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 | 54.79% | -0.83% | -0.47% | |
| 2 | AAPL | Apple INC | 株式-IT | 4.77% | -0.19% | -1.46% | |
| 3 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 3.31% | — | -0.98% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.35% | +0.17% | -1.65% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.17% | -0.20% | -0.31% | |
| 6 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.12% | +0.59% | +0.45% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.67% | -0.04% | +15.18% | |
| 8 | NVDA | Nvidia CORP | 株式-IT | 1.60% | -0.03% | +2.48% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 1.39% | -0.29% | -0.15% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.18% | -0.02% | -1.56% | |
| 11 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.96% | +0.10% | +92.00% | |
| 12 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.94% | — | +3.05% | |
| 13 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.86% | +0.33% | +0.81% | |
| 14 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.81% | -0.03% | +8.57% | |
| 15 | COIN | Coinbase Global INC -class A | 株式-金融 | 0.76% | -0.13% | +2.02% | |
| 16 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.69% | +0.11% | -0.29% | |
| 17 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 0.67% | -0.04% | +7.41% | |
| 18 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.65% | -0.05% | -6.99% | |
| 19 | EZBC | Franklin Bitcoin ETF | ETF-暗号資産 | 0.61% | — | -0.72% | |
| 20 | QQQM | Invesco Nasdaq 100 ETF | ETF-テック型 | 0.61% | +0.07% | +2.93% | |
| 21 | SPHY | Ss Spdr P High Yield ETF | ETF-ハイイールド債 | 0.51% | -0.10% | +21.23% | |
| 22 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.49% | -0.12% | -4.67% | |
| 23 | AMAT | Applied Materials INC | 株式-IT | 0.45% | +0.25% | +1.40% | |
| 24 | NFLX | Netflix INC | 株式-通信サービス | 0.45% | — | -1.27% | |
| 25 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.44% | — | +1.36% | |
| 26 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.41% | +0.06% | +102.54% | |
| 27 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.40% | — | -0.11% | |
| 28 | IMCB | Ishares Morningstar Mid-cap | ETF-その他 | 0.38% | +0.14% | -18.64% | |
| 29 | IAUM | Ishares Gold Trust Micro | ETF-コモディティ | 0.37% | -0.29% | +1.78% | |
| 30 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.34% | -0.06% | +191.51% | |
| 31 | SUB | Ishares Short-term National | ETF-その他 | 0.34% | — | +19.19% | |
| 32 | SCHR | Schwab Intermediate-term US | ETF-その他 | 0.33% | — | +117.68% | |
| 33 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.33% | +0.06% | -3.90% | |
| 34 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.33% | — | -3.89% | |
| 35 | ADP | Automatic Data Processing | 株式-IT | 0.32% | -0.04% | -0.83% | |
| 36 | BCD | Abrdn Bloomberg All Commodit | ETF-その他 | 0.31% | -0.12% | EXIT | |
| 37 | TSLA | Tesla INC | 株式-一般消費財 | 0.30% | -0.03% | +0.41% | |
| 38 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.30% | — | — | |
| 39 | V | Visa Inc-class A Shares | 株式-金融 | 0.29% | -0.13% | -1.63% | |
| 40 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-その他 | 0.28% | -0.05% | -4.41% | |
| 41 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.28% | — | +200.00% | |
| 42 | BLK | Blackrock INC | 株式-金融 | 0.27% | — | — | |
| 43 | VZ | Verizon Communications INC | 株式-通信サービス | 0.27% | — | -1.60% | |
| 44 | AON | Aon plc | 株式-金融 | 0.26% | — | — | |
| 45 | VTV | Vanguard Value ETF | ETF-その他 | 0.25% | — | -40.95% | |
| 46 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.25% | -0.06% | +0.95% | |
| 47 | MA | Mastercard INC - A | 株式-金融 | 0.25% | — | +1.16% | |
| 48 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 0.24% | — | — | |
| 49 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.23% | — | +5.51% | |
| 50 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.23% | — | — |