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 | 12.96% | -0.51% | +0.41% | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 10.67% | +0.09% | +9.77% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 10.52% | +0.01% | +12.45% | |
| 4 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 7.08% | — | -0.05% | |
| 5 | MUB | Ishares National Muni Bond E | ETF-その他 | 6.87% | — | +27.75% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 5.58% | +0.24% | -0.80% | |
| 7 | ICF | Ishares Select U.s. Reit ETF | ETF-その他 | 4.60% | +0.04% | +9.16% | |
| 8 | DVY | Ishares Select Dividend ETF | ETF-その他 | 4.07% | -1.19% | +0.26% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.96% | — | -0.57% | |
| 10 | CTAS | Cintas CORP | 株式-資本財 | 2.60% | -0.14% | -9.14% | |
| 11 | AAPL | Apple INC | 株式-IT | 2.55% | -0.25% | +7.13% | |
| 12 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 2.49% | -0.08% | -0.70% | |
| 13 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 2.26% | — | +0.52% | |
| 14 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.63% | — | -1.07% | |
| 15 | SCHH | Schwab US Reit ETF | ETF-その他 | 0.69% | — | +11.34% | |
| 16 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.67% | — | — | |
| 17 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.64% | +0.18% | +48.70% | |
| 18 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.61% | — | — | |
| 19 | SLY | Spdr S&p 600 Small Cap ETF | ETF-中小型株 | 0.61% | — | +17.14% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.60% | +0.39% | +14.73% | |
| 21 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.60% | -0.05% | +0.43% | |
| 22 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.58% | -0.06% | — | |
| 23 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.57% | — | +0.04% | |
| 24 | PYPL | Paypal Holdings INC | 株式-金融 | 0.53% | — | — | |
| 25 | USB | US Bancorp | 株式-金融 | 0.50% | — | — | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.48% | — | +50.37% | |
| 27 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.45% | — | -1.22% | |
| 28 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.45% | +0.02% | +10.35% | |
| 29 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.43% | — | — | |
| 30 | MSFT | Microsoft CORP | 株式-IT | 0.43% | -0.13% | +0.18% | |
| 31 | MU | Micron Technology INC | 株式-IT | 0.41% | +0.08% | -0.81% | |
| 32 | HD | Home Depot INC | 株式-一般消費財 | 0.41% | — | +0.49% | |
| 33 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.40% | -0.05% | — | |
| 34 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.40% | — | +25.47% | |
| 35 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.40% | +0.23% | +27.96% | |
| 36 | FBIN | Fortune Brands Innovations I | 株式-資本財 | 0.38% | — | — | |
| 37 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.37% | — | +0.99% | |
| 38 | PM | Philip Morris International | 株式-生活必需品 | 0.37% | — | — | |
| 39 | UNP | Union Pacific CORP | 株式-資本財 | 0.36% | — | — | |
| 40 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.35% | — | +0.44% | |
| 41 | C | Citigroup INC | 株式-金融 | 0.35% | — | +0.73% | |
| 42 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.34% | — | — | |
| 43 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.34% | +0.05% | +23.95% | |
| 44 | AXP | American Express Co | 株式-金融 | 0.34% | -0.05% | +0.35% | |
| 45 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.33% | -0.05% | — | |
| 46 | TSLA | Tesla INC | 株式-一般消費財 | 0.33% | -0.05% | -6.01% | |
| 47 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.32% | +0.04% | +7.47% | |
| 48 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.32% | — | +0.59% | |
| 49 | CSCO | Cisco Systems INC | 株式-IT | 0.30% | — | +0.68% | |
| 50 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.28% | — | — |