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 | 24.06% | -0.72% | +0.50% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 23.53% | -1.94% | -0.83% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 16.65% | -0.55% | +0.52% | |
| 4 | STX | Seagate Technology Holdings plc | 株式-IT | 6.58% | +3.34% | -4.69% | |
| 5 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 4.42% | -0.40% | +0.74% | |
| 6 | MTX | Minerals Technologies INC | 株式-その他 | 2.94% | +0.13% | -6.41% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.63% | -0.26% | +0.30% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.31% | -0.16% | -1.22% | |
| 9 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 2.26% | -0.08% | -2.30% | |
| 10 | CCI | Crown Castle INC | 株式-不動産 | 1.58% | -0.18% | +2.50% | |
| 11 | RVTY | Revvity INC | 株式-ヘルスケア | 1.37% | -0.05% | — | |
| 12 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.93% | -0.13% | -1.37% | |
| 13 | AAPL | Apple INC | 株式-IT | 0.90% | -0.12% | -1.44% | |
| 14 | MSFT | Microsoft CORP | 株式-IT | 0.66% | -0.21% | -4.86% | |
| 15 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.60% | +0.16% | -3.17% | |
| 16 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.55% | -0.01% | +0.37% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.54% | -0.05% | -2.65% | |
| 18 | ESML | Ishares Esg Aware Msci USA S | ETF-その他 | 0.54% | -0.01% | +11.02% | |
| 19 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.50% | — | +0.39% | |
| 20 | USXF | Ishares Esg Advance Msci USA | ETF-その他 | 0.43% | — | -0.04% | |
| 21 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 0.37% | — | -1.72% | |
| 22 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-テック型 | 0.34% | -0.02% | — | |
| 23 | MRNA | Moderna INC | 株式-ヘルスケア | 0.32% | +0.70% | — | |
| 24 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.32% | +0.02% | — | |
| 25 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.32% | -0.03% | — | |
| 26 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.31% | -0.04% | — | |
| 27 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.30% | — | +0.18% | |
| 28 | ALTO | Alto Ingredients INC | 株式-その他 | 0.30% | — | — | |
| 29 | COP | Conocophillips | 株式-エネルギー | 0.25% | +0.04% | -8.92% | |
| 30 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.24% | -0.05% | — | |
| 31 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 0.23% | +1.26% | +24.42% | |
| 32 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.22% | -0.11% | EXIT | |
| 33 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.22% | — | +400.00% | |
| 34 | PAYX | Paychex INC | 株式-IT | 0.20% | -0.04% | — | |
| 35 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 0.20% | — | +12.91% | |
| 36 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.19% | -0.03% | — | |
| 37 | EFAX | State Street Spdr Msci Eafe | ETF-その他 | 0.19% | — | — | |
| 38 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.19% | -0.03% | -0.66% | |
| 39 | PPL | Ppl CORP | 株式-公益事業 | 0.19% | +0.01% | -3.23% | |
| 40 | CVX | Chevron CORP | 株式-エネルギー | 0.19% | +0.07% | +2.17% | |
| 41 | INTC | Intel CORP | 株式-IT | 0.19% | — | +0.05% | |
| 42 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.18% | — | — | |
| 43 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.17% | — | — | |
| 44 | PEP | Pepsico INC | 株式-生活必需品 | 0.15% | +0.01% | — | |
| 45 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.15% | — | — | |
| 46 | FORA | Forian INC | 株式-その他 | 0.12% | — | — |