CIK: 0002010262
申告総資産額
$7997.7万
| # | 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 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 21.09% | -3.60% | -1.32% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 17.71% | -3.19% | +1.76% | |
| 3 | DFVX | Dim US Large Cap Vector ETF | ETF-大型株・グロース | 10.02% | -1.76% | +3.54% | |
| 4 | VCRB | Vanguard Core Bond ETF | ETF-その他 | 5.96% | -1.91% | -10.11% | |
| 5 | NVDA | Nvidia CORP | 株式-IT | 5.21% | -0.55% | +23.13% | |
| 6 | AAPL | Apple INC | 株式-IT | 3.66% | -0.67% | +25.39% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 2.71% | -0.55% | +18.38% | |
| 8 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.24% | -0.08% | +2.03% | |
| 9 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.94% | — | +58.33% | |
| 10 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.73% | +0.17% | +40.91% | |
| 11 | DFEM | Dimensional Emrg Mrkt Core | ETF-その他 | 1.63% | +0.23% | — | |
| 12 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.38% | -0.36% | +56.14% | |
| 13 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.32% | — | +91.12% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.24% | -0.21% | +0.82% | |
| 15 | AVGO | Broadcom INC | 株式-IT | 1.22% | +0.08% | +83.47% | |
| 16 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.20% | -0.22% | +36.03% | |
| 17 | TSLA | Tesla INC | 株式-一般消費財 | 1.16% | -0.23% | +0.52% | |
| 18 | V | Visa Inc-class A Shares | 株式-金融 | 1.13% | -0.29% | +48.51% | |
| 19 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.06% | -0.35% | +92.50% | |
| 20 | WMT | Walmart INC | 株式-生活必需品 | 0.89% | — | +111.65% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.82% | -0.15% | — | |
| 22 | COR | Cencora INC | 株式-ヘルスケア | 0.73% | -0.32% | — | |
| 23 | VONG | Vanguard Russell 1000 Growth | ETF-その他 | 0.69% | -0.09% | -3.98% | |
| 24 | GE | General Electric | 株式-資本財 | 0.62% | -0.19% | — | |
| 25 | ANET | Arista Networks INC | 株式-IT | 0.60% | — | — | |
| 26 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-その他 | 0.57% | -0.02% | +9.96% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.55% | -0.17% | +13.58% | |
| 28 | BLK | Blackrock INC | 株式-金融 | 0.55% | -0.11% | — | |
| 29 | PH | Parker Hannifin CORP | 株式-資本財 | 0.53% | -0.16% | — | |
| 30 | ORCL | Oracle CORP | 株式-IT | 0.52% | +0.06% | +76.45% | |
| 31 | LIN | Linde plc | 株式-素材 | 0.52% | -0.06% | — | |
| 32 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.52% | -0.19% | — | |
| 33 | GEV | GE Vernova INC | 株式-資本財 | 0.49% | +0.02% | — | |
| 34 | NEE | Nextera Energy INC | 株式-公益事業 | 0.47% | -0.08% | — | |
| 35 | GD | General Dynamics CORP | 株式-資本財 | 0.46% | — | — | |
| 36 | ETN | Eaton Corporation plc | 株式-資本財 | 0.45% | -0.08% | — | |
| 37 | UBER | Uber Technologies INC | 株式-資本財 | 0.44% | — | — | |
| 38 | CVX | Chevron CORP | 株式-エネルギー | 0.44% | -0.09% | +7.59% | |
| 39 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.43% | -0.12% | -5.27% | |
| 40 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.41% | — | — | |
| 41 | BKNG | Booking Holdings INC | 株式-一般消費財 | 0.40% | -0.40% | EXIT | |
| 42 | RTX | Rtx CORP | 株式-資本財 | 0.39% | -0.12% | — | |
| 43 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 0.39% | — | — | |
| 44 | APH | Amphenol Corp-cl A | 株式-IT | 0.38% | -0.10% | +3.22% | |
| 45 | HD | Home Depot INC | 株式-一般消費財 | 0.38% | -0.38% | EXIT | |
| 46 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.37% | — | — | |
| 47 | WELL | Welltower INC | 株式-不動産 | 0.36% | -0.05% | — | |
| 48 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.35% | — | — | |
| 49 | MA | Mastercard INC - A | 株式-金融 | 0.35% | -0.10% | — | |
| 50 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 0.35% | +0.04% | — |