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 | 11.60% | — | -13.92% | |
| 2 | AMZN | Amazon.com INC | 株式-一般消費財 | 11.33% | — | -11.36% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 5.50% | — | -14.05% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 4.94% | — | -0.90% | |
| 5 | MA | Mastercard INC - A | 株式-金融 | 4.80% | — | -3.52% | |
| 6 | V | Visa Inc-class A Shares | 株式-金融 | 4.39% | — | -10.44% | |
| 7 | BIV | Vanguard Intermediate-term B | ETF-その他 | 4.20% | — | -15.35% | |
| 8 | TSLA | Tesla INC | 株式-一般消費財 | 2.71% | — | -7.95% | |
| 9 | FCOR | Fidelity Corporate Bond ETF | ETF-投資適格社債 | 2.41% | — | -9.87% | |
| 10 | COST | Costco Wholesale CORP | 株式-生活必需品 | 2.08% | — | -5.81% | |
| 11 | HD | Home Depot INC | 株式-一般消費財 | 2.06% | — | -7.87% | |
| 12 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.79% | — | +0.34% | |
| 13 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.68% | — | -14.34% | |
| 14 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.58% | — | -11.17% | |
| 15 | NVDA | Nvidia CORP | 株式-IT | 1.33% | — | -0.24% | |
| 16 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.29% | — | -23.42% | |
| 17 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.28% | — | -20.73% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.21% | — | -7.23% | |
| 19 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.13% | — | -9.48% | |
| 20 | PBW | Invesco Wilderhill Clean Ene | ETF-その他 | 1.08% | — | +14.67% | |
| 21 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.94% | — | — | |
| 22 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 0.93% | — | — | |
| 23 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.87% | — | -11.55% | |
| 24 | BND | Vanguard Total Bond Market | ETF-その他 | 0.87% | — | -15.94% | |
| 25 | ZM | Zoom Communications INC | 株式-IT | 0.85% | — | -17.10% | |
| 26 | BA | Boeing Co/the | 株式-資本財 | 0.84% | — | -12.49% | |
| 27 | NFLX | Netflix INC | 株式-通信サービス | 0.83% | — | -1.36% | |
| 28 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.82% | — | -50.17% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.75% | — | -28.65% | |
| 30 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 0.67% | — | -0.70% | |
| 31 | WMT | Walmart INC | 株式-生活必需品 | 0.67% | — | -19.28% | |
| 32 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.60% | — | -4.75% | |
| 33 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.60% | — | -5.84% | |
| 34 | MRNA | Moderna INC | 株式-ヘルスケア | 0.58% | — | -11.15% | |
| 35 | IHI | Ishares U.s. Medical Devices | ETF-その他 | 0.57% | — | -7.43% | |
| 36 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.56% | — | +1.40% | |
| 37 | XYZ | Block INC | 株式-金融 | 0.55% | — | +21.93% | |
| 38 | FFIN | First Finl Bankshares INC | 株式-金融 | 0.52% | — | -23.49% | |
| 39 | FIDU | Fidelity Msci Indust Indx | ETF-その他 | 0.51% | — | — | |
| 40 | VZ | Verizon Communications INC | 株式-通信サービス | 0.50% | — | -44.08% | |
| 41 | PYPL | Paypal Holdings INC | 株式-金融 | 0.47% | — | -19.62% | |
| 42 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.45% | — | -35.76% | |
| 43 | AWK | American Water Works Co INC | 株式-公益事業 | 0.43% | — | -1.82% | |
| 44 | SHW | Sherwin-williams Co/the | 株式-素材 | 0.43% | — | -0.08% | |
| 45 | CRM | Salesforce INC | 株式-IT | 0.42% | — | -3.19% | |
| 46 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.41% | — | -11.78% | |
| 47 | TGT | Target CORP | 株式-一般消費財 | 0.41% | — | -22.87% | |
| 48 | ADBE | Adobe INC | 株式-IT | 0.41% | — | -21.41% | |
| 49 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.40% | — | +21.16% | |
| 50 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.40% | — | +139.20% |