CIK: 0001735201
申告総資産額
$3.4億
| # | 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 | MSFT | Microsoft CORP | 株式-IT | 7.03% | -1.59% | +1.30% | |
| 2 | VUG | Vanguard Growth ETF | ETF-その他 | 6.33% | -0.54% | -3.07% | |
| 3 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 4.81% | -0.57% | -0.09% | |
| 4 | AAPL | Apple INC | 株式-IT | 3.91% | -0.23% | +29.07% | |
| 5 | VTV | Vanguard Value ETF | ETF-その他 | 3.78% | +0.25% | -15.46% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.68% | -0.08% | +8.81% | |
| 7 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 3.68% | -0.20% | +0.89% | |
| 8 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 3.67% | — | +65.41% | |
| 9 | VV | Vanguard Large-cap ETF | ETF-その他 | 3.52% | +0.02% | -16.85% | |
| 10 | VB | Vanguard Small-cap ETF | ETF-その他 | 3.08% | -0.15% | +3.68% | |
| 11 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.50% | -0.40% | +9.77% | |
| 12 | COST | Costco Wholesale CORP | 株式-生活必需品 | 2.45% | +0.48% | +47.32% | |
| 13 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 2.28% | -0.29% | -0.20% | |
| 14 | NFLX | Netflix INC | 株式-通信サービス | 2.16% | -0.41% | -8.26% | |
| 15 | GS | Goldman Sachs Group INC | 株式-金融 | 2.15% | -0.42% | +0.65% | |
| 16 | NVDA | Nvidia CORP | 株式-IT | 1.99% | -0.03% | -20.78% | |
| 17 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 1.97% | -0.34% | +1.71% | |
| 18 | VUSB | Vanguard Ultra Short Bond Et | ETF-その他 | 1.94% | +1.08% | +216.54% | |
| 19 | V | Visa Inc-class A Shares | 株式-金融 | 1.81% | -1.39% | +13.43% | |
| 20 | VRT | Vertiv Holdings Co-a | 株式-資本財 | 1.78% | +0.33% | +3.31% | |
| 21 | BIV | Vanguard Intermediate-term B | ETF-その他 | 1.72% | +0.06% | +1.56% | |
| 22 | BLV | Vanguard Long-term Bond ETF | ETF-その他 | 1.60% | — | -9.16% | |
| 23 | SCHV | Schwab US Large-cap Value | ETF-その他 | 1.51% | +0.13% | +1.37% | |
| 24 | ECL | Ecolab INC | 株式-素材 | 1.45% | — | -3.29% | |
| 25 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 1.26% | — | +7.01% | |
| 26 | BND | Vanguard Total Bond Market | ETF-その他 | 1.23% | — | +6.09% | |
| 27 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.22% | -1.01% | +8.04% | |
| 28 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.15% | — | +9.86% | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.15% | -0.02% | +0.14% | |
| 30 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.14% | -0.12% | +1115.22% | |
| 31 | AVGO | Broadcom INC | 株式-IT | 1.09% | -0.03% | +37.45% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.01% | +0.01% | -0.96% | |
| 33 | PLTR | Palantir Technologies Inc-a | 株式-IT | 1.00% | +0.18% | +208.89% | |
| 34 | NOW | Servicenow INC | 株式-IT | 0.93% | -0.05% | -12.75% | |
| 35 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.92% | -0.08% | -43.94% | |
| 36 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.92% | — | +16.45% | |
| 37 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.85% | -0.03% | — | |
| 38 | AXON | Axon Enterprise INC | 株式-資本財 | 0.83% | -0.14% | +28.14% | |
| 39 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.81% | — | -0.07% | |
| 40 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 0.76% | — | +9.37% | |
| 41 | USHY | Ishares Broad Usd High Yield | ETF-ハイイールド債 | 0.70% | — | +6.58% | |
| 42 | AJG | Arthur J Gallagher & Co | 株式-金融 | 0.69% | -0.06% | -5.55% | |
| 43 | NXPI | NXP Semiconductors N.V. | 株式-IT | 0.67% | -0.05% | — | |
| 44 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.64% | — | +10.35% | |
| 45 | PCAR | Paccar INC | 株式-資本財 | 0.60% | — | +0.46% | |
| 46 | FLMI | Franklin Dynamic Municipal B | ETF-その他 | 0.54% | — | +5.28% | |
| 47 | BA | Boeing Co/the | 株式-資本財 | 0.50% | — | -0.89% | |
| 48 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.50% | — | +7.39% | |
| 49 | PZA | Invesco National Amt-free Mu | ETF-その他 | 0.50% | — | +8.82% | |
| 50 | ETN | Eaton Corporation plc | 株式-資本財 | 0.40% | — | -59.89% |