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 | MSFT | Microsoft CORP | 株式-IT | 6.68% | -0.30% | -1.17% | |
| 2 | AAPL | Apple INC | 株式-IT | 6.22% | -0.24% | -1.31% | |
| 3 | CTOS | Custom Truck One Source INC | 株式-その他 | 5.46% | +2.02% | +1.69% | |
| 4 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 5.00% | -0.08% | +4.83% | |
| 5 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 4.63% | -0.02% | -6.06% | |
| 6 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 4.14% | +0.04% | -2.85% | |
| 7 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 3.67% | -0.21% | -3.78% | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.41% | +0.06% | -3.79% | |
| 9 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 3.30% | -0.26% | +3.61% | |
| 10 | UBER | Uber Technologies INC | 株式-資本財 | 2.98% | -0.04% | -1.95% | |
| 11 | AVDE | Avantis International Equity | ETF-その他 | 2.70% | -0.25% | +2.83% | |
| 12 | MMM | 3m Co | 株式-資本財 | 2.70% | — | -23.59% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.69% | -0.19% | +5.76% | |
| 14 | AMD | Advanced Micro Devices | 株式-IT | 2.40% | +1.50% | +1.17% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.16% | — | +6.60% | |
| 16 | NVDA | Nvidia CORP | 株式-IT | 1.97% | -0.40% | +852.86% | |
| 17 | TSLA | Tesla INC | 株式-一般消費財 | 1.92% | -0.33% | +9.16% | |
| 18 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 1.85% | -0.08% | +1.57% | |
| 19 | AVUS | Avantis U.s. Equity ETF | ETF-その他 | 1.82% | — | +7.42% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.55% | -0.16% | -7.41% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.32% | -0.10% | +1.80% | |
| 22 | PLTR | Palantir Technologies Inc-a | 株式-IT | 1.29% | -0.87% | -1.01% | |
| 23 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.09% | — | +18.81% | |
| 24 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 1.07% | — | +12.28% | |
| 25 | PANW | Palo Alto Networks INC | 株式-IT | 1.07% | +0.81% | -2.14% | |
| 26 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.05% | — | +3.05% | |
| 27 | VUG | Vanguard Growth ETF | ETF-その他 | 0.99% | — | -0.83% | |
| 28 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.82% | — | -33.33% | |
| 29 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.81% | — | +17.07% | |
| 30 | FBND | Fidelity Total Bond ETF | ETF-その他 | 0.75% | -0.29% | +13.29% | |
| 31 | XRAY | Dentsply Sirona INC | 株式-ヘルスケア | 0.70% | — | +17.65% | |
| 32 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.69% | -0.02% | +3.20% | |
| 33 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.66% | — | -6.31% | |
| 34 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.64% | — | +44.93% | |
| 35 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 0.61% | -0.03% | +16.61% | |
| 36 | CLX | Clorox Company | 株式-生活必需品 | 0.58% | +0.32% | +212.32% | |
| 37 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 0.57% | +0.02% | +313.37% | |
| 38 | QGEN | Qiagen N.V. | 株式-ヘルスケア | 0.54% | — | +32.52% | |
| 39 | AVLV | Avantis US Large Cap Value | ETF-大型株・グロース | 0.50% | — | +44.01% | |
| 40 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.47% | +0.05% | — | |
| 41 | NTRS | Northern Trust CORP | 株式-金融 | 0.47% | — | -6.90% | |
| 42 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.45% | — | -5.86% | |
| 43 | MELI | Mercadolibre INC | 株式-一般消費財 | 0.45% | — | +149.44% | |
| 44 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.43% | — | -2.31% | |
| 45 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.38% | — | +20.02% | |
| 46 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 0.37% | — | +6.21% | |
| 47 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.36% | +0.42% | -46.12% | |
| 48 | WMT | Walmart INC | 株式-生活必需品 | 0.33% | — | +0.73% | |
| 49 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 0.32% | — | +2.74% | |
| 50 | VTV | Vanguard Value ETF | ETF-その他 | 0.31% | — | +3.51% |