CIK: 0001821271
申告総資産額
$7.8億
| # | 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 | 18.25% | — | +56.14% | |
| 2 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 13.14% | — | +0.83% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 7.93% | — | +0.23% | |
| 4 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 4.99% | — | +3.38% | |
| 5 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 4.91% | — | -0.57% | |
| 6 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 3.83% | — | -7.97% | |
| 7 | META | Meta Platforms Inc-class A | 株式-通信サービス | 3.81% | — | -3.20% | |
| 8 | GTM | Zoominfo Technologies INC | 株式-IT | 3.43% | — | +74.70% | |
| 9 | TSLA | Tesla INC | 株式-一般消費財 | 3.04% | — | +242.31% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 3.03% | — | +25.34% | |
| 11 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 2.58% | — | +0.35% | |
| 12 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.15% | — | -2.12% | |
| 13 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 2.14% | — | +1.22% | |
| 14 | NVDA | Nvidia CORP | 株式-IT | 2.11% | — | +481.28% | |
| 15 | PINS | Pinterest Inc- Class A | 株式-通信サービス | 1.58% | — | -2.77% | |
| 16 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 1.27% | — | — | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.95% | — | +0.48% | |
| 18 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.81% | — | +6.59% | |
| 19 | AUR | Aurora Innovation INC | 株式-一般消費財 | 0.79% | — | — | |
| 20 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.70% | — | +0.49% | |
| 21 | ABNB | Airbnb Inc-class A | 株式-一般消費財 | 0.68% | — | +0.37% | |
| 22 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.62% | — | -6.49% | |
| 23 | VUG | Vanguard Growth ETF | ETF-その他 | 0.59% | — | -2.16% | |
| 24 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.56% | — | — | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.55% | — | — | |
| 26 | BRK-B | Berkshire Hathaway Inc. | 株式-その他 | 0.55% | — | -4.81% | |
| 27 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.52% | — | +47.38% | |
| 28 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.49% | — | -0.26% | |
| 29 | CDNS | Cadence Design Sys INC | 株式-IT | 0.45% | — | +10.47% | |
| 30 | DASH | Doordash INC - A | 株式-一般消費財 | 0.44% | — | +4.76% | |
| 31 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-その他 | 0.41% | — | — | |
| 32 | SNOW | Snowflake INC | 株式-IT | 0.41% | — | -16.87% | |
| 33 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.39% | — | +2.08% | |
| 34 | DHR | Danaher CORP | 株式-ヘルスケア | 0.37% | — | +0.85% | |
| 35 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.36% | — | -0.31% | |
| 36 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.35% | — | -8.08% | |
| 37 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.34% | — | -10.04% | |
| 38 | ADP | Automatic Data Processing | 株式-IT | 0.33% | — | -0.06% | |
| 39 | CRM | Salesforce INC | 株式-IT | 0.31% | — | -1.96% | |
| 40 | ORCL | Oracle CORP | 株式-IT | 0.30% | — | +12.72% | |
| 41 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.29% | — | +14.07% | |
| 42 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.29% | — | — | |
| 43 | HD | Home Depot INC | 株式-一般消費財 | 0.28% | — | +1.59% | |
| 44 | V | Visa Inc-class A Shares | 株式-金融 | 0.27% | — | -8.23% | |
| 45 | CAT | Caterpillar INC | 株式-資本財 | 0.26% | — | -0.42% | |
| 46 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.26% | — | — | |
| 47 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.25% | — | — | |
| 48 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.25% | — | +1.37% | |
| 49 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.25% | — | +1.41% | |
| 50 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.24% | — | — |