CIK: 0001851184
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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 7.75% | — | +29.00% | |
| 2 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 7.42% | — | +16.22% | |
| 3 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 3.05% | — | +0.78% | |
| 4 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 2.78% | — | — | |
| 5 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 2.70% | — | +28.60% | |
| 6 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-その他 | 2.70% | — | -5.31% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.66% | — | +17.57% | |
| 8 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 2.51% | — | +9.38% | |
| 9 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 2.48% | — | -4.00% | |
| 10 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.44% | — | -0.88% | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 2.21% | — | -0.14% | |
| 12 | MA | Mastercard INC - A | 株式-金融 | 2.21% | — | -0.30% | |
| 13 | NOC | Northrop Grumman CORP | 株式-資本財 | 2.19% | — | -2.54% | |
| 14 | IQV | Iqvia Holdings INC | 株式-ヘルスケア | 2.04% | — | -2.34% | |
| 15 | AMAT | Applied Materials INC | 株式-IT | 1.87% | — | -0.56% | |
| 16 | V | Visa Inc-class A Shares | 株式-金融 | 1.86% | — | -3.44% | |
| 17 | MRVI | Maravai Lifesciences Hldgs-a | 株式-その他 | 1.85% | — | +108.11% | |
| 18 | MCHP | Microchip Technology INC | 株式-IT | 1.84% | — | -2.59% | |
| 19 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.82% | — | -2.52% | |
| 20 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.82% | — | +1.42% | |
| 21 | CRL | Charles River Laboratories | 株式-ヘルスケア | 1.72% | — | +53.80% | |
| 22 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.68% | — | +15.34% | |
| 23 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.57% | — | -2.58% | |
| 24 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.51% | — | -2.34% | |
| 25 | QLTA | Ishares Aaa - A Rated Corpor | ETF-その他 | 1.49% | — | -40.53% | |
| 26 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.45% | — | -2.72% | |
| 27 | HD | Home Depot INC | 株式-一般消費財 | 1.43% | — | -0.24% | |
| 28 | DHR | Danaher CORP | 株式-ヘルスケア | 1.42% | — | -2.91% | |
| 29 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.31% | — | — | |
| 30 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 1.30% | — | +29.26% | |
| 31 | ADBE | Adobe INC | 株式-IT | 1.26% | — | +0.63% | |
| 32 | KEYS | Keysight Technologies In | 株式-IT | 1.20% | — | +0.49% | |
| 33 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.19% | — | +2.87% | |
| 34 | AAPL | Apple INC | 株式-IT | 1.09% | — | +1.24% | |
| 35 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.06% | — | +29.52% | |
| 36 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.96% | — | -28.87% | |
| 37 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 0.95% | — | +23.84% | |
| 38 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.95% | — | -2.54% | |
| 39 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.83% | — | -2.72% | |
| 40 | MNA | Nyli Merger Arbitrage ETF | ETF-その他 | 0.77% | — | -9.71% | |
| 41 | BALL | Ball CORP | 株式-一般消費財 | 0.71% | — | -4.44% | |
| 42 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.69% | — | +73.84% | |
| 43 | NETL | Cltpnt Nt Leas Rl Est-usd In | ETF-その他 | 0.67% | — | -11.26% | |
| 44 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 0.66% | — | -24.25% | |
| 45 | PEP | Pepsico INC | 株式-生活必需品 | 0.65% | — | +0.39% | |
| 46 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.65% | — | +848.21% | |
| 47 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.53% | — | — | |
| 48 | GBDC | Golub Capital Bdc INC | 株式-金融 | 0.52% | — | -9.82% | |
| 49 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 0.50% | — | -5.61% | |
| 50 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.49% | — | +220.90% |