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 | 23.72% | -2.14% | -4.44% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 8.08% | +1.83% | +0.07% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 6.63% | -0.48% | -26.62% | |
| 4 | DISCKUSD | Discovery Inc-c | 株式-その他 | 5.58% | — | +0.03% | |
| 5 | AAPL | Apple INC | 株式-IT | 3.79% | — | -1.00% | |
| 6 | DY | Dycom Industries INC | 株式-資本財 | 3.08% | +0.07% | -0.00% | |
| 7 | ABT | Abbott Laboratories | 株式-ヘルスケア | 2.78% | -0.33% | +1.18% | |
| 8 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 2.72% | -0.14% | -9.46% | |
| 9 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 2.54% | — | +8.25% | |
| 10 | ABBV | Abbvie INC | 株式-ヘルスケア | 2.02% | -0.15% | +1.85% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.71% | -0.11% | -13.92% | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 1.65% | -0.52% | -2.61% | |
| 13 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.47% | — | -0.42% | |
| 14 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.40% | -0.12% | +2.02% | |
| 15 | SSP | Ew Scripps Co/the-a | 株式-その他 | 1.30% | — | -1.24% | |
| 16 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.98% | — | -2.81% | |
| 17 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.92% | -0.27% | +7.12% | |
| 18 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.81% | +0.06% | NEW | |
| 19 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 0.72% | — | +0.26% | |
| 20 | TRGP | Targa Resources CORP | 株式-エネルギー | 0.70% | +0.38% | +1.02% | |
| 21 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.67% | — | -23.63% | |
| 22 | PYPL | Paypal Holdings INC | 株式-金融 | 0.64% | — | -4.31% | |
| 23 | AMT | American Tower CORP | 株式-不動産 | 0.62% | — | -1.07% | |
| 24 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.59% | — | -13.96% | |
| 25 | NVDA | Nvidia CORP | 株式-IT | 0.59% | +0.10% | +255.23% | |
| 26 | MA | Mastercard INC - A | 株式-金融 | 0.57% | — | -0.78% | |
| 27 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.54% | — | -1.34% | |
| 28 | V | Visa Inc-class A Shares | 株式-金融 | 0.50% | — | +3.19% | |
| 29 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.48% | — | -0.40% | |
| 30 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.46% | — | -17.50% | |
| 31 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.44% | — | +93.33% | |
| 32 | NFLX | Netflix INC | 株式-通信サービス | 0.43% | +0.06% | +37.30% | |
| 33 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.43% | — | -5.71% | |
| 34 | ADBE | Adobe INC | 株式-IT | 0.41% | — | -2.58% | |
| 35 | LYB | LyondellBasell Industries N.V. | 株式-素材 | 0.38% | — | +7.09% | |
| 36 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.37% | -0.24% | +1.07% | |
| 37 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.36% | — | — | |
| 38 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.35% | — | -4.74% | |
| 39 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.32% | — | -3.65% | |
| 40 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.31% | — | -28.57% | |
| 41 | BIP | Brookfield Infrastructure Partners L.P. | 株式-公益事業 | 0.30% | — | — | |
| 42 | CRM | Salesforce INC | 株式-IT | 0.30% | — | -5.47% | |
| 43 | TSLA | Tesla INC | 株式-一般消費財 | 0.30% | — | +21.48% | |
| 44 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.29% | — | -4.86% | |
| 45 | PATH | Uipath INC - Class A | 株式-IT | 0.29% | — | +178.94% | |
| 46 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 0.28% | — | -62.68% | |
| 47 | MS | Morgan Stanley | 株式-金融 | 0.26% | — | +15.55% | |
| 48 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.26% | — | +113.44% | |
| 49 | AON | Aon plc | 株式-金融 | 0.25% | — | -6.12% | |
| 50 | GS | Goldman Sachs Group INC | 株式-金融 | 0.25% | — | -19.97% |