CIK: 0001767724
申告総資産額
$5.7億
| # | 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 | TJX | Tjx Companies INC | 株式-一般消費財 | 86.95% | +2.82% | — | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.17% | -1.53% | +7.62% | |
| 3 | AAPL | Apple INC | 株式-IT | 1.59% | -0.18% | +287.52% | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.31% | -0.12% | +4.60% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 0.88% | -0.46% | +3.53% | |
| 6 | SUB | Ishares Short-term National | ETF-その他 | 0.83% | -0.13% | EXIT | |
| 7 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.74% | -0.16% | +0.95% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.69% | -0.01% | -17.30% | |
| 9 | HD | Home Depot INC | 株式-一般消費財 | 0.50% | — | — | |
| 10 | DGS | Wisdomtree Em Small Cap | ETF-中小型株 | 0.44% | — | +7.22% | |
| 11 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.43% | -0.04% | -4.32% | |
| 12 | MMM | 3m Co | 株式-資本財 | 0.38% | -0.02% | — | |
| 13 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.32% | — | — | |
| 14 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.28% | +0.05% | -3.10% | |
| 15 | SPOT | Spotify Technology S.A. | 株式-通信サービス | 0.22% | — | — | |
| 16 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.21% | +0.12% | — | |
| 17 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.20% | — | +0.08% | |
| 18 | PYPL | Paypal Holdings INC | 株式-金融 | 0.19% | — | — | |
| 19 | VZ | Verizon Communications INC | 株式-通信サービス | 0.19% | — | — | |
| 20 | BX | Blackstone INC | 株式-金融 | 0.18% | — | — | |
| 21 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.17% | +0.06% | -3.77% | |
| 22 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.17% | +0.03% | -0.33% | |
| 23 | T | At&t INC | 株式-通信サービス | 0.16% | — | — | |
| 24 | NVDA | Nvidia CORP | 株式-IT | 0.16% | -0.20% | -15.60% | |
| 25 | BWIN | Baldwin Insurance Group Inc/ | 株式-その他 | 0.16% | — | — | |
| 26 | NEE | Nextera Energy INC | 株式-公益事業 | 0.15% | — | — | |
| 27 | EBAY | Ebay INC | 株式-一般消費財 | 0.13% | — | +7.01% | |
| 28 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.13% | -0.04% | -3.06% | |
| 29 | SIRIEUR | Sirius Xm Holdings INC | 株式-その他 | 0.07% | — | — |