CIK: 0001578242
申告総資産額
$70.2億
| # | 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 37.63% | -1.01% | -0.78% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 9.64% | -0.15% | -0.76% | |
| 3 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 7.95% | -0.12% | +0.22% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.09% | -0.06% | +18.96% | |
| 5 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.09% | -0.05% | -13.30% | |
| 6 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 2.09% | — | — | |
| 7 | AAPL | Apple INC | 株式-IT | 1.97% | +3.79% | -14.85% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 1.85% | -0.23% | -1.61% | |
| 9 | ITW | Illinois Tool Works | 株式-資本財 | 1.52% | — | -1.34% | |
| 10 | GS | Goldman Sachs Group INC | 株式-金融 | 1.38% | — | -3.05% | |
| 11 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.31% | -0.17% | +6.43% | |
| 12 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.21% | -0.04% | +22.59% | |
| 13 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.10% | +0.01% | -77.45% | |
| 14 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 1.07% | — | +0.12% | |
| 15 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.07% | — | +11.09% | |
| 16 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.02% | -0.05% | -15.36% | |
| 17 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.83% | +0.03% | +6.03% | |
| 18 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.81% | — | — | |
| 19 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.76% | — | +0.08% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.76% | — | -11.14% | |
| 21 | PNC | Pnc Financial Services Group | 株式-金融 | 0.72% | — | -25.84% | |
| 22 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.67% | — | +3.35% | |
| 23 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.66% | — | +0.20% | |
| 24 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.56% | — | +10.48% | |
| 25 | TSLA | Tesla INC | 株式-一般消費財 | 0.53% | -0.03% | +20.33% | |
| 26 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.52% | — | -33.19% | |
| 27 | MA | Mastercard INC - A | 株式-金融 | 0.46% | — | -25.60% | |
| 28 | DLN | Wisdomtree US Largecap Divid | ETF-その他 | 0.46% | — | -17.11% | |
| 29 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 0.45% | — | +28.50% | |
| 30 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.41% | — | -0.71% | |
| 31 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.39% | — | +3.76% | |
| 32 | ARKK | Ark Innovation ETF | ETF-その他 | 0.38% | — | +355.34% | |
| 33 | UNP | Union Pacific CORP | 株式-資本財 | 0.38% | — | -1.49% | |
| 34 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.37% | — | — | |
| 35 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.35% | -0.25% | — | |
| 36 | COF | Capital One Financial CORP | 株式-金融 | 0.32% | — | +0.26% | |
| 37 | IHI | Ishares U.s. Medical Devices | ETF-その他 | 0.32% | — | +25.57% | |
| 38 | WFC | Wells Fargo & Co | 株式-金融 | 0.30% | — | +0.90% | |
| 39 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.29% | — | +2.54% | |
| 40 | MMM | 3m Co | 株式-資本財 | 0.28% | — | -57.50% | |
| 41 | V | Visa Inc-class A Shares | 株式-金融 | 0.28% | — | -5.14% | |
| 42 | DBI | Designer Brands Inc-class A | 株式-その他 | 0.28% | — | — | |
| 43 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.27% | — | +3.71% | |
| 44 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.25% | — | — | |
| 45 | MRNA | Moderna INC | 株式-ヘルスケア | 0.25% | — | — | |
| 46 | BAC | Bank Of America CORP | 株式-金融 | 0.25% | — | +0.21% | |
| 47 | TXN | Texas Instruments INC | 株式-IT | 0.25% | — | -9.11% | |
| 48 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.24% | — | -0.80% | |
| 49 | ACN | Accenture plc | 株式-IT | 0.23% | — | +10.63% | |
| 50 | VZ | Verizon Communications INC | 株式-通信サービス | 0.22% | — | +0.04% |