CIK: 0001783412
申告総資産額
$6.1億
| # | 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 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 14.90% | -0.51% | +23.59% | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 10.86% | +0.09% | -2.62% | |
| 3 | MUB | Ishares National Muni Bond E | ETF-その他 | 8.26% | — | +7.30% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 7.51% | +0.01% | -20.48% | |
| 5 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 5.85% | — | -16.39% | |
| 6 | ICF | Ishares Select U.s. Reit ETF | ETF-その他 | 4.98% | +0.04% | -8.76% | |
| 7 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 3.74% | -0.08% | — | |
| 8 | DVY | Ishares Select Dividend ETF | ETF-その他 | 3.65% | -1.19% | -19.20% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.20% | — | -45.28% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.92% | +0.24% | -21.10% | |
| 11 | AAPL | Apple INC | 株式-IT | 2.53% | -0.25% | +15.99% | |
| 12 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 2.44% | — | -6.22% | |
| 13 | CTAS | Cintas CORP | 株式-資本財 | 1.91% | -0.14% | +2.16% | |
| 14 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.53% | — | +0.28% | |
| 15 | FBIN | Fortune Brands Innovations I | 株式-資本財 | 0.90% | — | -41.48% | |
| 16 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.78% | +0.18% | +0.06% | |
| 17 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.76% | — | +82.78% | |
| 18 | SCHH | Schwab US Reit ETF | ETF-その他 | 0.64% | — | +3.17% | |
| 19 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.64% | -0.05% | — | |
| 20 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.64% | — | — | |
| 21 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.62% | -0.05% | +143.90% | |
| 22 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.61% | — | +92.83% | |
| 23 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.61% | — | +1.52% | |
| 24 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.60% | +0.04% | +145.67% | |
| 25 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.58% | — | — | |
| 26 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.57% | -0.06% | +205.59% | |
| 27 | USB | US Bancorp | 株式-金融 | 0.57% | — | — | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.56% | — | +144.93% | |
| 29 | PM | Philip Morris International | 株式-生活必需品 | 0.54% | — | — | |
| 30 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.53% | — | +186.27% | |
| 31 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.52% | — | — | |
| 32 | MSFT | Microsoft CORP | 株式-IT | 0.49% | -0.13% | — | |
| 33 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.48% | -0.05% | — | |
| 34 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.45% | — | — | |
| 35 | HD | Home Depot INC | 株式-一般消費財 | 0.44% | — | — | |
| 36 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.43% | +0.02% | -56.33% | |
| 37 | UNP | Union Pacific CORP | 株式-資本財 | 0.41% | — | -0.80% | |
| 38 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.40% | +0.39% | — | |
| 39 | CSCO | Cisco Systems INC | 株式-IT | 0.40% | — | — | |
| 40 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.38% | — | — | |
| 41 | PYPL | Paypal Holdings INC | 株式-金融 | 0.38% | — | — | |
| 42 | SLY | Spdr S&p 600 Small Cap ETF | ETF-中小型株 | 0.38% | — | +53.80% | |
| 43 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.38% | — | — | |
| 44 | WMT | Walmart INC | 株式-生活必需品 | 0.37% | +0.06% | — | |
| 45 | AXP | American Express Co | 株式-金融 | 0.36% | -0.05% | — | |
| 46 | MU | Micron Technology INC | 株式-IT | 0.36% | +0.08% | — | |
| 47 | C | Citigroup INC | 株式-金融 | 0.35% | — | — | |
| 48 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.33% | — | — | |
| 49 | NOC | Northrop Grumman CORP | 株式-資本財 | 0.33% | — | — | |
| 50 | VKI | Invesco Adv Muni INC Tr Ii | 株式-その他 | 0.33% | — | — |