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 | 12.33% | -2.38% | -1.65% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 8.14% | -0.21% | -3.79% | |
| 3 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 7.00% | -0.30% | EXIT | |
| 4 | ZECP | Zacks Earnings Consistent Po | ETF-その他 | 6.34% | — | -2.92% | |
| 5 | AAPL | Apple INC | 株式-IT | 5.21% | -0.10% | -0.78% | |
| 6 | SPLB | Ss Spdr P Long Term C ETF | ETF-その他 | 3.28% | — | — | |
| 7 | NVDA | Nvidia CORP | 株式-IT | 2.96% | -0.34% | -0.38% | |
| 8 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 2.66% | -0.13% | — | |
| 9 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 2.52% | — | -2.67% | |
| 10 | GCC | Wisdomtree Enhanced Commodit | ETF-その他 | 2.05% | +0.15% | -2.27% | |
| 11 | COST | Costco Wholesale CORP | 株式-生活必需品 | 2.00% | +0.21% | -1.22% | |
| 12 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.86% | -0.20% | +3.26% | |
| 13 | BA | Boeing Co/the | 株式-資本財 | 1.74% | — | -1.20% | |
| 14 | PFF | Ishares Preferred & Income S | ETF-その他 | 1.72% | — | -27.97% | |
| 15 | JPSE | JPM Diversified Rt Small Cap | ETF-中小型株 | 1.46% | — | -2.72% | |
| 16 | JPME | JPM Diver Ret US Mc Equity | ETF-その他 | 1.45% | — | -2.99% | |
| 17 | BBUS | Jpmorgan Betabuilders US Equ | ETF-その他 | 1.41% | — | -0.73% | |
| 18 | TBIL | F/m US Treasury 3 Month Bill | ETF-政府公債 | 1.38% | — | — | |
| 19 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.19% | +0.58% | -3.74% | |
| 20 | CGGR | Cap Group Growth Equity | ETF-その他 | 1.11% | -0.13% | -10.13% | |
| 21 | BBIN | JPM Betabuilders Intl Eqty | ETF-その他 | 0.98% | — | -1.58% | |
| 22 | PCAR | Paccar INC | 株式-資本財 | 0.92% | — | +0.26% | |
| 23 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.88% | — | +1.60% | |
| 24 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.85% | +0.15% | +1.52% | |
| 25 | CVX | Chevron CORP | 株式-エネルギー | 0.80% | +0.11% | +1.89% | |
| 26 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.79% | — | -0.27% | |
| 27 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.78% | — | +0.46% | |
| 28 | FISV | Fiserv INC | 株式-その他 | 0.75% | — | -0.26% | |
| 29 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.73% | — | +1.83% | |
| 30 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.70% | — | +5.62% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.66% | — | +0.68% | |
| 32 | HD | Home Depot INC | 株式-一般消費財 | 0.65% | — | +2.32% | |
| 33 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.61% | — | -0.19% | |
| 34 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.57% | -0.11% | -4.40% | |
| 35 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.57% | — | +0.38% | |
| 36 | CAT | Caterpillar INC | 株式-資本財 | 0.55% | +0.15% | +0.60% | |
| 37 | CSCO | Cisco Systems INC | 株式-IT | 0.54% | — | +3.06% | |
| 38 | ADP | Automatic Data Processing | 株式-IT | 0.53% | -0.09% | +6.37% | |
| 39 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-その他 | 0.52% | +0.20% | -6.34% | |
| 40 | EMR | Emerson Electric Co | 株式-資本財 | 0.49% | — | +0.52% | |
| 41 | BAC | Bank Of America CORP | 株式-金融 | 0.49% | — | -1.77% | |
| 42 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.47% | +0.15% | -12.83% | |
| 43 | NEE | Nextera Energy INC | 株式-公益事業 | 0.47% | — | -1.85% | |
| 44 | WMT | Walmart INC | 株式-生活必需品 | 0.45% | — | +2.40% | |
| 45 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 0.44% | — | +0.99% | |
| 46 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.44% | — | +0.82% | |
| 47 | JGRO | Jpmorgan Active Growth ETF | ETF-その他 | 0.43% | -0.08% | -25.87% | |
| 48 | PEP | Pepsico INC | 株式-生活必需品 | 0.43% | — | -0.80% | |
| 49 | JAVA | Jpmorgan Active Value ETF | ETF-その他 | 0.41% | — | +13.53% | |
| 50 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.40% | — | -4.41% |