CIK: 0001671716
申告総資産額
$12.0億
| # | 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 | MSFT | Microsoft CORP | 株式-IT | 12.23% | -0.27% | +1.43% | |
| 2 | AAPL | Apple INC | 株式-IT | 5.21% | — | +263.34% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 4.09% | +1.32% | +7.05% | |
| 4 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 3.81% | +0.43% | +5.16% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.72% | -0.64% | +0.72% | |
| 6 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 3.55% | +0.74% | +11.51% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.33% | +0.36% | +4.72% | |
| 8 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 2.10% | +0.58% | +50.34% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.82% | +0.23% | +3.58% | |
| 10 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.81% | +0.20% | -0.03% | |
| 11 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.79% | — | +2.66% | |
| 12 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.79% | -0.16% | -1.65% | |
| 13 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 1.73% | — | +2.57% | |
| 14 | VUG | Vanguard Growth ETF | ETF-その他 | 1.44% | +0.31% | -0.61% | |
| 15 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.39% | +0.53% | +3.33% | |
| 16 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.26% | — | +1.54% | |
| 17 | DLN | Wisdomtree US Largecap Divid | ETF-その他 | 1.23% | +0.23% | +12.30% | |
| 18 | V | Visa Inc-class A Shares | 株式-金融 | 1.18% | — | -10.74% | |
| 19 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.16% | +0.50% | +3.47% | |
| 20 | PYPL | Paypal Holdings INC | 株式-金融 | 1.10% | -0.17% | -0.05% | |
| 21 | PCAR | Paccar INC | 株式-資本財 | 1.08% | — | — | |
| 22 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.02% | — | -6.27% | |
| 23 | HD | Home Depot INC | 株式-一般消費財 | 1.01% | — | -3.04% | |
| 24 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.93% | — | -2.41% | |
| 25 | GSST | Goldman Sachs Ultra Short Bo | ETF-コモディティ | 0.91% | — | +598.75% | |
| 26 | UBER | Uber Technologies INC | 株式-資本財 | 0.90% | — | -2.87% | |
| 27 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.88% | -0.20% | +1.63% | |
| 28 | AMGN | Amgen INC | 株式-ヘルスケア | 0.87% | — | -2.58% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.83% | — | -0.16% | |
| 30 | JMST | JPM Ultra-short Muni Income | ETF-その他 | 0.79% | — | +55.75% | |
| 31 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.76% | — | +4.04% | |
| 32 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.75% | -0.13% | +0.05% | |
| 33 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.74% | — | +2.70% | |
| 34 | ADBE | Adobe INC | 株式-IT | 0.72% | -0.19% | -1.10% | |
| 35 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.66% | +0.32% | +22.60% | |
| 36 | INTC | Intel CORP | 株式-IT | 0.66% | — | +7.61% | |
| 37 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.66% | -0.76% | +4.78% | |
| 38 | DHR | Danaher CORP | 株式-ヘルスケア | 0.65% | — | -5.67% | |
| 39 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.64% | -0.33% | +0.18% | |
| 40 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.63% | — | -9.93% | |
| 41 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.63% | -0.20% | -5.55% | |
| 42 | MDT | Medtronic plc | 株式-ヘルスケア | 0.58% | — | -1.79% | |
| 43 | CTAS | Cintas CORP | 株式-資本財 | 0.58% | — | -3.58% | |
| 44 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.56% | — | +6.10% | |
| 45 | PEP | Pepsico INC | 株式-生活必需品 | 0.52% | — | -1.66% | |
| 46 | BLKCHF | Blackrock INC | 株式-その他 | 0.52% | — | -10.02% | |
| 47 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.52% | -0.50% | -1.42% | |
| 48 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.51% | — | -2.73% | |
| 49 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.50% | -0.20% | -5.01% | |
| 50 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.50% | — | -4.40% |