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 | 18.62% | — | — | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 6.58% | — | -0.34% | |
| 3 | NVDA | Nvidia CORP | 株式-IT | 5.32% | — | -1.15% | |
| 4 | VTV | Vanguard Value ETF | ETF-その他 | 5.20% | — | +3.98% | |
| 5 | AAPL | Apple INC | 株式-IT | 4.45% | — | -0.38% | |
| 6 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 3.70% | — | -0.72% | |
| 7 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 3.35% | — | +4.91% | |
| 8 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 2.52% | — | +5.47% | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.21% | — | -0.49% | |
| 10 | AVGO | Broadcom INC | 株式-IT | 2.18% | — | -5.98% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.00% | — | +5.08% | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 1.87% | — | +2.48% | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.77% | — | +3.58% | |
| 14 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 1.64% | — | +19.38% | |
| 15 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.37% | — | +18.00% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.32% | — | — | |
| 17 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 1.17% | — | — | |
| 18 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.16% | — | +1.74% | |
| 19 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.11% | — | +13.57% | |
| 20 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.95% | — | — | |
| 21 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.95% | — | +0.11% | |
| 22 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.87% | — | +0.02% | |
| 23 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.87% | — | — | |
| 24 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.85% | — | +6.39% | |
| 25 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.80% | — | +13.75% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.73% | — | +2.96% | |
| 27 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.69% | — | -1.96% | |
| 28 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.67% | — | -3.16% | |
| 29 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.62% | — | -2.17% | |
| 30 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.61% | — | +0.92% | |
| 31 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.57% | — | +26.44% | |
| 32 | ABNB | Airbnb Inc-class A | 株式-一般消費財 | 0.54% | — | +0.77% | |
| 33 | MA | Mastercard INC - A | 株式-金融 | 0.49% | — | +3.62% | |
| 34 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 0.49% | — | — | |
| 35 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.47% | — | — | |
| 36 | ORCL | Oracle CORP | 株式-IT | 0.46% | — | +1.90% | |
| 37 | GLDM | Spdr Gold Minishares Trust | ETF-コモディティ | 0.45% | — | — | |
| 38 | WMT | Walmart INC | 株式-生活必需品 | 0.44% | — | +30.78% | |
| 39 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.44% | — | — | |
| 40 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.42% | — | -0.03% | |
| 41 | OEF | Ishares S&p 100 ETF | ETF-その他 | 0.38% | — | — | |
| 42 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.38% | — | -0.08% | |
| 43 | WM | Waste Management INC | 株式-資本財 | 0.37% | — | +7.33% | |
| 44 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.35% | — | — | |
| 45 | APD | Air Products & Chemicals INC | 株式-素材 | 0.33% | — | — | |
| 46 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.33% | — | +2.14% | |
| 47 | MS | Morgan Stanley | 株式-金融 | 0.33% | — | -0.82% | |
| 48 | VRTX | Vertex Pharmaceuticals INC | 株式-ヘルスケア | 0.32% | — | -0.81% | |
| 49 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.32% | — | +4.44% | |
| 50 | BX | Blackstone INC | 株式-金融 | 0.31% | — | +1.12% |