CIK: 0001910641
申告総資産額
$3.6億
| # | 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 21.78% | -3.29% | +11.67% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 14.91% | -1.08% | +0.96% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 9.59% | -0.36% | +1.29% | |
| 4 | AAPL | Apple INC | 株式-IT | 7.97% | -0.83% | +7.42% | |
| 5 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 7.10% | +0.50% | -0.66% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 6.10% | -1.35% | +16.53% | |
| 7 | ACWV | Ishares Msci Global Min Vol | ETF-その他 | 4.71% | — | +6.39% | |
| 8 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 4.48% | +0.05% | -0.60% | |
| 9 | IVOO | Vanguard S&p Mid-cap 400 ETF | ETF-その他 | 3.90% | -0.50% | +112.25% | |
| 10 | VIOO | Vanguard S&p Small-cap 600 E | ETF-その他 | 3.39% | -0.20% | +101.58% | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.54% | +1.25% | -14.32% | |
| 12 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.06% | — | -22.24% | |
| 13 | FDMO | Fidelity Momentum Factor ETF | ETF-その他 | 1.03% | — | +32.46% | |
| 14 | LIN | Linde plc | 株式-素材 | 0.99% | — | — | |
| 15 | DMRC | Digimarc Corporation | 株式-その他 | 0.92% | -0.17% | EXIT | |
| 16 | IGF | Ishares Global Infrastructur | ETF-その他 | 0.80% | — | +191.77% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.73% | — | -5.14% | |
| 18 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.72% | — | — | |
| 19 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.70% | — | -29.96% | |
| 20 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.64% | -0.09% | — | |
| 21 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.62% | — | -25.29% | |
| 22 | LHX | L3harris Technologies INC | 株式-資本財 | 0.61% | — | — | |
| 23 | SSS1EUR | Life Storage INC | 株式-その他 | 0.60% | — | +0.75% | |
| 24 | FDLO | Fidelity Low Volat Fact ETF | ETF-その他 | 0.56% | — | -26.03% | |
| 25 | UNP | Union Pacific CORP | 株式-資本財 | 0.50% | — | -2.74% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.43% | — | — | |
| 27 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.41% | — | +0.28% | |
| 28 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 0.38% | — | -5.50% | |
| 29 | MSFT | Microsoft CORP | 株式-IT | 0.37% | — | +43.96% | |
| 30 | WTM | White Mountains Insurance Group, Ltd. | 株式-金融 | 0.36% | — | — | |
| 31 | MTB | M & T Bank CORP | 株式-金融 | 0.29% | — | +8.90% | |
| 32 | VTV | Vanguard Value ETF | ETF-その他 | 0.29% | — | — | |
| 33 | PPG | Ppg Industries INC | 株式-素材 | 0.25% | — | — | |
| 34 | MOG-A | Moog Inc-class A | 株式-その他 | 0.24% | +0.03% | — | |
| 35 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.22% | — | -7.63% | |
| 36 | VXF | Vanguard Extended Market ETF | ETF-その他 | 0.21% | — | -6.80% | |
| 37 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.19% | — | +1.44% | |
| 38 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.18% | +1.20% | NEW | |
| 39 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.16% | — | +0.52% | |
| 40 | OBE | Obsidian Energy LTD | 株式-その他 | 0.05% | — | -0.94% | |
| 41 | ✓ | 22nd Century Group INC Com | 株式-その他 | 0.01% | — | — |