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 | 8.55% | -0.38% | +3.05% | |
| 2 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 7.41% | -0.08% | +4.61% | |
| 3 | VTV | Vanguard Value ETF | ETF-その他 | 6.79% | +0.27% | +1.79% | |
| 4 | AAPL | Apple INC | 株式-IT | 5.83% | -0.95% | +2.19% | |
| 5 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 3.62% | — | +6.17% | |
| 6 | AVIG | Avantis Core Fixed Income | ETF-その他 | 3.23% | +0.15% | +6.50% | |
| 7 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 3.06% | — | +8.42% | |
| 8 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 2.75% | +0.32% | +4.05% | |
| 9 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.62% | -0.20% | +1.71% | |
| 10 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 2.59% | -0.05% | +4.61% | |
| 11 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.57% | -0.10% | +1.17% | |
| 12 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 2.35% | +0.46% | +4.92% | |
| 13 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.29% | -0.36% | +2.87% | |
| 14 | MSFT | Microsoft CORP | 株式-IT | 2.10% | -0.37% | +4.10% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.83% | -0.04% | +1.13% | |
| 16 | AVUS | Avantis U.s. Equity ETF | ETF-その他 | 1.67% | — | -5.33% | |
| 17 | RDVY | First Trust Rising Dividend | ETF-その他 | 1.64% | — | -4.57% | |
| 18 | NVDA | Nvidia CORP | 株式-IT | 1.53% | — | +987.92% | |
| 19 | NULV | Nuveen Esg Large-cap Val ETF | ETF-その他 | 1.08% | +0.07% | -2.54% | |
| 20 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.00% | +0.16% | +1.60% | |
| 21 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.89% | — | +3.57% | |
| 22 | AVGO | Broadcom INC | 株式-IT | 0.79% | -0.05% | +2.19% | |
| 23 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.78% | -0.07% | +6.57% | |
| 24 | WSM | Williams-sonoma INC | 株式-一般消費財 | 0.76% | +0.06% | +2.98% | |
| 25 | TSLA | Tesla INC | 株式-一般消費財 | 0.76% | -0.17% | +7.12% | |
| 26 | USXF | Ishares Esg Advance Msci USA | ETF-その他 | 0.74% | — | +17.22% | |
| 27 | BKNG | Booking Holdings INC | 株式-一般消費財 | 0.74% | -0.11% | +2.84% | |
| 28 | V | Visa Inc-class A Shares | 株式-金融 | 0.71% | -0.08% | +0.64% | |
| 29 | AMD | Advanced Micro Devices | 株式-IT | 0.69% | — | +0.55% | |
| 30 | ESML | Ishares Esg Aware Msci USA S | ETF-その他 | 0.67% | +0.07% | -2.11% | |
| 31 | VZ | Verizon Communications INC | 株式-通信サービス | 0.65% | +0.06% | +0.51% | |
| 32 | ABNB | Airbnb Inc-class A | 株式-一般消費財 | 0.64% | — | +5.22% | |
| 33 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.61% | -0.07% | -0.70% | |
| 34 | NFLX | Netflix INC | 株式-通信サービス | 0.61% | -0.19% | +0.55% | |
| 35 | T | At&t INC | 株式-通信サービス | 0.60% | +0.09% | +2.93% | |
| 36 | XNCMX | Nuveen Ca Amt-fr Muni INC | 株式-その他 | 0.58% | — | — | |
| 37 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.57% | — | -1.15% | |
| 38 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.53% | — | -3.41% | |
| 39 | NAC | Nuveen Ca Qlty Muni INC | 株式-その他 | 0.52% | — | — | |
| 40 | MUA | Blackrock Muniassets Fund | 株式-その他 | 0.50% | — | — | |
| 41 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.50% | — | -3.68% | |
| 42 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.48% | — | +3.39% | |
| 43 | DMXF | Ishares Esg Advanc Msci Eafe | ETF-その他 | 0.47% | — | +19.24% | |
| 44 | UL | Unilever PLC | 株式-生活必需品 | 0.44% | — | +2.42% | |
| 45 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.44% | — | -5.55% | |
| 46 | SHEL | Shell Plc-adr | 株式-エネルギー | 0.42% | +0.12% | +4.04% | |
| 47 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.42% | — | +0.56% | |
| 48 | COR | Cencora INC | 株式-ヘルスケア | 0.41% | — | +3.44% | |
| 49 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.41% | — | +3.03% | |
| 50 | AMGN | Amgen INC | 株式-ヘルスケア | 0.40% | +0.06% | +5.00% |