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 | 19.04% | — | +81.74% | |
| 2 | NVDA | Nvidia CORP | 株式-IT | 6.47% | — | +918.10% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 6.02% | — | +185.80% | |
| 4 | AAPL | Apple INC | 株式-IT | 4.88% | — | +39.07% | |
| 5 | VTV | Vanguard Value ETF | ETF-その他 | 4.75% | — | — | |
| 6 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 4.02% | — | — | |
| 7 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 3.55% | — | — | |
| 8 | AVGO | Broadcom INC | 株式-IT | 3.11% | — | +42.19% | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.48% | — | +51.89% | |
| 10 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 2.17% | — | — | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 1.99% | — | +109.42% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.94% | — | -0.13% | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.61% | — | +108.74% | |
| 14 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 1.41% | — | +200.00% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.34% | — | — | |
| 16 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.14% | — | — | |
| 17 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.12% | — | +133.00% | |
| 18 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 1.09% | — | — | |
| 19 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.05% | — | +100.00% | |
| 20 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.94% | — | +36.10% | |
| 21 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.93% | — | — | |
| 22 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.86% | — | — | |
| 23 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.83% | — | — | |
| 24 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.83% | — | +56.55% | |
| 25 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.74% | — | — | |
| 26 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.66% | — | +37.50% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.58% | — | +152.72% | |
| 28 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.58% | — | +212.03% | |
| 29 | ABNB | Airbnb Inc-class A | 株式-一般消費財 | 0.57% | — | +6.54% | |
| 30 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.57% | — | +167.90% | |
| 31 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.57% | — | +55.51% | |
| 32 | ORCL | Oracle CORP | 株式-IT | 0.53% | — | +48.09% | |
| 33 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.48% | — | -1.09% | |
| 34 | MA | Mastercard INC - A | 株式-金融 | 0.44% | — | +158.55% | |
| 35 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.44% | — | — | |
| 36 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 0.43% | — | — | |
| 37 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.40% | — | — | |
| 38 | OEF | Ishares S&p 100 ETF | ETF-その他 | 0.39% | — | — | |
| 39 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.37% | — | — | |
| 40 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.37% | — | +31.12% | |
| 41 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.37% | — | — | |
| 42 | GLDM | Spdr Gold Minishares Trust | ETF-コモディティ | 0.37% | — | — | |
| 43 | BX | Blackstone INC | 株式-金融 | 0.37% | — | +167.60% | |
| 44 | MS | Morgan Stanley | 株式-金融 | 0.34% | — | +156.81% | |
| 45 | WMT | Walmart INC | 株式-生活必需品 | 0.34% | — | +0.59% | |
| 46 | TSLA | Tesla INC | 株式-一般消費財 | 0.34% | — | — | |
| 47 | ETN | Eaton Corporation plc | 株式-資本財 | 0.33% | — | +122.75% | |
| 48 | HD | Home Depot INC | 株式-一般消費財 | 0.32% | — | — | |
| 49 | APD | Air Products & Chemicals INC | 株式-素材 | 0.32% | — | +5.20% | |
| 50 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.31% | — | +16.06% |