CIK: 0001844892
申告総資産額
$3.6億
| # | 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 | AAPL | Apple INC | 株式-IT | 20.53% | -0.90% | -1.25% | |
| 2 | VUG | Vanguard Growth ETF | ETF-その他 | 8.18% | -0.54% | -13.10% | |
| 3 | AMZN | Amazon.com INC | 株式-一般消費財 | 7.08% | -0.34% | +1893.31% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 6.39% | -1.32% | +0.15% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 4.76% | -0.11% | -1.36% | |
| 6 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 4.75% | +0.24% | +3.49% | |
| 7 | VTV | Vanguard Value ETF | ETF-その他 | 4.02% | +0.51% | +5.70% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 3.95% | +0.38% | +2.48% | |
| 9 | SNOW | Snowflake INC | 株式-IT | 3.79% | -1.19% | +0.02% | |
| 10 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 3.04% | — | +8.12% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.12% | +0.26% | +15.85% | |
| 12 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.62% | -0.09% | +1.56% | |
| 13 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.55% | +0.39% | +0.25% | |
| 14 | NEE | Nextera Energy INC | 株式-公益事業 | 1.41% | — | +0.10% | |
| 15 | V | Visa Inc-class A Shares | 株式-金融 | 1.36% | -0.07% | -4.32% | |
| 16 | JMST | JPM Ultra-short Muni Income | ETF-その他 | 1.36% | — | -0.73% | |
| 17 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.31% | +0.15% | -1.18% | |
| 18 | VZ | Verizon Communications INC | 株式-通信サービス | 1.14% | — | -0.09% | |
| 19 | BX | Blackstone INC | 株式-金融 | 1.05% | -0.20% | +0.88% | |
| 20 | IBM | Intl Business Machines CORP | 株式-IT | 0.95% | -0.15% | -1.41% | |
| 21 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.78% | — | +3.55% | |
| 22 | MA | Mastercard INC - A | 株式-金融 | 0.75% | — | -11.41% | |
| 23 | NUBD | Nuveen Esg US Aggregate Bond | ETF-その他 | 0.66% | — | +0.46% | |
| 24 | XLE | Ss Energy Select Sector | ETF-その他 | 0.64% | — | +221.30% | |
| 25 | CVX | Chevron CORP | 株式-エネルギー | 0.62% | +0.09% | +1.93% | |
| 26 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.52% | — | -0.99% | |
| 27 | BA | Boeing Co/the | 株式-資本財 | 0.51% | — | -25.92% | |
| 28 | BND | Vanguard Total Bond Market | ETF-その他 | 0.50% | — | -50.16% | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.50% | — | +2.36% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.47% | — | +21.61% | |
| 31 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.47% | -0.06% | +0.70% | |
| 32 | DUK | Duke Energy CORP | 株式-公益事業 | 0.47% | — | +0.20% | |
| 33 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.47% | -0.14% | -1.86% | |
| 34 | OIH | Vaneck Oil Services ETF | ETF-その他 | 0.45% | — | — | |
| 35 | IGV | Ishares Expanded Tech-softwa | ETF-テック型 | 0.43% | — | -23.35% | |
| 36 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.43% | — | -13.73% | |
| 37 | NULV | Nuveen Esg Large-cap Val ETF | ETF-その他 | 0.40% | — | +65.77% | |
| 38 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.39% | — | -4.29% | |
| 39 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.36% | — | -0.60% | |
| 40 | HD | Home Depot INC | 株式-一般消費財 | 0.34% | — | +11.61% | |
| 41 | TPL | Texas Pacific Land CORP | 株式-エネルギー | 0.34% | +0.30% | -1.24% | |
| 42 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.34% | — | — | |
| 43 | NUSC | Nuveen Esg Small-cap ETF | ETF-その他 | 0.33% | — | +9.70% | |
| 44 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.33% | — | +19.31% | |
| 45 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.31% | — | -14.41% | |
| 46 | AVGO | Broadcom INC | 株式-IT | 0.31% | -0.11% | +1.35% | |
| 47 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.31% | — | -10.49% | |
| 48 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 0.31% | — | — | |
| 49 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.30% | — | -4.15% | |
| 50 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.29% | — | +0.17% |