CIK: 0001962933
申告総資産額
$3.0億
| # | 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 | AMZN | Amazon.com INC | 株式-一般消費財 | 7.90% | -0.03% | -0.05% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 7.66% | +0.45% | -3.20% | |
| 3 | AAPL | Apple INC | 株式-IT | 7.33% | -0.09% | -1.43% | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-その他 | 4.80% | +0.67% | +0.59% | |
| 5 | VB | Vanguard Small-cap ETF | ETF-その他 | 4.05% | -3.91% | -0.97% | |
| 6 | TSLA | Tesla INC | 株式-一般消費財 | 3.98% | -0.35% | — | |
| 7 | PCLG | Polen Focus Growth ETF | ETF-その他 | 3.75% | -0.33% | — | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 3.44% | -0.55% | -2.52% | |
| 9 | VUG | Vanguard Growth ETF | ETF-その他 | 2.93% | +0.23% | -1.48% | |
| 10 | SPG | Simon Property Group INC | 株式-不動産 | 2.91% | -1.07% | -1.33% | |
| 11 | MKL | Markel Group INC | 株式-金融 | 2.72% | -0.04% | -3.73% | |
| 12 | BXP | Bxp INC | 株式-不動産 | 2.68% | -0.43% | -1.35% | |
| 13 | PK | Park Hotels & Resorts INC | 株式-不動産 | 2.15% | — | +0.76% | |
| 14 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.07% | +0.61% | +2.70% | |
| 15 | MU | Micron Technology INC | 株式-IT | 2.03% | +0.58% | -14.69% | |
| 16 | CGXU | Cap Group Intl Focus | ETF-その他 | 1.94% | +0.28% | +2.80% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.81% | — | +3.30% | |
| 18 | WMT | Walmart INC | 株式-生活必需品 | 1.80% | +0.48% | -2.47% | |
| 19 | CARR | Carrier Global CORP | 株式-資本財 | 1.79% | +0.26% | -20.18% | |
| 20 | URI | United Rentals INC | 株式-資本財 | 1.75% | -0.04% | -0.24% | |
| 21 | R | Ryder System INC | 株式-資本財 | 1.68% | +0.32% | -0.24% | |
| 22 | HD | Home Depot INC | 株式-一般消費財 | 1.58% | +0.08% | -7.53% | |
| 23 | KMI | Kinder Morgan INC | 株式-エネルギー | 1.52% | +0.53% | -0.58% | |
| 24 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.49% | +0.08% | -2.18% | |
| 25 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.42% | — | -4.04% | |
| 26 | ES | Eversource Energy | 株式-公益事業 | 1.34% | — | -1.27% | |
| 27 | NVDA | Nvidia CORP | 株式-IT | 1.29% | +0.04% | -0.55% | |
| 28 | V | Visa Inc-class A Shares | 株式-金融 | 1.10% | -0.01% | -10.42% | |
| 29 | EQR | Equity Residential | 株式-不動産 | 1.05% | -1.05% | EXIT | |
| 30 | ENB | Enbridge INC | 株式-エネルギー | 1.04% | +0.24% | -0.67% | |
| 31 | TOL | Toll Brothers INC | 株式-一般消費財 | 0.99% | -0.99% | EXIT | |
| 32 | PSA | Public Storage | 株式-不動産 | 0.96% | -0.96% | EXIT | |
| 33 | AVB | Avalonbay Communities INC | 株式-不動産 | 0.92% | -0.42% | -2.35% | |
| 34 | PSX | Phillips 66 | 株式-エネルギー | 0.83% | -0.83% | EXIT | |
| 35 | VICI | Vici Properties INC | 株式-不動産 | 0.79% | -0.79% | EXIT | |
| 36 | CGDV | Cap Group Dividend Value | ETF-その他 | 0.72% | +1.52% | +10.11% | |
| 37 | AFL | Aflac INC | 株式-金融 | 0.66% | — | — | |
| 38 | TEM | Tempus Ai Inc-cl A | 株式-ヘルスケア | 0.65% | -0.10% | — | |
| 39 | ABNB | Airbnb Inc-class A | 株式-一般消費財 | 0.60% | -0.60% | EXIT | |
| 40 | STWD | Starwood Property Trust INC | 株式-不動産 | 0.59% | -0.03% | -13.51% | |
| 41 | VIS | Vanguard Industrials ETF | ETF-その他 | 0.56% | -0.38% | -16.22% | |
| 42 | LH | Labcorp Holdings INC | 株式-ヘルスケア | 0.52% | — | — | |
| 43 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.48% | — | -60.37% | |
| 44 | NFLX | Netflix INC | 株式-通信サービス | 0.47% | — | +847.73% | |
| 45 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.45% | — | +0.54% | |
| 46 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.45% | -0.21% | +0.17% | |
| 47 | INDA | Ishares Msci India ETF | ETF-その他 | 0.43% | — | +8.43% | |
| 48 | GS | Goldman Sachs Group INC | 株式-金融 | 0.39% | — | -5.63% | |
| 49 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.34% | — | — | |
| 50 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.28% | +0.77% | +285.71% |