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 | 55.77% | -0.83% | — | |
| 2 | AAPL | Apple INC | 株式-IT | 4.49% | -0.19% | +1.97% | |
| 3 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 3.26% | — | -7.62% | |
| 4 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.36% | +0.59% | — | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.33% | +0.17% | +0.65% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.84% | -0.20% | -0.66% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.47% | -0.04% | -0.11% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 1.42% | -0.29% | +1.48% | |
| 9 | NVDA | Nvidia CORP | 株式-IT | 1.41% | -0.03% | +0.75% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.17% | -0.02% | -0.15% | |
| 11 | SCHO | Schwab Short-term US Treas | ETF-その他 | 1.02% | +0.10% | +7.00% | |
| 12 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.93% | — | +2.32% | |
| 13 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.93% | +0.33% | -0.36% | |
| 14 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.81% | -0.05% | -3.08% | |
| 15 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.71% | +0.11% | -24.11% | |
| 16 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.70% | -0.03% | -1.50% | |
| 17 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 0.69% | -0.04% | -0.67% | |
| 18 | QQQM | Invesco Nasdaq 100 ETF | ETF-テック型 | 0.57% | +0.07% | +5.34% | |
| 19 | AMAT | Applied Materials INC | 株式-IT | 0.55% | +0.25% | — | |
| 20 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.54% | -0.12% | -0.41% | |
| 21 | COIN | Coinbase Global INC -class A | 株式-金融 | 0.53% | -0.13% | -0.09% | |
| 22 | IMCB | Ishares Morningstar Mid-cap | ETF-その他 | 0.46% | +0.14% | -10.72% | |
| 23 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.44% | — | +0.09% | |
| 24 | VTV | Vanguard Value ETF | ETF-その他 | 0.44% | — | +4.22% | |
| 25 | SPHY | Ss Spdr P High Yield ETF | ETF-ハイイールド債 | 0.43% | -0.10% | +190.68% | |
| 26 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.42% | — | — | |
| 27 | EZBC | Franklin Bitcoin ETF | ETF-暗号資産 | 0.42% | — | -1.74% | |
| 28 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.41% | +0.06% | -1.16% | |
| 29 | NFLX | Netflix INC | 株式-通信サービス | 0.36% | — | -0.37% | |
| 30 | IAUM | Ishares Gold Trust Micro | ETF-コモディティ | 0.36% | -0.29% | +2.47% | |
| 31 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.35% | -0.06% | +15.19% | |
| 32 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.32% | +0.06% | +0.30% | |
| 33 | SCHR | Schwab Intermediate-term US | ETF-その他 | 0.32% | — | — | |
| 34 | VZ | Verizon Communications INC | 株式-通信サービス | 0.31% | — | -0.56% | |
| 35 | ADP | Automatic Data Processing | 株式-IT | 0.31% | -0.04% | +0.10% | |
| 36 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.30% | — | +0.38% | |
| 37 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-その他 | 0.29% | -0.05% | -8.35% | |
| 38 | SUB | Ishares Short-term National | ETF-その他 | 0.29% | — | +2.91% | |
| 39 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.28% | — | — | |
| 40 | IDEV | Ishares Core Msci Dev Mkts | ETF-その他 | 0.28% | +0.25% | -53.91% | |
| 41 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.27% | — | — | |
| 42 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.26% | -0.06% | +0.05% | |
| 43 | V | Visa Inc-class A Shares | 株式-金融 | 0.25% | -0.13% | +1.87% | |
| 44 | AON | Aon plc | 株式-金融 | 0.25% | — | — | |
| 45 | BLKCHF | Blackrock INC | 株式-その他 | 0.25% | — | +0.14% | |
| 46 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 0.25% | — | — | |
| 47 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.24% | — | — | |
| 48 | MA | Mastercard INC - A | 株式-金融 | 0.23% | — | +0.33% | |
| 49 | MBB | Ishares Mbs ETF | ETF-その他 | 0.22% | — | -1.04% | |
| 50 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-その他 | 0.22% | — | -12.07% |