CIK: 0001911488
申告総資産額
$6.6億
| # | 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 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 9.00% | -0.38% | +2.77% | |
| 2 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 7.18% | -0.08% | +78.85% | |
| 3 | VTV | Vanguard Value ETF | ETF-その他 | 7.07% | +0.27% | -3.58% | |
| 4 | AAPL | Apple INC | 株式-IT | 4.86% | -0.95% | -1.49% | |
| 5 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 3.64% | — | +143.94% | |
| 6 | AVIG | Avantis Core Fixed Income | ETF-その他 | 3.21% | +0.15% | +12.82% | |
| 7 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 2.84% | — | +55.28% | |
| 8 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 2.77% | +0.32% | +136.54% | |
| 9 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 2.49% | -0.05% | +99.21% | |
| 10 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.48% | -0.10% | +0.87% | |
| 11 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 2.44% | +0.46% | -6.47% | |
| 12 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.23% | -0.36% | -10.13% | |
| 13 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.23% | -0.20% | +1.38% | |
| 14 | MSFT | Microsoft CORP | 株式-IT | 1.98% | -0.37% | +1.74% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.95% | -0.04% | +0.32% | |
| 16 | RDVY | First Trust Rising Dividend | ETF-その他 | 1.85% | — | -30.62% | |
| 17 | AVUS | Avantis U.s. Equity ETF | ETF-その他 | 1.82% | — | -17.55% | |
| 18 | NULV | Nuveen Esg Large-cap Val ETF | ETF-その他 | 1.20% | +0.07% | -36.91% | |
| 19 | NVDA | Nvidia CORP | 株式-IT | 1.08% | — | +4.21% | |
| 20 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.95% | -0.07% | +2.75% | |
| 21 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.89% | +0.16% | +5.13% | |
| 22 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.88% | — | +1.84% | |
| 23 | WSM | Williams-sonoma INC | 株式-一般消費財 | 0.87% | +0.06% | +1.15% | |
| 24 | AMD | Advanced Micro Devices | 株式-IT | 0.79% | — | -8.29% | |
| 25 | V | Visa Inc-class A Shares | 株式-金融 | 0.78% | -0.08% | +1.27% | |
| 26 | ESML | Ishares Esg Aware Msci USA S | ETF-その他 | 0.75% | +0.07% | -15.65% | |
| 27 | BKNG | Booking Holdings INC | 株式-一般消費財 | 0.69% | -0.11% | +4.58% | |
| 28 | ABNB | Airbnb Inc-class A | 株式-一般消費財 | 0.69% | — | -1.65% | |
| 29 | VZ | Verizon Communications INC | 株式-通信サービス | 0.68% | +0.06% | +7.13% | |
| 30 | AVGO | Broadcom INC | 株式-IT | 0.67% | -0.05% | -21.59% | |
| 31 | TSLA | Tesla INC | 株式-一般消費財 | 0.66% | -0.17% | -4.58% | |
| 32 | USXF | Ishares Esg Advance Msci USA | ETF-その他 | 0.64% | — | — | |
| 33 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.63% | — | +6.68% | |
| 34 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.61% | — | +107.29% | |
| 35 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.59% | — | +0.15% | |
| 36 | XNCMX | Nuveen Ca Amt-fr Muni INC | 株式-その他 | 0.59% | — | — | |
| 37 | NFLX | Netflix INC | 株式-通信サービス | 0.57% | -0.19% | -3.85% | |
| 38 | T | At&t INC | 株式-通信サービス | 0.56% | +0.09% | +4.28% | |
| 39 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.53% | -0.07% | -2.35% | |
| 40 | NAC | Nuveen Ca Qlty Muni INC | 株式-その他 | 0.52% | — | -0.27% | |
| 41 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.52% | — | +3.34% | |
| 42 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.51% | — | +0.16% | |
| 43 | MUA | Blackrock Muniassets Fund | 株式-その他 | 0.50% | — | — | |
| 44 | COR | Cencora INC | 株式-ヘルスケア | 0.45% | — | -3.10% | |
| 45 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.45% | — | +368.56% | |
| 46 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.44% | — | -3.55% | |
| 47 | DMXF | Ishares Esg Advanc Msci Eafe | ETF-その他 | 0.42% | — | — | |
| 48 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.41% | — | +3.10% | |
| 49 | UL | Unilever PLC | 株式-生活必需品 | 0.41% | — | +1.82% | |
| 50 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-その他 | 0.41% | — | +6.73% |