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 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 21.80% | -1.78% | -0.21% | |
| 2 | VUG | Vanguard Growth ETF | ETF-その他 | 16.96% | -1.99% | +0.14% | |
| 3 | VTV | Vanguard Value ETF | ETF-その他 | 12.78% | +0.04% | -0.14% | |
| 4 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 5.63% | — | -3.30% | |
| 5 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 4.15% | +0.06% | -1.68% | |
| 6 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 3.44% | -0.08% | +0.02% | |
| 7 | AAPL | Apple INC | 株式-IT | 2.89% | -0.11% | +5.29% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 2.72% | -0.60% | +6.51% | |
| 9 | EXR | Extra Space Storage INC | 株式-不動産 | 2.70% | — | -0.83% | |
| 10 | NVDA | Nvidia CORP | 株式-IT | 2.38% | -0.09% | +953.37% | |
| 11 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.66% | -0.21% | +1.59% | |
| 12 | BIV | Vanguard Intermediate-term B | ETF-その他 | 1.57% | +0.20% | -7.16% | |
| 13 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.46% | — | +6.82% | |
| 14 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.35% | -0.10% | +9.76% | |
| 15 | ✓ | 株式-その他 | 1.08% | — | -7.34% | ||
| 16 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.81% | -0.06% | +7.17% | |
| 17 | V | Visa Inc-class A Shares | 株式-金融 | 0.58% | -0.11% | +3.10% | |
| 18 | AVGO | Broadcom INC | 株式-IT | 0.56% | -0.06% | +4.56% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.52% | — | +6.28% | |
| 20 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.51% | -0.06% | +8.92% | |
| 21 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.46% | -0.04% | +13.00% | |
| 22 | MA | Mastercard INC - A | 株式-金融 | 0.42% | — | +4.71% | |
| 23 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.42% | -0.05% | +1.56% | |
| 24 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.41% | — | +12.42% | |
| 25 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.40% | -0.06% | +0.06% | |
| 26 | EGO | Eldorado Gold CORP | 株式-その他 | 0.38% | — | — | |
| 27 | HD | Home Depot INC | 株式-一般消費財 | 0.37% | — | -2.50% | |
| 28 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.36% | — | -2.01% | |
| 29 | TSLA | Tesla INC | 株式-一般消費財 | 0.35% | -0.12% | +10.38% | |
| 30 | SPGI | S&p Global INC | 株式-金融 | 0.35% | -0.06% | -0.68% | |
| 31 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.34% | — | +7.32% | |
| 32 | BKNG | Booking Holdings INC | 株式-一般消費財 | 0.34% | — | +1.60% | |
| 33 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.33% | +0.14% | +77.27% | |
| 34 | APH | Amphenol Corp-cl A | 株式-IT | 0.33% | -0.06% | +85.67% | |
| 35 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.31% | -0.08% | +1.02% | |
| 36 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.28% | — | — | |
| 37 | ADBE | Adobe INC | 株式-IT | 0.27% | -0.08% | EXIT | |
| 38 | SHW | Sherwin-williams Co/the | 株式-素材 | 0.26% | — | -0.82% | |
| 39 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.25% | — | -3.40% | |
| 40 | WMT | Walmart INC | 株式-生活必需品 | 0.25% | — | +1.64% | |
| 41 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.24% | — | +10.07% | |
| 42 | AMD | Advanced Micro Devices | 株式-IT | 0.24% | — | +0.95% | |
| 43 | NEM | Newmont CORP | 株式-素材 | 0.23% | +0.06% | +11.08% | |
| 44 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.21% | — | +16.87% | |
| 45 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.21% | — | -3.74% | |
| 46 | NFLX | Netflix INC | 株式-通信サービス | 0.20% | — | +9.74% | |
| 47 | SIVR | Abrdn Physical Silver Shares | ETF-コモディティ | 0.18% | — | — | |
| 48 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.18% | +0.07% | -16.96% | |
| 49 | RTX | Rtx CORP | 株式-資本財 | 0.17% | — | -1.26% | |
| 50 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.17% | — | -8.63% |