CIK: 0001770710
申告総資産額
$2.7億
| # | 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 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 10.83% | — | -1.12% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 6.21% | — | -1.50% | |
| 3 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 5.48% | — | +10.07% | |
| 4 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 4.92% | — | — | |
| 5 | GUNR | Flexshares Global Upstream N | ETF-その他 | 4.79% | — | +31.89% | |
| 6 | AAPL | Apple INC | 株式-IT | 4.11% | — | -5.82% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 3.56% | — | -8.18% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.29% | — | -1.45% | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.24% | — | +1713.37% | |
| 10 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.18% | — | +0.32% | |
| 11 | MUB | Ishares National Muni Bond E | ETF-その他 | 2.01% | — | -3.23% | |
| 12 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.98% | — | -11.99% | |
| 13 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.74% | — | -11.44% | |
| 14 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 1.62% | — | — | |
| 15 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.53% | — | -12.45% | |
| 16 | PEP | Pepsico INC | 株式-生活必需品 | 1.42% | — | -9.43% | |
| 17 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.40% | — | -8.39% | |
| 18 | CCI | Crown Castle INC | 株式-不動産 | 1.35% | — | -10.44% | |
| 19 | NKE | Nike INC -cl B | 株式-一般消費財 | 1.33% | — | -6.94% | |
| 20 | PANW | Palo Alto Networks INC | 株式-IT | 1.31% | — | -10.80% | |
| 21 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.30% | — | -7.85% | |
| 22 | CVX | Chevron CORP | 株式-エネルギー | 1.29% | — | -10.93% | |
| 23 | DHR | Danaher CORP | 株式-ヘルスケア | 1.28% | — | -9.31% | |
| 24 | AMT | American Tower CORP | 株式-不動産 | 1.27% | — | -8.43% | |
| 25 | XIFR | Xplr Infrastructure LP | 株式-公益事業 | 1.20% | — | -9.91% | |
| 26 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.20% | — | -7.52% | |
| 27 | NVDA | Nvidia CORP | 株式-IT | 1.16% | — | -9.08% | |
| 28 | ACN | Accenture plc | 株式-IT | 1.08% | — | -8.90% | |
| 29 | UNP | Union Pacific CORP | 株式-資本財 | 1.08% | — | -7.75% | |
| 30 | MA | Mastercard INC - A | 株式-金融 | 1.05% | — | -7.90% | |
| 31 | V | Visa Inc-class A Shares | 株式-金融 | 1.02% | — | -9.54% | |
| 32 | TJX | Tjx Companies INC | 株式-一般消費財 | 1.01% | — | -9.30% | |
| 33 | HD | Home Depot INC | 株式-一般消費財 | 0.99% | — | -6.56% | |
| 34 | HON | Honeywell International INC | 株式-資本財 | 0.98% | — | -8.29% | |
| 35 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.96% | — | -7.07% | |
| 36 | FRCB | First Republic Bank/ca | 株式-金融 | 0.94% | — | -8.75% | |
| 37 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.94% | — | -8.36% | |
| 38 | GD | General Dynamics CORP | 株式-資本財 | 0.92% | — | -9.69% | |
| 39 | CRM | Salesforce INC | 株式-IT | 0.92% | — | -8.08% | |
| 40 | SPGI | S&p Global INC | 株式-金融 | 0.82% | — | -9.57% | |
| 41 | VZ | Verizon Communications INC | 株式-通信サービス | 0.81% | — | -8.55% | |
| 42 | CMG | Chipotle Mexican Grill INC | 株式-一般消費財 | 0.73% | — | — | |
| 43 | TXN | Texas Instruments INC | 株式-IT | 0.69% | — | -7.62% | |
| 44 | ICE | Intercontinental Exchange In | 株式-金融 | 0.65% | — | -7.17% | |
| 45 | EL | Estee Lauder Companies-cl A | 株式-生活必需品 | 0.63% | — | -5.74% | |
| 46 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.60% | — | +24.75% | |
| 47 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.60% | — | -15.94% | |
| 48 | MRSH | Marsh & Mclennan Cos | 株式-金融 | 0.57% | — | -7.16% | |
| 49 | ADBE | Adobe INC | 株式-IT | 0.57% | — | -7.72% | |
| 50 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.52% | — | -10.29% |