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 | 40.90% | -1.01% | +1.20% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 9.20% | -0.15% | +6.03% | |
| 3 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 7.11% | -0.12% | +0.07% | |
| 4 | AAPL | Apple INC | 株式-IT | 2.23% | +3.79% | -2.00% | |
| 5 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 2.14% | — | — | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 1.81% | -0.23% | -1.43% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.72% | -0.06% | -8.48% | |
| 8 | AON | Aon plc | 株式-金融 | 1.70% | — | -0.53% | |
| 9 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.55% | -0.05% | -1.84% | |
| 10 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.38% | +0.01% | +0.19% | |
| 11 | GS | Goldman Sachs Group INC | 株式-金融 | 1.33% | — | +0.09% | |
| 12 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.29% | -0.04% | +0.09% | |
| 13 | ITW | Illinois Tool Works | 株式-資本財 | 1.25% | — | -0.10% | |
| 14 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 1.01% | — | -4.97% | |
| 15 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.95% | -0.17% | -0.24% | |
| 16 | DLTR | Dollar Tree INC | 株式-生活必需品 | 0.95% | — | -4.51% | |
| 17 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.92% | — | +5.21% | |
| 18 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.87% | — | +2061.44% | |
| 19 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.85% | -0.05% | +1889.66% | |
| 20 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.79% | +0.03% | +1878.80% | |
| 21 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 0.79% | — | +0.21% | |
| 22 | PNC | Pnc Financial Services Group | 株式-金融 | 0.76% | — | +0.92% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.69% | — | +2.83% | |
| 24 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.69% | — | — | |
| 25 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.68% | — | — | |
| 26 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.60% | — | -0.75% | |
| 27 | TSLA | Tesla INC | 株式-一般消費財 | 0.58% | -0.03% | +194.11% | |
| 28 | NET | Cloudflare INC - Class A | 株式-IT | 0.55% | — | +1.13% | |
| 29 | DLN | Wisdomtree US Largecap Divid | ETF-その他 | 0.47% | — | — | |
| 30 | ZS | Zscaler INC | 株式-IT | 0.40% | — | +0.05% | |
| 31 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.39% | — | -9.54% | |
| 32 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.39% | — | -5.76% | |
| 33 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.37% | — | -1.54% | |
| 34 | MA | Mastercard INC - A | 株式-金融 | 0.35% | — | -0.38% | |
| 35 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.34% | -0.25% | +0.42% | |
| 36 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.30% | — | -1.16% | |
| 37 | IHI | Ishares U.s. Medical Devices | ETF-その他 | 0.28% | — | — | |
| 38 | PYPL | Paypal Holdings INC | 株式-金融 | 0.27% | — | +0.69% | |
| 39 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.27% | — | -4.81% | |
| 40 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.26% | — | -1.00% | |
| 41 | MRNA | Moderna INC | 株式-ヘルスケア | 0.25% | — | -0.60% | |
| 42 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.25% | -0.04% | +3.04% | |
| 43 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.24% | — | -1.25% | |
| 44 | WFC | Wells Fargo & Co | 株式-金融 | 0.22% | — | +5.20% | |
| 45 | EFT | Eaton Vance Fltng Rt INC Tr | 株式-その他 | 0.21% | — | +4.09% | |
| 46 | WBS | Webster Financial CORP | 株式-金融 | 0.20% | — | +0.98% | |
| 47 | BAC | Bank Of America CORP | 株式-金融 | 0.20% | — | -0.32% | |
| 48 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.19% | — | — | |
| 49 | NFLX | Netflix INC | 株式-通信サービス | 0.18% | — | +7.21% | |
| 50 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.17% | — | +0.05% |