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 | 52.44% | -0.83% | — | |
| 2 | AAPL | Apple INC | 株式-IT | 4.56% | -0.19% | -0.15% | |
| 3 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 3.33% | +0.59% | +0.01% | |
| 4 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 2.80% | — | +18.57% | |
| 5 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-その他 | 2.13% | — | +2.86% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.09% | +0.17% | +5.87% | |
| 7 | VTV | Vanguard Value ETF | ETF-その他 | 1.80% | — | +19.76% | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.50% | -0.20% | +0.50% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 1.45% | -0.29% | +0.38% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.32% | -0.04% | +1.04% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.30% | -0.02% | +0.15% | |
| 12 | SUB | Ishares Short-term National | ETF-その他 | 1.26% | — | +20.88% | |
| 13 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.22% | -0.12% | +19.06% | |
| 14 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 1.03% | -0.04% | +12.67% | |
| 15 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.96% | -0.05% | -0.08% | |
| 16 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.85% | -0.06% | +15.51% | |
| 17 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.70% | +0.33% | -0.42% | |
| 18 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.63% | — | +0.09% | |
| 19 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 0.58% | +0.06% | +11.61% | |
| 20 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.58% | -0.03% | -2.03% | |
| 21 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.57% | — | +11.41% | |
| 22 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.56% | — | +0.05% | |
| 23 | AMAT | Applied Materials INC | 株式-IT | 0.55% | +0.25% | -1.16% | |
| 24 | LMBS | First Trust Low Duration Opp | ETF-その他 | 0.54% | — | -36.47% | |
| 25 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 0.53% | — | -2.35% | |
| 26 | NVDA | Nvidia CORP | 株式-IT | 0.51% | -0.03% | — | |
| 27 | VZ | Verizon Communications INC | 株式-通信サービス | 0.42% | — | — | |
| 28 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.40% | +0.06% | -0.08% | |
| 29 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.39% | -0.06% | +0.42% | |
| 30 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.36% | — | +0.04% | |
| 31 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.36% | — | -6.17% | |
| 32 | MBB | Ishares Mbs ETF | ETF-その他 | 0.35% | — | +0.07% | |
| 33 | ADP | Automatic Data Processing | 株式-IT | 0.34% | -0.04% | -0.17% | |
| 34 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-その他 | 0.33% | -0.05% | +4.59% | |
| 35 | AON | Aon plc | 株式-金融 | 0.31% | — | — | |
| 36 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.31% | — | +0.73% | |
| 37 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.30% | — | -49.17% | |
| 38 | TSLA | Tesla INC | 株式-一般消費財 | 0.29% | -0.03% | — | |
| 39 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.28% | — | — | |
| 40 | CSX | Csx CORP | 株式-資本財 | 0.27% | — | — | |
| 41 | COIN | Coinbase Global INC -class A | 株式-金融 | 0.27% | -0.13% | +6.80% | |
| 42 | V | Visa Inc-class A Shares | 株式-金融 | 0.27% | -0.13% | +3.01% | |
| 43 | NFLX | Netflix INC | 株式-通信サービス | 0.27% | — | — | |
| 44 | TFC | Truist Financial CORP | 株式-金融 | 0.27% | — | +0.12% | |
| 45 | CVX | Chevron CORP | 株式-エネルギー | 0.26% | +0.05% | — | |
| 46 | T | At&t INC | 株式-通信サービス | 0.26% | +0.04% | — | |
| 47 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 0.25% | — | +21.42% | |
| 48 | NULV | Nuveen Esg Large-cap Val ETF | ETF-その他 | 0.24% | — | +11.47% | |
| 49 | BLKCHF | Blackrock INC | 株式-その他 | 0.24% | — | +0.15% | |
| 50 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.24% | — | +0.70% |