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 | 14.34% | +0.72% | +1.29% | |
| 2 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 10.62% | -0.22% | -1.68% | |
| 3 | VUG | Vanguard Growth ETF | ETF-その他 | 7.99% | -0.72% | +1.38% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 5.76% | -0.09% | +0.82% | |
| 5 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 5.00% | +0.27% | +0.54% | |
| 6 | NVDA | Nvidia CORP | 株式-IT | 4.53% | — | -0.78% | |
| 7 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 3.54% | -0.28% | -0.57% | |
| 8 | AAPL | Apple INC | 株式-IT | 3.05% | +0.04% | +0.19% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.02% | +0.20% | +3.64% | |
| 10 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 2.88% | — | +1.17% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.68% | — | +0.01% | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 2.23% | -0.31% | +0.68% | |
| 13 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.94% | -1.12% | -13.90% | |
| 14 | BIV | Vanguard Intermediate-term B | ETF-その他 | 1.87% | +0.11% | -0.57% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.74% | -0.02% | -2.47% | |
| 16 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.39% | +0.08% | -11.83% | |
| 17 | VMI | Valmont Industries | 株式-資本財 | 1.39% | -0.02% | -2.95% | |
| 18 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.39% | -0.07% | +0.20% | |
| 19 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.33% | — | -27.67% | |
| 20 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.23% | — | -1.11% | |
| 21 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.11% | — | — | |
| 22 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 1.08% | +0.14% | +62.90% | |
| 23 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.07% | -0.01% | +3.75% | |
| 24 | CAT | Caterpillar INC | 株式-資本財 | 1.03% | +0.39% | -10.52% | |
| 25 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.91% | — | +10.82% | |
| 26 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.90% | — | +3.77% | |
| 27 | CRM | Salesforce INC | 株式-IT | 0.78% | -0.35% | +0.32% | |
| 28 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.78% | — | +13.50% | |
| 29 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 0.75% | — | — | |
| 30 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.75% | -0.03% | +0.63% | |
| 31 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.72% | +0.13% | -6.46% | |
| 32 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.65% | -0.06% | +2.04% | |
| 33 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.64% | +0.14% | +0.73% | |
| 34 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.62% | -0.05% | — | |
| 35 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.58% | -0.03% | -5.61% | |
| 36 | V | Visa Inc-class A Shares | 株式-金融 | 0.51% | -0.05% | +1.22% | |
| 37 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.48% | +0.24% | +1.73% | |
| 38 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.47% | -0.14% | +0.67% | |
| 39 | SPG | Simon Property Group INC | 株式-不動産 | 0.45% | -0.17% | — | |
| 40 | BBUS | Jpmorgan Betabuilders US Equ | ETF-その他 | 0.43% | — | — | |
| 41 | VRTX | Vertex Pharmaceuticals INC | 株式-ヘルスケア | 0.41% | — | — | |
| 42 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.41% | -0.02% | — | |
| 43 | UNP | Union Pacific CORP | 株式-資本財 | 0.40% | +0.06% | +0.83% | |
| 44 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.38% | -0.03% | +0.49% | |
| 45 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.36% | — | — | |
| 46 | AVGO | Broadcom INC | 株式-IT | 0.33% | +0.09% | +1.88% | |
| 47 | GD | General Dynamics CORP | 株式-資本財 | 0.33% | — | — | |
| 48 | ADBE | Adobe INC | 株式-IT | 0.29% | -0.10% | +0.50% | |
| 49 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.29% | +0.03% | -10.04% | |
| 50 | BA | Boeing Co/the | 株式-資本財 | 0.27% | — | — |