CIK: 0001818044
申告総資産額
$1.8億
| # | 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 | FICO | Fair Isaac CORP | 株式-IT | 96.17% | -7.89% | -1.86% | |
| 2 | WFC | Wells Fargo & Co | 株式-金融 | 0.82% | +0.15% | -8.56% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.59% | +0.23% | -7.80% | |
| 4 | CVX | Chevron CORP | 株式-エネルギー | 0.40% | +0.24% | — | |
| 5 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.22% | +0.02% | -10.65% | |
| 6 | VUG | Vanguard Growth ETF | ETF-その他 | 0.22% | +0.09% | +4.84% | |
| 7 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.21% | +0.09% | -3.08% | |
| 8 | TSLA | Tesla INC | 株式-一般消費財 | 0.21% | +0.04% | +193.10% | |
| 9 | CAT | Caterpillar INC | 株式-資本財 | 0.21% | +0.12% | -23.13% | |
| 10 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.18% | +0.08% | — | |
| 11 | CLX | Clorox Company | 株式-生活必需品 | 0.16% | — | — | |
| 12 | AAPL | Apple INC | 株式-IT | 0.16% | +0.06% | — | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.16% | +0.06% | -9.68% | |
| 14 | WABC | Westamerica Bancorporation | 株式-その他 | 0.14% | — | — | |
| 15 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.13% | — | -29.66% |