CIK: 0001610769
申告総資産額
$41.2億
上位200銘柄を表示中（全715銘柄）
| # | 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 11.85% | +0.61% | +5.14% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 4.61% | +0.10% | +3.34% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 3.90% | -3.07% | EXIT | |
| 4 | META | Meta Platforms Inc-class A | 株式-通信サービス | 3.82% | -0.05% | +0.97% | |
| 5 | AAPL | Apple INC | 株式-IT | 2.95% | +0.13% | +1.84% | |
| 6 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 2.74% | — | -1.09% | |
| 7 | NVDA | Nvidia CORP | 株式-IT | 2.33% | +0.27% | +1.42% | |
| 8 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 1.93% | — | +6.61% | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.87% | +0.01% | +2.13% | |
| 10 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 1.80% | — | -0.44% | |
| 11 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 1.77% | — | -1.32% | |
| 12 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 1.74% | — | — | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.47% | -0.01% | -1.51% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.45% | -0.79% | EXIT | |
| 15 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.27% | +0.01% | +19.74% | |
| 16 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.09% | +0.11% | +3.09% | |
| 17 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 0.98% | — | -0.84% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.86% | — | +19.14% | |
| 19 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.84% | -0.67% | EXIT | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.83% | — | +2.13% | |
| 21 | SKYH | Sky Harbour Group CORP | 株式-その他 | 0.82% | — | +8485.37% | |
| 22 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.68% | — | +11.39% | |
| 23 | V | Visa Inc-class A Shares | 株式-金融 | 0.67% | -0.04% | -5.63% | |
| 24 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.64% | -0.39% | EXIT | |
| 25 | HD | Home Depot INC | 株式-一般消費財 | 0.63% | — | +0.13% | |
| 26 | PWR | Quanta Services INC | 株式-資本財 | 0.58% | -0.37% | EXIT | |
| 27 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型株・グロース | 0.55% | — | -0.07% | |
| 28 | GE | General Electric | 株式-資本財 | 0.54% | — | +0.35% | |
| 29 | PNOV | Innovator U.s. Equity Power | ETF-その他 | 0.53% | — | -10.74% | |
| 30 | MA | Mastercard INC - A | 株式-金融 | 0.52% | -0.04% | +2.29% | |
| 31 | AVGO | Broadcom INC | 株式-IT | 0.52% | +0.02% | -1.95% | |
| 32 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.49% | — | +6.71% | |
| 33 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.48% | -0.06% | +8.09% | |
| 34 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.47% | — | -2.54% | |
| 35 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.46% | — | -0.16% | |
| 36 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.44% | — | +2.31% | |
| 37 | S | Sentinelone INC -class A | 株式-IT | 0.43% | -0.04% | +64.22% | |
| 38 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.42% | — | -2.97% | |
| 39 | NFLX | Netflix INC | 株式-通信サービス | 0.42% | -0.07% | +2.89% | |
| 40 | AJG | Arthur J Gallagher & Co | 株式-金融 | 0.42% | -0.19% | EXIT | |
| 41 | ORCL | Oracle CORP | 株式-IT | 0.41% | -0.06% | +3.29% | |
| 42 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.40% | — | +13.22% | |
| 43 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.40% | — | -0.69% | |
| 44 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.39% | — | +4.93% | |
| 45 | VUG | Vanguard Growth ETF | ETF-その他 | 0.38% | — | -0.06% | |
| 46 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.37% | — | +0.58% | |
| 47 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.34% | — | +0.90% | |
| 48 | ADBE | Adobe INC | 株式-IT | 0.33% | — | -7.72% | |
| 49 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.32% | +0.22% | +7.21% | |
| 50 | CRM | Salesforce INC | 株式-IT | 0.32% | — | +2.93% |