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 | 11.88% | -2.38% | +0.68% | |
| 2 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 11.28% | -0.30% | EXIT | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 9.45% | -0.21% | -3.69% | |
| 4 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 8.13% | — | -4.31% | |
| 5 | AAPL | Apple INC | 株式-IT | 5.42% | -0.10% | +0.60% | |
| 6 | ZECP | Zacks Earnings Consistent Po | ETF-その他 | 5.10% | — | -4.45% | |
| 7 | XLRE | Ss Real Estate Select Sector | ETF-その他 | 3.88% | — | -3.04% | |
| 8 | PFF | Ishares Preferred & Income S | ETF-その他 | 2.97% | — | — | |
| 9 | GCC | Wisdomtree Enhanced Commodit | ETF-その他 | 2.55% | +0.15% | -2.60% | |
| 10 | SBUX | Starbucks CORP | 株式-一般消費財 | 2.54% | -0.20% | -0.14% | |
| 11 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 2.43% | — | — | |
| 12 | COST | Costco Wholesale CORP | 株式-生活必需品 | 2.09% | +0.21% | -2.27% | |
| 13 | JPME | JPM Diver Ret US Mc Equity | ETF-その他 | 1.91% | — | — | |
| 14 | JPSE | JPM Diversified Rt Small Cap | ETF-中小型株 | 1.89% | — | — | |
| 15 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 1.15% | — | +8.32% | |
| 16 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.04% | +0.15% | +4.47% | |
| 17 | NEE | Nextera Energy INC | 株式-公益事業 | 0.94% | — | -0.33% | |
| 18 | NVDA | Nvidia CORP | 株式-IT | 0.92% | -0.34% | -3.71% | |
| 19 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.87% | — | -0.31% | |
| 20 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 0.86% | — | +1.72% | |
| 21 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.79% | — | +3.77% | |
| 22 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.79% | — | +0.34% | |
| 23 | FISV | Fiserv INC | 株式-その他 | 0.75% | — | +3.00% | |
| 24 | CVX | Chevron CORP | 株式-エネルギー | 0.72% | +0.11% | +2.55% | |
| 25 | PCAR | Paccar INC | 株式-資本財 | 0.71% | — | — | |
| 26 | HD | Home Depot INC | 株式-一般消費財 | 0.70% | — | -7.30% | |
| 27 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.65% | — | -2.09% | |
| 28 | ADP | Automatic Data Processing | 株式-IT | 0.63% | -0.09% | -2.09% | |
| 29 | BAC | Bank Of America CORP | 株式-金融 | 0.63% | — | +4.53% | |
| 30 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 0.58% | — | +36.07% | |
| 31 | MMM | 3m Co | 株式-資本財 | 0.54% | — | -0.17% | |
| 32 | EMR | Emerson Electric Co | 株式-資本財 | 0.54% | — | +0.72% | |
| 33 | BA | Boeing Co/the | 株式-資本財 | 0.51% | — | -0.09% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.51% | — | +2.44% | |
| 35 | PEP | Pepsico INC | 株式-生活必需品 | 0.50% | — | +4.33% | |
| 36 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.50% | — | +13.68% | |
| 37 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.45% | — | -1.95% | |
| 38 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.43% | — | +10.04% | |
| 39 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.43% | — | -13.76% | |
| 40 | CSCO | Cisco Systems INC | 株式-IT | 0.42% | — | +3.61% | |
| 41 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.40% | — | +1.75% | |
| 42 | CAT | Caterpillar INC | 株式-資本財 | 0.38% | +0.15% | +1.48% | |
| 43 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.37% | — | +14.37% | |
| 44 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.36% | — | -1.47% | |
| 45 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.36% | +0.15% | -12.01% | |
| 46 | PFE | Pfizer INC | 株式-ヘルスケア | 0.34% | +0.09% | NEW | |
| 47 | WMT | Walmart INC | 株式-生活必需品 | 0.34% | — | +12.49% | |
| 48 | VZ | Verizon Communications INC | 株式-通信サービス | 0.33% | — | -7.69% | |
| 49 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.33% | — | -0.96% | |
| 50 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.33% | — | -2.61% |