CIK: 0001844831
申告総資産額
$6.5億
| # | 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 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 10.36% | -0.78% | +5.17% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 9.23% | -0.48% | +4.74% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 5.56% | +0.03% | +2.46% | |
| 4 | AAPL | Apple INC | 株式-IT | 5.51% | -0.28% | -3.31% | |
| 5 | VHT | Vanguard Health Care ETF | ETF-その他 | 3.79% | -0.11% | -0.69% | |
| 6 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 3.53% | -0.15% | -1.77% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.82% | +0.09% | +13.42% | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.21% | — | +2.35% | |
| 9 | V | Visa Inc-class A Shares | 株式-金融 | 2.11% | -0.15% | -4.60% | |
| 10 | DURA | Vaneck Durable High Dividend | ETF-その他 | 2.07% | — | +9.03% | |
| 11 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 2.06% | — | +32.80% | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 2.03% | -0.25% | -2.12% | |
| 13 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.82% | — | +1.07% | |
| 14 | FRTY | Alger Mid Cap 40 ETF | ETF-その他 | 1.68% | — | +23.12% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.59% | — | -0.67% | |
| 16 | TSLA | Tesla INC | 株式-一般消費財 | 1.26% | -0.28% | +0.84% | |
| 17 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.24% | — | +0.17% | |
| 18 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.24% | — | -1.37% | |
| 19 | SDG | Ish Msci Glob Sust Deve Goal | ETF-その他 | 1.18% | — | +4.30% | |
| 20 | SPG | Simon Property Group INC | 株式-不動産 | 1.16% | — | -2.80% | |
| 21 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.14% | — | -0.58% | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.11% | — | -11.11% | |
| 23 | NVDA | Nvidia CORP | 株式-IT | 1.09% | -0.19% | +15.99% | |
| 24 | HD | Home Depot INC | 株式-一般消費財 | 1.02% | — | -1.25% | |
| 25 | ARCC | Ares Capital CORP | 株式-金融 | 1.01% | — | +10.09% | |
| 26 | IAU | Ishares Gold Trust | ETF-コモディティ | 1.00% | +0.03% | -14.64% | |
| 27 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.96% | — | -23.72% | |
| 28 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.85% | — | -2.70% | |
| 29 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.73% | — | -8.08% | |
| 30 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.72% | — | +2.79% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.65% | — | -2.59% | |
| 32 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.65% | — | -8.68% | |
| 33 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.64% | — | — | |
| 34 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.64% | — | -15.27% | |
| 35 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.64% | — | — | |
| 36 | BA | Boeing Co/the | 株式-資本財 | 0.62% | — | — | |
| 37 | EW | Edwards Lifesciences CORP | 株式-ヘルスケア | 0.61% | — | — | |
| 38 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.61% | — | -3.12% | |
| 39 | BIZD | Vaneck Bdc Income ETF | ETF-その他 | 0.61% | — | +15.85% | |
| 40 | ADBE | Adobe INC | 株式-IT | 0.61% | — | — | |
| 41 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.61% | — | +0.72% | |
| 42 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.57% | — | -7.26% | |
| 43 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 0.54% | — | -5.61% | |
| 44 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.53% | +0.04% | -3.55% | |
| 45 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 0.49% | — | +0.01% | |
| 46 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.48% | — | -6.81% | |
| 47 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 0.44% | — | -7.30% | |
| 48 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.44% | — | +0.50% | |
| 49 | LEG | Leggett & Platt INC | 株式-一般消費財 | 0.44% | — | — | |
| 50 | CMF | Ishares California Muni Bond | ETF-その他 | 0.44% | — | -22.35% |