CIK: 0001942548
申告総資産額
$9.4億
| # | 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 5.33% | +0.11% | -4.21% | |
| 2 | JAVA | Jpmorgan Active Value ETF | ETF-その他 | 5.01% | -0.18% | +35.53% | |
| 3 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 4.20% | -0.65% | +11.54% | |
| 4 | VONV | Vanguard Russell 1000 Value | ETF-その他 | 4.04% | -0.15% | +9.36% | |
| 5 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 3.92% | -0.05% | -2.33% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 3.77% | +0.05% | +31.99% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 3.32% | +0.04% | +31.50% | |
| 8 | AAPL | Apple INC | 株式-IT | 3.22% | +0.05% | -5.52% | |
| 9 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 3.06% | — | -5.60% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 2.96% | -0.05% | -7.25% | |
| 11 | JPIB | Jpmorgan Intl Bnd ETF | ETF-その他 | 2.59% | -0.06% | +25.27% | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.56% | -0.07% | +18.82% | |
| 13 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 2.36% | +0.15% | +16.15% | |
| 14 | RWO | State Street Spdr Dow Jones | ETF-その他 | 2.06% | — | +29.70% | |
| 15 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 1.97% | +0.17% | +10.50% | |
| 16 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.86% | -0.27% | -0.76% | |
| 17 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.83% | — | +2.37% | |
| 18 | JMST | JPM Ultra-short Muni Income | ETF-その他 | 1.71% | -0.37% | +18.51% | |
| 19 | IGF | Ishares Global Infrastructur | ETF-その他 | 1.58% | -0.23% | +25.27% | |
| 20 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 1.44% | -0.21% | +20.07% | |
| 21 | LECO | Lincoln Electric Holdings | 株式-資本財 | 1.42% | — | — | |
| 22 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.39% | +0.10% | -3.31% | |
| 23 | CGGO | Cap Group Global Growth | ETF-その他 | 1.28% | +0.03% | +19.71% | |
| 24 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.22% | +0.08% | -1.99% | |
| 25 | V | Visa Inc-class A Shares | 株式-金融 | 1.17% | — | -1.56% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.09% | — | +0.55% | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.99% | +0.42% | -2.87% | |
| 28 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.91% | — | -9.01% | |
| 29 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.91% | — | -3.33% | |
| 30 | NVDA | Nvidia CORP | 株式-IT | 0.90% | +0.43% | -4.38% | |
| 31 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.75% | — | +0.13% | |
| 32 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.72% | +0.08% | -5.70% | |
| 33 | ADBE | Adobe INC | 株式-IT | 0.68% | — | -24.68% | |
| 34 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.67% | -0.02% | -4.94% | |
| 35 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.66% | — | +0.83% | |
| 36 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.65% | +0.21% | +0.28% | |
| 37 | DHR | Danaher CORP | 株式-ヘルスケア | 0.64% | — | +1.72% | |
| 38 | INTU | Intuit INC | 株式-IT | 0.63% | — | -6.56% | |
| 39 | HD | Home Depot INC | 株式-一般消費財 | 0.61% | — | -15.78% | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.59% | +0.09% | +0.37% | |
| 41 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.55% | — | -8.16% | |
| 42 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.53% | — | +2.67% | |
| 43 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.46% | — | -10.51% | |
| 44 | CVX | Chevron CORP | 株式-エネルギー | 0.46% | — | +3.97% | |
| 45 | QCOM | Qualcomm INC | 株式-IT | 0.45% | — | -14.28% | |
| 46 | AME | Ametek INC | 株式-資本財 | 0.44% | — | +2.45% | |
| 47 | AVGO | Broadcom INC | 株式-IT | 0.40% | +0.06% | -26.84% | |
| 48 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 0.40% | — | +0.05% | |
| 49 | ORCL | Oracle CORP | 株式-IT | 0.39% | — | -3.38% | |
| 50 | PEP | Pepsico INC | 株式-生活必需品 | 0.38% | — | -3.67% |