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 | 12.92% | -0.42% | +0.90% | |
| 2 | IWY | Ishares Russell Top 200 Grow | ETF-その他 | 7.56% | +0.18% | -1.41% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 6.42% | -0.06% | +0.97% | |
| 4 | IWX | Ishares Russell Top 200 Valu | ETF-その他 | 5.28% | +0.03% | +0.50% | |
| 5 | VTV | Vanguard Value ETF | ETF-その他 | 4.88% | -0.07% | +2.32% | |
| 6 | VB | Vanguard Small-cap ETF | ETF-その他 | 4.64% | +0.16% | +6.09% | |
| 7 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 4.49% | -0.06% | +15.41% | |
| 8 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 3.64% | -0.12% | +2.79% | |
| 9 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 3.38% | +0.17% | +1.13% | |
| 10 | AAPL | Apple INC | 株式-IT | 3.33% | +0.10% | +0.75% | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 2.96% | -0.12% | +0.54% | |
| 12 | AVGO | Broadcom INC | 株式-IT | 2.42% | +0.14% | -2.29% | |
| 13 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 2.40% | -0.09% | +1.23% | |
| 14 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.11% | +0.04% | +0.20% | |
| 15 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.10% | +0.07% | +1.51% | |
| 16 | VCRB | Vanguard Core Bond ETF | ETF-その他 | 1.95% | -0.05% | +31.33% | |
| 17 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.94% | +0.26% | +1.09% | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.88% | -0.05% | — | |
| 19 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.58% | +0.06% | -13.54% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.49% | -0.07% | +2.98% | |
| 21 | VUG | Vanguard Growth ETF | ETF-その他 | 1.35% | +0.05% | +9.03% | |
| 22 | V | Visa Inc-class A Shares | 株式-金融 | 0.99% | +0.04% | +0.02% | |
| 23 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.98% | -0.14% | +1.21% | |
| 24 | TMUS | T-mobile US INC | 株式-通信サービス | 0.97% | -0.18% | +2.24% | |
| 25 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.96% | -0.03% | -0.80% | |
| 26 | ORCL | Oracle CORP | 株式-IT | 0.89% | — | — | |
| 27 | DLTR | Dollar Tree INC | 株式-生活必需品 | 0.87% | +0.01% | +0.43% | |
| 28 | WMT | Walmart INC | 株式-生活必需品 | 0.80% | -0.17% | +3.15% | |
| 29 | HD | Home Depot INC | 株式-一般消費財 | 0.70% | — | -7.45% | |
| 30 | BAC | Bank Of America CORP | 株式-金融 | 0.69% | +0.05% | -3.48% | |
| 31 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.66% | +0.17% | -0.70% | |
| 32 | CAT | Caterpillar INC | 株式-資本財 | 0.64% | +0.26% | +1.44% | |
| 33 | CRM | Salesforce INC | 株式-IT | 0.60% | -0.08% | +5.20% | |
| 34 | RFG | Invesco S&p Midcap 400 Pure | ETF-その他 | 0.59% | +0.02% | — | |
| 35 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.54% | +0.04% | +1.04% | |
| 36 | CSCO | Cisco Systems INC | 株式-IT | 0.53% | +0.19% | -0.13% | |
| 37 | MS | Morgan Stanley | 株式-金融 | 0.50% | +0.08% | +5.28% | |
| 38 | IWL | Ishares Russell Top 200 ETF | ETF-その他 | 0.50% | +0.01% | -19.66% | |
| 39 | CVX | Chevron CORP | 株式-エネルギー | 0.49% | -0.15% | -0.33% | |
| 40 | ADBE | Adobe INC | 株式-IT | 0.44% | -0.07% | -4.46% | |
| 41 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.42% | — | +1.36% | |
| 42 | MA | Mastercard INC - A | 株式-金融 | 0.40% | — | +0.22% | |
| 43 | PEP | Pepsico INC | 株式-生活必需品 | 0.39% | — | -8.94% | |
| 44 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.38% | +0.02% | — | |
| 45 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.37% | -0.07% | -17.24% | |
| 46 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.37% | — | +0.36% | |
| 47 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.37% | +0.03% | +41.48% | |
| 48 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.34% | +0.05% | — | |
| 49 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.34% | — | -5.68% | |
| 50 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.29% | — | +0.12% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom INC | +0.8% | -2.29% | 減少 |
| 2 | MSFT | Microsoft CORP | +0.5% | +0.54% | 増加 |
| 3 | RSP | Invesco S&p 500 Equal Weight | +0.4% | +15.41% | 増加 |
| 4 | IWY | Ishares Russell Top 200 Grow | +0.4% | -1.41% | 減少 |
| 5 | VCRB | Vanguard Core Bond ETF | +0.3% | +31.33% | 増加 |
| 6 | ORCL | Oracle CORP | +0.3% | — | 変化なし |
| 7 | VEU | Vanguard Ftse All-world Ex-u | +0.3% | +0.90% | 増加 |
| 8 | VOT | Vanguard Mid-cap Growth ETF | +0.2% | +1.13% | 増加 |
| 9 | VUG | Vanguard Growth ETF | +0.2% | +9.03% | 増加 |
| 10 | JPM | Jpmorgan Chase & Co | +0.2% | +0.20% | 増加 |
| 11 | VB | Vanguard Small-cap ETF | +0.2% | +6.09% | 増加 |
| 12 | DLTR | Dollar Tree INC | +0.2% | +0.43% | 増加 |
| 13 | AMZN | Amazon.com INC | +0.1% | +1.51% | 増加 |
| 14 | MMM | 3m Co | +0.1% | NEW | 新規購入 |
| 15 | VOO | Vanguard S&p 500 ETF | +0.1% | +41.48% | 増加 |
| 16 | GOOGL | Alphabet Inc-cl A | +0.1% | +1.09% | 増加 |
| 17 | MS | Morgan Stanley | +0.1% | +5.28% | 増加 |
| 18 | AEIS | Advanced Energy Industries | +0.1% | NEW | 新規購入 |
| 19 | CAT | Caterpillar INC | +0.1% | +1.44% | 増加 |
| 20 | VEA | Vanguard Ftse Developed ETF | 0% | — | 変化なし |
| 21 | WMT | Walmart INC | 0% | +3.15% | 増加 |
| 22 | KLAC | Kla CORP | 0% | — | 変化なし |
| 23 | RFG | Invesco S&p Midcap 400 Pure | 0% | — | 変化なし |
| 24 | CSCO | Cisco Systems INC | 0% | -0.13% | 減少 |
| 25 | GOOG | Alphabet Inc-cl C | 0% | — | 変化なし |
| 26 | BAC | Bank Of America CORP | — | -3.48% | 減少 |
| 27 | VWO | Vanguard Ftse Emerging Marke | 0% | -0.80% | 減少 |
| 28 | COST | Costco Wholesale CORP | 0% | +1.21% | 増加 |
| 29 | XOM | Exxon Mobil CORP | -0.1% | EXIT | 全売却 |
| 30 | TJX | Tjx Companies INC | -0.1% | EXIT | 全売却 |
| 31 | ABT | Abbott Laboratories | -0.1% | -21.96% | 減少 |
| 32 | PG | Procter & Gamble Co/the | -0.1% | -5.68% | 減少 |
| 33 | SBUX | Starbucks CORP | -0.1% | -24.09% | 減少 |
| 34 | TMO | Thermo Fisher Scientific INC | -0.1% | -12.93% | 減少 |
| 35 | LMT | Lockheed Martin CORP | -0.1% | -17.24% | 減少 |
| 36 | IWL | Ishares Russell Top 200 ETF | -0.1% | -19.66% | 減少 |
| 37 | IVW | Ishares S&p 500 Growth ETF | -0.1% | -13.54% | 減少 |
| 38 | MRK | Merck & Co. INC. | -0.1% | -14.80% | 減少 |
| 39 | ABBV | Abbvie INC | -0.1% | +1.04% | 増加 |
| 40 | HD | Home Depot INC | -0.1% | -7.45% | 減少 |
| 41 | PEP | Pepsico INC | -0.1% | -8.94% | 減少 |
| 42 | CVX | Chevron CORP | -0.1% | -0.33% | 減少 |
| 43 | VOE | Vanguard Mid-cap Value ETF | -0.2% | +2.79% | 増加 |
| 44 | VIG | Vanguard Dividend Apprec ETF | -0.2% | +0.97% | 増加 |
| 45 | TMUS | T-mobile US INC | -0.2% | +2.24% | 増加 |
| 46 | VTV | Vanguard Value ETF | -0.2% | +2.32% | 増加 |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | +2.98% | 増加 |
| 48 | IWX | Ishares Russell Top 200 Valu | -0.3% | +0.50% | 増加 |
| 49 | UNH | Unitedhealth Group INC | -0.6% | -0.70% | 減少 |
| 50 | AAPL | Apple INC | -0.6% | +0.75% | 増加 |