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 | 24.83% | -0.18% | +4.22% | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 15.29% | +0.13% | +12.81% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 15.29% | -0.53% | +2.94% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 5.39% | -0.02% | +1.46% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 4.16% | -0.07% | -0.60% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.76% | -0.12% | +1.80% | |
| 7 | GLD | Spdr Gold Shares | ETF-コモディティ | 2.25% | — | — | |
| 8 | DIS | Walt Disney Co/the | 株式-通信サービス | 2.13% | — | — | |
| 9 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 1.59% | — | -22.39% | |
| 10 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.59% | -0.05% | +1895.94% | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 1.55% | -0.25% | +2.04% | |
| 12 | UNP | Union Pacific CORP | 株式-資本財 | 1.52% | — | -0.10% | |
| 13 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.37% | — | +12.66% | |
| 14 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.14% | — | — | |
| 15 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.00% | -0.08% | +1953.35% | |
| 16 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.99% | — | -39.84% | |
| 17 | DE | Deere & Co | 株式-資本財 | 0.99% | — | +1.96% | |
| 18 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.87% | — | — | |
| 19 | PEP | Pepsico INC | 株式-生活必需品 | 0.81% | — | -0.96% | |
| 20 | TSLA | Tesla INC | 株式-一般消費財 | 0.77% | — | +227.76% | |
| 21 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.74% | — | +36.86% | |
| 22 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.65% | — | +5.07% | |
| 23 | CAT | Caterpillar INC | 株式-資本財 | 0.63% | +0.07% | -0.20% | |
| 24 | ABNB | Airbnb Inc-class A | 株式-一般消費財 | 0.61% | — | — | |
| 25 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.61% | — | +3.21% | |
| 26 | AMGN | Amgen INC | 株式-ヘルスケア | 0.57% | — | — | |
| 27 | RTX | Rtx CORP | 株式-資本財 | 0.53% | -0.06% | — | |
| 28 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.50% | — | — | |
| 29 | SYK | Stryker CORP | 株式-ヘルスケア | 0.49% | — | -0.16% | |
| 30 | VZ | Verizon Communications INC | 株式-通信サービス | 0.49% | — | -16.13% | |
| 31 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.48% | — | — | |
| 32 | XBI | Ss Spdr S&p Biotech ETF | ETF-テック型 | 0.43% | — | — | |
| 33 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.43% | — | -2.60% | |
| 34 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.42% | — | -0.89% | |
| 35 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.36% | — | +1.60% | |
| 36 | HON | Honeywell International INC | 株式-資本財 | 0.36% | — | -0.18% | |
| 37 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.35% | -0.07% | — | |
| 38 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.34% | -0.07% | — | |
| 39 | CTRA | Coterra Energy INC | 株式-エネルギー | 0.31% | +0.05% | NEW | |
| 40 | CBT | Cabot CORP | 株式-素材 | 0.30% | — | — | |
| 41 | VFH | Vanguard Financials ETF | ETF-その他 | 0.27% | — | — | |
| 42 | CSCO | Cisco Systems INC | 株式-IT | 0.26% | — | — | |
| 43 | TAN | Invesco Solar ETF | ETF-その他 | 0.26% | — | — | |
| 44 | QCOM | Qualcomm INC | 株式-IT | 0.25% | — | -1.52% | |
| 45 | CP | Canadian Pacific Kansa F | 株式-資本財 | 0.24% | — | +6.24% | |
| 46 | BND | Vanguard Total Bond Market | ETF-その他 | 0.24% | — | — | |
| 47 | CVX | Chevron CORP | 株式-エネルギー | 0.23% | — | +0.18% | |
| 48 | PFE | Pfizer INC | 株式-ヘルスケア | 0.23% | — | -9.04% | |
| 49 | RACE | Ferrari N.V. | 株式-一般消費財 | 0.23% | — | — | |
| 50 | MA | Mastercard INC - A | 株式-金融 | 0.22% | — | -0.73% |