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 | 25.39% | -2.14% | +13.29% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 7.60% | +1.83% | -0.46% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 6.13% | -0.48% | -0.51% | |
| 4 | DISCKUSD | Discovery Inc-c | 株式-その他 | 4.67% | — | +3.97% | |
| 5 | AAPL | Apple INC | 株式-IT | 4.13% | — | +1.83% | |
| 6 | DY | Dycom Industries INC | 株式-資本財 | 3.40% | +0.07% | -1.55% | |
| 7 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 3.04% | -0.14% | +11.75% | |
| 8 | ABT | Abbott Laboratories | 株式-ヘルスケア | 2.82% | -0.33% | -0.17% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 2.66% | -0.52% | +58.52% | |
| 10 | ABBV | Abbvie INC | 株式-ヘルスケア | 2.15% | -0.15% | -0.31% | |
| 11 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 1.81% | — | -20.92% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.66% | -0.11% | +3.64% | |
| 13 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.26% | — | +3.33% | |
| 14 | SSP | Ew Scripps Co/the-a | 株式-その他 | 1.18% | — | -0.04% | |
| 15 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.16% | -0.12% | -3.86% | |
| 16 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.96% | — | +124.99% | |
| 17 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.79% | — | -6.19% | |
| 18 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.72% | -0.27% | -7.89% | |
| 19 | TRGP | Targa Resources CORP | 株式-エネルギー | 0.64% | +0.38% | — | |
| 20 | NVDA | Nvidia CORP | 株式-IT | 0.61% | +0.10% | -14.46% | |
| 21 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 0.61% | — | +0.25% | |
| 22 | AMT | American Tower CORP | 株式-不動産 | 0.60% | — | +2.49% | |
| 23 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.58% | — | -6.28% | |
| 24 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.53% | — | -1.86% | |
| 25 | MA | Mastercard INC - A | 株式-金融 | 0.52% | — | +3.68% | |
| 26 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.51% | — | +110.73% | |
| 27 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.50% | — | +3.33% | |
| 28 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.46% | — | +14.54% | |
| 29 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.46% | +0.07% | +152.64% | |
| 30 | PFE | Pfizer INC | 株式-ヘルスケア | 0.44% | — | +51.90% | |
| 31 | V | Visa Inc-class A Shares | 株式-金融 | 0.43% | — | +3.72% | |
| 32 | TSLA | Tesla INC | 株式-一般消費財 | 0.38% | — | +9.87% | |
| 33 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 0.37% | — | +55.11% | |
| 34 | PYPL | Paypal Holdings INC | 株式-金融 | 0.37% | — | -6.78% | |
| 35 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.37% | — | -7.30% | |
| 36 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 0.36% | — | +233.73% | |
| 37 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.35% | -0.24% | -13.24% | |
| 38 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.35% | — | +66.22% | |
| 39 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.35% | — | +0.60% | |
| 40 | NFLX | Netflix INC | 株式-通信サービス | 0.34% | +0.06% | -7.87% | |
| 41 | ADBE | Adobe INC | 株式-IT | 0.33% | — | -3.03% | |
| 42 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.32% | — | -8.66% | |
| 43 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.32% | — | +0.01% | |
| 44 | LYB | LyondellBasell Industries N.V. | 株式-素材 | 0.31% | — | -1.77% | |
| 45 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.31% | — | -3.14% | |
| 46 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.29% | +0.11% | +29.93% | |
| 47 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.29% | — | +236.43% | |
| 48 | BIP | Brookfield Infrastructure Partners L.P. | 株式-公益事業 | 0.28% | — | — | |
| 49 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.25% | — | -5.65% | |
| 50 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.25% | +0.06% | NEW |