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 | 24.57% | -2.14% | +3.73% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 9.01% | -0.48% | -2.04% | |
| 3 | DISCKUSD | Discovery Inc-c | 株式-その他 | 8.85% | — | -1.95% | |
| 4 | AAPL | Apple INC | 株式-IT | 4.04% | — | +4.65% | |
| 5 | DY | Dycom Industries INC | 株式-資本財 | 3.77% | +0.07% | +40.53% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.56% | +1.83% | +0.06% | |
| 7 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 3.43% | -0.14% | +0.08% | |
| 8 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 2.55% | — | +11.81% | |
| 9 | ABBV | Abbvie INC | 株式-ヘルスケア | 2.26% | -0.15% | +1.81% | |
| 10 | ABT | Abbott Laboratories | 株式-ヘルスケア | 2.21% | -0.33% | +0.84% | |
| 11 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.67% | — | -1.80% | |
| 12 | SSP | Ew Scripps Co/the-a | 株式-その他 | 1.59% | — | — | |
| 13 | MSFT | Microsoft CORP | 株式-IT | 1.48% | -0.52% | +0.95% | |
| 14 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.44% | -0.12% | +13.29% | |
| 15 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 1.12% | — | +0.88% | |
| 16 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.07% | — | -67.94% | |
| 17 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.88% | — | +0.79% | |
| 18 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.86% | +0.06% | NEW | |
| 19 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 0.81% | — | +1.83% | |
| 20 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.80% | — | +5.92% | |
| 21 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.75% | -0.27% | -2.15% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.72% | -0.11% | -1.52% | |
| 23 | MA | Mastercard INC - A | 株式-金融 | 0.67% | — | +25.99% | |
| 24 | AMT | American Tower CORP | 株式-不動産 | 0.60% | — | -0.94% | |
| 25 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.57% | — | -3.90% | |
| 26 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.53% | — | -16.71% | |
| 27 | V | Visa Inc-class A Shares | 株式-金融 | 0.53% | — | -0.02% | |
| 28 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.49% | — | +5.79% | |
| 29 | NVDA | Nvidia CORP | 株式-IT | 0.46% | +0.10% | -0.03% | |
| 30 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.44% | — | -0.43% | |
| 31 | TRGP | Targa Resources CORP | 株式-エネルギー | 0.43% | +0.38% | — | |
| 32 | LYB | LyondellBasell Industries N.V. | 株式-素材 | 0.40% | — | — | |
| 33 | ADBE | Adobe INC | 株式-IT | 0.40% | — | -2.60% | |
| 34 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.39% | — | -22.98% | |
| 35 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.37% | — | -0.55% | |
| 36 | ✓ | 1life Healthcare INC | 株式-その他 | 0.37% | — | -25.62% | |
| 37 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.37% | -0.24% | — | |
| 38 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.36% | — | — | |
| 39 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.36% | — | +0.66% | |
| 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 | 0.31% | +0.06% | -2.91% | |
| 42 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.30% | — | +0.30% | |
| 43 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.30% | +0.11% | +36.69% | |
| 44 | CRM | Salesforce INC | 株式-IT | 0.29% | — | -0.51% | |
| 45 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.27% | — | -1.03% | |
| 46 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.27% | — | +0.95% | |
| 47 | TSLA | Tesla INC | 株式-一般消費財 | 0.26% | — | +47.24% | |
| 48 | LBRDK | Liberty Broadband-c | 株式-通信サービス | 0.26% | — | +88.40% | |
| 49 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.26% | — | -39.89% | |
| 50 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.25% | — | -1.93% |