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 | 14.37% | -0.51% | -2.01% | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 10.58% | +0.09% | +4.74% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 9.99% | +0.01% | +4.85% | |
| 4 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 7.08% | — | +0.79% | |
| 5 | MUB | Ishares National Muni Bond E | ETF-その他 | 6.15% | — | +5.76% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 5.39% | +0.24% | -2.31% | |
| 7 | ICF | Ishares Select U.s. Reit ETF | ETF-その他 | 4.45% | +0.04% | +108.91% | |
| 8 | DVY | Ishares Select Dividend ETF | ETF-その他 | 3.87% | -1.19% | +4.03% | |
| 9 | CTAS | Cintas CORP | 株式-資本財 | 3.35% | -0.14% | +10.66% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.24% | — | +2.37% | |
| 11 | AAPL | Apple INC | 株式-IT | 2.93% | -0.25% | -12.46% | |
| 12 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 2.63% | -0.08% | +0.49% | |
| 13 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 2.42% | — | +1.70% | |
| 14 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.70% | — | +0.51% | |
| 15 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.68% | — | +1.22% | |
| 16 | SCHH | Schwab US Reit ETF | ETF-その他 | 0.64% | — | +6.04% | |
| 17 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.64% | — | -0.75% | |
| 18 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.63% | — | +0.14% | |
| 19 | PYPL | Paypal Holdings INC | 株式-金融 | 0.58% | — | — | |
| 20 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.56% | -0.05% | +0.55% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.56% | +0.39% | +15.28% | |
| 22 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.55% | -0.06% | — | |
| 23 | SLY | Spdr S&p 600 Small Cap ETF | ETF-中小型株 | 0.50% | — | -1.03% | |
| 24 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.48% | — | +0.64% | |
| 25 | USB | US Bancorp | 株式-金融 | 0.48% | — | +0.09% | |
| 26 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.47% | — | +0.95% | |
| 27 | MSFT | Microsoft CORP | 株式-IT | 0.46% | -0.13% | +0.30% | |
| 28 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.44% | +0.02% | +4.78% | |
| 29 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.42% | -0.05% | — | |
| 30 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.41% | — | +0.40% | |
| 31 | TSLA | Tesla INC | 株式-一般消費財 | 0.41% | -0.05% | +8.84% | |
| 32 | MU | Micron Technology INC | 株式-IT | 0.40% | +0.08% | +1.63% | |
| 33 | HD | Home Depot INC | 株式-一般消費財 | 0.40% | — | +0.08% | |
| 34 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.40% | — | +0.15% | |
| 35 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.40% | -0.05% | -42.52% | |
| 36 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.39% | — | +0.57% | |
| 37 | PM | Philip Morris International | 株式-生活必需品 | 0.39% | — | — | |
| 38 | UNP | Union Pacific CORP | 株式-資本財 | 0.38% | — | — | |
| 39 | FBIN | Fortune Brands Innovations I | 株式-資本財 | 0.38% | — | -1.24% | |
| 40 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.36% | — | -1.58% | |
| 41 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.36% | +0.04% | -10.39% | |
| 42 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.36% | +0.18% | -32.68% | |
| 43 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.36% | — | +0.59% | |
| 44 | C | Citigroup INC | 株式-金融 | 0.33% | — | +0.90% | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.33% | — | -26.88% | |
| 46 | AXP | American Express Co | 株式-金融 | 0.32% | -0.05% | +0.46% | |
| 47 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.31% | +0.23% | +12.65% | |
| 48 | CRM | Salesforce INC | 株式-IT | 0.30% | — | — | |
| 49 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.30% | +0.05% | +13.56% | |
| 50 | NFLX | Netflix INC | 株式-通信サービス | 0.29% | — | +0.35% |