CIK: 0001914617
申告総資産額
$3.2億
| # | 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 | AAPL | Apple INC | 株式-IT | 6.00% | -0.20% | +1.81% | |
| 2 | DFAX | Dimensional World Ex US Core | ETF-その他 | 5.92% | +0.62% | -0.57% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 5.54% | -0.92% | -1.02% | |
| 4 | URI | United Rentals INC | 株式-資本財 | 4.86% | -0.31% | -0.02% | |
| 5 | AMAT | Applied Materials INC | 株式-IT | 4.60% | +1.08% | -0.97% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 4.45% | -0.09% | -0.37% | |
| 7 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 4.39% | +0.98% | -1.41% | |
| 8 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 3.89% | -0.31% | -2.43% | |
| 9 | AVGO | Broadcom INC | 株式-IT | 3.78% | -0.37% | -0.06% | |
| 10 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.27% | -0.18% | +0.55% | |
| 11 | USIG | Ishares Broad Usd Investment | ETF-その他 | 3.15% | +0.16% | +2.03% | |
| 12 | LOW | Lowe's Cos INC | 株式-一般消費財 | 3.03% | -0.01% | +0.67% | |
| 13 | WSM | Williams-sonoma INC | 株式-一般消費財 | 2.97% | +0.11% | -1.41% | |
| 14 | DFAT | Dimensional US Target Value | ETF-その他 | 2.96% | +0.11% | -0.60% | |
| 15 | BKNG | Booking Holdings INC | 株式-一般消費財 | 2.83% | -0.55% | -0.93% | |
| 16 | ADBE | Adobe INC | 株式-IT | 2.53% | -0.31% | -0.18% | |
| 17 | V | Visa Inc-class A Shares | 株式-金融 | 2.27% | -0.29% | +1.16% | |
| 18 | FPE | Ft-preferred Secur & INC ETF | ETF-その他 | 2.21% | +0.17% | -0.60% | |
| 19 | GD | General Dynamics CORP | 株式-資本財 | 2.19% | +0.08% | -1.48% | |
| 20 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 2.18% | — | -1.72% | |
| 21 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 1.87% | +0.30% | +3.76% | |
| 22 | BX | Blackstone INC | 株式-金融 | 1.82% | -0.38% | +3.25% | |
| 23 | HSY | Hershey Co/the | 株式-生活必需品 | 1.76% | +0.29% | +3.64% | |
| 24 | BLKCHF | Blackrock INC | 株式-その他 | 1.66% | — | -2.84% | |
| 25 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.64% | — | -0.63% | |
| 26 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.58% | -0.10% | +0.43% | |
| 27 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.51% | +0.22% | +13.28% | |
| 28 | BAC | Bank Of America CORP | 株式-金融 | 1.39% | -0.13% | +2.07% | |
| 29 | CSX | Csx CORP | 株式-資本財 | 1.33% | +0.22% | +1.97% | |
| 30 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.28% | +0.21% | +3.10% | |
| 31 | NXST | Nexstar Media Group INC | 株式-通信サービス | 1.16% | -0.09% | +1.63% | |
| 32 | MLPX | Global X Mlp & Energy Infras | ETF-その他 | 1.10% | +0.25% | -0.27% | |
| 33 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.09% | -0.13% | +1.73% | |
| 34 | FALN | Ishares Fallen Angels ETF | ETF-その他 | 1.03% | — | +0.94% | |
| 35 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.94% | +0.11% | +0.04% | |
| 36 | MDT | Medtronic plc | 株式-ヘルスケア | 0.83% | — | -1.53% | |
| 37 | VPU | Vanguard Utilities ETF | ETF-その他 | 0.77% | +0.12% | +1.64% | |
| 38 | SCHH | Schwab US Reit ETF | ETF-その他 | 0.74% | +0.09% | +0.72% | |
| 39 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.71% | +0.05% | +5.55% | |
| 40 | ARCC | Ares Capital CORP | 株式-金融 | 0.60% | -0.37% | EXIT | |
| 41 | BXMT | Blackstone Mortgage Tru-cl A | 株式-不動産 | 0.39% | -0.26% | EXIT | |
| 42 | BAB | Invesco Taxable Municipal Bo | ETF-その他 | 0.25% | — | -1.11% | |
| 43 | LEN | Lennar Corp-a | 株式-一般消費財 | 0.16% | -0.07% | EXIT | |
| 44 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.15% | — | — | |
| 45 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 0.14% | — | — | |
| 46 | CRM | Salesforce INC | 株式-IT | 0.12% | -0.24% | +1.63% | |
| 47 | CCI | Crown Castle INC | 株式-不動産 | 0.12% | — | -7.83% | |
| 48 | AEP | American Electric Power | 株式-公益事業 | 0.12% | — | -0.81% | |
| 49 | OKE | Oneok INC | 株式-エネルギー | 0.11% | — | — | |
| 50 | NEE | Nextera Energy INC | 株式-公益事業 | 0.10% | — | — |