CIK: 0001803081
申告総資産額
$2.1億
| # | 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 | 8.65% | — | -2.46% | |
| 2 | AAPL | Apple INC | 株式-IT | 8.19% | — | -3.76% | |
| 3 | AMZN | Amazon.com INC | 株式-一般消費財 | 8.06% | — | -1.75% | |
| 4 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 6.60% | — | +2.79% | |
| 5 | NVDA | Nvidia CORP | 株式-IT | 6.11% | — | -1.66% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 4.47% | — | +1.23% | |
| 7 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 4.15% | — | -3.38% | |
| 8 | MA | Mastercard INC - A | 株式-金融 | 3.96% | — | -1.40% | |
| 9 | PFF | Ishares Preferred & Income S | ETF-その他 | 3.46% | — | -1.99% | |
| 10 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 3.29% | — | +2.40% | |
| 11 | VHT | Vanguard Health Care ETF | ETF-その他 | 2.24% | — | -0.67% | |
| 12 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.07% | — | -0.60% | |
| 13 | COST | Costco Wholesale CORP | 株式-生活必需品 | 2.01% | — | -1.29% | |
| 14 | VTV | Vanguard Value ETF | ETF-その他 | 1.69% | — | +5.76% | |
| 15 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 1.53% | — | +95.57% | |
| 16 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 1.42% | — | +6.15% | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.42% | — | +2.37% | |
| 18 | SYK | Stryker CORP | 株式-ヘルスケア | 1.37% | — | -1.99% | |
| 19 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.29% | — | -0.81% | |
| 20 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.26% | — | -0.98% | |
| 21 | OKTA | Okta INC | 株式-IT | 1.22% | — | — | |
| 22 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.14% | — | -1.26% | |
| 23 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.04% | — | +1.44% | |
| 24 | PSX | Phillips 66 | 株式-エネルギー | 1.02% | — | -1.10% | |
| 25 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-その他 | 1.02% | — | +1.20% | |
| 26 | FPE | Ft-preferred Secur & INC ETF | ETF-その他 | 0.88% | — | +1.68% | |
| 27 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.84% | — | +5.83% | |
| 28 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-その他 | 0.83% | — | -5.01% | |
| 29 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.80% | — | -1.50% | |
| 30 | QCOM | Qualcomm INC | 株式-IT | 0.77% | — | -0.46% | |
| 31 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.75% | — | -3.82% | |
| 32 | AMD | Advanced Micro Devices | 株式-IT | 0.74% | — | -1.56% | |
| 33 | HD | Home Depot INC | 株式-一般消費財 | 0.70% | — | -4.27% | |
| 34 | PEP | Pepsico INC | 株式-生活必需品 | 0.70% | — | -3.96% | |
| 35 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 0.63% | — | +6.35% | |
| 36 | DGS | Wisdomtree Em Small Cap | ETF-中小型株 | 0.60% | — | -6.20% | |
| 37 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.55% | — | +3.55% | |
| 38 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.55% | — | +299.50% | |
| 39 | GS | Goldman Sachs Group INC | 株式-金融 | 0.54% | — | — | |
| 40 | SHOP | Shopify INC - Class A | 株式-IT | 0.54% | — | +2.92% | |
| 41 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.51% | — | — | |
| 42 | HON | Honeywell International INC | 株式-資本財 | 0.43% | — | -3.92% | |
| 43 | BA | Boeing Co/the | 株式-資本財 | 0.40% | — | — | |
| 44 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.40% | — | — | |
| 45 | AZNN | Astrazeneca Plc-spons Adr | 株式-その他 | 0.40% | — | -2.49% | |
| 46 | V | Visa Inc-class A Shares | 株式-金融 | 0.40% | — | — | |
| 47 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.36% | — | -2.13% | |
| 48 | AXP | American Express Co | 株式-金融 | 0.36% | — | — | |
| 49 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.35% | — | +8.20% | |
| 50 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.35% | — | -3.15% |