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 | 8.26% | -0.65% | -1.33% | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 7.40% | +0.35% | -0.69% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 5.63% | -0.07% | +0.07% | |
| 4 | FBND | Fidelity Total Bond ETF | ETF-その他 | 4.99% | +0.06% | +0.56% | |
| 5 | VB | Vanguard Small-cap ETF | ETF-その他 | 4.75% | +0.29% | +0.91% | |
| 6 | CGXU | Cap Group Intl Focus | ETF-その他 | 4.09% | — | +0.98% | |
| 7 | AAPL | Apple INC | 株式-IT | 4.08% | -0.23% | -2.27% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 3.92% | -0.11% | -1.65% | |
| 9 | CGMS | Cap Group US Multi-sect Bond | ETF-その他 | 3.30% | — | +3.61% | |
| 10 | VCEB | Vanguard Esg US CORP Bond | ETF-投資適格社債 | 2.93% | +0.29% | +1.35% | |
| 11 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 2.44% | — | -0.69% | |
| 12 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.30% | -0.14% | -1.82% | |
| 13 | MSFT | Microsoft CORP | 株式-IT | 2.27% | -0.46% | -0.07% | |
| 14 | NVDA | Nvidia CORP | 株式-IT | 2.24% | -0.10% | -3.87% | |
| 15 | TSLA | Tesla INC | 株式-一般消費財 | 2.13% | -0.29% | -2.15% | |
| 16 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-その他 | 2.04% | — | +1.19% | |
| 17 | AVGO | Broadcom INC | 株式-IT | 1.79% | -0.18% | -1.51% | |
| 18 | HD | Home Depot INC | 株式-一般消費財 | 1.43% | — | -0.51% | |
| 19 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.37% | -0.04% | +0.98% | |
| 20 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.35% | -0.10% | -0.66% | |
| 21 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.29% | -0.16% | +0.51% | |
| 22 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.25% | -0.10% | -0.28% | |
| 23 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.13% | -0.09% | +0.04% | |
| 24 | NUSC | Nuveen Esg Small-cap ETF | ETF-その他 | 1.08% | — | +0.44% | |
| 25 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.03% | +0.17% | -0.84% | |
| 26 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.93% | -0.09% | -0.38% | |
| 27 | VSGX | Vanguard Esg Intl Stock ETF | ETF-その他 | 0.92% | +0.22% | +0.39% | |
| 28 | APP | Applovin Corp-class A | 株式-IT | 0.82% | -0.50% | — | |
| 29 | V | Visa Inc-class A Shares | 株式-金融 | 0.80% | -0.08% | -0.03% | |
| 30 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.78% | — | -0.39% | |
| 31 | CRM | Salesforce INC | 株式-IT | 0.74% | -0.13% | +0.15% | |
| 32 | RTX | Rtx CORP | 株式-資本財 | 0.73% | — | -0.40% | |
| 33 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.69% | — | — | |
| 34 | MA | Mastercard INC - A | 株式-金融 | 0.66% | -0.06% | -1.41% | |
| 35 | TQQQ | Proshares Ultrapro Qqq | ETF-その他 | 0.64% | -0.11% | -5.46% | |
| 36 | CMF | Ishares California Muni Bond | ETF-その他 | 0.64% | — | -1.03% | |
| 37 | WMT | Walmart INC | 株式-生活必需品 | 0.63% | +0.10% | +1.14% | |
| 38 | UNP | Union Pacific CORP | 株式-資本財 | 0.63% | — | +2.12% | |
| 39 | CVX | Chevron CORP | 株式-エネルギー | 0.63% | +0.25% | +0.52% | |
| 40 | NFLX | Netflix INC | 株式-通信サービス | 0.61% | — | -3.51% | |
| 41 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.60% | — | +2.16% | |
| 42 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.57% | — | -0.23% | |
| 43 | FTCS | First Trust Capital Strength | ETF-その他 | 0.57% | — | -6.03% | |
| 44 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.53% | -0.10% | -0.24% | |
| 45 | LIN | Linde plc | 株式-素材 | 0.50% | +0.18% | -0.80% | |
| 46 | UPRO | Proshares Ultrapro S&p 500 | ETF-大型株・グロース | 0.44% | -0.07% | — | |
| 47 | CGSD | Cap Group Short Duration | ETF-その他 | 0.43% | — | -0.13% | |
| 48 | AMGN | Amgen INC | 株式-ヘルスケア | 0.40% | — | +3.04% | |
| 49 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.39% | -0.06% | -0.77% | |
| 50 | ACN | Accenture plc | 株式-IT | 0.38% | — | -0.56% |