CIK: 0001858782
申告総資産額
$7.2億
| # | 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 | AAPL | Apple INC | 株式-IT | 7.64% | -0.24% | +4.03% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 7.46% | -0.30% | +1.53% | |
| 3 | CTOS | Custom Truck One Source INC | 株式-その他 | 6.27% | +2.02% | +136.73% | |
| 4 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 6.03% | -0.21% | +15.17% | |
| 5 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 5.53% | -0.02% | +12.00% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 4.36% | -0.16% | -4.21% | |
| 7 | VUG | Vanguard Growth ETF | ETF-その他 | 4.04% | — | +44.77% | |
| 8 | AMD | Advanced Micro Devices | 株式-IT | 3.68% | +1.50% | -4.70% | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.92% | +0.06% | +3688.25% | |
| 10 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 1.92% | +0.04% | +91.39% | |
| 11 | UBER | Uber Technologies INC | 株式-資本財 | 1.74% | -0.04% | +16.50% | |
| 12 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.66% | -0.26% | +621.19% | |
| 13 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 1.58% | +0.02% | +27.02% | |
| 14 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.50% | — | -20.78% | |
| 15 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 1.38% | +0.42% | +1.68% | |
| 16 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 1.30% | -0.08% | -14.69% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.26% | -0.10% | -10.55% | |
| 18 | BAX | Baxter International INC | 株式-ヘルスケア | 1.22% | — | +2.19% | |
| 19 | SNN | Smith & Nephew PLC -spon Adr | 株式-その他 | 1.19% | — | +12.18% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.17% | — | +7.07% | |
| 21 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.15% | -0.19% | +23.87% | |
| 22 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.05% | — | -49.99% | |
| 23 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 1.05% | -0.08% | +2.80% | |
| 24 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.03% | — | -22.40% | |
| 25 | TRV | Travelers Cos Inc/the | 株式-金融 | 1.02% | — | -2.07% | |
| 26 | XRAY | Dentsply Sirona INC | 株式-ヘルスケア | 1.00% | — | +57.10% | |
| 27 | MMM | 3m Co | 株式-資本財 | 0.99% | — | -0.43% | |
| 28 | CLX | Clorox Company | 株式-生活必需品 | 0.98% | +0.32% | +27.74% | |
| 29 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.87% | -0.87% | -4.73% | |
| 30 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.87% | -0.02% | -17.73% | |
| 31 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.82% | — | — | |
| 32 | HEFA | Isha Curr Hedged Msci Eafe | ETF-その他 | 0.82% | — | -6.46% | |
| 33 | HP5A | Equity Commonwealth | 株式-その他 | 0.80% | — | -26.44% | |
| 34 | XYZ | Block INC | 株式-金融 | 0.75% | — | +2.75% | |
| 35 | CSCO | Cisco Systems INC | 株式-IT | 0.73% | — | -13.56% | |
| 36 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 0.68% | — | -27.20% | |
| 37 | YUSD | Alleghany CORP | 株式-その他 | 0.68% | — | +55.05% | |
| 38 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.67% | — | -17.03% | |
| 39 | UHS | Universal Health Services-b | 株式-ヘルスケア | 0.67% | — | +8.50% | |
| 40 | NTRS | Northern Trust CORP | 株式-金融 | 0.61% | — | +23.68% | |
| 41 | ICUI | Icu Medical INC | 株式-その他 | 0.61% | — | +80.99% | |
| 42 | NVDA | Nvidia CORP | 株式-IT | 0.60% | -0.40% | -18.30% | |
| 43 | WMT | Walmart INC | 株式-生活必需品 | 0.58% | — | +26.90% | |
| 44 | GCPEUR | Gcp Applied Technologies | 株式-その他 | 0.57% | — | +1.23% | |
| 45 | HTO | H2o America | 株式-その他 | 0.56% | — | +0.80% | |
| 46 | IEUR | Ishares Core Msci Europe ETF | ETF-その他 | 0.55% | — | -48.84% | |
| 47 | CALM | Cal-maine Foods INC | 株式-生活必需品 | 0.51% | — | +0.96% | |
| 48 | RSPT | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.49% | — | — | |
| 49 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.48% | — | +9.72% | |
| 50 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.47% | — | — |