CIK: 0002113621
申告総資産額
$2.0億
| # | 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 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 10.14% | -2.02% | — | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 9.99% | -1.12% | — | |
| 3 | FBCG | Fidelity Blue Chip Grow ETF | ETF-その他 | 5.60% | +0.82% | — | |
| 4 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 5.58% | -0.24% | — | |
| 5 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 2.33% | -0.02% | — | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.03% | — | — | |
| 7 | VB | Vanguard Small-cap ETF | ETF-その他 | 2.00% | -0.05% | — | |
| 8 | AAPL | Apple INC | 株式-IT | 1.94% | — | — | |
| 9 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.56% | — | — | |
| 10 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 1.49% | +0.26% | — | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 1.40% | — | — | |
| 12 | V | Visa Inc-class A Shares | 株式-金融 | 1.35% | -0.40% | — | |
| 13 | AVGO | Broadcom INC | 株式-IT | 1.33% | — | — | |
| 14 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.33% | -0.45% | — | |
| 15 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.27% | — | — | |
| 16 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.21% | — | — | |
| 17 | AMGN | Amgen INC | 株式-ヘルスケア | 1.14% | — | — | |
| 18 | TJX | Tjx Companies INC | 株式-一般消費財 | 1.11% | — | — | |
| 19 | GS | Goldman Sachs Group INC | 株式-金融 | 1.06% | -0.33% | — | |
| 20 | NDAQ | Nasdaq INC | 株式-金融 | 1.05% | -0.34% | — | |
| 21 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 1.04% | — | — | |
| 22 | FCOR | Fidelity Corporate Bond ETF | ETF-投資適格社債 | 0.99% | — | — | |
| 23 | PYLD | Pimco Multisector Bond Actv | ETF-その他 | 0.89% | +0.07% | — | |
| 24 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.89% | — | — | |
| 25 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.88% | — | — | |
| 26 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.87% | — | — | |
| 27 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.87% | +0.27% | — | |
| 28 | SPGI | S&p Global INC | 株式-金融 | 0.87% | — | — | |
| 29 | AXP | American Express Co | 株式-金融 | 0.86% | -0.57% | — | |
| 30 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.83% | — | — | |
| 31 | MA | Mastercard INC - A | 株式-金融 | 0.83% | — | — | |
| 32 | WMT | Walmart INC | 株式-生活必需品 | 0.83% | — | — | |
| 33 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.80% | — | — | |
| 34 | PLD | Prologis INC | 株式-不動産 | 0.78% | — | — | |
| 35 | SYK | Stryker CORP | 株式-ヘルスケア | 0.78% | — | — | |
| 36 | FDX | Fedex CORP | 株式-資本財 | 0.78% | — | — | |
| 37 | AEP | American Electric Power | 株式-公益事業 | 0.78% | — | — | |
| 38 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 0.76% | — | — | |
| 39 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.75% | — | — | |
| 40 | VRSK | Verisk Analytics INC | 株式-資本財 | 0.75% | -0.64% | — | |
| 41 | CTAS | Cintas CORP | 株式-資本財 | 0.74% | — | — | |
| 42 | MSI | Motorola Solutions INC | 株式-IT | 0.74% | — | — | |
| 43 | ESS | Essex Property Trust INC | 株式-不動産 | 0.72% | -0.72% | EXIT | |
| 44 | MRSH | Marsh & Mclennan Cos | 株式-金融 | 0.72% | — | — | |
| 45 | BR | Broadridge Financial Solutio | 株式-IT | 0.71% | -0.51% | — | |
| 46 | AWK | American Water Works Co INC | 株式-公益事業 | 0.70% | -0.42% | — | |
| 47 | EOG | Eog Resources INC | 株式-エネルギー | 0.69% | — | — | |
| 48 | HD | Home Depot INC | 株式-一般消費財 | 0.69% | — | — | |
| 49 | PAYX | Paychex INC | 株式-IT | 0.67% | -0.46% | — | |
| 50 | JGRO | Jpmorgan Active Growth ETF | ETF-その他 | 0.67% | — | — |