CIK: 0001842054
申告総資産額
$2.8億
| # | 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 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 46.67% | -0.83% | -0.50% | |
| 2 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 4.05% | +0.59% | +0.00% | |
| 3 | AAPL | Apple INC | 株式-IT | 3.72% | -0.19% | -0.32% | |
| 4 | LMBS | First Trust Low Duration Opp | ETF-その他 | 3.06% | — | -1.73% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.57% | -0.02% | +37.70% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.42% | -0.20% | +0.08% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.58% | +0.17% | +0.40% | |
| 8 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 1.27% | — | -0.78% | |
| 9 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 1.25% | — | +12.33% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 1.22% | -0.29% | +3.20% | |
| 11 | SCHR | Schwab Intermediate-term US | ETF-その他 | 1.11% | — | -5.69% | |
| 12 | TFC | Truist Financial CORP | 株式-金融 | 1.07% | — | -0.44% | |
| 13 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 1.07% | — | +6.08% | |
| 14 | IMCG | Ishares Morningstar Mid-cap | ETF-その他 | 0.92% | — | +4.21% | |
| 15 | QQEW | First Tr Nasdaq-100 Sel Eq | ETF-テック型 | 0.86% | — | -13.06% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.80% | -0.04% | +25.52% | |
| 17 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.73% | -0.05% | +13.91% | |
| 18 | AMAT | Applied Materials INC | 株式-IT | 0.73% | +0.25% | +6.55% | |
| 19 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.68% | — | — | |
| 20 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.66% | — | +0.07% | |
| 21 | NFLX | Netflix INC | 株式-通信サービス | 0.65% | — | -0.67% | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.65% | — | +1.21% | |
| 23 | VZ | Verizon Communications INC | 株式-通信サービス | 0.64% | — | +5.94% | |
| 24 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.63% | — | +5.03% | |
| 25 | MMM | 3m Co | 株式-資本財 | 0.62% | — | +5.42% | |
| 26 | MBB | Ishares Mbs ETF | ETF-その他 | 0.61% | — | +205.74% | |
| 27 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.59% | — | +0.16% | |
| 28 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 0.58% | — | +12.56% | |
| 29 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.52% | — | -0.16% | |
| 30 | TSLA | Tesla INC | 株式-一般消費財 | 0.49% | -0.03% | -2.82% | |
| 31 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.48% | — | +5.65% | |
| 32 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.46% | +0.06% | +0.10% | |
| 33 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.46% | — | +4.38% | |
| 34 | T | At&t INC | 株式-通信サービス | 0.46% | +0.04% | +1.80% | |
| 35 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.45% | +0.33% | +10.72% | |
| 36 | FIXD | First Trust Smith Opportunis | ETF-その他 | 0.43% | — | -0.68% | |
| 37 | ESGE | Ishares INC Ishares Esg Awar | ETF-その他 | 0.42% | — | +7.12% | |
| 38 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.38% | — | +13.99% | |
| 39 | CAT | Caterpillar INC | 株式-資本財 | 0.38% | — | — | |
| 40 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.36% | — | +1.01% | |
| 41 | BLKCHF | Blackrock INC | 株式-その他 | 0.35% | — | +6.19% | |
| 42 | ADP | Automatic Data Processing | 株式-IT | 0.33% | -0.04% | +8.15% | |
| 43 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.33% | — | +76.41% | |
| 44 | VLUE | Ishares Msci USA Value Facto | ETF-その他 | 0.33% | — | +16.85% | |
| 45 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.32% | — | -0.98% | |
| 46 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.32% | -0.06% | — | |
| 47 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 0.32% | — | +48.25% | |
| 48 | CSX | Csx CORP | 株式-資本財 | 0.32% | — | +6.40% | |
| 49 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-その他 | 0.32% | -0.05% | +11.66% | |
| 50 | INTC | Intel CORP | 株式-IT | 0.30% | — | +4.89% |