CIK: 0001913221
申告総資産額
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| # | 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 4.60% | — | +0.27% | |
| 2 | AAPL | Apple INC | 株式-IT | 4.07% | — | -3.32% | |
| 3 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.71% | — | +0.90% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 2.51% | — | -5.07% | |
| 5 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 2.32% | — | -9.91% | |
| 6 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 2.19% | — | -2.47% | |
| 7 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.18% | — | +0.02% | |
| 8 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.05% | — | -6.85% | |
| 9 | XEVVX | Eaton Vance LTD Durat INC | 株式-その他 | 1.84% | — | +31.00% | |
| 10 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.73% | — | +1888.37% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.69% | — | +3.79% | |
| 12 | GSY | Invesco Ultra Short Duration | ETF-その他 | 1.67% | — | — | |
| 13 | CVX | Chevron CORP | 株式-エネルギー | 1.64% | — | -1.28% | |
| 14 | MCK | Mckesson CORP | 株式-ヘルスケア | 1.55% | — | -1.16% | |
| 15 | NAD | Nuveen Quality Municipal Income Fund | 株式-その他 | 1.38% | — | +5.64% | |
| 16 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.37% | — | -2.34% | |
| 17 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.37% | — | +1.08% | |
| 18 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 1.33% | — | +15.57% | |
| 19 | NVDA | Nvidia CORP | 株式-IT | 1.32% | — | +0.95% | |
| 20 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 1.30% | — | +0.07% | |
| 21 | JBHT | Hunt (jb) Transprt Svcs INC | 株式-資本財 | 1.30% | — | — | |
| 22 | CRM | Salesforce INC | 株式-IT | 1.25% | — | +2.15% | |
| 23 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 1.21% | — | +20.59% | |
| 24 | INTC | Intel CORP | 株式-IT | 1.17% | — | +11.00% | |
| 25 | SPT | Sprout Social INC - Class A | 株式-その他 | 1.17% | — | +0.94% | |
| 26 | DHR | Danaher CORP | 株式-ヘルスケア | 1.16% | — | -4.07% | |
| 27 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.15% | — | +1.26% | |
| 28 | PFF | Ishares Preferred & Income S | ETF-その他 | 1.12% | — | +0.30% | |
| 29 | ✓ | Mandiant INC Com | 株式-その他 | 1.07% | — | — | |
| 30 | GS | Goldman Sachs Group INC | 株式-金融 | 1.03% | — | +92.67% | |
| 31 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.02% | — | +2.06% | |
| 32 | WMT | Walmart INC | 株式-生活必需品 | 0.99% | — | — | |
| 33 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.97% | — | -6.57% | |
| 34 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.97% | — | -7.98% | |
| 35 | DUK | Duke Energy CORP | 株式-公益事業 | 0.96% | — | — | |
| 36 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.96% | — | +0.91% | |
| 37 | PFE | Pfizer INC | 株式-ヘルスケア | 0.93% | — | +0.52% | |
| 38 | VEEV | Veeva Systems Inc-class A | 株式-ヘルスケア | 0.89% | — | +0.15% | |
| 39 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.85% | — | +11.00% | |
| 40 | DXCM | Dexcom INC | 株式-ヘルスケア | 0.85% | — | +313.58% | |
| 41 | HD | Home Depot INC | 株式-一般消費財 | 0.84% | — | -1.93% | |
| 42 | ED | Consolidated Edison INC | 株式-公益事業 | 0.80% | — | — | |
| 43 | T | At&t INC | 株式-通信サービス | 0.78% | — | +41.24% | |
| 44 | UCO | Proshares Ultra Bloomberg Cr | ETF-その他 | 0.76% | — | +300.00% | |
| 45 | TSLA | Tesla INC | 株式-一般消費財 | 0.75% | — | -1.33% | |
| 46 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.73% | — | +8.43% | |
| 47 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 0.68% | — | +11.29% | |
| 48 | PCTY | Paylocity Holding CORP | 株式-IT | 0.67% | — | +0.28% | |
| 49 | LMBS | First Trust Low Duration Opp | ETF-その他 | 0.67% | — | +6.36% | |
| 50 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 0.65% | — | -7.63% |