CIK: 0001905644
申告総資産額
$9791.1万
| # | 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 | VFIAX | Vanguard 500 Index-adm | 株式-その他 | 21.64% | — | +0.38% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 13.04% | — | -0.03% | |
| 3 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 10.94% | — | -0.04% | |
| 4 | AAPL | Apple INC | 株式-IT | 7.24% | — | — | |
| 5 | AFL | Aflac INC | 株式-金融 | 4.55% | — | -0.01% | |
| 6 | FISV | Fiserv INC | 株式-その他 | 3.88% | — | -0.02% | |
| 7 | ACN | Accenture plc | 株式-IT | 3.85% | — | — | |
| 8 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 3.82% | — | -0.08% | |
| 9 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 3.05% | — | — | |
| 10 | SYY | Sysco CORP | 株式-生活必需品 | 2.48% | — | — | |
| 11 | CL | Colgate-palmolive Co | 株式-生活必需品 | 2.34% | — | — | |
| 12 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 2.20% | — | — | |
| 13 | DIS | Walt Disney Co/the | 株式-通信サービス | 2.02% | — | — | |
| 14 | SCHW | Schwab (charles) CORP | 株式-金融 | 1.69% | — | — | |
| 15 | AXP | American Express Co | 株式-金融 | 1.66% | — | — | |
| 16 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.44% | — | — | |
| 17 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.39% | — | -0.04% | |
| 18 | ORCL | Oracle CORP | 株式-IT | 1.39% | — | — | |
| 19 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.08% | — | — | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.92% | — | — | |
| 21 | TFC | Truist Financial CORP | 株式-金融 | 0.91% | — | -0.06% | |
| 22 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.79% | — | -0.12% | |
| 23 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.79% | — | — | |
| 24 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.79% | — | — | |
| 25 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.76% | — | — | |
| 26 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.67% | — | — | |
| 27 | VEXAX | Vanguard Ext Mkt Indx-adm | 株式-その他 | 0.64% | — | +0.18% | |
| 28 | USB | US Bancorp | 株式-金融 | 0.58% | — | — | |
| 29 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.57% | — | — | |
| 30 | VMWEUR | Vmware Inc-class A | 株式-その他 | 0.50% | — | -0.25% | |
| 31 | DELL | Dell Technologies -c | 株式-IT | 0.47% | — | -0.02% | |
| 32 | WU | Western Union Co | 株式-金融 | 0.46% | — | — | |
| 33 | CMG | Chipotle Mexican Grill INC | 株式-一般消費財 | 0.45% | — | — | |
| 34 | PYPL | Paypal Holdings INC | 株式-金融 | 0.38% | — | — | |
| 35 | MSFT | Microsoft CORP | 株式-IT | 0.34% | — | — | |
| 36 | BRK-B | Berkshire Hathaway Inc. | 株式-その他 | 0.29% | — | — |