CIK: 0001963222
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 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 16.53% | — | -3.49% | |
| 2 | VTV | Vanguard Value ETF | ETF-その他 | 8.04% | — | -6.17% | |
| 3 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 5.94% | — | — | |
| 4 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 5.28% | — | -27.59% | |
| 5 | AAPL | Apple INC | 株式-IT | 4.15% | — | -0.85% | |
| 6 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 3.97% | — | -7.76% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.76% | — | — | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.93% | — | +4.28% | |
| 9 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 2.43% | — | — | |
| 10 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.42% | — | — | |
| 11 | AVGO | Broadcom INC | 株式-IT | 2.23% | — | -0.05% | |
| 12 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.87% | — | — | |
| 13 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 1.82% | — | -2.52% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.76% | — | — | |
| 15 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.75% | — | — | |
| 16 | MSFT | Microsoft CORP | 株式-IT | 1.66% | — | -6.05% | |
| 17 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 1.57% | — | — | |
| 18 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.43% | — | +0.60% | |
| 19 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.25% | — | -21.25% | |
| 20 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.25% | — | -2.62% | |
| 21 | ABNB | Airbnb Inc-class A | 株式-一般消費財 | 1.19% | — | — | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.14% | — | +4.35% | |
| 23 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.84% | — | -0.86% | |
| 24 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.81% | — | +2.84% | |
| 25 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 0.80% | — | — | |
| 26 | NVDA | Nvidia CORP | 株式-IT | 0.78% | — | -0.53% | |
| 27 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.75% | — | +1.09% | |
| 28 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.75% | — | — | |
| 29 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.75% | — | — | |
| 30 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.64% | — | +6.50% | |
| 31 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.61% | — | +13.69% | |
| 32 | OEF | Ishares S&p 100 ETF | ETF-その他 | 0.59% | — | — | |
| 33 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.54% | — | — | |
| 34 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.52% | — | -6.20% | |
| 35 | ORCL | Oracle CORP | 株式-IT | 0.50% | — | — | |
| 36 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.48% | — | +400.00% | |
| 37 | EMR | Emerson Electric Co | 株式-資本財 | 0.48% | — | -3.26% | |
| 38 | UBER | Uber Technologies INC | 株式-資本財 | 0.45% | — | — | |
| 39 | APD | Air Products & Chemicals INC | 株式-素材 | 0.45% | — | — | |
| 40 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.43% | — | -17.28% | |
| 41 | ADP | Automatic Data Processing | 株式-IT | 0.43% | — | -2.62% | |
| 42 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.42% | — | -5.24% | |
| 43 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.40% | — | -5.63% | |
| 44 | WMT | Walmart INC | 株式-生活必需品 | 0.39% | — | +188.82% | |
| 45 | IGV | Ishares Expanded Tech-softwa | ETF-テック型 | 0.39% | — | +400.00% | |
| 46 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.39% | — | +3.50% | |
| 47 | INTU | Intuit INC | 株式-IT | 0.37% | — | -1.92% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.37% | — | +0.53% | |
| 49 | AMD | Advanced Micro Devices | 株式-IT | 0.36% | — | -3.11% | |
| 50 | XLF | Ss Financial Select Sector | ETF-その他 | 0.35% | — | — |