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 | 43.12% | -1.01% | +3.17% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 8.67% | -0.15% | -2.37% | |
| 3 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 6.94% | -0.12% | +0.10% | |
| 4 | AAPL | Apple INC | 株式-IT | 2.35% | +3.79% | -0.81% | |
| 5 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 2.19% | — | — | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 2.11% | -0.23% | -1.46% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.78% | -0.06% | -0.73% | |
| 8 | AON | Aon plc | 株式-金融 | 1.73% | — | — | |
| 9 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.47% | +0.01% | +0.13% | |
| 10 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.45% | -0.05% | +0.45% | |
| 11 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.43% | -0.04% | +3.77% | |
| 12 | ITW | Illinois Tool Works | 株式-資本財 | 1.37% | — | -0.02% | |
| 13 | GS | Goldman Sachs Group INC | 株式-金融 | 1.14% | — | -0.41% | |
| 14 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.94% | -0.17% | +0.69% | |
| 15 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.91% | — | +0.17% | |
| 16 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.88% | — | +3.69% | |
| 17 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.87% | — | +0.25% | |
| 18 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.81% | +0.03% | +2.82% | |
| 19 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 0.81% | — | -0.17% | |
| 20 | DLTR | Dollar Tree INC | 株式-生活必需品 | 0.80% | — | — | |
| 21 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.77% | -0.05% | -2.38% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.72% | — | +0.06% | |
| 23 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.70% | — | +0.28% | |
| 24 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.69% | — | +0.03% | |
| 25 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.57% | — | -2.75% | |
| 26 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.55% | — | +3.04% | |
| 27 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.52% | — | +41.60% | |
| 28 | TSLA | Tesla INC | 株式-一般消費財 | 0.51% | -0.03% | -0.38% | |
| 29 | NET | Cloudflare INC - Class A | 株式-IT | 0.51% | — | -20.94% | |
| 30 | DLN | Wisdomtree US Largecap Divid | ETF-その他 | 0.43% | — | — | |
| 31 | PNC | Pnc Financial Services Group | 株式-金融 | 0.42% | — | -0.14% | |
| 32 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.42% | — | -2.76% | |
| 33 | MA | Mastercard INC - A | 株式-金融 | 0.38% | — | -0.56% | |
| 34 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.34% | -0.25% | — | |
| 35 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.28% | — | +0.02% | |
| 36 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.28% | — | -0.50% | |
| 37 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.26% | — | +3.01% | |
| 38 | NFLX | Netflix INC | 株式-通信サービス | 0.25% | — | -4.63% | |
| 39 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.23% | -0.04% | — | |
| 40 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.23% | — | +5.08% | |
| 41 | ORCL | Oracle CORP | 株式-IT | 0.20% | -0.04% | -0.07% | |
| 42 | MRNA | Moderna INC | 株式-ヘルスケア | 0.19% | — | -5.65% | |
| 43 | WFC | Wells Fargo & Co | 株式-金融 | 0.19% | — | +0.27% | |
| 44 | V | Visa Inc-class A Shares | 株式-金融 | 0.18% | — | -0.38% | |
| 45 | PYPL | Paypal Holdings INC | 株式-金融 | 0.17% | — | +0.30% | |
| 46 | NVDA | Nvidia CORP | 株式-IT | 0.17% | — | -1.00% | |
| 47 | IHI | Ishares U.s. Medical Devices | ETF-その他 | 0.17% | — | -8.44% | |
| 48 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.15% | +0.09% | — | |
| 49 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.14% | — | -49.46% | |
| 50 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.14% | — | +0.23% |