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 | 84.89% | -7.89% | -0.11% | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 4.51% | +3.25% | — | |
| 3 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 2.97% | +1.37% | — | |
| 4 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 1.69% | +1.34% | — | |
| 5 | WFC | Wells Fargo & Co | 株式-金融 | 1.09% | +0.15% | — | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.69% | +0.23% | — | |
| 7 | NVDA | Nvidia CORP | 株式-IT | 0.44% | +0.15% | -0.55% | |
| 8 | CAT | Caterpillar INC | 株式-資本財 | 0.40% | +0.12% | — | |
| 9 | VUG | Vanguard Growth ETF | ETF-その他 | 0.32% | +0.09% | — | |
| 10 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.28% | +0.02% | -0.20% | |
| 11 | CVX | Chevron CORP | 株式-エネルギー | 0.27% | +0.24% | -0.23% | |
| 12 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.26% | +0.08% | -0.17% | |
| 13 | TSLA | Tesla INC | 株式-一般消費財 | 0.22% | +0.04% | — | |
| 14 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.20% | +0.08% | — | |
| 15 | AAPL | Apple INC | 株式-IT | 0.18% | +0.06% | -0.23% | |
| 16 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.17% | +0.09% | +0.21% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.15% | +0.06% | — | |
| 18 | COF | Capital One Financial CORP | 株式-金融 | 0.13% | +0.02% | — | |
| 19 | MSFT | Microsoft CORP | 株式-IT | 0.11% | -0.09% | EXIT | |
| 20 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.10% | +0.03% | — | |
| 21 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.10% | +0.04% | — | |
| 22 | CLX | Clorox Company | 株式-生活必需品 | 0.10% | — | — | |
| 23 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.10% | -0.09% | EXIT | |
| 24 | MMM | 3m Co | 株式-資本財 | 0.09% | +0.03% | — | |
| 25 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.09% | -0.08% | EXIT | |
| 26 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.09% | -0.08% | EXIT | |
| 27 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.09% | — | -1.68% | |
| 28 | T | At&t INC | 株式-通信サービス | 0.09% | — | +0.40% | |
| 29 | WABC | Westamerica Bancorporation | 株式-その他 | 0.09% | — | — | |
| 30 | VXF | Vanguard Extended Market ETF | ETF-その他 | 0.09% | +0.03% | — |