CIK: 0002016972
申告総資産額
$2.2億
| # | 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 | 20.23% | -1.43% | +3.05% | |
| 2 | VTV | Vanguard Value ETF | ETF-その他 | 17.59% | +1.40% | +3.96% | |
| 3 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 8.85% | -2.69% | +7.13% | |
| 4 | CTAS | Cintas CORP | 株式-資本財 | 8.45% | -0.48% | -0.03% | |
| 5 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 6.57% | +0.18% | -23.86% | |
| 6 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 2.70% | +0.22% | +6.27% | |
| 7 | AAPL | Apple INC | 株式-IT | 2.49% | — | -3.38% | |
| 8 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 2.47% | — | +6.23% | |
| 9 | DFNM | Dimensional National Muni Bd | ETF-その他 | 2.08% | — | — | |
| 10 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.77% | — | +0.04% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.52% | — | +0.07% | |
| 12 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 1.52% | -0.05% | +0.04% | |
| 13 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.50% | — | +0.51% | |
| 14 | MSFT | Microsoft CORP | 株式-IT | 1.20% | — | -8.38% | |
| 15 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.11% | -0.20% | +4.86% | |
| 16 | PLTR | Palantir Technologies Inc-a | 株式-IT | 1.11% | -0.18% | +3.52% | |
| 17 | NVDA | Nvidia CORP | 株式-IT | 0.92% | — | +7.87% | |
| 18 | CLOA | Ishares Aaa Clo Act Etf-usdi | ETF-その他 | 0.91% | -0.22% | -37.75% | |
| 19 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.79% | +0.13% | -8.85% | |
| 20 | TSLA | Tesla INC | 株式-一般消費財 | 0.76% | -0.09% | +4.42% | |
| 21 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.62% | — | +1.67% | |
| 22 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.62% | — | +3.17% | |
| 23 | AOA | Ishares Core 80/20 Aggressiv | ETF-その他 | 0.51% | — | +0.96% | |
| 24 | NFLX | Netflix INC | 株式-通信サービス | 0.51% | — | +839.75% | |
| 25 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.43% | — | +0.72% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.42% | — | +2.35% | |
| 27 | SO | Southern Co/the | 株式-公益事業 | 0.39% | — | +13.50% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.37% | — | +7.74% | |
| 29 | VCR | Vanguard Consumer Discre ETF | ETF-その他 | 0.33% | — | — | |
| 30 | VUSB | Vanguard Ultra Short Bond Et | ETF-その他 | 0.33% | — | -20.41% | |
| 31 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.32% | -0.20% | -13.74% | |
| 32 | MGV | Vanguard Mega Cap Value ETF | ETF-その他 | 0.32% | — | — | |
| 33 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.31% | +0.25% | -41.54% | |
| 34 | AMLP | Alerian Mlp ETF | ETF-その他 | 0.30% | — | — | |
| 35 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.29% | +0.16% | -12.15% | |
| 36 | ORCL | Oracle CORP | 株式-IT | 0.29% | -0.12% | +0.09% | |
| 37 | V | Visa Inc-class A Shares | 株式-金融 | 0.29% | — | -0.77% | |
| 38 | VFH | Vanguard Financials ETF | ETF-その他 | 0.28% | — | — | |
| 39 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.27% | — | -10.33% | |
| 40 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.27% | — | — | |
| 41 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.26% | — | +0.32% | |
| 42 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.24% | -0.10% | +5.03% | |
| 43 | WMT | Walmart INC | 株式-生活必需品 | 0.22% | +0.33% | -37.11% | |
| 44 | ORLY | O'reilly Automotive INC | 株式-一般消費財 | 0.21% | — | +1.58% | |
| 45 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.21% | — | — | |
| 46 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.20% | — | +0.10% | |
| 47 | AVLV | Avantis US Large Cap Value | ETF-大型株・グロース | 0.20% | — | -22.89% | |
| 48 | XLB | Ss Materials Select Sector | ETF-その他 | 0.17% | — | +100.00% | |
| 49 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.17% | — | +3.69% | |
| 50 | CB | Chubb Limited | 株式-金融 | 0.17% | +0.15% | +1.10% |