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 | 11.79% | -2.38% | -1.84% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 8.69% | -0.21% | -5.43% | |
| 3 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 7.63% | -0.30% | EXIT | |
| 4 | ZECP | Zacks Earnings Consistent Po | ETF-その他 | 6.76% | — | +55.68% | |
| 5 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 5.46% | — | — | |
| 6 | AAPL | Apple INC | 株式-IT | 5.04% | -0.10% | -5.04% | |
| 7 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 3.23% | — | — | |
| 8 | PFF | Ishares Preferred & Income S | ETF-その他 | 2.66% | — | — | |
| 9 | SBUX | Starbucks CORP | 株式-一般消費財 | 2.56% | -0.20% | -3.22% | |
| 10 | GCC | Wisdomtree Enhanced Commodit | ETF-その他 | 2.16% | +0.15% | -10.04% | |
| 11 | NVDA | Nvidia CORP | 株式-IT | 1.84% | -0.34% | +7.24% | |
| 12 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.79% | +0.21% | -4.76% | |
| 13 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.69% | +0.58% | — | |
| 14 | XLRE | Ss Real Estate Select Sector | ETF-その他 | 1.62% | — | -51.22% | |
| 15 | JPME | JPM Diver Ret US Mc Equity | ETF-その他 | 1.61% | — | — | |
| 16 | JPSE | JPM Diversified Rt Small Cap | ETF-中小型株 | 1.59% | — | — | |
| 17 | BBUS | Jpmorgan Betabuilders US Equ | ETF-その他 | 1.33% | — | — | |
| 18 | CGGR | Cap Group Growth Equity | ETF-その他 | 1.18% | -0.13% | — | |
| 19 | BBIN | JPM Betabuilders Intl Eqty | ETF-その他 | 0.94% | — | — | |
| 20 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.88% | — | +22.79% | |
| 21 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.87% | — | +8.93% | |
| 22 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.81% | +0.15% | +11.34% | |
| 23 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.80% | — | +9.20% | |
| 24 | PCAR | Paccar INC | 株式-資本財 | 0.78% | — | +53.79% | |
| 25 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-その他 | 0.76% | +0.20% | — | |
| 26 | FISV | Fiserv INC | 株式-その他 | 0.75% | — | +5.38% | |
| 27 | BA | Boeing Co/the | 株式-資本財 | 0.75% | — | -3.30% | |
| 28 | CVX | Chevron CORP | 株式-エネルギー | 0.73% | +0.11% | +21.31% | |
| 29 | NEE | Nextera Energy INC | 株式-公益事業 | 0.70% | — | -4.46% | |
| 30 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.62% | — | — | |
| 31 | HD | Home Depot INC | 株式-一般消費財 | 0.60% | — | -4.87% | |
| 32 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.59% | — | +2560.64% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.57% | — | +18.13% | |
| 34 | PEP | Pepsico INC | 株式-生活必需品 | 0.54% | — | +35.05% | |
| 35 | JGRO | Jpmorgan Active Growth ETF | ETF-その他 | 0.53% | -0.08% | — | |
| 36 | CSCO | Cisco Systems INC | 株式-IT | 0.51% | — | +26.40% | |
| 37 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.49% | +0.15% | +9.15% | |
| 38 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.48% | — | +37.58% | |
| 39 | BAC | Bank Of America CORP | 株式-金融 | 0.48% | — | +10.18% | |
| 40 | EMR | Emerson Electric Co | 株式-資本財 | 0.46% | — | -9.87% | |
| 41 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.46% | — | +51.90% | |
| 42 | ADP | Automatic Data Processing | 株式-IT | 0.45% | -0.09% | -12.55% | |
| 43 | CAT | Caterpillar INC | 株式-資本財 | 0.45% | +0.15% | +14.66% | |
| 44 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.45% | — | +4.29% | |
| 45 | MMM | 3m Co | 株式-資本財 | 0.45% | — | +7.01% | |
| 46 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.44% | — | +46.25% | |
| 47 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.42% | — | +7.88% | |
| 48 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.41% | — | +8.21% | |
| 49 | JAVA | Jpmorgan Active Value ETF | ETF-その他 | 0.40% | — | — | |
| 50 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.40% | -0.11% | +12.40% |