CIK: 0001908217
申告総資産額
$3.3億
| # | 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 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 13.78% | -0.27% | +16.90% | |
| 2 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 10.79% | — | +7.94% | |
| 3 | VO | Vanguard Mid-cap ETF | ETF-その他 | 8.28% | — | +9.74% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 7.22% | -0.06% | +8.70% | |
| 5 | VB | Vanguard Small-cap ETF | ETF-その他 | 6.60% | +0.07% | +9.27% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 4.50% | — | +7.64% | |
| 7 | MS | Morgan Stanley | 株式-金融 | 4.46% | -0.12% | +0.02% | |
| 8 | AAPL | Apple INC | 株式-IT | 4.15% | -0.26% | +0.49% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 3.06% | -0.08% | -0.14% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.23% | — | +83.00% | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 2.22% | -0.52% | +0.42% | |
| 12 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 1.97% | — | +3.34% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.88% | — | +3.03% | |
| 14 | DHR | Danaher CORP | 株式-ヘルスケア | 1.29% | -0.06% | +0.73% | |
| 15 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.27% | -0.11% | +3.30% | |
| 16 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 1.26% | — | +4.42% | |
| 17 | AMGN | Amgen INC | 株式-ヘルスケア | 1.24% | — | +0.74% | |
| 18 | EXK | Exact Sciences CORP | 株式-素材 | 1.24% | -0.53% | EXIT | |
| 19 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.96% | — | +0.24% | |
| 20 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.91% | — | — | |
| 21 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.84% | +0.20% | -22.53% | |
| 22 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.84% | -0.07% | +1933.47% | |
| 23 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.78% | — | — | |
| 24 | DEO | Diageo Plc-sponsored Adr | 株式-生活必需品 | 0.76% | — | +0.30% | |
| 25 | HON | Honeywell International INC | 株式-資本財 | 0.75% | — | +0.02% | |
| 26 | BX | Blackstone INC | 株式-金融 | 0.74% | -0.13% | +7.25% | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.74% | -0.40% | +27.33% | |
| 28 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.70% | — | -0.20% | |
| 29 | UL | Unilever PLC | 株式-生活必需品 | 0.70% | — | +0.06% | |
| 30 | AMP | Ameriprise Financial INC | 株式-金融 | 0.66% | — | +1.65% | |
| 31 | ITW | Illinois Tool Works | 株式-資本財 | 0.56% | — | +0.15% | |
| 32 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.54% | +0.05% | +1.65% | |
| 33 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.49% | — | -1.35% | |
| 34 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.48% | -0.09% | — | |
| 35 | PFE | Pfizer INC | 株式-ヘルスケア | 0.46% | — | +1.67% | |
| 36 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.45% | -0.12% | +1.56% | |
| 37 | SLY | Spdr S&p 600 Small Cap ETF | ETF-中小型株 | 0.43% | — | +0.54% | |
| 38 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.43% | — | +4.44% | |
| 39 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 0.43% | — | -0.51% | |
| 40 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.41% | -0.07% | +5.75% | |
| 41 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.41% | +0.70% | +116.20% | |
| 42 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.40% | -0.10% | +3.83% | |
| 43 | CB | Chubb Limited | 株式-金融 | 0.37% | — | — | |
| 44 | DTD | Wisdomtree US Total Dividend | ETF-その他 | 0.36% | — | +0.73% | |
| 45 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.36% | — | -27.14% | |
| 46 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 0.32% | — | +3.00% | |
| 47 | QCOM | Qualcomm INC | 株式-IT | 0.32% | — | — | |
| 48 | RTX | Rtx CORP | 株式-資本財 | 0.30% | — | +72.86% | |
| 49 | VTV | Vanguard Value ETF | ETF-その他 | 0.30% | — | +18.46% | |
| 50 | RING | Ishares Msci Global Gold Min | ETF-コモディティ | 0.28% | — | — |