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 | 7.74% | +2.02% | +4.79% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 7.10% | -0.30% | -4.98% | |
| 3 | AAPL | Apple INC | 株式-IT | 6.00% | -0.24% | -2.39% | |
| 4 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 4.93% | -0.21% | -3.42% | |
| 5 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 4.74% | -0.02% | -5.20% | |
| 6 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 4.67% | +0.04% | +4.26% | |
| 7 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 3.81% | -0.08% | +9.39% | |
| 8 | UBER | Uber Technologies INC | 株式-資本財 | 3.66% | -0.04% | -9.71% | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.60% | +0.06% | -6.29% | |
| 10 | AMD | Advanced Micro Devices | 株式-IT | 3.30% | +1.50% | -9.14% | |
| 11 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 3.21% | -0.26% | -18.21% | |
| 12 | AVDE | Avantis International Equity | ETF-その他 | 2.98% | -0.25% | +23.25% | |
| 13 | MMM | 3m Co | 株式-資本財 | 2.87% | — | -3.04% | |
| 14 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 2.28% | -0.08% | +20.04% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.92% | -0.19% | +13.39% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.84% | -0.16% | -40.02% | |
| 17 | AVUS | Avantis U.s. Equity ETF | ETF-その他 | 1.60% | — | +26.69% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.31% | — | +228.51% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.29% | -0.10% | +0.27% | |
| 20 | NVDA | Nvidia CORP | 株式-IT | 1.23% | -0.40% | +0.08% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.22% | — | +6.49% | |
| 22 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 1.20% | — | — | |
| 23 | VUG | Vanguard Growth ETF | ETF-その他 | 1.10% | — | -39.63% | |
| 24 | TSLA | Tesla INC | 株式-一般消費財 | 1.05% | -0.33% | +39.69% | |
| 25 | PANW | Palo Alto Networks INC | 株式-IT | 1.04% | +0.81% | -9.62% | |
| 26 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.02% | — | +3.74% | |
| 27 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.97% | — | +16.30% | |
| 28 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.93% | -0.87% | -9.04% | |
| 29 | XRAY | Dentsply Sirona INC | 株式-ヘルスケア | 0.81% | — | +17.31% | |
| 30 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.72% | — | -12.78% | |
| 31 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 0.68% | — | +651.35% | |
| 32 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 0.64% | — | +15.14% | |
| 33 | BND | Vanguard Total Bond Market | ETF-その他 | 0.62% | — | +12.85% | |
| 34 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.61% | +0.42% | +6.86% | |
| 35 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.59% | -0.02% | -2.36% | |
| 36 | NTRS | Northern Trust CORP | 株式-金融 | 0.56% | — | -33.42% | |
| 37 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 0.52% | -0.03% | +22.39% | |
| 38 | HR | Healthcare Realty Trust INC | 株式-不動産 | 0.49% | — | -7.35% | |
| 39 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.48% | — | +24.37% | |
| 40 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.48% | +0.05% | — | |
| 41 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.45% | — | +7.13% | |
| 42 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.38% | — | -8.61% | |
| 43 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.37% | — | -1.43% | |
| 44 | RSPT | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.36% | — | +0.38% | |
| 45 | VTV | Vanguard Value ETF | ETF-その他 | 0.35% | — | -41.46% | |
| 46 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.34% | — | +14.11% | |
| 47 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.34% | — | -3.28% | |
| 48 | AVSC | Avantis US Small Cap Equity | ETF-中小型株 | 0.33% | — | +108.86% | |
| 49 | RGA | Reinsurance Group Of America | 株式-金融 | 0.32% | — | +58.76% | |
| 50 | MWA | Mueller Water Products Inc-a | 株式-資本財 | 0.29% | — | +1.71% |