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 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 21.67% | -1.94% | -0.84% | |
| 2 | VB | Vanguard Small-cap ETF | ETF-その他 | 21.31% | -0.72% | -0.29% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 18.12% | -0.55% | +0.05% | |
| 4 | STX | Seagate Technology Holdings plc | 株式-IT | 6.27% | +3.34% | -15.69% | |
| 5 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 4.50% | -0.40% | -0.23% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.97% | -0.26% | -0.51% | |
| 7 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 2.18% | -0.08% | -0.71% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.08% | -0.16% | -3.78% | |
| 9 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 1.48% | +1.26% | +1.46% | |
| 10 | MTX | Minerals Technologies INC | 株式-その他 | 1.29% | +0.13% | +2.72% | |
| 11 | AAPL | Apple INC | 株式-IT | 1.24% | -0.12% | +34.26% | |
| 12 | CCI | Crown Castle INC | 株式-不動産 | 1.12% | -0.18% | -6.92% | |
| 13 | MSFT | Microsoft CORP | 株式-IT | 1.03% | -0.21% | +6.99% | |
| 14 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.88% | -0.13% | +2.58% | |
| 15 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.61% | +0.16% | +1.13% | |
| 16 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.61% | -0.01% | +0.72% | |
| 17 | KHC | Kraft Heinz Co/the | 株式-生活必需品 | 0.60% | -0.02% | — | |
| 18 | VUG | Vanguard Growth ETF | ETF-その他 | 0.58% | -0.11% | -1.21% | |
| 19 | RVTY | Revvity INC | 株式-ヘルスケア | 0.56% | -0.05% | — | |
| 20 | ESML | Ishares Esg Aware Msci USA S | ETF-その他 | 0.51% | -0.01% | -1.55% | |
| 21 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.50% | -0.07% | — | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.50% | -0.05% | -1.28% | |
| 23 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.50% | — | +0.45% | |
| 24 | USXF | Ishares Esg Advance Msci USA | ETF-その他 | 0.45% | — | — | |
| 25 | AVGO | Broadcom INC | 株式-IT | 0.42% | -0.04% | -4.58% | |
| 26 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 0.37% | — | +1.89% | |
| 27 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.37% | -0.03% | +0.03% | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.36% | -0.03% | — | |
| 29 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.35% | +0.02% | -0.13% | |
| 30 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.31% | -0.04% | +13.41% | |
| 31 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-テック型 | 0.30% | -0.02% | — | |
| 32 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.30% | -0.03% | — | |
| 33 | PAYX | Paychex INC | 株式-IT | 0.28% | -0.04% | -11.15% | |
| 34 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.28% | — | — | |
| 35 | MRNA | Moderna INC | 株式-ヘルスケア | 0.27% | +0.70% | +8.85% | |
| 36 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.26% | — | +0.20% | |
| 37 | CVX | Chevron CORP | 株式-エネルギー | 0.26% | +0.07% | +2.80% | |
| 38 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.26% | -0.05% | — | |
| 39 | SUSA | Ishares Esg Optimized Msci U | ETF-その他 | 0.20% | — | +0.15% | |
| 40 | EFAX | State Street Spdr Msci Eafe | ETF-その他 | 0.20% | — | +1.65% | |
| 41 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.19% | — | +4.28% | |
| 42 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.19% | -0.02% | -0.90% | |
| 43 | ALTO | Alto Ingredients INC | 株式-その他 | 0.19% | — | — | |
| 44 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 0.18% | — | -0.33% | |
| 45 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.18% | +0.02% | +2.77% | |
| 46 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.18% | -0.02% | — | |
| 47 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.18% | -0.03% | -2.18% | |
| 48 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.17% | +0.01% | — | |
| 49 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.17% | — | +2.92% | |
| 50 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.16% | — | — |