CIK: 0001717658
申告総資産額
$4.1億
| # | 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 | VUG | Vanguard Growth ETF | ETF-その他 | 8.59% | -0.65% | -0.19% | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 7.70% | +0.35% | +0.50% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 5.83% | -0.07% | +3.52% | |
| 4 | FBND | Fidelity Total Bond ETF | ETF-その他 | 5.37% | +0.06% | +6.07% | |
| 5 | CGXU | Cap Group Intl Focus | ETF-その他 | 4.64% | — | +5.26% | |
| 6 | VB | Vanguard Small-cap ETF | ETF-その他 | 4.57% | +0.29% | +5.48% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 4.18% | -0.11% | +1.12% | |
| 8 | AAPL | Apple INC | 株式-IT | 3.95% | -0.23% | -0.01% | |
| 9 | VCEB | Vanguard Esg US CORP Bond | ETF-投資適格社債 | 3.17% | +0.29% | +5.07% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 2.68% | -0.46% | +0.88% | |
| 11 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 2.60% | — | +0.04% | |
| 12 | NVDA | Nvidia CORP | 株式-IT | 2.50% | -0.10% | +848.92% | |
| 13 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.32% | -0.14% | +0.61% | |
| 14 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-その他 | 2.17% | — | +14.38% | |
| 15 | HD | Home Depot INC | 株式-一般消費財 | 1.51% | — | +2.00% | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.43% | -0.04% | -1.82% | |
| 17 | AVGO | Broadcom INC | 株式-IT | 1.41% | -0.18% | -0.90% | |
| 18 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.40% | -0.16% | -1.71% | |
| 19 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.35% | -0.10% | -1.37% | |
| 20 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.29% | -0.10% | +0.29% | |
| 21 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.21% | -0.09% | -0.15% | |
| 22 | TSLA | Tesla INC | 株式-一般消費財 | 1.21% | -0.29% | +3.82% | |
| 23 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.09% | +0.17% | +1.31% | |
| 24 | NUSC | Nuveen Esg Small-cap ETF | ETF-その他 | 1.02% | — | +13.11% | |
| 25 | VSGX | Vanguard Esg Intl Stock ETF | ETF-その他 | 0.97% | +0.22% | +51.31% | |
| 26 | TQQQ | Proshares Ultrapro Qqq | ETF-その他 | 0.90% | -0.11% | -17.78% | |
| 27 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.86% | — | +1.77% | |
| 28 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.81% | -0.09% | -5.39% | |
| 29 | FMB | First Trust Managed Municipa | ETF-その他 | 0.80% | — | — | |
| 30 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.80% | — | — | |
| 31 | CVX | Chevron CORP | 株式-エネルギー | 0.74% | +0.25% | +0.34% | |
| 32 | V | Visa Inc-class A Shares | 株式-金融 | 0.74% | -0.08% | +0.51% | |
| 33 | CMF | Ishares California Muni Bond | ETF-その他 | 0.73% | — | -1.24% | |
| 34 | RTX | Rtx CORP | 株式-資本財 | 0.71% | — | +2.84% | |
| 35 | UNP | Union Pacific CORP | 株式-資本財 | 0.65% | — | +5.19% | |
| 36 | MA | Mastercard INC - A | 株式-金融 | 0.65% | -0.06% | -4.94% | |
| 37 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.63% | — | -0.64% | |
| 38 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.62% | -0.10% | +4.09% | |
| 39 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.61% | — | -0.12% | |
| 40 | CRM | Salesforce INC | 株式-IT | 0.61% | -0.13% | +8.20% | |
| 41 | LIN | Linde plc | 株式-素材 | 0.59% | +0.18% | +0.20% | |
| 42 | NFLX | Netflix INC | 株式-通信サービス | 0.55% | — | -5.61% | |
| 43 | WMT | Walmart INC | 株式-生活必需品 | 0.53% | +0.10% | +1.91% | |
| 44 | AMGN | Amgen INC | 株式-ヘルスケア | 0.51% | — | +0.98% | |
| 45 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.51% | — | -2.44% | |
| 46 | AMD | Advanced Micro Devices | 株式-IT | 0.48% | — | -3.52% | |
| 47 | CGSD | Cap Group Short Duration | ETF-その他 | 0.45% | — | +4.46% | |
| 48 | UPRO | Proshares Ultrapro S&p 500 | ETF-大型株・グロース | 0.43% | -0.07% | -25.28% | |
| 49 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.41% | -0.06% | +0.08% | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.37% | — | +0.37% |