CIK: 0002051348
申告総資産額
$1.1億
| # | 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 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 24.03% | -2.95% | +3.94% | |
| 2 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 19.84% | -2.26% | +2.19% | |
| 3 | SCHV | Schwab US Large-cap Value | ETF-その他 | 16.92% | -0.01% | — | |
| 4 | DXJ | Wisdomtree Japan Hedged Eq | ETF-その他 | 12.04% | -0.72% | -1.04% | |
| 5 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 9.17% | -0.19% | — | |
| 6 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 4.70% | -0.62% | — | |
| 7 | AAPL | Apple INC | 株式-IT | 2.15% | +0.03% | — | |
| 8 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 1.76% | -0.17% | — | |
| 9 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.43% | +0.07% | — | |
| 10 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 1.20% | +0.13% | — | |
| 11 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.75% | -0.18% | +0.03% | |
| 12 | GDX | Vaneck Gold Miners ETF | ETF-コモディティ | 0.74% | -0.22% | — | |
| 13 | XLF | Ss Financial Select Sector | ETF-その他 | 0.63% | -0.02% | — | |
| 14 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.57% | +0.01% | — | |
| 15 | PAYX | Paychex INC | 株式-IT | 0.55% | -0.05% | +0.13% | |
| 16 | COF | Capital One Financial CORP | 株式-金融 | 0.37% | -0.01% | — | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.37% | -0.03% | — | |
| 18 | ADP | Automatic Data Processing | 株式-IT | 0.36% | -0.02% | +0.06% | |
| 19 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.32% | +0.01% | — | |
| 20 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.32% | — | +0.08% | |
| 21 | XYZ | Block INC | 株式-金融 | 0.27% | -0.01% | -3.54% | |
| 22 | MSFT | Microsoft CORP | 株式-IT | 0.27% | +0.21% | — | |
| 23 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.26% | +0.02% | — | |
| 24 | FISV | Fiserv INC | 株式-その他 | 0.26% | -0.26% | EXIT | |
| 25 | ETSY | Etsy INC | 株式-一般消費財 | 0.25% | +0.08% | — | |
| 26 | C | Citigroup INC | 株式-金融 | 0.24% | -0.01% | -29.62% | |
| 27 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 0.23% | -0.02% | — |