CIK: 0001958491
申告総資産額
$2.1億
| # | 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 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 12.66% | — | — | |
| 2 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 10.97% | +0.99% | -0.39% | |
| 3 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 7.40% | -0.10% | -0.50% | |
| 4 | STOT | Ss Dl St Dur Tr Tact ETF | ETF-その他 | 5.43% | -0.26% | -0.52% | |
| 5 | VUG | Vanguard Growth ETF | ETF-その他 | 5.41% | +0.41% | -0.40% | |
| 6 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 4.98% | -0.16% | -0.61% | |
| 7 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 4.55% | -0.14% | -0.39% | |
| 8 | FBND | Fidelity Total Bond ETF | ETF-その他 | 4.52% | — | -0.86% | |
| 9 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 4.10% | +0.02% | -0.38% | |
| 10 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 4.06% | -0.11% | -0.32% | |
| 11 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 3.40% | +0.31% | -0.40% | |
| 12 | AAPL | Apple INC | 株式-IT | 3.01% | +0.11% | — | |
| 13 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 2.72% | -0.11% | -0.68% | |
| 14 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.58% | +0.08% | -0.51% | |
| 15 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 2.23% | +0.10% | -0.40% | |
| 16 | ELV | Elevance Health INC | 株式-ヘルスケア | 2.00% | +0.10% | — | |
| 17 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 2.00% | +0.09% | -0.58% | |
| 18 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 1.99% | — | -0.49% | |
| 19 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 1.66% | — | -0.90% | |
| 20 | AMGN | Amgen INC | 株式-ヘルスケア | 1.39% | -0.35% | — | |
| 21 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.97% | +0.08% | — | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.86% | -0.10% | — | |
| 23 | MSFT | Microsoft CORP | 株式-IT | 0.79% | -0.05% | — | |
| 24 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.68% | +0.03% | — | |
| 25 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 0.66% | +0.03% | -0.92% | |
| 26 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.62% | -0.10% | — | |
| 27 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.61% | +0.12% | — | |
| 28 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 0.47% | — | — | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.46% | — | — | |
| 30 | PEP | Pepsico INC | 株式-生活必需品 | 0.42% | — | — | |
| 31 | ADP | Automatic Data Processing | 株式-IT | 0.42% | — | — | |
| 32 | NVDA | Nvidia CORP | 株式-IT | 0.39% | +0.07% | — | |
| 33 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.37% | +0.06% | — | |
| 34 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.36% | +0.04% | — | |
| 35 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.34% | — | — | |
| 36 | CVX | Chevron CORP | 株式-エネルギー | 0.32% | -0.06% | — | |
| 37 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.32% | — | — | |
| 38 | V | Visa Inc-class A Shares | 株式-金融 | 0.32% | +0.15% | — | |
| 39 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 0.31% | — | — | |
| 40 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.30% | — | — | |
| 41 | FPE | Ft-preferred Secur & INC ETF | ETF-その他 | 0.30% | — | — | |
| 42 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.30% | — | — | |
| 43 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.29% | +0.04% | — | |
| 44 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.27% | +0.10% | NEW | |
| 45 | DEO | Diageo Plc-sponsored Adr | 株式-生活必需品 | 0.26% | — | — | |
| 46 | BX | Blackstone INC | 株式-金融 | 0.23% | — | — | |
| 47 | MMI | Marcus & Millichap INC | 株式-その他 | 0.23% | — | — | |
| 48 | BNY | Bank Of New York Mellon CORP | 株式-金融 | 0.22% | +0.03% | — | |
| 49 | AVGO | Broadcom INC | 株式-IT | 0.22% | +0.06% | — | |
| 50 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-その他 | 0.22% | — | — |