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 | 14.83% | -0.51% | -0.65% | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 10.05% | +0.09% | +3.49% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 9.75% | +0.01% | +10.45% | |
| 4 | MUB | Ishares National Muni Bond E | ETF-その他 | 6.56% | — | +10.05% | |
| 5 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 6.47% | — | -1.29% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 4.81% | +0.24% | +2.40% | |
| 7 | ICF | Ishares Select U.s. Reit ETF | ETF-その他 | 4.60% | +0.04% | +8.76% | |
| 8 | DVY | Ishares Select Dividend ETF | ETF-その他 | 3.61% | -1.19% | +9.92% | |
| 9 | AAPL | Apple INC | 株式-IT | 3.34% | -0.25% | +304.96% | |
| 10 | CTAS | Cintas CORP | 株式-資本財 | 3.26% | -0.14% | +23.74% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.14% | — | +6.31% | |
| 12 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 2.72% | -0.08% | +0.76% | |
| 13 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 2.35% | — | +0.17% | |
| 14 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.52% | — | +0.91% | |
| 15 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.76% | -0.05% | +1.19% | |
| 16 | SCHH | Schwab US Reit ETF | ETF-その他 | 0.64% | — | +23.61% | |
| 17 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.62% | — | +0.37% | |
| 18 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.58% | — | +0.37% | |
| 19 | PYPL | Paypal Holdings INC | 株式-金融 | 0.56% | — | -0.70% | |
| 20 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.53% | -0.06% | — | |
| 21 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.51% | +0.18% | +0.19% | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.50% | +0.39% | +18.21% | |
| 23 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.49% | — | +0.95% | |
| 24 | MSFT | Microsoft CORP | 株式-IT | 0.49% | -0.13% | +0.48% | |
| 25 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.49% | -0.05% | +2.02% | |
| 26 | HD | Home Depot INC | 株式-一般消費財 | 0.48% | — | +0.50% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.47% | — | +0.64% | |
| 28 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.47% | — | +12.37% | |
| 29 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.47% | +0.04% | +0.45% | |
| 30 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.46% | — | — | |
| 31 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.46% | -0.05% | — | |
| 32 | FBIN | Fortune Brands Innovations I | 株式-資本財 | 0.44% | — | -65.72% | |
| 33 | SLY | Spdr S&p 600 Small Cap ETF | ETF-中小型株 | 0.44% | — | +20.83% | |
| 34 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.43% | — | — | |
| 35 | USB | US Bancorp | 株式-金融 | 0.42% | — | — | |
| 36 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.42% | — | -11.46% | |
| 37 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.42% | — | +0.23% | |
| 38 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.42% | +0.02% | +4.43% | |
| 39 | UNP | Union Pacific CORP | 株式-資本財 | 0.41% | — | — | |
| 40 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.40% | — | +0.62% | |
| 41 | PM | Philip Morris International | 株式-生活必需品 | 0.40% | — | — | |
| 42 | CRM | Salesforce INC | 株式-IT | 0.38% | — | — | |
| 43 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.35% | — | +0.87% | |
| 44 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.33% | — | — | |
| 45 | NFLX | Netflix INC | 株式-通信サービス | 0.31% | — | — | |
| 46 | AXP | American Express Co | 株式-金融 | 0.31% | -0.05% | +0.40% | |
| 47 | CSCO | Cisco Systems INC | 株式-IT | 0.29% | — | +0.64% | |
| 48 | EA | Electronic Arts INC | 株式-通信サービス | 0.28% | — | — | |
| 49 | MU | Micron Technology INC | 株式-IT | 0.28% | +0.08% | -2.91% | |
| 50 | C | Citigroup INC | 株式-金融 | 0.26% | — | +0.99% |