CIK: 0001992748
申告総資産額
$3.3億
| # | 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 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 30.87% | -1.82% | +0.18% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 13.46% | +0.17% | -0.67% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 13.16% | -0.49% | +16.88% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 9.17% | +0.21% | -2.60% | |
| 5 | VTV | Vanguard Value ETF | ETF-その他 | 5.89% | -0.03% | -0.88% | |
| 6 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.42% | +0.72% | -0.62% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.36% | -0.06% | -11.69% | |
| 8 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 2.28% | -0.23% | +1.55% | |
| 9 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 1.64% | — | -14.94% | |
| 10 | AAPL | Apple INC | 株式-IT | 1.57% | -0.07% | -0.53% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.35% | +0.04% | +7.46% | |
| 12 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.18% | — | -2.27% | |
| 13 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 1.13% | +0.02% | -55.25% | |
| 14 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.88% | -0.07% | -0.68% | |
| 15 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.83% | — | +2.18% | |
| 16 | MSFT | Microsoft CORP | 株式-IT | 0.82% | -0.13% | -0.94% | |
| 17 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.74% | — | — | |
| 18 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.71% | +0.05% | -2.81% | |
| 19 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.69% | — | +0.13% | |
| 20 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.55% | — | -6.47% | |
| 21 | V | Visa Inc-class A Shares | 株式-金融 | 0.47% | -0.03% | — | |
| 22 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.47% | — | +0.07% | |
| 23 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.44% | +0.10% | +9.35% | |
| 24 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.40% | +0.07% | — | |
| 25 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.37% | -0.02% | +0.28% | |
| 26 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.37% | — | — | |
| 27 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 0.32% | -0.01% | — | |
| 28 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.31% | +0.02% | -49.88% | |
| 29 | IBM | Intl Business Machines CORP | 株式-IT | 0.30% | -0.17% | +0.19% | |
| 30 | NOC | Northrop Grumman CORP | 株式-資本財 | 0.29% | +0.03% | — | |
| 31 | NVDA | Nvidia CORP | 株式-IT | 0.28% | +0.34% | — | |
| 32 | ADP | Automatic Data Processing | 株式-IT | 0.28% | -0.04% | — | |
| 33 | TCAF | T Rowe Prc Cap Appreciation | ETF-その他 | 0.26% | -0.05% | — | |
| 34 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.26% | -0.01% | +0.38% | |
| 35 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.24% | +0.05% | -1.35% | |
| 36 | CVX | Chevron CORP | 株式-エネルギー | 0.23% | +0.07% | +0.67% | |
| 37 | TSLA | Tesla INC | 株式-一般消費財 | 0.22% | — | -4.41% | |
| 38 | HD | Home Depot INC | 株式-一般消費財 | 0.22% | — | — | |
| 39 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.21% | — | +0.06% | |
| 40 | HYD | Vaneck High Yield Muni ETF | ETF-ハイイールド債 | 0.18% | — | — | |
| 41 | LDOS | Leidos Holdings INC | 株式-IT | 0.18% | -0.03% | — | |
| 42 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.17% | — | +1.69% | |
| 43 | CAT | Caterpillar INC | 株式-資本財 | 0.16% | +0.02% | +0.59% | |
| 44 | KLAC | Kla CORP | 株式-IT | 0.15% | +0.05% | — | |
| 45 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.14% | — | +0.99% | |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.14% | +0.03% | +5.06% | |
| 47 | SAIC | Science Applications Inte | 株式-IT | 0.13% | — | — | |
| 48 | NEE | Nextera Energy INC | 株式-公益事業 | 0.12% | +0.06% | — | |
| 49 | CI | THE Cigna Group | 株式-ヘルスケア | 0.11% | — | — | |
| 50 | VSGX | Vanguard Esg Intl Stock ETF | ETF-その他 | 0.11% | — | — |