CIK: 0001952781
申告総資産額
$4.7億
上位200銘柄を表示中（全278銘柄）
| # | 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 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 6.21% | — | — | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 5.05% | +0.04% | +40.66% | |
| 3 | AAPL | Apple INC | 株式-IT | 3.81% | +0.02% | -7.70% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.47% | +0.66% | +40.40% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 2.68% | -0.38% | +1.71% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.52% | +0.20% | +0.17% | |
| 7 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 2.51% | — | +1.90% | |
| 8 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 2.46% | — | +3.18% | |
| 9 | GSY | Invesco Ultra Short Duration | ETF-その他 | 2.43% | — | +1.92% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.43% | — | -19.12% | |
| 11 | FSK | Fs Kkr Capital CORP | 株式-金融 | 2.39% | — | -7.38% | |
| 12 | NCNO | Ncino INC | 株式-その他 | 1.61% | — | — | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.51% | — | +38.33% | |
| 14 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.49% | — | +37.64% | |
| 15 | DFAI | Dimensional International Co | ETF-その他 | 1.29% | — | -6.13% | |
| 16 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.29% | -0.02% | -2.86% | |
| 17 | NVDA | Nvidia CORP | 株式-IT | 1.11% | +0.13% | +7.64% | |
| 18 | PULS | Pgim Ultra Short Bond ETF | ETF-その他 | 1.09% | — | +324.86% | |
| 19 | TBIL | F/m US Treasury 3 Month Bill | ETF-政府公債 | 1.02% | — | — | |
| 20 | ACN | Accenture plc | 株式-IT | 1.00% | — | -1.20% | |
| 21 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 0.92% | — | +50.13% | |
| 22 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.92% | — | -20.10% | |
| 23 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.91% | — | — | |
| 24 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.87% | -0.02% | -15.09% | |
| 25 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.84% | -0.15% | -1.92% | |
| 26 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.80% | — | -20.90% | |
| 27 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.80% | +0.34% | -0.78% | |
| 28 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.80% | — | +41.35% | |
| 29 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 0.78% | — | -27.09% | |
| 30 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.73% | — | +40.18% | |
| 31 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.72% | — | -13.65% | |
| 32 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.66% | -0.03% | -0.20% | |
| 33 | COP | Conocophillips | 株式-エネルギー | 0.63% | — | +1.13% | |
| 34 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.62% | -0.03% | -7.92% | |
| 35 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.62% | — | -18.07% | |
| 36 | TSLA | Tesla INC | 株式-一般消費財 | 0.62% | -0.14% | +6.24% | |
| 37 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.62% | +0.29% | +35.81% | |
| 38 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.59% | -0.08% | +5.11% | |
| 39 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.57% | — | -21.29% | |
| 40 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.56% | — | +50.54% | |
| 41 | GSIE | Goldman Sachs Activebeta Int | ETF-コモディティ | 0.56% | +0.16% | +6.01% | |
| 42 | PXH | Inves Rafi Emer Mrkt-usd INC | ETF-その他 | 0.54% | — | — | |
| 43 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-その他 | 0.51% | — | -20.80% | |
| 44 | CVX | Chevron CORP | 株式-エネルギー | 0.51% | — | +7.49% | |
| 45 | GSID | Goldman Sachs Marketbeta Int | ETF-コモディティ | 0.50% | +0.16% | +5.93% | |
| 46 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 0.49% | -0.08% | +39.63% | |
| 47 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-その他 | 0.47% | — | -22.08% | |
| 48 | HD | Home Depot INC | 株式-一般消費財 | 0.44% | — | +4.32% | |
| 49 | V | Visa Inc-class A Shares | 株式-金融 | 0.44% | -0.07% | -3.13% | |
| 50 | AVGO | Broadcom INC | 株式-IT | 0.44% | -0.09% | -9.59% |