CIK: 0001769578
申告総資産額
$2.1億
| # | 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 | 11.08% | -2.15% | — | |
| 2 | GBIL | Goldman Sachs Access Treasur | ETF-コモディティ | 10.83% | +2.95% | — | |
| 3 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 5.93% | — | — | |
| 4 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 4.68% | +0.44% | — | |
| 5 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 4.27% | +0.92% | — | |
| 6 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 4.04% | — | — | |
| 7 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 3.87% | — | — | |
| 8 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 2.98% | — | — | |
| 9 | AAPL | Apple INC | 株式-IT | 2.75% | -0.01% | — | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 2.70% | -0.01% | — | |
| 11 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 2.66% | — | — | |
| 12 | CVNA | Carvana Co | 株式-一般消費財 | 2.30% | -0.25% | EXIT | |
| 13 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.86% | -0.01% | — | |
| 14 | AMGN | Amgen INC | 株式-ヘルスケア | 1.63% | +0.34% | — | |
| 15 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.54% | — | — | |
| 16 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.50% | -0.01% | — | |
| 17 | BA | Boeing Co/the | 株式-資本財 | 1.40% | — | — | |
| 18 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.40% | -0.02% | — | |
| 19 | TRV | Travelers Cos Inc/the | 株式-金融 | 1.39% | — | — | |
| 20 | INTC | Intel CORP | 株式-IT | 1.36% | — | — | |
| 21 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.35% | — | — | |
| 22 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.30% | +0.13% | NEW | |
| 23 | MA | Mastercard INC - A | 株式-金融 | 1.28% | — | — | |
| 24 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.26% | +0.70% | — | |
| 25 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.23% | — | — | |
| 26 | PFE | Pfizer INC | 株式-ヘルスケア | 1.11% | — | — | |
| 27 | PEP | Pepsico INC | 株式-生活必需品 | 1.04% | — | — | |
| 28 | UTXZ | United Tech CORP | 株式-その他 | 0.96% | — | — | |
| 29 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.94% | — | — | |
| 30 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.85% | — | — | |
| 31 | BLKCHF | Blackrock INC | 株式-その他 | 0.84% | — | — | |
| 32 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.72% | — | — | |
| 33 | TSN | Tyson Foods Inc-cl A | 株式-生活必需品 | 0.72% | — | — | |
| 34 | VMWEUR | Vmware Inc-class A | 株式-その他 | 0.71% | — | — | |
| 35 | TSLA | Tesla INC | 株式-一般消費財 | 0.71% | -0.26% | — | |
| 36 | GS | Goldman Sachs Group INC | 株式-金融 | 0.71% | +0.12% | — | |
| 37 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 0.70% | — | — | |
| 38 | ✓ | 株式-その他 | 0.66% | — | — | ||
| 39 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.61% | — | — | |
| 40 | NDAQ | Nasdaq INC | 株式-金融 | 0.61% | — | — | |
| 41 | HSIC | Henry Schein INC | 株式-ヘルスケア | 0.57% | — | — | |
| 42 | PANW | Palo Alto Networks INC | 株式-IT | 0.55% | — | — | |
| 43 | DRI | Darden Restaurants INC | 株式-一般消費財 | 0.55% | — | — | |
| 44 | FDX | Fedex CORP | 株式-資本財 | 0.54% | — | — | |
| 45 | MPC | Marathon Petroleum CORP | 株式-エネルギー | 0.53% | — | — | |
| 46 | BIIB | Biogen INC | 株式-ヘルスケア | 0.50% | — | — | |
| 47 | COP | Conocophillips | 株式-エネルギー | 0.47% | — | — | |
| 48 | IP | International Paper Co | 株式-一般消費財 | 0.45% | — | — | |
| 49 | PHM | Pultegroup INC | 株式-一般消費財 | 0.44% | — | — | |
| 50 | NXPI | NXP Semiconductors N.V. | 株式-IT | 0.43% | — | — |