CIK: 0001761044
申告総資産額
$5.0億
| # | 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 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 9.03% | -0.42% | -0.67% | |
| 2 | DLTR | Dollar Tree INC | 株式-生活必需品 | 7.42% | +0.01% | — | |
| 3 | VB | Vanguard Small-cap ETF | ETF-その他 | 5.94% | +0.16% | +1.71% | |
| 4 | IWX | Ishares Russell Top 200 Valu | ETF-その他 | 5.15% | +0.03% | +16.33% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 5.14% | -0.06% | -3.50% | |
| 6 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 4.70% | — | +7.77% | |
| 7 | AAPL | Apple INC | 株式-IT | 4.14% | +0.10% | -3.57% | |
| 8 | BND | Vanguard Total Bond Market | ETF-その他 | 3.70% | — | +4.22% | |
| 9 | VTV | Vanguard Value ETF | ETF-その他 | 3.28% | -0.07% | -4.14% | |
| 10 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 2.86% | +0.17% | +0.50% | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 2.84% | -0.12% | -3.05% | |
| 12 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 2.68% | — | -10.96% | |
| 13 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 2.66% | -0.12% | +2.62% | |
| 14 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.36% | +0.07% | -2.42% | |
| 15 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.33% | +0.26% | -5.07% | |
| 16 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 2.13% | -0.06% | +2.44% | |
| 17 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.71% | +0.04% | -1.55% | |
| 18 | IWY | Ishares Russell Top 200 Grow | ETF-その他 | 1.64% | +0.18% | +6.48% | |
| 19 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.49% | +0.17% | +1.61% | |
| 20 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.34% | +0.06% | -4.46% | |
| 21 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.33% | — | -2.01% | |
| 22 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 1.18% | +0.02% | +0.01% | |
| 23 | V | Visa Inc-class A Shares | 株式-金融 | 1.11% | +0.04% | -1.41% | |
| 24 | BAC | Bank Of America CORP | 株式-金融 | 1.09% | +0.05% | -1.69% | |
| 25 | IWL | Ishares Russell Top 200 ETF | ETF-その他 | 1.07% | +0.01% | +3.25% | |
| 26 | RFG | Invesco S&p Midcap 400 Pure | ETF-その他 | 1.03% | +0.02% | — | |
| 27 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.01% | — | -2.30% | |
| 28 | NFLX | Netflix INC | 株式-通信サービス | 0.95% | — | -3.74% | |
| 29 | HD | Home Depot INC | 株式-一般消費財 | 0.94% | — | -0.79% | |
| 30 | CRM | Salesforce INC | 株式-IT | 0.86% | -0.08% | -2.44% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.83% | -0.07% | -6.06% | |
| 32 | HON | Honeywell International INC | 株式-資本財 | 0.81% | — | -1.83% | |
| 33 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.72% | — | -2.46% | |
| 34 | CSCO | Cisco Systems INC | 株式-IT | 0.71% | +0.19% | -1.06% | |
| 35 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.71% | — | -2.43% | |
| 36 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.67% | -0.03% | -7.80% | |
| 37 | CMI | Cummins INC | 株式-資本財 | 0.67% | — | +2.67% | |
| 38 | ADBE | Adobe INC | 株式-IT | 0.65% | -0.07% | -0.62% | |
| 39 | DMXF | Ishares Esg Advanc Msci Eafe | ETF-その他 | 0.61% | — | +71.43% | |
| 40 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.60% | — | -4.16% | |
| 41 | CVX | Chevron CORP | 株式-エネルギー | 0.58% | -0.15% | +1.28% | |
| 42 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.54% | -0.07% | -3.07% | |
| 43 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.53% | — | — | |
| 44 | BLKCHF | Blackrock INC | 株式-その他 | 0.51% | — | -3.71% | |
| 45 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.47% | +0.05% | +13.81% | |
| 46 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.47% | +0.09% | +2.07% | |
| 47 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.45% | — | -1.25% | |
| 48 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.44% | — | +0.23% | |
| 49 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.42% | — | +1.50% | |
| 50 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.41% | — | -1.78% |