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 | 56.92% | -0.83% | — | |
| 2 | AAPL | Apple INC | 株式-IT | 3.63% | -0.19% | +0.03% | |
| 3 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 3.36% | — | +24.99% | |
| 4 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.52% | +0.59% | +0.61% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.05% | +0.17% | -0.16% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.03% | -0.20% | +0.06% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.51% | -0.04% | -2.59% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 1.46% | -0.29% | +1.45% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.21% | -0.02% | +9.48% | |
| 10 | NVDA | Nvidia CORP | 株式-IT | 1.14% | -0.03% | +1.73% | |
| 11 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.02% | +0.33% | +2.19% | |
| 12 | COIN | Coinbase Global INC -class A | 株式-金融 | 0.87% | -0.13% | +1.21% | |
| 13 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.81% | — | -35.32% | |
| 14 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.75% | -0.05% | +0.06% | |
| 15 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.71% | -0.03% | -0.46% | |
| 16 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.70% | +0.11% | +34.49% | |
| 17 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 0.68% | — | +29.02% | |
| 18 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.67% | +0.10% | +26.53% | |
| 19 | AMAT | Applied Materials INC | 株式-IT | 0.63% | +0.25% | -11.02% | |
| 20 | IDEV | Ishares Core Msci Dev Mkts | ETF-その他 | 0.61% | +0.25% | +29.65% | |
| 21 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 0.60% | -0.04% | -24.87% | |
| 22 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.56% | -0.12% | +5.52% | |
| 23 | IMCB | Ishares Morningstar Mid-cap | ETF-その他 | 0.53% | +0.14% | +26.43% | |
| 24 | QQQM | Invesco Nasdaq 100 ETF | ETF-テック型 | 0.52% | +0.07% | +25.48% | |
| 25 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.46% | — | +2.96% | |
| 26 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-その他 | 0.45% | — | +8.21% | |
| 27 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.43% | — | +0.03% | |
| 28 | VTV | Vanguard Value ETF | ETF-その他 | 0.42% | — | -41.71% | |
| 29 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.42% | +0.06% | +25.72% | |
| 30 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 0.38% | — | -1.46% | |
| 31 | NFLX | Netflix INC | 株式-通信サービス | 0.37% | — | — | |
| 32 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.36% | -0.06% | -19.41% | |
| 33 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.34% | +0.06% | +0.30% | |
| 34 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-その他 | 0.32% | -0.05% | -0.17% | |
| 35 | VZ | Verizon Communications INC | 株式-通信サービス | 0.31% | — | +2.08% | |
| 36 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.31% | — | +3.33% | |
| 37 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-その他 | 0.31% | — | -63.51% | |
| 38 | ADP | Automatic Data Processing | 株式-IT | 0.30% | -0.04% | +4.32% | |
| 39 | SUB | Ishares Short-term National | ETF-その他 | 0.30% | — | -45.71% | |
| 40 | V | Visa Inc-class A Shares | 株式-金融 | 0.28% | -0.13% | -0.21% | |
| 41 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.28% | — | — | |
| 42 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.27% | -0.06% | +81.97% | |
| 43 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.27% | — | — | |
| 44 | AON | Aon plc | 株式-金融 | 0.27% | — | — | |
| 45 | CSX | Csx CORP | 株式-資本財 | 0.25% | — | -5.75% | |
| 46 | MBB | Ishares Mbs ETF | ETF-その他 | 0.25% | — | +97.29% | |
| 47 | MA | Mastercard INC - A | 株式-金融 | 0.24% | — | +4.34% | |
| 48 | BLKCHF | Blackrock INC | 株式-その他 | 0.24% | — | +1.17% | |
| 49 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.24% | — | +64.00% | |
| 50 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.22% | — | -0.54% |