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 | 14.85% | -0.51% | -4.10% | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 10.38% | +0.09% | +5.09% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 9.08% | +0.01% | +26.32% | |
| 4 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 7.01% | — | +21.49% | |
| 5 | MUB | Ishares National Muni Bond E | ETF-その他 | 6.63% | — | -1.68% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 5.10% | +0.24% | +79.58% | |
| 7 | ICF | Ishares Select U.s. Reit ETF | ETF-その他 | 4.68% | +0.04% | +6.59% | |
| 8 | DVY | Ishares Select Dividend ETF | ETF-その他 | 3.62% | -1.19% | +12.97% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.12% | — | +4.95% | |
| 10 | AAPL | Apple INC | 株式-IT | 2.90% | -0.25% | -0.02% | |
| 11 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 2.80% | -0.08% | -20.53% | |
| 12 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 2.40% | — | -0.42% | |
| 13 | CTAS | Cintas CORP | 株式-資本財 | 2.35% | -0.14% | +0.30% | |
| 14 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.60% | — | +3.31% | |
| 15 | FBIN | Fortune Brands Innovations I | 株式-資本財 | 1.07% | — | — | |
| 16 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.74% | +0.18% | +0.06% | |
| 17 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.73% | -0.05% | +1.51% | |
| 18 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.64% | — | +0.94% | |
| 19 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.62% | — | +6.46% | |
| 20 | SCHH | Schwab US Reit ETF | ETF-その他 | 0.58% | — | +5.52% | |
| 21 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.57% | -0.06% | +3.86% | |
| 22 | PYPL | Paypal Holdings INC | 株式-金融 | 0.55% | — | — | |
| 23 | MSFT | Microsoft CORP | 株式-IT | 0.53% | -0.13% | +5.52% | |
| 24 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.52% | -0.05% | +0.79% | |
| 25 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.51% | — | +1.61% | |
| 26 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.49% | — | +0.90% | |
| 27 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.49% | +0.04% | — | |
| 28 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.49% | — | +16.46% | |
| 29 | USB | US Bancorp | 株式-金融 | 0.48% | — | — | |
| 30 | HD | Home Depot INC | 株式-一般消費財 | 0.48% | — | +0.71% | |
| 31 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.45% | — | — | |
| 32 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.45% | -0.05% | -13.87% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.44% | — | -0.42% | |
| 34 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.43% | +0.39% | +12.22% | |
| 35 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.43% | — | +70.94% | |
| 36 | PM | Philip Morris International | 株式-生活必需品 | 0.42% | — | — | |
| 37 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.41% | +0.02% | +0.01% | |
| 38 | UNP | Union Pacific CORP | 株式-資本財 | 0.40% | — | — | |
| 39 | SLY | Spdr S&p 600 Small Cap ETF | ETF-中小型株 | 0.39% | — | +6.96% | |
| 40 | CSCO | Cisco Systems INC | 株式-IT | 0.38% | — | +0.71% | |
| 41 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.36% | — | — | |
| 42 | MU | Micron Technology INC | 株式-IT | 0.35% | +0.08% | +0.29% | |
| 43 | C | Citigroup INC | 株式-金融 | 0.35% | — | +1.07% | |
| 44 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.34% | — | -45.29% | |
| 45 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.34% | — | -0.24% | |
| 46 | AXP | American Express Co | 株式-金融 | 0.32% | -0.05% | +0.49% | |
| 47 | EA | Electronic Arts INC | 株式-通信サービス | 0.32% | — | — | |
| 48 | CRM | Salesforce INC | 株式-IT | 0.32% | — | — | |
| 49 | NFLX | Netflix INC | 株式-通信サービス | 0.31% | — | +2.85% | |
| 50 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.30% | — | +0.96% |