CIK: 0001740809
申告総資産額
$1.3億
| # | 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 | AAPL | Apple INC | 株式-IT | 11.83% | +1.20% | -1.34% | |
| 2 | AMZN | Amazon.com INC | 株式-一般消費財 | 8.06% | -0.19% | -19.52% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 4.99% | -0.69% | -6.09% | |
| 4 | V | Visa Inc-class A Shares | 株式-金融 | 2.93% | — | -7.04% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.87% | -0.03% | -2.11% | |
| 6 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.76% | — | -9.64% | |
| 7 | BLKCHF | Blackrock INC | 株式-その他 | 2.61% | — | -0.46% | |
| 8 | HD | Home Depot INC | 株式-一般消費財 | 2.51% | -0.18% | -7.41% | |
| 9 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 2.47% | -0.22% | -14.81% | |
| 10 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 2.42% | -0.26% | -18.21% | |
| 11 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 2.40% | -0.16% | -2.03% | |
| 12 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.28% | — | -1.03% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.95% | — | -15.70% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.83% | +0.31% | -21.92% | |
| 15 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.62% | -0.12% | -2.40% | |
| 16 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.60% | — | -3.62% | |
| 17 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.58% | — | -6.47% | |
| 18 | MRSH | Marsh & Mclennan Cos | 株式-金融 | 1.55% | — | -14.13% | |
| 19 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.44% | +0.01% | -11.99% | |
| 20 | MA | Mastercard INC - A | 株式-金融 | 1.44% | -0.08% | -16.56% | |
| 21 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.25% | +0.08% | -7.79% | |
| 22 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.22% | — | +3.69% | |
| 23 | NFLX | Netflix INC | 株式-通信サービス | 1.21% | -0.10% | -22.77% | |
| 24 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.16% | — | +2.49% | |
| 25 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.11% | — | +7.01% | |
| 26 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.10% | — | +6.31% | |
| 27 | TSLA | Tesla INC | 株式-一般消費財 | 0.99% | +1.30% | +57.66% | |
| 28 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.98% | — | -15.85% | |
| 29 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.98% | — | -8.55% | |
| 30 | VZ | Verizon Communications INC | 株式-通信サービス | 0.96% | — | +2.26% | |
| 31 | HON | Honeywell International INC | 株式-資本財 | 0.95% | +0.04% | -10.26% | |
| 32 | WM | Waste Management INC | 株式-資本財 | 0.95% | — | -11.53% | |
| 33 | PFE | Pfizer INC | 株式-ヘルスケア | 0.93% | +0.01% | +4.75% | |
| 34 | NVDA | Nvidia CORP | 株式-IT | 0.88% | +0.25% | -1.15% | |
| 35 | SDOG | Alps Sector Dividend Dogs | ETF-その他 | 0.80% | — | -19.75% | |
| 36 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.78% | — | -5.59% | |
| 37 | CRM | Salesforce INC | 株式-IT | 0.73% | +0.25% | -20.52% | |
| 38 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.71% | — | +0.35% | |
| 39 | PEP | Pepsico INC | 株式-生活必需品 | 0.70% | — | +7.51% | |
| 40 | IRT | Independence Realty Trust In | 株式-不動産 | 0.68% | — | -1.85% | |
| 41 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.68% | +0.01% | -17.18% | |
| 42 | GD | General Dynamics CORP | 株式-資本財 | 0.65% | — | -8.05% | |
| 43 | PYPL | Paypal Holdings INC | 株式-金融 | 0.65% | -0.02% | -18.59% | |
| 44 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.63% | +0.23% | -26.10% | |
| 45 | DHR | Danaher CORP | 株式-ヘルスケア | 0.61% | +0.02% | -7.51% | |
| 46 | GS | Goldman Sachs Group INC | 株式-金融 | 0.59% | — | +0.99% | |
| 47 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.59% | — | +17.69% | |
| 48 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.58% | — | +12.92% | |
| 49 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.57% | — | -27.51% | |
| 50 | ✓ | Barclays Bank PLC | 株式-その他 | 0.57% | — | — |