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 | 15.91% | — | +0.08% | |
| 2 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 15.71% | — | +11.20% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 7.55% | — | +0.13% | |
| 4 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 5.71% | — | +5.96% | |
| 5 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 4.67% | — | — | |
| 6 | META | Meta Platforms Inc-class A | 株式-通信サービス | 3.97% | — | +0.94% | |
| 7 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 3.60% | — | — | |
| 8 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 2.96% | — | +46.92% | |
| 9 | TSLA | Tesla INC | 株式-一般消費財 | 2.87% | — | +0.18% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 2.86% | — | +3.08% | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.81% | — | +38.42% | |
| 12 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 2.42% | — | -0.65% | |
| 13 | GTM | Zoominfo Technologies INC | 株式-IT | 2.19% | — | +0.03% | |
| 14 | NVDA | Nvidia CORP | 株式-IT | 2.02% | — | -5.65% | |
| 15 | PINS | Pinterest Inc- Class A | 株式-通信サービス | 1.41% | — | -8.57% | |
| 16 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.30% | — | +65.89% | |
| 17 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 1.21% | — | — | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.00% | — | +334.02% | |
| 19 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.91% | — | +0.02% | |
| 20 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.85% | — | +28.18% | |
| 21 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.77% | — | +39.36% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.76% | — | — | |
| 23 | ABNB | Airbnb Inc-class A | 株式-一般消費財 | 0.72% | — | -0.37% | |
| 24 | AUR | Aurora Innovation INC | 株式-一般消費財 | 0.62% | — | — | |
| 25 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.58% | — | +81.90% | |
| 26 | VUG | Vanguard Growth ETF | ETF-その他 | 0.56% | — | — | |
| 27 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.53% | — | — | |
| 28 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.52% | — | — | |
| 29 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.49% | — | +4.35% | |
| 30 | DASH | Doordash INC - A | 株式-一般消費財 | 0.47% | — | +4.62% | |
| 31 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.47% | — | +152.36% | |
| 32 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.46% | — | -4.17% | |
| 33 | CDNS | Cadence Design Sys INC | 株式-IT | 0.40% | — | -11.55% | |
| 34 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-その他 | 0.40% | — | — | |
| 35 | DHR | Danaher CORP | 株式-ヘルスケア | 0.39% | — | +1.81% | |
| 36 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.39% | — | -0.54% | |
| 37 | SNOW | Snowflake INC | 株式-IT | 0.38% | — | +8.70% | |
| 38 | ADP | Automatic Data Processing | 株式-IT | 0.35% | — | +0.78% | |
| 39 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.32% | — | -5.33% | |
| 40 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.31% | — | +19.49% | |
| 41 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.31% | — | +0.45% | |
| 42 | V | Visa Inc-class A Shares | 株式-金融 | 0.29% | — | +12.16% | |
| 43 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.29% | — | -6.02% | |
| 44 | CRM | Salesforce INC | 株式-IT | 0.28% | — | -5.92% | |
| 45 | HD | Home Depot INC | 株式-一般消費財 | 0.26% | — | -3.72% | |
| 46 | CVX | Chevron CORP | 株式-エネルギー | 0.26% | — | +3.99% | |
| 47 | CAT | Caterpillar INC | 株式-資本財 | 0.25% | — | -11.26% | |
| 48 | REGN | Regeneron Pharmaceuticals | 株式-ヘルスケア | 0.25% | — | +1.07% | |
| 49 | ORCL | Oracle CORP | 株式-IT | 0.24% | — | -6.81% | |
| 50 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.24% | — | — |