CIK: 0001802167
申告総資産額
$9.8億
| # | 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 | MSFT | Microsoft CORP | 株式-IT | 23.62% | -6.64% | +2.80% | |
| 2 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 5.28% | -0.82% | +184.91% | |
| 3 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.80% | -0.50% | +20.37% | |
| 4 | NVDA | Nvidia CORP | 株式-IT | 2.89% | — | +3.49% | |
| 5 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 2.53% | — | +6.24% | |
| 6 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-その他 | 2.46% | -0.84% | +45.95% | |
| 7 | AAPL | Apple INC | 株式-IT | 2.46% | -0.40% | +49.71% | |
| 8 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.09% | -0.89% | +1.36% | |
| 9 | AVGO | Broadcom INC | 株式-IT | 1.99% | -0.60% | -1.97% | |
| 10 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 1.87% | -0.20% | +215.94% | |
| 11 | TSLA | Tesla INC | 株式-一般消費財 | 1.81% | -0.52% | +15.17% | |
| 12 | NFLX | Netflix INC | 株式-通信サービス | 1.67% | — | +0.51% | |
| 13 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.50% | -0.25% | +3.32% | |
| 14 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.48% | — | +0.41% | |
| 15 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.46% | — | +3.52% | |
| 16 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 1.46% | — | +1.12% | |
| 17 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 1.27% | — | +88.84% | |
| 18 | NOW | Servicenow INC | 株式-IT | 1.23% | -0.46% | -1.07% | |
| 19 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.13% | -0.07% | +145.93% | |
| 20 | ANET | Arista Networks INC | 株式-IT | 1.13% | — | — | |
| 21 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 1.12% | -1.02% | +90.62% | |
| 22 | FICO | Fair Isaac CORP | 株式-IT | 1.08% | -0.47% | +16.51% | |
| 23 | V | Visa Inc-class A Shares | 株式-金融 | 1.08% | -0.34% | +2.67% | |
| 24 | MA | Mastercard INC - A | 株式-金融 | 1.07% | — | +0.46% | |
| 25 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 1.04% | -0.70% | +68.56% | |
| 26 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.02% | — | +1.48% | |
| 27 | ORLY | O'reilly Automotive INC | 株式-一般消費財 | 0.97% | — | +2.07% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.97% | -0.86% | +87.18% | |
| 29 | ADSK | Autodesk INC | 株式-IT | 0.94% | -0.30% | +1.09% | |
| 30 | NVR | Nvr INC | 株式-一般消費財 | 0.94% | — | -0.48% | |
| 31 | MELI | Mercadolibre INC | 株式-一般消費財 | 0.92% | -0.36% | +22.92% | |
| 32 | MSCI | Msci INC | 株式-金融 | 0.91% | — | +1.87% | |
| 33 | AON | Aon plc | 株式-金融 | 0.90% | — | +0.54% | |
| 34 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.89% | — | +6.28% | |
| 35 | CHTR | Charter Communications Inc-a | 株式-通信サービス | 0.88% | — | -7.47% | |
| 36 | CRM | Salesforce INC | 株式-IT | 0.86% | -0.38% | +29.34% | |
| 37 | CPRT | Copart INC | 株式-資本財 | 0.82% | — | +29.78% | |
| 38 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.81% | — | +0.30% | |
| 39 | ADBE | Adobe INC | 株式-IT | 0.79% | -0.50% | +4.49% | |
| 40 | TMUS | T-mobile US INC | 株式-通信サービス | 0.77% | -0.75% | +30.80% | |
| 41 | KLAC | Kla CORP | 株式-IT | 0.74% | — | +36.33% | |
| 42 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.73% | — | +100.24% | |
| 43 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 0.73% | — | +31.68% | |
| 44 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-大型株・グロース | 0.64% | — | -0.53% | |
| 45 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.63% | — | +9.92% | |
| 46 | PFXF | Vaneck Pref Sec X-financials | ETF-その他 | 0.62% | — | -4.48% | |
| 47 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-その他 | 0.57% | — | -0.84% | |
| 48 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.57% | — | -1.82% | |
| 49 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.53% | -0.07% | -1.92% | |
| 50 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.53% | — | +221.36% |