CIK: 0002062680
申告総資産額
$491.9億
上位200銘柄を表示中（全694銘柄）
| # | 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 | 56.90% | +10.83% | +5.49% | |
| 2 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 8.30% | +1.49% | -3.75% | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 4.17% | +0.78% | — | |
| 4 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 3.83% | +0.77% | — | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.84% | +0.37% | — | |
| 6 | AAPL | Apple INC | 株式-IT | 1.59% | -2.06% | EXIT | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 1.35% | -0.91% | — | |
| 8 | NVDA | Nvidia CORP | 株式-IT | 1.35% | — | +57.77% | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.90% | -1.16% | EXIT | |
| 10 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.73% | +0.14% | +18.85% | |
| 11 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.61% | -0.34% | +50.40% | |
| 12 | AVGO | Broadcom INC | 株式-IT | 0.45% | — | +38.01% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.45% | +0.05% | +83.62% | |
| 14 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.44% | — | +61.56% | |
| 15 | TSLA | Tesla INC | 株式-一般消費財 | 0.38% | -0.33% | +54.92% | |
| 16 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.37% | — | +59.74% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.37% | -0.37% | EXIT | |
| 18 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.28% | — | +58.38% | |
| 19 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.27% | — | +60.97% | |
| 20 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.25% | +0.05% | +20.74% | |
| 21 | V | Visa Inc-class A Shares | 株式-金融 | 0.25% | — | +69.75% | |
| 22 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.24% | -0.05% | +61.31% | |
| 23 | NFLX | Netflix INC | 株式-通信サービス | 0.23% | — | +60.40% | |
| 24 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.22% | -0.01% | +58.01% | |
| 25 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.20% | — | +60.93% | |
| 26 | MA | Mastercard INC - A | 株式-金融 | 0.18% | — | +59.22% | |
| 27 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.17% | — | +60.75% | |
| 28 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.16% | -0.04% | +61.34% | |
| 29 | WMT | Walmart INC | 株式-生活必需品 | 0.16% | +0.02% | — | |
| 30 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.15% | — | — | |
| 31 | USRT | Ishares Core US Reit ETF | ETF-その他 | 0.15% | +0.03% | +33.06% | |
| 32 | HD | Home Depot INC | 株式-一般消費財 | 0.15% | — | +61.59% | |
| 33 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.15% | +0.03% | +11.45% | |
| 34 | CSCO | Cisco Systems INC | 株式-IT | 0.14% | — | +59.21% | |
| 35 | LIN | Linde plc | 株式-素材 | 0.13% | — | — | |
| 36 | PEP | Pepsico INC | 株式-生活必需品 | 0.12% | — | +60.87% | |
| 37 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.12% | +0.03% | +1.13% | |
| 38 | CVX | Chevron CORP | 株式-エネルギー | 0.12% | -0.01% | +58.03% | |
| 39 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.12% | — | +60.92% | |
| 40 | BAC | Bank Of America CORP | 株式-金融 | 0.12% | -0.17% | EXIT | |
| 41 | QCOM | Qualcomm INC | 株式-IT | 0.11% | — | +49.74% | |
| 42 | AMD | Advanced Micro Devices | 株式-IT | 0.11% | -0.25% | EXIT | |
| 43 | CRM | Salesforce INC | 株式-IT | 0.11% | — | +59.13% | |
| 44 | TXN | Texas Instruments INC | 株式-IT | 0.11% | — | — | |
| 45 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.11% | -0.13% | — | |
| 46 | TMUS | T-mobile US INC | 株式-通信サービス | 0.11% | — | +57.62% | |
| 47 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 0.10% | — | +61.86% | |
| 48 | PM | Philip Morris International | 株式-生活必需品 | 0.10% | — | +61.32% | |
| 49 | ADBE | Adobe INC | 株式-IT | 0.10% | — | +58.16% | |
| 50 | INTU | Intuit INC | 株式-IT | 0.10% | — | +61.26% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | +0.3% | +62.29% | 増加 |
| 2 | AMZN | Amazon.com INC | +0.2% | +63.99% | 増加 |
| 3 | NVDA | Nvidia CORP | +0.2% | +57.77% | 増加 |
| 4 | IVV | Ishares Core S&p 500 ETF | +0.1% | +83.62% | 増加 |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +62.60% | 増加 |
| 6 | META | Meta Platforms Inc-class A | +0.1% | +50.40% | 増加 |
| 7 | V | Visa Inc-class A Shares | +0.1% | +69.75% | 増加 |
| 8 | NFLX | Netflix INC | +0.1% | +60.40% | 増加 |
| 9 | JPM | Jpmorgan Chase & Co | +0.1% | +58.38% | 増加 |
| 10 | GOOGL | Alphabet Inc-cl A | +0.1% | +61.56% | 増加 |
| 11 | TSLA | Tesla INC | +0.1% | +54.92% | 増加 |
| 12 | GOOG | Alphabet Inc-cl C | +0.1% | +59.74% | 増加 |
| 13 | COST | Costco Wholesale CORP | +0.1% | +61.31% | 増加 |
| 14 | XOM | Exxon Mobil CORP | +0.1% | +58.01% | 増加 |
| 15 | LLY | Eli Lilly & Co | 0% | +60.97% | 増加 |
| 16 | MA | Mastercard INC - A | 0% | +59.22% | 増加 |
| 17 | CSCO | Cisco Systems INC | 0% | +59.21% | 増加 |
| 18 | TMUS | T-mobile US INC | 0% | +57.62% | 増加 |
| 19 | PM | Philip Morris International | 0% | +61.32% | 増加 |
| 20 | CVX | Chevron CORP | 0% | +58.03% | 増加 |
| 21 | AVGO | Broadcom INC | 0% | +38.01% | 増加 |
| 22 | JNJ | Johnson & Johnson | 0% | +61.34% | 増加 |
| 23 | PG | Procter & Gamble Co/the | 0% | +60.75% | 増加 |
| 24 | BAC | Bank Of America CORP | 0% | +57.69% | 増加 |
| 25 | UNH | Unitedhealth Group INC | 0% | +60.93% | 増加 |
| 26 | HD | Home Depot INC | 0% | +61.59% | 増加 |
| 27 | VYM | Vanguard High Dvd Yield ETF | -0.1% | +18.85% | 増加 |
| 28 | USMV | Ishares Msci USA Min Vol Fac | -0.1% | -63.19% | 減少 |
| 29 | VT | Vanguard Tot World Stk ETF | -3.1% | -3.75% | 減少 |
| 30 | VTI | Vanguard Total Stock Mkt ETF | -14.1% | +5.49% | 増加 |
| 31 | SCHD | Schwab US Dvd Equity ETF | — | NEW | 新規購入 |
| 32 | VXUS | Vanguard Total Intl Stock | — | NEW | 新規購入 |
| 33 | VOO | Vanguard S&p 500 ETF | — | NEW | 新規購入 |
| 34 | MSFT | Microsoft CORP | — | NEW | 新規購入 |
| 35 | WMT | Walmart INC | — | NEW | 新規購入 |
| 36 | ABBV | Abbvie INC | — | NEW | 新規購入 |
| 37 | LIN | Linde plc | — | NEW | 新規購入 |
| 38 | TXN | Texas Instruments INC | — | NEW | 新規購入 |
| 39 | PLTR | Palantir Technologies Inc-a | — | NEW | 新規購入 |
| 40 | WFC | Wells Fargo & Co | — | NEW | 新規購入 |
| 41 | T | At&t INC | — | NEW | 新規購入 |
| 42 | GILD | Gilead Sciences INC | — | NEW | 新規購入 |
| 43 | MU | Micron Technology INC | — | NEW | 新規購入 |
| 44 | ADI | Analog Devices INC | — | NEW | 新規購入 |
| 45 | LRCX | Lam Research CORP | — | NEW | 新規購入 |
| 46 | PANW | Palo Alto Networks INC | — | NEW | 新規購入 |
| 47 | CAT | Caterpillar INC | — | NEW | 新規購入 |
| 48 | UNP | Union Pacific CORP | — | NEW | 新規購入 |
| 49 | SCHW | Schwab (charles) CORP | — | NEW | 新規購入 |
| 50 | MDT | Medtronic plc | — | NEW | 新規購入 |