CIK: 0002107902
申告総資産額
$1.1億
| # | 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 | AXP | American Express Co | 株式-金融 | 10.26% | -6.29% | — | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 8.18% | -7.24% | — | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 5.96% | -5.31% | — | |
| 4 | JPIE | Jpmorgan Income ETF | ETF-その他 | 4.48% | +0.01% | — | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 3.98% | +0.25% | — | |
| 6 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 2.82% | — | — | |
| 7 | AAPL | Apple INC | 株式-IT | 2.61% | — | — | |
| 8 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 2.55% | — | — | |
| 9 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.55% | — | — | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.30% | — | — | |
| 11 | XLV | Ss Health Care Select Sector | ETF-その他 | 2.24% | -2.24% | EXIT | |
| 12 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 2.20% | -0.96% | — | |
| 13 | JAAA | Janus Henderson Aaa Clo ETF | ETF-その他 | 2.06% | — | — | |
| 14 | AMLP | Alerian Mlp ETF | ETF-その他 | 1.84% | -1.84% | EXIT | |
| 15 | TSLA | Tesla INC | 株式-一般消費財 | 1.62% | — | — | |
| 16 | NZF | Nuveen Municipal Credit INC | 株式-その他 | 1.60% | -1.60% | EXIT | |
| 17 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.57% | +0.25% | — | |
| 18 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.51% | -1.51% | EXIT | |
| 19 | NAD | Nuveen Quality Municipal INC | 株式-その他 | 1.45% | -1.45% | EXIT | |
| 20 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 1.40% | — | — | |
| 21 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.38% | — | — | |
| 22 | MSFT | Microsoft CORP | 株式-IT | 1.34% | +1.00% | — | |
| 23 | PEP | Pepsico INC | 株式-生活必需品 | 1.25% | — | — | |
| 24 | VTV | Vanguard Value ETF | ETF-その他 | 1.10% | — | — | |
| 25 | DVY | Ishares Select Dividend ETF | ETF-その他 | 1.07% | — | — | |
| 26 | CGGR | Cap Group Growth Equity | ETF-その他 | 1.02% | -1.02% | EXIT | |
| 27 | NVDA | Nvidia CORP | 株式-IT | 1.02% | — | — | |
| 28 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.90% | — | — | |
| 29 | VXF | Vanguard Extended Market ETF | ETF-その他 | 0.87% | — | — | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.86% | — | — | |
| 31 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.83% | — | — | |
| 32 | IBIT | Ishares Bitcoin Trust ETF | ETF-暗号資産 | 0.73% | — | — | |
| 33 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.73% | -0.73% | EXIT | |
| 34 | ETHA | Ishares Ethereum Trust ETF | ETF-その他 | 0.71% | — | — | |
| 35 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.69% | — | — | |
| 36 | AMP | Ameriprise Financial INC | 株式-金融 | 0.67% | — | — | |
| 37 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.66% | +0.30% | — | |
| 38 | AVUS | Avantis U.s. Equity ETF | ETF-その他 | 0.65% | -0.65% | EXIT | |
| 39 | CCJ | Cameco CORP | 株式-エネルギー | 0.63% | — | — | |
| 40 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.60% | — | — | |
| 41 | MA | Mastercard INC - A | 株式-金融 | 0.60% | -0.60% | EXIT | |
| 42 | WEC | Wec Energy Group INC | 株式-公益事業 | 0.59% | — | — | |
| 43 | LRCX | Lam Research CORP | 株式-IT | 0.58% | -0.58% | EXIT | |
| 44 | VPU | Vanguard Utilities ETF | ETF-その他 | 0.58% | — | — | |
| 45 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.57% | — | — | |
| 46 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.52% | — | — | |
| 47 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.49% | +0.66% | — | |
| 48 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.48% | — | — | |
| 49 | VONG | Vanguard Russell 1000 Growth | ETF-その他 | 0.45% | — | — | |
| 50 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.45% | — | — |