CIK: 0001740871
申告総資産額
$2.1億
| # | 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 | AAPL | Apple INC | 株式-IT | 12.11% | — | +5.27% | |
| 2 | AMZN | Amazon.com INC | 株式-一般消費財 | 11.13% | — | — | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 5.00% | — | +0.81% | |
| 4 | BIV | Vanguard Intermediate-term B | ETF-その他 | 4.30% | — | +5.61% | |
| 5 | V | Visa Inc-class A Shares | 株式-金融 | 4.18% | — | -0.54% | |
| 6 | MA | Mastercard INC - A | 株式-金融 | 4.13% | — | -0.14% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 4.06% | — | +0.06% | |
| 8 | PFSI | Pennymac Financial Services | 株式-その他 | 3.55% | — | -0.10% | |
| 9 | TSLA | Tesla INC | 株式-一般消費財 | 2.57% | — | — | |
| 10 | FCOR | Fidelity Corporate Bond ETF | ETF-投資適格社債 | 2.34% | — | +4.91% | |
| 11 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.95% | — | -1.11% | |
| 12 | HD | Home Depot INC | 株式-一般消費財 | 1.61% | — | -1.30% | |
| 13 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.60% | — | -1.00% | |
| 14 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.38% | — | +20.09% | |
| 15 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.37% | — | -1.53% | |
| 16 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.36% | — | +3.36% | |
| 17 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.26% | — | — | |
| 18 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.13% | — | — | |
| 19 | NVDA | Nvidia CORP | 株式-IT | 1.08% | — | — | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.02% | — | — | |
| 21 | BND | Vanguard Total Bond Market | ETF-その他 | 0.89% | — | +10.52% | |
| 22 | ZM | Zoom Communications INC | 株式-IT | 0.89% | — | — | |
| 23 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.87% | — | +11.68% | |
| 24 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.86% | — | -6.20% | |
| 25 | PBW | Invesco Wilderhill Clean Ene | ETF-その他 | 0.82% | — | +25.80% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.79% | — | — | |
| 27 | VZ | Verizon Communications INC | 株式-通信サービス | 0.75% | — | -5.08% | |
| 28 | WMT | Walmart INC | 株式-生活必需品 | 0.73% | — | +2.44% | |
| 29 | NFLX | Netflix INC | 株式-通信サービス | 0.72% | — | — | |
| 30 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.70% | — | — | |
| 31 | WM | Waste Management INC | 株式-資本財 | 0.70% | — | -0.19% | |
| 32 | BA | Boeing Co/the | 株式-資本財 | 0.67% | — | — | |
| 33 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.62% | — | — | |
| 34 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.62% | — | +8.57% | |
| 35 | HEI | Heico CORP | 株式-資本財 | 0.60% | — | -1.31% | |
| 36 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.55% | — | — | |
| 37 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.52% | — | — | |
| 38 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.51% | — | +5.18% | |
| 39 | IHI | Ishares U.s. Medical Devices | ETF-その他 | 0.51% | — | — | |
| 40 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 0.50% | — | -2.73% | |
| 41 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.50% | — | — | |
| 42 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.48% | — | — | |
| 43 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.48% | — | +3.06% | |
| 44 | HRL | Hormel Foods CORP | 株式-生活必需品 | 0.48% | — | -0.64% | |
| 45 | PYPL | Paypal Holdings INC | 株式-金融 | 0.46% | — | — | |
| 46 | ADBE | Adobe INC | 株式-IT | 0.45% | — | — | |
| 47 | HEI-A | Heico Corp-class A | 株式-その他 | 0.44% | — | — | |
| 48 | FFIN | First Finl Bankshares INC | 株式-金融 | 0.44% | — | — | |
| 49 | MRNA | Moderna INC | 株式-ヘルスケア | 0.43% | — | -10.57% | |
| 50 | SWK | Stanley Black & Decker INC | 株式-資本財 | 0.42% | — | — |