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 | 12.25% | -2.38% | -1.53% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 9.77% | -0.21% | +0.83% | |
| 3 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 8.57% | — | +0.84% | |
| 4 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 7.89% | — | — | |
| 5 | ZECP | Zacks Earnings Consistent Po | ETF-その他 | 5.27% | — | -2.02% | |
| 6 | AAPL | Apple INC | 株式-IT | 5.02% | -0.10% | -1.20% | |
| 7 | XLRE | Ss Real Estate Select Sector | ETF-その他 | 4.27% | — | +1.49% | |
| 8 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 3.99% | — | — | |
| 9 | GCC | Wisdomtree Enhanced Commodit | ETF-その他 | 2.71% | +0.15% | +1.34% | |
| 10 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 2.30% | — | — | |
| 11 | SBUX | Starbucks CORP | 株式-一般消費財 | 2.17% | -0.20% | -2.29% | |
| 12 | ✓ | Ishares Tr | 株式-その他 | 2.05% | — | +1.09% | |
| 13 | COST | Costco Wholesale CORP | 株式-生活必需品 | 2.04% | +0.21% | -1.80% | |
| 14 | SMLF | Ishares US Smallcap Equity F | ETF-その他 | 2.04% | — | +0.84% | |
| 15 | PSK | Ss Spdr Ice Pref Sec ETF | ETF-その他 | 1.99% | — | — | |
| 16 | NVDA | Nvidia CORP | 株式-IT | 1.12% | -0.34% | +1.42% | |
| 17 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 1.06% | — | +8.16% | |
| 18 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.01% | +0.15% | +0.02% | |
| 19 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.94% | — | -1.33% | |
| 20 | NEE | Nextera Energy INC | 株式-公益事業 | 0.87% | — | +0.35% | |
| 21 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.84% | — | +0.05% | |
| 22 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 0.84% | — | +3.91% | |
| 23 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.77% | — | +0.20% | |
| 24 | HD | Home Depot INC | 株式-一般消費財 | 0.71% | — | +2.12% | |
| 25 | DIAL | Columbia Divers Fix INC ETF | ETF-その他 | 0.70% | — | -14.06% | |
| 26 | CVX | Chevron CORP | 株式-エネルギー | 0.66% | +0.11% | -0.95% | |
| 27 | PCAR | Paccar INC | 株式-資本財 | 0.66% | — | — | |
| 28 | FISV | Fiserv INC | 株式-その他 | 0.65% | — | — | |
| 29 | MMM | 3m Co | 株式-資本財 | 0.60% | — | +0.17% | |
| 30 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.59% | — | +1885.13% | |
| 31 | BAC | Bank Of America CORP | 株式-金融 | 0.58% | — | +1.77% | |
| 32 | ADP | Automatic Data Processing | 株式-IT | 0.57% | -0.09% | — | |
| 33 | BA | Boeing Co/the | 株式-資本財 | 0.55% | — | +0.09% | |
| 34 | EMR | Emerson Electric Co | 株式-資本財 | 0.55% | — | +0.10% | |
| 35 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.49% | — | -1.22% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.48% | — | -3.83% | |
| 37 | PEP | Pepsico INC | 株式-生活必需品 | 0.46% | — | +0.13% | |
| 38 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.46% | — | -1.80% | |
| 39 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.45% | — | +2.70% | |
| 40 | VZ | Verizon Communications INC | 株式-通信サービス | 0.45% | — | +1.47% | |
| 41 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.42% | — | +1.86% | |
| 42 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 0.42% | — | -1.56% | |
| 43 | CSCO | Cisco Systems INC | 株式-IT | 0.41% | — | +0.68% | |
| 44 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.40% | — | +3.77% | |
| 45 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.39% | — | +0.39% | |
| 46 | CAT | Caterpillar INC | 株式-資本財 | 0.38% | +0.15% | -0.86% | |
| 47 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.38% | +0.15% | -0.59% | |
| 48 | PFE | Pfizer INC | 株式-ヘルスケア | 0.36% | +0.09% | NEW | |
| 49 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.35% | — | +0.17% | |
| 50 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.35% | — | +5.75% |