CIK: 0001729094
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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 22.67% | -2.14% | +3.85% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 8.76% | -0.48% | -0.40% | |
| 3 | DISCKUSD | Discovery Inc-c | 株式-その他 | 8.64% | — | -0.00% | |
| 4 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 5.26% | — | -10.14% | |
| 5 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 4.24% | -0.14% | -5.28% | |
| 6 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 3.54% | — | +0.21% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.00% | +1.83% | +0.05% | |
| 8 | AAPL | Apple INC | 株式-IT | 2.60% | — | +5.58% | |
| 9 | ABT | Abbott Laboratories | 株式-ヘルスケア | 2.40% | -0.33% | -2.50% | |
| 10 | ABBV | Abbvie INC | 株式-ヘルスケア | 2.24% | -0.15% | -2.59% | |
| 11 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 2.18% | — | -4.57% | |
| 12 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 1.96% | — | +0.30% | |
| 13 | MSFT | Microsoft CORP | 株式-IT | 1.51% | -0.52% | +1.87% | |
| 14 | DY | Dycom Industries INC | 株式-資本財 | 1.30% | +0.07% | -23.28% | |
| 15 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.18% | -0.12% | +2.70% | |
| 16 | SSP | Ew Scripps Co/the-a | 株式-その他 | 1.12% | — | -0.00% | |
| 17 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 1.12% | — | +1.40% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.91% | -0.11% | +1.76% | |
| 19 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.86% | +0.06% | NEW | |
| 20 | AMT | American Tower CORP | 株式-不動産 | 0.83% | — | +1.00% | |
| 21 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.72% | — | -3.34% | |
| 22 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.67% | — | +1.34% | |
| 23 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.66% | -0.27% | +0.49% | |
| 24 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.66% | — | +0.11% | |
| 25 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.61% | — | +1.77% | |
| 26 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.59% | — | +4.28% | |
| 27 | V | Visa Inc-class A Shares | 株式-金融 | 0.58% | — | -3.47% | |
| 28 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.50% | — | +12.10% | |
| 29 | MA | Mastercard INC - A | 株式-金融 | 0.50% | — | +1.07% | |
| 30 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.49% | — | +0.38% | |
| 31 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.48% | — | +3.15% | |
| 32 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.47% | — | -43.59% | |
| 33 | ADBE | Adobe INC | 株式-IT | 0.42% | — | -16.34% | |
| 34 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.37% | -0.24% | -2.93% | |
| 35 | NVDA | Nvidia CORP | 株式-IT | 0.37% | +0.10% | -31.55% | |
| 36 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.35% | — | -2.35% | |
| 37 | BIP | Brookfield Infrastructure Partners L.P. | 株式-公益事業 | 0.32% | — | — | |
| 38 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.31% | — | — | |
| 39 | EMLP | First Trust North American E | ETF-その他 | 0.31% | — | +1.32% | |
| 40 | LYB | LyondellBasell Industries N.V. | 株式-素材 | 0.31% | — | -1.40% | |
| 41 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.30% | -0.11% | — | |
| 42 | VZ | Verizon Communications INC | 株式-通信サービス | 0.30% | — | -9.10% | |
| 43 | NFLX | Netflix INC | 株式-通信サービス | 0.29% | +0.06% | -1.02% | |
| 44 | CRM | Salesforce INC | 株式-IT | 0.29% | — | -2.87% | |
| 45 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.27% | — | -95.33% | |
| 46 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.26% | — | +2.38% | |
| 47 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.25% | — | +1.93% | |
| 48 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.25% | +0.11% | +5.06% | |
| 49 | PFE | Pfizer INC | 株式-ヘルスケア | 0.23% | — | -5.40% | |
| 50 | C | Citigroup INC | 株式-金融 | 0.23% | — | -20.64% |