CIK: 0001817174
申告総資産額
$3.3億
| # | 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 15.88% | -4.34% | -3.98% | |
| 2 | BND | Vanguard Total Bond Market | ETF-その他 | 9.76% | -2.20% | +2.64% | |
| 3 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 3.96% | -1.11% | +1.75% | |
| 4 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 3.88% | — | -36.05% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.43% | -1.07% | -0.47% | |
| 6 | NVDA | Nvidia CORP | 株式-IT | 3.16% | +0.53% | -10.75% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 2.79% | -0.07% | -14.26% | |
| 8 | AAPL | Apple INC | 株式-IT | 2.74% | +0.50% | -13.65% | |
| 9 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 2.54% | — | -1.80% | |
| 10 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.90% | +0.33% | +6.92% | |
| 11 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 1.85% | -0.03% | -0.03% | |
| 12 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.73% | +0.27% | -2.06% | |
| 13 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.59% | +0.26% | -27.94% | |
| 14 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.43% | -0.57% | -1.10% | |
| 15 | AVGO | Broadcom INC | 株式-IT | 1.38% | +0.19% | -20.77% | |
| 16 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.38% | +0.10% | +158.97% | |
| 17 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.35% | — | +2.36% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.17% | +1.09% | -29.81% | |
| 19 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 1.15% | +0.41% | +0.15% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.88% | +0.17% | -17.08% | |
| 21 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 0.86% | -0.27% | — | |
| 22 | WMT | Walmart INC | 株式-生活必需品 | 0.85% | +0.35% | -3.03% | |
| 23 | ORCL | Oracle CORP | 株式-IT | 0.80% | — | -10.53% | |
| 24 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.80% | — | -23.63% | |
| 25 | PM | Philip Morris International | 株式-生活必需品 | 0.77% | +0.23% | -28.10% | |
| 26 | BLK | Blackrock INC | 株式-金融 | 0.73% | +0.08% | -28.94% | |
| 27 | MS | Morgan Stanley | 株式-金融 | 0.71% | +0.15% | -27.42% | |
| 28 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.70% | +0.29% | -2.38% | |
| 29 | LRCX | Lam Research CORP | 株式-IT | 0.68% | +0.24% | -22.56% | |
| 30 | MA | Mastercard INC - A | 株式-金融 | 0.64% | — | -10.41% | |
| 31 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.63% | — | -24.14% | |
| 32 | GLW | Corning INC | 株式-IT | 0.63% | +0.53% | -32.42% | |
| 33 | V | Visa Inc-class A Shares | 株式-金融 | 0.63% | — | -10.34% | |
| 34 | TMUS | T-mobile US INC | 株式-通信サービス | 0.61% | +0.15% | -21.59% | |
| 35 | NEE | Nextera Energy INC | 株式-公益事業 | 0.60% | — | -24.25% | |
| 36 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.57% | — | -10.47% | |
| 37 | EMR | Emerson Electric Co | 株式-資本財 | 0.56% | +0.13% | -27.41% | |
| 38 | EA | Electronic Arts INC | 株式-通信サービス | 0.55% | — | -23.47% | |
| 39 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.55% | +0.24% | -10.94% | |
| 40 | AMAT | Applied Materials INC | 株式-IT | 0.54% | +0.40% | -7.44% | |
| 41 | BKNG | Booking Holdings INC | 株式-一般消費財 | 0.53% | — | -10.70% | |
| 42 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.53% | +0.27% | -2.78% | |
| 43 | EQIX | Equinix INC | 株式-不動産 | 0.50% | — | -29.56% | |
| 44 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型株 | 0.50% | — | +25.32% | |
| 45 | PWR | Quanta Services INC | 株式-資本財 | 0.49% | +0.28% | -11.18% | |
| 46 | LH | Labcorp Holdings INC | 株式-ヘルスケア | 0.49% | +0.15% | -26.84% | |
| 47 | LHX | L3harris Technologies INC | 株式-資本財 | 0.47% | +0.20% | -24.88% | |
| 48 | BSX | Boston Scientific CORP | 株式-ヘルスケア | 0.47% | — | -10.57% | |
| 49 | HON | Honeywell International INC | 株式-資本財 | 0.47% | — | -26.00% | |
| 50 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.46% | — | -0.49% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.7% | -10.75% | 増加 |
| 2 | META | Meta Platforms Inc-class A | +1.1% | +158.97% | 増加 |
| 3 | MSFT | Microsoft CORP | +1% | -14.26% | 増加 |
| 4 | GOOG | Alphabet Inc-cl C | +1% | -2.06% | 増加 |
| 5 | VXUS | Vanguard Total Intl Stock | +1% | -0.03% | 増加 |
| 6 | ESGU | Ishares Esg Aware Msci USA | +0.8% | +1.75% | 増加 |
| 7 | AMZN | Amazon.com INC | +0.8% | +6.92% | 増加 |
| 8 | AVGO | Broadcom INC | +0.7% | -20.77% | 減少 |
| 9 | AAPL | Apple INC | +0.6% | -13.65% | 増加 |
| 10 | BND | Vanguard Total Bond Market | +0.6% | +2.64% | 増加 |
| 11 | VEA | Vanguard Ftse Developed ETF | +0.5% | -0.47% | 減少 |
| 12 | ORCL | Oracle CORP | +0.5% | -10.53% | 増加 |
| 13 | WMT | Walmart INC | +0.4% | -3.03% | 増加 |
| 14 | AMAT | Applied Materials INC | +0.3% | -7.44% | 増加 |
| 15 | LRCX | Lam Research CORP | +0.3% | -22.56% | 減少 |
| 16 | GOOGL | Alphabet Inc-cl A | +0.3% | -2.38% | 減少 |
| 17 | IWM | Ishares Russell 2000 ETF | +0.3% | -1.10% | 減少 |
| 18 | PWR | Quanta Services INC | +0.2% | -11.18% | 増加 |
| 19 | VTWO | Vanguard Russell 2000 ETF | +0.2% | +25.32% | 増加 |
| 20 | GLW | Corning INC | +0.2% | -32.42% | 減少 |
| 21 | PM | Philip Morris International | -0.2% | -28.10% | 減少 |
| 22 | DE | Deere & Co | -0.2% | -47.73% | 減少 |
| 23 | FNF | Fidelity National Financial | -0.2% | -51.18% | 減少 |
| 24 | SPGI | S&p Global INC | -0.2% | -50.05% | 減少 |
| 25 | MCD | Mcdonald's CORP | -0.2% | -51.02% | 減少 |
| 26 | CWEN | Clearway Energy Inc-c | -0.2% | -67.10% | 減少 |
| 27 | CVX | Chevron CORP | -0.2% | -44.14% | 減少 |
| 28 | AMT | American Tower CORP | -0.2% | -64.49% | 減少 |
| 29 | WFC | Wells Fargo & Co | -0.2% | -49.05% | 減少 |
| 30 | IVV | Ishares Core S&p 500 ETF | -0.3% | -29.81% | 減少 |
| 31 | PG | Procter & Gamble Co/the | -0.3% | -45.32% | 減少 |
| 32 | PLD | Prologis INC | -0.4% | -53.06% | 減少 |
| 33 | VTI | Vanguard Total Stock Mkt ETF | -0.9% | -3.98% | 減少 |
| 34 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | -1.9% | -36.05% | 減少 |
| 35 | SRLN | Ss Blackstone Sr Loan ETF | — | EXIT | 全売却 |
| 36 | ICSH | Ishares Ultra Short Duration | — | NEW | 新規購入 |
| 37 | BDX | Becton Dickinson And Co | — | EXIT | 全売却 |
| 38 | ABBV | Abbvie INC | — | EXIT | 全売却 |
| 39 | BKLN | Invesco Senior Loan ETF | — | EXIT | 全売却 |
| 40 | DIS | Walt Disney Co/the | — | EXIT | 全売却 |
| 41 | WMB | Williams Cos INC | — | EXIT | 全売却 |
| 42 | SPIB | Ss Spdr P Int C CORP ETF | — | NEW | 新規購入 |
| 43 | CMCSA | Comcast Corp-class A | — | EXIT | 全売却 |
| 44 | REXR | Rexford Industrial Realty In | — | EXIT | 全売却 |
| 45 | MPC | Marathon Petroleum CORP | — | EXIT | 全売却 |
| 46 | TSM | Taiwan Semiconductor-sp Adr | — | EXIT | 全売却 |
| 47 | ITT | Itt INC | — | EXIT | 全売却 |
| 48 | PSA | Public Storage | — | EXIT | 全売却 |
| 49 | LEN | Lennar Corp-a | — | EXIT | 全売却 |
| 50 | CBRE | Cbre Group INC - A | — | EXIT | 全売却 |