CIK: 0001729457
申告総資産額
$3.1億
| # | 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 11.60% | -1.62% | -2.68% | |
| 2 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 10.46% | -0.50% | +4.18% | |
| 3 | XBMEX | Blackrock Health Sciences | 株式-その他 | 6.12% | -1.56% | -3.82% | |
| 4 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 5.83% | -1.28% | -1.27% | |
| 5 | AVLV | Avantis US Large Cap Value | ETF-大型株・グロース | 5.63% | +1.57% | -1.26% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 4.75% | -0.69% | +1.98% | |
| 7 | AAPL | Apple INC | 株式-IT | 4.27% | -0.51% | -0.93% | |
| 8 | JMOM | Jpmorgan US Momentum Factor | ETF-その他 | 4.16% | +1.43% | -1.81% | |
| 9 | AVGE | Avantis All Eqty Mrkts ETF | ETF-その他 | 3.95% | — | -0.58% | |
| 10 | VTIP | Vanguard Short-term Tips | ETF-その他 | 3.56% | -0.29% | +6.39% | |
| 11 | LRGF | Ishares US Equity Factor ETF | ETF-その他 | 3.05% | -0.43% | +0.26% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.44% | -0.38% | -0.37% | |
| 13 | VONE | Vanguard Russell 1000 | ETF-その他 | 2.29% | -0.52% | -1.66% | |
| 14 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.03% | -0.28% | +0.02% | |
| 15 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.64% | — | -5.46% | |
| 16 | AMGN | Amgen INC | 株式-ヘルスケア | 1.59% | -0.05% | -1.86% | |
| 17 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 1.26% | — | — | |
| 18 | GRMN | Garmin Ltd. | 株式-IT | 1.21% | — | -0.63% | |
| 19 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.17% | — | +1.78% | |
| 20 | VFMO | Vanguard US Momentum Factor | ETF-その他 | 1.05% | — | -3.02% | |
| 21 | NXPI | NXP Semiconductors N.V. | 株式-IT | 1.04% | -0.17% | -0.82% | |
| 22 | WMT | Walmart INC | 株式-生活必需品 | 0.98% | -0.01% | +0.02% | |
| 23 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.88% | — | +0.83% | |
| 24 | NVDA | Nvidia CORP | 株式-IT | 0.84% | -0.14% | -0.72% | |
| 25 | IQLT | Ishares Msci International Q | ETF-その他 | 0.84% | +0.04% | -0.37% | |
| 26 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.77% | -0.14% | +0.10% | |
| 27 | MSFT | Microsoft CORP | 株式-IT | 0.76% | -0.19% | -36.10% | |
| 28 | AVDE | Avantis International Equity | ETF-その他 | 0.75% | — | +1.34% | |
| 29 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.74% | — | +0.92% | |
| 30 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.73% | — | +2.29% | |
| 31 | APH | Amphenol Corp-cl A | 株式-IT | 0.67% | -0.16% | -1.71% | |
| 32 | NEE | Nextera Energy INC | 株式-公益事業 | 0.66% | — | -1.61% | |
| 33 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.64% | — | +0.25% | |
| 34 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.58% | -0.08% | -7.11% | |
| 35 | TXN | Texas Instruments INC | 株式-IT | 0.55% | -0.01% | -0.58% | |
| 36 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 0.55% | — | -5.30% | |
| 37 | STM | Stmicroelectronics Nv-ny Shs | 株式-IT | 0.51% | +0.06% | -0.71% | |
| 38 | DFSD | Dimensional Short Duration | ETF-その他 | 0.51% | -0.40% | — | |
| 39 | XMYDX | Blackrock Muniyield Fund | 株式-その他 | 0.49% | -0.33% | EXIT | |
| 40 | PMO | Putnam Municipal Oppor | 株式-その他 | 0.48% | — | — | |
| 41 | MA | Mastercard INC - A | 株式-金融 | 0.41% | -0.06% | +0.13% | |
| 42 | SPGI | S&p Global INC | 株式-金融 | 0.37% | -0.08% | — | |
| 43 | FIW | First Trust Water ETF | ETF-その他 | 0.36% | -0.05% | +0.26% | |
| 44 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.36% | — | — | |
| 45 | AKX | Ansys INC | 株式-その他 | 0.35% | — | -1.61% | |
| 46 | CVX | Chevron CORP | 株式-エネルギー | 0.32% | +0.06% | +2.27% | |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.31% | — | +0.38% | |
| 48 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.29% | +5.23% | +7.55% | |
| 49 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.28% | -0.05% | -1.38% | |
| 50 | V | Visa Inc-class A Shares | 株式-金融 | 0.25% | — | -3.44% |