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 | 23.93% | -2.14% | +4.63% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 8.91% | -0.48% | -0.52% | |
| 3 | DISCKUSD | Discovery Inc-c | 株式-その他 | 7.98% | — | -0.05% | |
| 4 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 5.11% | — | +1.39% | |
| 5 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 3.78% | -0.14% | -2.36% | |
| 6 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 3.41% | — | -2.23% | |
| 7 | AAPL | Apple INC | 株式-IT | 3.18% | — | +1.01% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.07% | +1.83% | +1.69% | |
| 9 | ABBV | Abbvie INC | 株式-ヘルスケア | 2.43% | -0.15% | -0.12% | |
| 10 | ABT | Abbott Laboratories | 株式-ヘルスケア | 2.29% | -0.33% | -2.35% | |
| 11 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 2.23% | — | +3.19% | |
| 12 | DY | Dycom Industries INC | 株式-資本財 | 1.74% | +0.07% | +0.16% | |
| 13 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 1.73% | — | -9.56% | |
| 14 | MSFT | Microsoft CORP | 株式-IT | 1.68% | -0.52% | +2.75% | |
| 15 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.46% | — | +214.70% | |
| 16 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.39% | -0.12% | -0.92% | |
| 17 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 1.11% | — | +1.75% | |
| 18 | SSP | Ew Scripps Co/the-a | 株式-その他 | 1.09% | — | -0.14% | |
| 19 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.84% | +0.06% | NEW | |
| 20 | AMT | American Tower CORP | 株式-不動産 | 0.83% | — | +0.75% | |
| 21 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.76% | -0.27% | -0.30% | |
| 22 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.73% | — | -0.65% | |
| 23 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.70% | — | +1.10% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.69% | -0.11% | -7.99% | |
| 25 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.58% | — | +0.39% | |
| 26 | V | Visa Inc-class A Shares | 株式-金融 | 0.56% | — | -4.18% | |
| 27 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.54% | — | +11.69% | |
| 28 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.52% | — | +3.05% | |
| 29 | MA | Mastercard INC - A | 株式-金融 | 0.49% | — | -4.60% | |
| 30 | ADBE | Adobe INC | 株式-IT | 0.44% | — | -9.75% | |
| 31 | NVDA | Nvidia CORP | 株式-IT | 0.43% | +0.10% | -3.95% | |
| 32 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.42% | — | +0.58% | |
| 33 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.41% | — | +98.73% | |
| 34 | TRGP | Targa Resources CORP | 株式-エネルギー | 0.40% | +0.38% | -0.68% | |
| 35 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.38% | — | -10.62% | |
| 36 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.36% | -0.24% | -1.07% | |
| 37 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.35% | — | — | |
| 38 | LYB | LyondellBasell Industries N.V. | 株式-素材 | 0.34% | — | -2.49% | |
| 39 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.33% | — | -5.00% | |
| 40 | BIP | Brookfield Infrastructure Partners L.P. | 株式-公益事業 | 0.31% | — | — | |
| 41 | NFLX | Netflix INC | 株式-通信サービス | 0.30% | +0.06% | +0.28% | |
| 42 | CRM | Salesforce INC | 株式-IT | 0.29% | — | -7.50% | |
| 43 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.29% | — | +12.54% | |
| 44 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.28% | — | +10.89% | |
| 45 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.27% | — | +98.74% | |
| 46 | VZ | Verizon Communications INC | 株式-通信サービス | 0.26% | — | +0.01% | |
| 47 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.23% | +0.11% | +3.73% | |
| 48 | PYPL | Paypal Holdings INC | 株式-金融 | 0.23% | — | -9.31% | |
| 49 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.23% | — | — | |
| 50 | GS | Goldman Sachs Group INC | 株式-金融 | 0.23% | — | -8.98% |