CIK: 0002044851
申告総資産額
$1.4億
| # | 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 | VTV | Vanguard Value ETF | ETF-その他 | 14.79% | +0.72% | +0.35% | |
| 2 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 10.52% | -0.22% | +0.03% | |
| 3 | VUG | Vanguard Growth ETF | ETF-その他 | 7.31% | -0.72% | -1.90% | |
| 4 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 5.42% | +0.27% | +0.10% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 5.13% | -0.09% | +1.23% | |
| 6 | NVDA | Nvidia CORP | 株式-IT | 3.65% | — | -0.03% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.57% | +0.20% | -0.22% | |
| 8 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 3.25% | -0.28% | +0.48% | |
| 9 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 3.14% | -1.12% | -11.84% | |
| 10 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 2.93% | — | +0.26% | |
| 11 | AAPL | Apple INC | 株式-IT | 2.82% | +0.04% | +3.96% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.75% | — | +4.00% | |
| 13 | MSFT | Microsoft CORP | 株式-IT | 2.14% | -0.31% | +4.84% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.90% | -0.02% | -2.87% | |
| 15 | BIV | Vanguard Intermediate-term B | ETF-その他 | 1.76% | +0.11% | +0.31% | |
| 16 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.25% | — | -1.17% | |
| 17 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.25% | -0.07% | +3.75% | |
| 18 | VMI | Valmont Industries | 株式-資本財 | 1.23% | -0.02% | — | |
| 19 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.20% | -0.14% | +4.80% | |
| 20 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.14% | — | — | |
| 21 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.12% | +0.08% | -1.62% | |
| 22 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.04% | +0.13% | +1.12% | |
| 23 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.00% | — | +0.03% | |
| 24 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.97% | — | -0.01% | |
| 25 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.96% | — | +2.91% | |
| 26 | CRM | Salesforce INC | 株式-IT | 0.93% | -0.35% | — | |
| 27 | CAT | Caterpillar INC | 株式-資本財 | 0.86% | +0.39% | +5.30% | |
| 28 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.82% | -0.01% | +10.35% | |
| 29 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.73% | — | -3.70% | |
| 30 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 0.66% | — | — | |
| 31 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.60% | -0.03% | -3.17% | |
| 32 | ADBE | Adobe INC | 株式-IT | 0.60% | -0.10% | — | |
| 33 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.58% | -0.06% | +17.22% | |
| 34 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.58% | +0.03% | -1.44% | |
| 35 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.55% | -0.05% | — | |
| 36 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.55% | -0.03% | — | |
| 37 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.54% | +0.14% | +6.63% | |
| 38 | SPG | Simon Property Group INC | 株式-不動産 | 0.53% | -0.17% | -0.20% | |
| 39 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.51% | +0.24% | +8.18% | |
| 40 | UNP | Union Pacific CORP | 株式-資本財 | 0.49% | +0.06% | +13.07% | |
| 41 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 0.49% | +0.14% | — | |
| 42 | VRTX | Vertex Pharmaceuticals INC | 株式-ヘルスケア | 0.48% | — | — | |
| 43 | BBUS | Jpmorgan Betabuilders US Equ | ETF-その他 | 0.46% | — | — | |
| 44 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.42% | -0.03% | +5.93% | |
| 45 | V | Visa Inc-class A Shares | 株式-金融 | 0.42% | -0.05% | +17.86% | |
| 46 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.39% | — | -1.16% | |
| 47 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.39% | — | -4.09% | |
| 48 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.35% | -0.19% | EXIT | |
| 49 | GD | General Dynamics CORP | 株式-資本財 | 0.33% | — | — | |
| 50 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.32% | — | — |