CIK: 0001800911
申告総資産額
$2.7億
上位200銘柄を表示中（全278銘柄）
| # | 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 | MSFT | Microsoft CORP | 株式-IT | 4.36% | -0.77% | +0.44% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.67% | -0.25% | -1.71% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.00% | +0.21% | +5.53% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.96% | -0.30% | +11.44% | |
| 5 | AAPL | Apple INC | 株式-IT | 2.46% | -0.21% | +293.79% | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.21% | +0.03% | +4.73% | |
| 7 | VB | Vanguard Small-cap ETF | ETF-その他 | 2.16% | +0.06% | +3.43% | |
| 8 | INTU | Intuit INC | 株式-IT | 1.91% | -0.51% | -0.98% | |
| 9 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.91% | — | -0.77% | |
| 10 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.89% | +0.16% | +0.23% | |
| 11 | AMGN | Amgen INC | 株式-ヘルスケア | 1.57% | — | -0.67% | |
| 12 | ADBE | Adobe INC | 株式-IT | 1.50% | -0.14% | -0.22% | |
| 13 | MA | Mastercard INC - A | 株式-金融 | 1.49% | -0.16% | — | |
| 14 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 1.47% | +0.47% | -10.11% | |
| 15 | VTIP | Vanguard Short-term Tips | ETF-その他 | 1.33% | — | +53.93% | |
| 16 | NVDA | Nvidia CORP | 株式-IT | 1.32% | -0.79% | — | |
| 17 | ORLY | O'reilly Automotive INC | 株式-一般消費財 | 1.15% | — | -1.20% | |
| 18 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.15% | -0.12% | -1.63% | |
| 19 | PEP | Pepsico INC | 株式-生活必需品 | 1.11% | +0.09% | -1.18% | |
| 20 | VV | Vanguard Large-cap ETF | ETF-その他 | 1.06% | — | — | |
| 21 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.03% | — | -0.87% | |
| 22 | HD | Home Depot INC | 株式-一般消費財 | 1.03% | — | -0.08% | |
| 23 | ACN | Accenture plc | 株式-IT | 1.02% | -0.15% | -0.17% | |
| 24 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.01% | — | — | |
| 25 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.01% | +0.03% | +7.14% | |
| 26 | NKE | Nike INC -cl B | 株式-一般消費財 | 1.01% | — | -1.16% | |
| 27 | TJX | Tjx Companies INC | 株式-一般消費財 | 1.00% | — | — | |
| 28 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.98% | +0.07% | -1.41% | |
| 29 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.97% | — | +0.07% | |
| 30 | ILMN | Illumina INC | 株式-ヘルスケア | 0.90% | — | — | |
| 31 | PYPL | Paypal Holdings INC | 株式-金融 | 0.88% | — | -0.13% | |
| 32 | ROL | Rollins INC | 株式-一般消費財 | 0.87% | — | — | |
| 33 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.82% | — | +0.21% | |
| 34 | BND | Vanguard Total Bond Market | ETF-その他 | 0.82% | — | +214.52% | |
| 35 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.80% | — | +0.04% | |
| 36 | V | Visa Inc-class A Shares | 株式-金融 | 0.79% | +0.11% | -0.81% | |
| 37 | VZ | Verizon Communications INC | 株式-通信サービス | 0.79% | — | -1.18% | |
| 38 | NEE | Nextera Energy INC | 株式-公益事業 | 0.75% | — | — | |
| 39 | BAC | Bank Of America CORP | 株式-金融 | 0.74% | — | +0.03% | |
| 40 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.72% | — | +3.64% | |
| 41 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.69% | — | -0.23% | |
| 42 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.68% | — | -0.07% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.64% | — | — | |
| 44 | ENVUSD | Envestnet INC | 株式-その他 | 0.63% | — | — | |
| 45 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.63% | — | -1.88% | |
| 46 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.63% | — | — | |
| 47 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.62% | — | -0.10% | |
| 48 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.61% | — | — | |
| 49 | CI | THE Cigna Group | 株式-ヘルスケア | 0.60% | — | — | |
| 50 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.59% | — | +0.04% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | BND | Vanguard Total Bond Market | +0.5% | +214.52% | 増加 |
| 2 | VTIP | Vanguard Short-term Tips | +0.4% | +53.93% | 増加 |
| 3 | NVDA | Nvidia CORP | +0.3% | — | 変化なし |
| 4 | AAPL | Apple INC | +0.3% | +293.79% | 増加 |
| 5 | BNDX | Vanguard Total Intl Bond ETF | +0.3% | +224.22% | 増加 |
| 6 | VTI | Vanguard Total Stock Mkt ETF | +0.3% | +11.44% | 増加 |
| 7 | UPS | United Parcel Service-cl B | +0.2% | — | 変化なし |
| 8 | IAUUSD | Ishares Gold Trust | +0.2% | +100.65% | 増加 |
| 9 | VXUS | Vanguard Total Intl Stock | +0.1% | +111.22% | 増加 |
| 10 | NKE | Nike INC -cl B | +0.1% | -1.16% | 減少 |
| 11 | ROL | Rollins INC | +0.1% | — | 変化なし |
| 12 | IVV | Ishares Core S&p 500 ETF | +0.1% | +5.53% | 増加 |
| 13 | COST | Costco Wholesale CORP | +0.1% | +0.23% | 増加 |
| 14 | AAAUUSD | Goldman Sachs Physical Gold | +0.1% | +79.37% | 増加 |
| 15 | SLV | Ishares Silver Trust | +0.1% | +47.76% | 増加 |
| 16 | PG | Procter & Gamble Co/the | +0.1% | -0.77% | 減少 |
| 17 | TTC | Toro Co | +0.1% | — | 変化なし |
| 18 | ABT | Abbott Laboratories | +0.1% | -1.63% | 減少 |
| 19 | LOW | Lowe's Cos INC | +0.1% | -0.07% | 減少 |
| 20 | MA | Mastercard INC - A | +0.1% | — | 変化なし |
| 21 | ZTS | Zoetis INC | +0.1% | -0.10% | 減少 |
| 22 | QQQ | Invesco Qqq Trust Series 1 | 0% | +3.64% | 増加 |
| 23 | MCD | Mcdonald's CORP | 0% | +0.04% | 増加 |
| 24 | VO | Vanguard Mid-cap ETF | 0% | +4.73% | 増加 |
| 25 | NEE | Nextera Energy INC | 0% | — | 変化なし |
| 26 | ADBE | Adobe INC | 0% | -0.22% | 減少 |
| 27 | GLD | Spdr Gold Shares | 0% | +7.14% | 増加 |
| 28 | IWF | Ishares Russell 1000 Growth | 0% | — | 変化なし |
| 29 | PYPL | Paypal Holdings INC | 0% | -0.13% | 減少 |
| 30 | HD | Home Depot INC | — | -0.08% | 減少 |
| 31 | TJX | Tjx Companies INC | — | — | 変化なし |
| 32 | VV | Vanguard Large-cap ETF | 0% | — | 変化なし |
| 33 | ORLY | O'reilly Automotive INC | 0% | -1.20% | 減少 |
| 34 | VB | Vanguard Small-cap ETF | 0% | +3.43% | 増加 |
| 35 | INTU | Intuit INC | 0% | -0.98% | 減少 |
| 36 | AMGN | Amgen INC | -0.1% | -0.67% | 減少 |
| 37 | XOM | Exxon Mobil CORP | -0.1% | -11.44% | 減少 |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -1.71% | 減少 |
| 39 | INTC | Intel CORP | -0.2% | +0.90% | 増加 |
| 40 | CVX | Chevron CORP | -0.2% | — | 変化なし |
| 41 | GJB | Steelcase Inc-cl A | -0.2% | -12.77% | 減少 |
| 42 | ABBV | Abbvie INC | -0.2% | +0.07% | 増加 |
| 43 | MSFT | Microsoft CORP | -0.3% | +0.44% | 増加 |
| 44 | VTEB | Vanguard Tax-exempt Bond ETF | -0.3% | -10.11% | 減少 |
| 45 | ILMN | Illumina INC | — | NEW | 新規購入 |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | 新規購入 |
| 47 | AMZN | Amazon.com INC | — | EXIT | 全売却 |
| 48 | TSLA | Tesla INC | — | NEW | 新規購入 |
| 49 | WFC 7.5 PERP L | Wells Fargo & Company | — | EXIT | 全売却 |
| 50 | VHT | Vanguard Health Care ETF | — | EXIT | 全売却 |