| 38 | CSCO | Cisco Systems INC | 株式-IT | 0.45% | — | +6.56% | |
| 39 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.44% | — | -0.60% | |
| 40 | CAT | Caterpillar INC | 株式-資本財 | 0.44% | +0.15% | +7.46% | |
| 41 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.42% | — | +16.97% | |
| 42 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 0.40% | — | +30.21% | |
| 43 | VZ | Verizon Communications INC | 株式-通信サービス | 0.40% | — | +8.44% | |
| 44 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.40% | — | +9.22% | |
| 45 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.39% | +0.15% | -6.25% | |
| 46 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型株・グロース | 0.38% | — | +7.03% | |
| 47 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.38% | -0.11% | -0.59% | |
| 48 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.36% | — | +3.61% | |
| 49 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.34% | — | +6.61% | |
| 50 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.34% | — | -0.06% |