CIK: 0001674581
申告総資産額
$10.2億
| # | 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 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 26.80% | +6.10% | NEW | |
| 2 | VUG | Vanguard Growth ETF | ETF-その他 | 16.06% | +6.95% | NEW | |
| 3 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 15.90% | +0.11% | NEW | |
| 4 | VTV | Vanguard Value ETF | ETF-その他 | 14.14% | +10.64% | NEW | |
| 5 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 4.70% | +12.58% | NEW | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.22% | +0.43% | NEW | |
| 7 | AAPL | Apple INC | 株式-IT | 1.42% | +1.53% | NEW | |
| 8 | LRCXEUR | Lam Research CORP | 株式-IT | 1.21% | — | — | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 0.87% | +0.84% | NEW | |
| 10 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.81% | +0.24% | NEW | |
| 11 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.72% | +0.11% | NEW | |
| 12 | PACWUSD | Pacwest Bancorp | 株式-その他 | 0.62% | — | +7.57% | |
| 13 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.55% | +0.87% | NEW | |
| 14 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.55% | +0.14% | NEW | |
| 15 | INTC | Intel CORP | 株式-IT | 0.48% | — | -6.13% | |
| 16 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.43% | +0.12% | NEW | |
| 17 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.36% | — | +0.02% | |
| 18 | SCHN1EUR | Schnitzer Steel Inds Inc-a | 株式-その他 | 0.36% | — | — | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.36% | — | — | |
| 20 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.34% | +0.11% | NEW | |
| 21 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.32% | — | — | |
| 22 | FMC | Fmc CORP | 株式-素材 | 0.31% | — | -1.09% | |
| 23 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 0.29% | — | -21.92% | |
| 24 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 0.27% | — | -0.21% | |
| 25 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.25% | — | -4.16% | |
| 26 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.25% | +0.18% | NEW | |
| 27 | WMT | Walmart INC | 株式-生活必需品 | 0.24% | — | -6.95% | |
| 28 | PEP | Pepsico INC | 株式-生活必需品 | 0.24% | — | -1.56% | |
| 29 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-その他 | 0.23% | — | -9.78% | |
| 30 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.23% | — | — | |
| 31 | CSCO | Cisco Systems INC | 株式-IT | 0.23% | +0.10% | NEW | |
| 32 | AMGN | Amgen INC | 株式-ヘルスケア | 0.21% | — | -15.19% | |
| 33 | HD | Home Depot INC | 株式-一般消費財 | 0.21% | +0.12% | NEW | |
| 34 | ORCL | Oracle CORP | 株式-IT | 0.21% | +0.24% | NEW | |
| 35 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.20% | +0.20% | NEW | |
| 36 | EW | Edwards Lifesciences CORP | 株式-ヘルスケア | 0.19% | — | — | |
| 37 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.19% | — | +5.42% | |
| 38 | BA | Boeing Co/the | 株式-資本財 | 0.19% | — | — | |
| 39 | MCHP | Microchip Technology INC | 株式-IT | 0.19% | — | -8.29% | |
| 40 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.18% | +0.19% | NEW | |
| 41 | DOV | Dover CORP | 株式-資本財 | 0.18% | — | — | |
| 42 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 0.17% | — | +0.67% | |
| 43 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 0.17% | — | -10.56% | |
| 44 | DEO | Diageo Plc-sponsored Adr | 株式-生活必需品 | 0.17% | — | -10.09% | |
| 45 | FLIR | Flir Systems INC | 株式-その他 | 0.16% | — | — | |
| 46 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.16% | +0.10% | NEW | |
| 47 | DLR | Digital Realty Trust INC | 株式-不動産 | 0.16% | — | — | |
| 48 | ROK | Rockwell Automation INC | 株式-資本財 | 0.15% | — | -5.03% | |
| 49 | PID | Invesco International Divide | ETF-その他 | 0.15% | — | -3.34% | |
| 50 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.15% | +0.15% | NEW |