CIK: 0001782491
申告総資産額
$3.0億
| # | 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 | VUG | Vanguard Growth ETF | ETF-その他 | 15.83% | -1.99% | +0.30% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 14.65% | -1.78% | +3.76% | |
| 3 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 6.15% | — | +0.72% | |
| 4 | EXR | Extra Space Storage INC | 株式-不動産 | 5.03% | — | -4.42% | |
| 5 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 4.14% | +0.06% | +0.25% | |
| 6 | VTV | Vanguard Value ETF | ETF-その他 | 3.80% | +0.04% | +1.73% | |
| 7 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-その他 | 3.19% | — | +0.29% | |
| 8 | AAPL | Apple INC | 株式-IT | 2.58% | -0.11% | -5.53% | |
| 9 | BIV | Vanguard Intermediate-term B | ETF-その他 | 2.20% | +0.20% | +0.61% | |
| 10 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.11% | -0.21% | — | |
| 11 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.64% | -0.06% | -0.26% | |
| 12 | BKNG | Booking Holdings INC | 株式-一般消費財 | 1.61% | — | -0.12% | |
| 13 | HD | Home Depot INC | 株式-一般消費財 | 1.58% | — | -0.27% | |
| 14 | V | Visa Inc-class A Shares | 株式-金融 | 1.48% | -0.11% | -0.33% | |
| 15 | DLTR | Dollar Tree INC | 株式-生活必需品 | 1.40% | — | +10.36% | |
| 16 | FPE | Ft-preferred Secur & INC ETF | ETF-その他 | 1.38% | — | +0.78% | |
| 17 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.30% | — | +2.94% | |
| 18 | PFF | Ishares Preferred & Income S | ETF-その他 | 1.29% | — | +0.13% | |
| 19 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.29% | -0.05% | -0.22% | |
| 20 | EXPE | Expedia Group INC | 株式-一般消費財 | 1.27% | — | +7.63% | |
| 21 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 1.18% | -0.06% | +6.58% | |
| 22 | MA | Mastercard INC - A | 株式-金融 | 1.13% | — | -0.57% | |
| 23 | SHW | Sherwin-williams Co/the | 株式-素材 | 1.08% | — | -20.35% | |
| 24 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 1.03% | — | — | |
| 25 | SUB | Ishares Short-term National | ETF-その他 | 1.02% | — | +0.17% | |
| 26 | CVX | Chevron CORP | 株式-エネルギー | 0.91% | — | — | |
| 27 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.85% | -0.08% | +7.21% | |
| 28 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.84% | — | +0.38% | |
| 29 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.82% | — | +9.62% | |
| 30 | UTXZ | United Tech CORP | 株式-その他 | 0.79% | — | — | |
| 31 | SPGI | S&p Global INC | 株式-金融 | 0.77% | -0.06% | -17.70% | |
| 32 | ULTA | Ulta Beauty INC | 株式-一般消費財 | 0.77% | — | — | |
| 33 | WBA | Walgreens Boots Alliance INC | 株式-その他 | 0.77% | — | +0.01% | |
| 34 | ZBRA | Zebra Technologies Corp-cl A | 株式-IT | 0.75% | — | — | |
| 35 | MIDD | Middleby CORP | 株式-資本財 | 0.74% | — | -0.53% | |
| 36 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.73% | — | -0.25% | |
| 37 | BR | Broadridge Financial Solutio | 株式-IT | 0.72% | -0.07% | EXIT | |
| 38 | PSX | Phillips 66 | 株式-エネルギー | 0.72% | +0.09% | NEW | |
| 39 | APH | Amphenol Corp-cl A | 株式-IT | 0.71% | -0.06% | — | |
| 40 | WFC | Wells Fargo & Co | 株式-金融 | 0.68% | — | +0.02% | |
| 41 | GUNR | Flexshares Global Upstream N | ETF-その他 | 0.63% | — | +5.84% | |
| 42 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.60% | — | +0.08% | |
| 43 | UNP | Union Pacific CORP | 株式-資本財 | 0.58% | — | — | |
| 44 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.56% | — | +3.33% | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.55% | — | — | |
| 46 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.49% | — | — | |
| 47 | MKL | Markel Group INC | 株式-金融 | 0.44% | — | — | |
| 48 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.43% | — | +13.86% | |
| 49 | AOA | Ishares Core 80/20 Aggressiv | ETF-その他 | 0.42% | — | -12.92% | |
| 50 | SWX | Southwest Gas Holdings INC | 株式-公益事業 | 0.41% | — | +0.43% |