CIK: 0001801573
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 | VB | Vanguard Small-cap ETF | ETF-その他 | 27.51% | -0.72% | -2.56% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 18.67% | -0.55% | +0.51% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 17.87% | -1.94% | +1.70% | |
| 4 | STX | Seagate Technology Holdings plc | 株式-IT | 6.55% | — | -0.06% | |
| 5 | MTX | Minerals Technologies INC | 株式-その他 | 4.02% | +0.13% | +5.01% | |
| 6 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 3.06% | -0.40% | +0.16% | |
| 7 | APLSUSD | Apellis Pharmaceuticals INC | 株式-その他 | 2.75% | — | — | |
| 8 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 2.63% | -0.08% | +0.55% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.15% | -0.26% | -1.02% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.74% | -0.16% | -1.77% | |
| 11 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.01% | +0.16% | +0.01% | |
| 12 | AAPL | Apple INC | 株式-IT | 0.97% | -0.12% | -6.07% | |
| 13 | MSFT | Microsoft CORP | 株式-IT | 0.89% | -0.21% | -5.70% | |
| 14 | RVTY | Revvity INC | 株式-ヘルスケア | 0.78% | -0.05% | -48.05% | |
| 15 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.78% | -0.04% | -3.11% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.71% | -0.05% | — | |
| 17 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.55% | -0.13% | +4.46% | |
| 18 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.51% | — | +0.84% | |
| 19 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.51% | +0.02% | +0.11% | |
| 20 | INTC | Intel CORP | 株式-IT | 0.41% | — | -6.02% | |
| 21 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.36% | -0.05% | -3.09% | |
| 22 | FHI | Federated Hermes INC | 株式-金融 | 0.36% | — | -22.45% | |
| 23 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.35% | -0.01% | +0.97% | |
| 24 | PBW | Invesco Wilderhill Clean Ene | ETF-その他 | 0.34% | — | — | |
| 25 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-テック型 | 0.34% | -0.02% | — | |
| 26 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.30% | -0.03% | — | |
| 27 | VZ | Verizon Communications INC | 株式-通信サービス | 0.30% | +0.02% | -1.18% | |
| 28 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.28% | — | — | |
| 29 | MMM | 3m Co | 株式-資本財 | 0.27% | — | -0.81% | |
| 30 | PPL | Ppl CORP | 株式-公益事業 | 0.27% | +0.01% | — | |
| 31 | ICLN | Ishares Global Clean Energy | ETF-その他 | 0.26% | — | — | |
| 32 | ACH | Accendra Health INC | 株式-その他 | 0.25% | — | — | |
| 33 | TWLO | Twilio INC - A | 株式-IT | 0.24% | — | — | |
| 34 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.23% | — | +0.11% | |
| 35 | EFAX | State Street Spdr Msci Eafe | ETF-その他 | 0.22% | — | +0.54% | |
| 36 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.21% | — | — | |
| 37 | SIVBEUR | Svb Financial Group | 株式-その他 | 0.21% | — | — | |
| 38 | BA | Boeing Co/the | 株式-資本財 | 0.21% | — | — | |
| 39 | PAYX | Paychex INC | 株式-IT | 0.20% | -0.04% | — | |
| 40 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.19% | -0.02% | -5.88% | |
| 41 | NEO | Neogenomics INC | 株式-ヘルスケア | 0.19% | — | — | |
| 42 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.18% | — | — | |
| 43 | COP | Conocophillips | 株式-エネルギー | 0.18% | +0.04% | — |