CIK: 0001800911
申告総資産額
$2.7億
上位200銘柄を表示中（全311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 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 4.31% | -0.30% | +22.53% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 3.73% | -0.77% | -0.17% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.34% | -0.25% | -0.18% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.33% | +0.21% | +12.08% | |
| 5 | VB | Vanguard Small-cap ETF | ETF-その他 | 2.85% | +0.06% | +10.92% | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.66% | +0.03% | +10.90% | |
| 7 | AAPL | Apple INC | 株式-IT | 2.09% | -0.21% | +4.69% | |
| 8 | INTU | Intuit INC | 株式-IT | 1.68% | -0.51% | +1.73% | |
| 9 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.52% | +0.16% | +3.82% | |
| 10 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.44% | — | +1.61% | |
| 11 | MA | Mastercard INC - A | 株式-金融 | 1.25% | -0.16% | +5.62% | |
| 12 | AMGN | Amgen INC | 株式-ヘルスケア | 1.25% | — | +5.03% | |
| 13 | VTIP | Vanguard Short-term Tips | ETF-その他 | 1.19% | — | +3.52% | |
| 14 | ADBE | Adobe INC | 株式-IT | 1.15% | -0.14% | +0.78% | |
| 15 | INTC | Intel CORP | 株式-IT | 1.15% | — | +110.69% | |
| 16 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 1.12% | +0.47% | -6.31% | |
| 17 | NVDA | Nvidia CORP | 株式-IT | 1.07% | -0.79% | +1.91% | |
| 18 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.00% | -0.12% | +0.02% | |
| 19 | ORLY | O'reilly Automotive INC | 株式-一般消費財 | 0.98% | — | +5.70% | |
| 20 | ACN | Accenture plc | 株式-IT | 0.98% | -0.15% | -0.11% | |
| 21 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.95% | — | -4.75% | |
| 22 | BAC | Bank Of America CORP | 株式-金融 | 0.95% | — | +3.34% | |
| 23 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.94% | — | — | |
| 24 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.93% | — | -0.14% | |
| 25 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.93% | — | +2.46% | |
| 26 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.93% | — | +2.33% | |
| 27 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.91% | — | +34.50% | |
| 28 | HD | Home Depot INC | 株式-一般消費財 | 0.89% | — | -1.01% | |
| 29 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.89% | — | — | |
| 30 | ILMN | Illumina INC | 株式-ヘルスケア | 0.88% | — | — | |
| 31 | PEP | Pepsico INC | 株式-生活必需品 | 0.88% | +0.09% | +1.57% | |
| 32 | PYPL | Paypal Holdings INC | 株式-金融 | 0.86% | — | +0.85% | |
| 33 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.85% | +0.07% | +0.03% | |
| 34 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.84% | +0.03% | +4.59% | |
| 35 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.76% | — | +4.07% | |
| 36 | BND | Vanguard Total Bond Market | ETF-その他 | 0.74% | — | — | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.66% | — | +6.60% | |
| 38 | ROL | Rollins INC | 株式-一般消費財 | 0.66% | — | +6.21% | |
| 39 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.66% | -0.17% | — | |
| 40 | V | Visa Inc-class A Shares | 株式-金融 | 0.66% | +0.11% | -1.19% | |
| 41 | NEE | Nextera Energy INC | 株式-公益事業 | 0.64% | — | +5.62% | |
| 42 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.63% | — | +1.77% | |
| 43 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.62% | — | — | |
| 44 | CI | THE Cigna Group | 株式-ヘルスケア | 0.61% | — | -5.61% | |
| 45 | VZ | Verizon Communications INC | 株式-通信サービス | 0.61% | — | +3.48% | |
| 46 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.59% | — | -0.65% | |
| 47 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.58% | — | -19.46% | |
| 48 | TTC | Toro Co | 株式-資本財 | 0.55% | — | — | |
| 49 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.54% | — | +0.64% | |
| 50 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.54% | — | — |