CIK: 0002011247
申告総資産額
$1.2億
| # | 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 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 22.29% | +0.57% | +4.22% | |
| 2 | HUBS | Hubspot INC | 株式-IT | 20.53% | -1.92% | -5.08% | |
| 3 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 7.98% | — | +1.76% | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 4.61% | +0.19% | +0.54% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 3.70% | -0.43% | +1.74% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 2.19% | — | +2.53% | |
| 7 | AAPL | Apple INC | 株式-IT | 2.11% | — | +0.03% | |
| 8 | NVDA | Nvidia CORP | 株式-IT | 2.06% | — | +20.83% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.90% | — | -3.26% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.61% | — | — | |
| 11 | EPAM | Epam Systems INC | 株式-IT | 1.49% | — | -0.01% | |
| 12 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 1.20% | — | — | |
| 13 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.88% | +0.36% | +68.01% | |
| 14 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.78% | — | +3.82% | |
| 15 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.70% | — | -2.21% | |
| 16 | WMT | Walmart INC | 株式-生活必需品 | 0.68% | — | -7.10% | |
| 17 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.62% | — | -6.31% | |
| 18 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.61% | +0.39% | -5.14% | |
| 19 | SFM | Sprouts Farmers Market INC | 株式-生活必需品 | 0.55% | — | -5.99% | |
| 20 | EME | Emcor Group INC | 株式-資本財 | 0.49% | — | +0.36% | |
| 21 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.48% | — | +7.99% | |
| 22 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.46% | — | -0.91% | |
| 23 | PGR | Progressive CORP | 株式-金融 | 0.44% | — | +4.97% | |
| 24 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.44% | — | +5.19% | |
| 25 | ALSN | Allison Transmission Holding | 株式-一般消費財 | 0.40% | — | +0.02% | |
| 26 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.38% | — | -2.28% | |
| 27 | MLI | Mueller Industries INC | 株式-資本財 | 0.38% | — | -0.82% | |
| 28 | COKE | Coca-cola Consolidated INC | 株式-生活必需品 | 0.38% | — | +1.05% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.36% | — | +18.68% | |
| 30 | IDCC | Interdigital INC | 株式-IT | 0.35% | — | +3.41% | |
| 31 | MUSA | Murphy USA INC | 株式-一般消費財 | 0.35% | -0.19% | EXIT | |
| 32 | HIG | Hartford Insurance Group INC | 株式-金融 | 0.34% | — | +0.82% | |
| 33 | IBM | Intl Business Machines CORP | 株式-IT | 0.34% | — | -3.82% | |
| 34 | LDOS | Leidos Holdings INC | 株式-IT | 0.33% | — | — | |
| 35 | AFL | Aflac INC | 株式-金融 | 0.31% | -0.23% | EXIT | |
| 36 | MPC | Marathon Petroleum CORP | 株式-エネルギー | 0.31% | -0.19% | EXIT | |
| 37 | CI | THE Cigna Group | 株式-ヘルスケア | 0.31% | — | +2.60% | |
| 38 | LRN | Stride INC | 株式-生活必需品 | 0.31% | -0.35% | EXIT | |
| 39 | RGA | Reinsurance Group Of America | 株式-金融 | 0.31% | — | +0.36% | |
| 40 | MCK | Mckesson CORP | 株式-ヘルスケア | 0.30% | — | +2.02% | |
| 41 | HCC | Warrior Met Coal INC | 株式-素材 | 0.30% | — | -3.59% | |
| 42 | CEIXEUR | Consol Energy INC | 株式-その他 | 0.30% | — | +0.65% | |
| 43 | CASY | Casey's General Stores INC | 株式-一般消費財 | 0.30% | -0.19% | EXIT | |
| 44 | TRV | Travelers Cos Inc/the | 株式-金融 | 0.30% | — | +15.99% | |
| 45 | HRB | H&r Block INC | 株式-一般消費財 | 0.29% | -0.19% | EXIT | |
| 46 | MET | Metlife INC | 株式-金融 | 0.29% | — | +10.94% | |
| 47 | MTG | Mgic Investment CORP | 株式-金融 | 0.29% | — | +1.37% | |
| 48 | PRI | Primerica INC | 株式-金融 | 0.29% | -0.25% | EXIT | |
| 49 | COR | Cencora INC | 株式-ヘルスケア | 0.29% | — | +1.30% | |
| 50 | AMP | Ameriprise Financial INC | 株式-金融 | 0.28% | -0.25% | EXIT |