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 | 98.41% | -7.89% | -0.13% | |
| 2 | WFC | Wells Fargo & Co | 株式-金融 | 0.26% | +0.15% | — | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.22% | +0.23% | +0.02% | |
| 4 | CAT | Caterpillar INC | 株式-資本財 | 0.11% | +0.12% | +0.05% | |
| 5 | VUG | Vanguard Growth ETF | ETF-その他 | 0.09% | +0.09% | — | |
| 6 | CVX | Chevron CORP | 株式-エネルギー | 0.09% | +0.24% | — | |
| 7 | NVDA | Nvidia CORP | 株式-IT | 0.09% | +0.15% | +0.76% | |
| 8 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.08% | +0.02% | +0.07% | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.07% | +0.08% | — | |
| 10 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.06% | +0.08% | — | |
| 11 | AAPL | Apple INC | 株式-IT | 0.06% | +0.06% | +0.28% | |
| 12 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.06% | +0.09% | +0.27% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.06% | +0.06% | — | |
| 14 | CLX | Clorox Company | 株式-生活必需品 | 0.05% | — | — | |
| 15 | TSLA | Tesla INC | 株式-一般消費財 | 0.04% | +0.04% | — | |
| 16 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.04% | +0.03% | — | |
| 17 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.03% | — | — | |
| 18 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.03% | +0.04% | — | |
| 19 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.03% | -0.09% | EXIT | |
| 20 | MSFT | Microsoft CORP | 株式-IT | 0.03% | -0.09% | EXIT | |
| 21 | WABC | Westamerica Bancorporation | 株式-その他 | 0.03% | — | — | |
| 22 | MMM | 3m Co | 株式-資本財 | 0.03% | +0.03% | — | |
| 23 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.03% | -0.08% | EXIT |