CIK: 0001908617
申告総資産額
$1.9億
| # | 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 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 13.76% | +0.20% | +5.77% | |
| 2 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 12.10% | +0.32% | +5.08% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 10.37% | — | +7.46% | |
| 4 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 10.03% | -0.15% | +2.65% | |
| 5 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-その他 | 7.47% | -0.10% | +2.13% | |
| 6 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 7.28% | -0.15% | +2.27% | |
| 7 | PDBC | Invesco Optimum Yield Divers | ETF-その他 | 5.65% | -0.58% | +3.00% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 4.77% | +0.25% | +3.37% | |
| 9 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 4.54% | — | +6.20% | |
| 10 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 2.42% | — | -0.73% | |
| 11 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 1.88% | +0.05% | +5.29% | |
| 12 | VXF | Vanguard Extended Market ETF | ETF-その他 | 1.80% | +0.30% | +6.71% | |
| 13 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.63% | +0.08% | +5.38% | |
| 14 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 1.53% | +0.18% | +6.61% | |
| 15 | MSFT | Microsoft CORP | 株式-IT | 1.31% | -0.25% | +2.34% | |
| 16 | AAPL | Apple INC | 株式-IT | 1.28% | -0.28% | -7.85% | |
| 17 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-その他 | 1.26% | -0.04% | +3.71% | |
| 18 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.61% | — | +3.71% | |
| 19 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 0.61% | — | — | |
| 20 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.59% | -0.10% | -3.58% | |
| 21 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.52% | — | -0.99% | |
| 22 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.46% | -0.08% | +1.18% | |
| 23 | IMCG | Ishares Morningstar Mid-cap | ETF-その他 | 0.43% | — | — | |
| 24 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.41% | — | +0.86% | |
| 25 | HD | Home Depot INC | 株式-一般消費財 | 0.40% | — | -0.56% | |
| 26 | V | Visa Inc-class A Shares | 株式-金融 | 0.38% | — | +5.62% | |
| 27 | QQQM | Invesco Nasdaq 100 ETF | ETF-テック型 | 0.35% | +0.29% | — | |
| 28 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.33% | — | — | |
| 29 | HON | Honeywell International INC | 株式-資本財 | 0.33% | — | -2.08% | |
| 30 | DHR | Danaher CORP | 株式-ヘルスケア | 0.31% | — | +1.93% | |
| 31 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.30% | — | — | |
| 32 | WMT | Walmart INC | 株式-生活必需品 | 0.28% | -0.08% | -0.50% | |
| 33 | CB | Chubb Limited | 株式-金融 | 0.28% | — | +0.07% | |
| 34 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.27% | — | +9.01% | |
| 35 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.26% | — | +14.71% | |
| 36 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.23% | — | — | |
| 37 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.23% | — | -1.15% | |
| 38 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.23% | — | — | |
| 39 | ORLY | O'reilly Automotive INC | 株式-一般消費財 | 0.22% | +0.10% | NEW | |
| 40 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.22% | -0.12% | EXIT | |
| 41 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.22% | — | -8.99% | |
| 42 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.21% | — | -2.52% | |
| 43 | IAGG | Ishares Intl Aggregate Bond | ETF-その他 | 0.21% | — | — | |
| 44 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.21% | — | — | |
| 45 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.21% | — | — | |
| 46 | CVX | Chevron CORP | 株式-エネルギー | 0.21% | — | — | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.21% | — | — | |
| 48 | NVDA | Nvidia CORP | 株式-IT | 0.20% | -0.41% | — | |
| 49 | UNP | Union Pacific CORP | 株式-資本財 | 0.20% | — | — | |
| 50 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.20% | -0.09% | — |