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 | CTOS | Custom Truck One Source INC | 株式-その他 | 8.26% | +2.02% | +18.96% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 7.11% | -0.30% | -7.74% | |
| 3 | AAPL | Apple INC | 株式-IT | 6.55% | -0.24% | -2.46% | |
| 4 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 4.95% | -0.21% | +10.02% | |
| 5 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 4.63% | -0.02% | -12.35% | |
| 6 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 4.63% | +0.04% | -1.04% | |
| 7 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 4.07% | -0.26% | +32.56% | |
| 8 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 3.79% | -0.08% | +6.06% | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.48% | +0.06% | -6.91% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 3.17% | -0.16% | -12.53% | |
| 11 | UBER | Uber Technologies INC | 株式-資本財 | 3.12% | -0.04% | -2.93% | |
| 12 | AMD | Advanced Micro Devices | 株式-IT | 2.75% | +1.50% | -10.24% | |
| 13 | AVDE | Avantis International Equity | ETF-その他 | 2.53% | -0.25% | +18.68% | |
| 14 | MMM | 3m Co | 株式-資本財 | 2.37% | — | +76.98% | |
| 15 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 2.05% | -0.08% | +9.39% | |
| 16 | VUG | Vanguard Growth ETF | ETF-その他 | 1.78% | — | +3.53% | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.49% | -0.19% | +158.74% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.26% | -0.10% | -1.54% | |
| 19 | AVUS | Avantis U.s. Equity ETF | ETF-その他 | 1.18% | — | +16.83% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.10% | — | -1.93% | |
| 21 | PLTR | Palantir Technologies Inc-a | 株式-IT | 1.04% | -0.87% | -10.30% | |
| 22 | NVDA | Nvidia CORP | 株式-IT | 1.01% | -0.40% | -10.59% | |
| 23 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.99% | — | -13.78% | |
| 24 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.99% | — | — | |
| 25 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.90% | — | -26.99% | |
| 26 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.85% | — | +7.74% | |
| 27 | TSLA | Tesla INC | 株式-一般消費財 | 0.82% | -0.33% | -4.19% | |
| 28 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.80% | +0.42% | -4.01% | |
| 29 | NTRS | Northern Trust CORP | 株式-金融 | 0.75% | — | +42.36% | |
| 30 | XRAY | Dentsply Sirona INC | 株式-ヘルスケア | 0.74% | — | -6.46% | |
| 31 | PANW | Palo Alto Networks INC | 株式-IT | 0.63% | +0.81% | -6.79% | |
| 32 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.60% | -0.02% | -6.42% | |
| 33 | BND | Vanguard Total Bond Market | ETF-その他 | 0.57% | — | — | |
| 34 | VTV | Vanguard Value ETF | ETF-その他 | 0.56% | — | +99.82% | |
| 35 | HR | Healthcare Realty Trust INC | 株式-不動産 | 0.54% | — | +33.65% | |
| 36 | CSCO | Cisco Systems INC | 株式-IT | 0.54% | — | -5.93% | |
| 37 | MDT | Medtronic plc | 株式-ヘルスケア | 0.52% | — | -7.20% | |
| 38 | SNN | Smith & Nephew PLC -spon Adr | 株式-その他 | 0.52% | — | -35.93% | |
| 39 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 0.51% | — | +94.67% | |
| 40 | TRV | Travelers Cos Inc/the | 株式-金融 | 0.50% | — | +1.77% | |
| 41 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.44% | +0.05% | -0.58% | |
| 42 | UHS | Universal Health Services-b | 株式-ヘルスケア | 0.44% | — | -13.45% | |
| 43 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.42% | — | +25.87% | |
| 44 | CLX | Clorox Company | 株式-生活必需品 | 0.41% | +0.32% | -17.19% | |
| 45 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 0.41% | -0.03% | +54.53% | |
| 46 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.37% | — | -11.15% | |
| 47 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.36% | — | +0.91% | |
| 48 | MWA | Mueller Water Products Inc-a | 株式-資本財 | 0.35% | — | -21.92% | |
| 49 | RSPT | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.33% | — | +831.38% | |
| 50 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.31% | — | -3.68% |