CIK: 0001767715
申告総資産額
$13.3億
| # | 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 10.14% | — | -0.31% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 9.44% | — | +2.17% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 8.51% | — | +6.23% | |
| 4 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 4.78% | — | -0.54% | |
| 5 | AAPL | Apple INC | 株式-IT | 4.11% | — | -0.05% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 4.02% | — | — | |
| 7 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 2.88% | — | -0.27% | |
| 8 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 2.34% | — | +9.43% | |
| 9 | PEP | Pepsico INC | 株式-生活必需品 | 2.28% | — | +4.18% | |
| 10 | 2JE | Focus Financial Partners-a | 株式-その他 | 1.46% | — | — | |
| 11 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.33% | — | +0.54% | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 1.29% | — | +15.37% | |
| 13 | IEV | Ishares Europe ETF | ETF-その他 | 1.20% | — | -1.00% | |
| 14 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.19% | — | +1.59% | |
| 15 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-その他 | 1.10% | — | +0.01% | |
| 16 | INSTEUR | Instructure INC | 株式-その他 | 0.98% | — | -17.75% | |
| 17 | SWK | Stanley Black & Decker INC | 株式-資本財 | 0.90% | — | — | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.87% | — | +71.16% | |
| 19 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.86% | — | +46.87% | |
| 20 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.84% | — | +3.05% | |
| 21 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.83% | — | -13.49% | |
| 22 | BAM | Brookfield Asset Management Ltd. | 株式-金融 | 0.75% | — | — | |
| 23 | V | Visa Inc-class A Shares | 株式-金融 | 0.73% | — | +8.64% | |
| 24 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.73% | — | +6.29% | |
| 25 | UTXZ | United Tech CORP | 株式-その他 | 0.70% | — | +14.40% | |
| 26 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.67% | — | +0.63% | |
| 27 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.67% | — | -3.93% | |
| 28 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.64% | — | -1.28% | |
| 29 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 0.63% | — | +14.11% | |
| 30 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.63% | — | +0.53% | |
| 31 | AIVL | Wisdomtree US Ai Enhanced Va | ETF-その他 | 0.60% | — | +42.50% | |
| 32 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.60% | — | -12.86% | |
| 33 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.59% | — | +2.69% | |
| 34 | CVX | Chevron CORP | 株式-エネルギー | 0.59% | — | +11.53% | |
| 35 | DES | Wisdomtree US Smallcap Divid | ETF-その他 | 0.58% | — | +25.76% | |
| 36 | INTC | Intel CORP | 株式-IT | 0.57% | — | +15.87% | |
| 37 | HD | Home Depot INC | 株式-一般消費財 | 0.56% | — | +6.04% | |
| 38 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.56% | — | +0.69% | |
| 39 | PFE | Pfizer INC | 株式-ヘルスケア | 0.53% | — | +26.33% | |
| 40 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.52% | — | -4.68% | |
| 41 | DEM | Wisdomtree Emerging Markets | ETF-新興国市場 | 0.50% | — | +16.78% | |
| 42 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.46% | — | +148.57% | |
| 43 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.46% | — | — | |
| 44 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.45% | — | +3.39% | |
| 45 | XLF | Ss Financial Select Sector | ETF-その他 | 0.43% | — | +0.20% | |
| 46 | T | At&t INC | 株式-通信サービス | 0.43% | — | +1.63% | |
| 47 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.42% | — | -1.58% | |
| 48 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 0.42% | — | -2.00% | |
| 49 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.41% | — | -2.87% | |
| 50 | BA | Boeing Co/the | 株式-資本財 | 0.39% | — | -10.28% |