CIK: 0001716659
申告総資産額
$4.2億
| # | 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 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 11.93% | -0.49% | -17.33% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 6.28% | -0.01% | -2.18% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 5.93% | -0.57% | -14.29% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 4.62% | — | -2.21% | |
| 5 | SCHO | Schwab Short-term US Treas | ETF-その他 | 4.36% | — | +269.21% | |
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 3.37% | — | -30.14% | |
| 7 | AAPL | Apple INC | 株式-IT | 3.37% | -0.06% | -0.61% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 3.15% | -0.36% | -20.56% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 2.71% | -0.55% | -0.40% | |
| 10 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 2.48% | +0.43% | +14.58% | |
| 11 | MA | Mastercard INC - A | 株式-金融 | 2.15% | -0.16% | -0.81% | |
| 12 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.91% | +0.78% | +41.37% | |
| 13 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.89% | -0.09% | -0.36% | |
| 14 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.78% | -0.07% | -0.26% | |
| 15 | DHR | Danaher CORP | 株式-ヘルスケア | 1.62% | -0.09% | -0.54% | |
| 16 | HD | Home Depot INC | 株式-一般消費財 | 1.61% | — | +0.15% | |
| 17 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.38% | -0.03% | -0.20% | |
| 18 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.29% | -0.13% | -0.15% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.16% | -0.12% | +0.02% | |
| 20 | PDI | Pimco Dynamic Income Fund | 株式-金融 | 1.05% | — | +25.35% | |
| 21 | QCOM | Qualcomm INC | 株式-IT | 1.03% | -0.11% | +0.25% | |
| 22 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.03% | — | +0.08% | |
| 23 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.02% | -0.04% | -2.27% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.02% | — | +0.25% | |
| 25 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.95% | +0.27% | -0.23% | |
| 26 | FIXD | First Trust Smith Opportunis | ETF-その他 | 0.94% | — | -28.70% | |
| 27 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.92% | +0.25% | -2.58% | |
| 28 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.92% | — | -0.25% | |
| 29 | TSLA | Tesla INC | 株式-一般消費財 | 0.90% | -0.16% | -0.29% | |
| 30 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.89% | — | -0.03% | |
| 31 | HON | Honeywell International INC | 株式-資本財 | 0.81% | — | -0.53% | |
| 32 | NVDA | Nvidia CORP | 株式-IT | 0.79% | -0.11% | +296.80% | |
| 33 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.74% | — | -2.03% | |
| 34 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.68% | — | -1.84% | |
| 35 | BAC | Bank Of America CORP | 株式-金融 | 0.62% | — | -0.66% | |
| 36 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.60% | — | -0.18% | |
| 37 | ORCL | Oracle CORP | 株式-IT | 0.60% | -0.11% | -0.17% | |
| 38 | MRVL | Marvell Technology INC | 株式-IT | 0.56% | — | -0.45% | |
| 39 | CSCO | Cisco Systems INC | 株式-IT | 0.55% | — | -0.13% | |
| 40 | IBM | Intl Business Machines CORP | 株式-IT | 0.52% | -0.07% | +0.09% | |
| 41 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.51% | — | -0.27% | |
| 42 | ECL | Ecolab INC | 株式-素材 | 0.51% | — | +0.17% | |
| 43 | ITW | Illinois Tool Works | 株式-資本財 | 0.49% | — | +0.56% | |
| 44 | BA | Boeing Co/the | 株式-資本財 | 0.48% | — | -1.88% | |
| 45 | GS | Goldman Sachs Group INC | 株式-金融 | 0.48% | — | -0.69% | |
| 46 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.47% | — | +1.92% | |
| 47 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.46% | — | -0.37% | |
| 48 | AXP | American Express Co | 株式-金融 | 0.45% | -0.08% | +0.24% | |
| 49 | AMGN | Amgen INC | 株式-ヘルスケア | 0.45% | — | -1.87% | |
| 50 | MMD | Nyli Mackay Dt Muni Oppo Fnd | 株式-その他 | 0.42% | — | +102.27% |