CIK: 0001844314
申告総資産額
$4.8億
| # | 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 | AAPL | Apple INC | 株式-IT | 22.90% | -0.18% | -6.01% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 16.12% | -0.53% | +4.40% | |
| 3 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 14.12% | +0.13% | +27.23% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 5.27% | -0.02% | — | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 4.27% | -0.07% | +0.68% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.78% | -0.12% | +0.01% | |
| 7 | GLD | Spdr Gold Shares | ETF-コモディティ | 2.38% | — | -4.27% | |
| 8 | DIS | Walt Disney Co/the | 株式-通信サービス | 2.07% | — | -21.43% | |
| 9 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 2.00% | — | -8.17% | |
| 10 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.76% | -0.05% | +0.35% | |
| 11 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.63% | — | -7.87% | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 1.63% | -0.25% | -3.25% | |
| 13 | UNP | Union Pacific CORP | 株式-資本財 | 1.62% | — | — | |
| 14 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.16% | — | — | |
| 15 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.11% | — | +1727.59% | |
| 16 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.07% | -0.08% | — | |
| 17 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.90% | — | — | |
| 18 | DE | Deere & Co | 株式-資本財 | 0.84% | — | -0.10% | |
| 19 | PEP | Pepsico INC | 株式-生活必需品 | 0.81% | — | — | |
| 20 | VZ | Verizon Communications INC | 株式-通信サービス | 0.76% | — | +0.36% | |
| 21 | CAT | Caterpillar INC | 株式-資本財 | 0.67% | +0.07% | -0.12% | |
| 22 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.66% | — | +0.82% | |
| 23 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.64% | — | — | |
| 24 | RTX | Rtx CORP | 株式-資本財 | 0.61% | -0.06% | — | |
| 25 | AMGN | Amgen INC | 株式-ヘルスケア | 0.60% | — | — | |
| 26 | TSLA | Tesla INC | 株式-一般消費財 | 0.58% | — | -0.76% | |
| 27 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.57% | — | +85.23% | |
| 28 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.55% | — | -4.06% | |
| 29 | ABNB | Airbnb Inc-class A | 株式-一般消費財 | 0.50% | — | -0.41% | |
| 30 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.49% | — | -0.68% | |
| 31 | SYK | Stryker CORP | 株式-ヘルスケア | 0.47% | — | +2.27% | |
| 32 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.46% | — | — | |
| 33 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.44% | — | +12.31% | |
| 34 | XBI | Ss Spdr S&p Biotech ETF | ETF-テック型 | 0.39% | — | +35.98% | |
| 35 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.38% | — | -3.44% | |
| 36 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.36% | -0.07% | — | |
| 37 | HON | Honeywell International INC | 株式-資本財 | 0.36% | — | +0.14% | |
| 38 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.35% | -0.07% | -21.39% | |
| 39 | CBT | Cabot CORP | 株式-素材 | 0.29% | — | — | |
| 40 | PFE | Pfizer INC | 株式-ヘルスケア | 0.29% | — | +2.56% | |
| 41 | CTRA | Coterra Energy INC | 株式-エネルギー | 0.29% | +0.05% | NEW | |
| 42 | QCOM | Qualcomm INC | 株式-IT | 0.28% | — | +50.73% | |
| 43 | CSCO | Cisco Systems INC | 株式-IT | 0.27% | — | — | |
| 44 | VFH | Vanguard Financials ETF | ETF-その他 | 0.27% | — | — | |
| 45 | MMM | 3m Co | 株式-資本財 | 0.27% | — | — | |
| 46 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.25% | — | — | |
| 47 | TAN | Invesco Solar ETF | ETF-その他 | 0.25% | — | — | |
| 48 | MA | Mastercard INC - A | 株式-金融 | 0.24% | — | -1.79% | |
| 49 | BND | Vanguard Total Bond Market | ETF-その他 | 0.24% | — | — | |
| 50 | CP | Canadian Pacific Kansa F | 株式-資本財 | 0.23% | — | -0.06% |