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 | 28.55% | -2.14% | -4.32% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 6.19% | -0.48% | -0.67% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 5.38% | +1.83% | +0.43% | |
| 4 | AAPL | Apple INC | 株式-IT | 5.07% | — | +10.36% | |
| 5 | DY | Dycom Industries INC | 株式-資本財 | 3.38% | +0.07% | — | |
| 6 | ABBV | Abbvie INC | 株式-ヘルスケア | 2.86% | -0.15% | -0.43% | |
| 7 | WBD | Warner Bros Discovery INC | 株式-通信サービス | 2.80% | -0.28% | -0.14% | |
| 8 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 2.64% | -0.14% | +1.49% | |
| 9 | ABT | Abbott Laboratories | 株式-ヘルスケア | 2.41% | -0.33% | -1.71% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 2.40% | -0.52% | -5.09% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.29% | -0.11% | — | |
| 12 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 2.26% | — | +0.67% | |
| 13 | BSCO | Invesco Bulletshares 2024 Cb | ETF-その他 | 2.06% | — | +0.41% | |
| 14 | TRGP | Targa Resources CORP | 株式-エネルギー | 1.26% | +0.38% | -0.19% | |
| 15 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.13% | -0.12% | +63.42% | |
| 16 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.07% | — | -1.37% | |
| 17 | NVDA | Nvidia CORP | 株式-IT | 0.91% | +0.10% | -3.71% | |
| 18 | MA | Mastercard INC - A | 株式-金融 | 0.72% | — | -0.54% | |
| 19 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 0.65% | — | -2.05% | |
| 20 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.58% | — | -0.49% | |
| 21 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.58% | — | -7.74% | |
| 22 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.56% | -0.27% | -12.12% | |
| 23 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.56% | — | -2.90% | |
| 24 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.50% | — | +2.80% | |
| 25 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.49% | — | — | |
| 26 | V | Visa Inc-class A Shares | 株式-金融 | 0.47% | — | +2.43% | |
| 27 | HBAN | Huntington Bancshares INC | 株式-金融 | 0.43% | — | -0.08% | |
| 28 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.42% | — | +0.65% | |
| 29 | TSLA | Tesla INC | 株式-一般消費財 | 0.41% | — | +6.24% | |
| 30 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.41% | — | +0.03% | |
| 31 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.40% | -0.24% | -1.49% | |
| 32 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.39% | — | +0.47% | |
| 33 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.39% | — | -22.85% | |
| 34 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.39% | — | — | |
| 35 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.38% | — | -1.09% | |
| 36 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.37% | — | — | |
| 37 | LYB | LyondellBasell Industries N.V. | 株式-素材 | 0.37% | — | -0.11% | |
| 38 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.36% | — | +1.93% | |
| 39 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.36% | +0.16% | +5.19% | |
| 40 | AMT | American Tower CORP | 株式-不動産 | 0.36% | — | -4.28% | |
| 41 | ADBE | Adobe INC | 株式-IT | 0.34% | — | +0.35% | |
| 42 | SSP | Ew Scripps Co/the-a | 株式-その他 | 0.34% | — | -0.18% | |
| 43 | UPST | Upstart Holdings INC | 株式-金融 | 0.33% | — | — | |
| 44 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.31% | +0.11% | +1.52% | |
| 45 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.30% | — | -5.59% | |
| 46 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.30% | +0.07% | -2.21% | |
| 47 | NFLX | Netflix INC | 株式-通信サービス | 0.29% | +0.06% | -11.75% | |
| 48 | CVX | Chevron CORP | 株式-エネルギー | 0.29% | +0.10% | +11.55% | |
| 49 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.27% | — | — | |
| 50 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.27% | +0.08% | +5.33% |