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 | 9.58% | -0.27% | -0.77% | |
| 2 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 5.91% | -0.06% | +3.20% | |
| 3 | VO | Vanguard Mid-cap ETF | ETF-その他 | 5.48% | — | +14.89% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 4.62% | — | +29.86% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 4.48% | -0.40% | +18.63% | |
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 4.46% | — | — | |
| 7 | AAPL | Apple INC | 株式-IT | 4.43% | -0.26% | +13.60% | |
| 8 | VB | Vanguard Small-cap ETF | ETF-その他 | 4.22% | +0.07% | +7.06% | |
| 9 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 3.71% | — | -22.57% | |
| 10 | MS | Morgan Stanley | 株式-金融 | 2.76% | -0.12% | -9.56% | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 2.56% | -0.52% | +23.68% | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.49% | -0.12% | -1.09% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.36% | -0.08% | +0.28% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.12% | — | +2.27% | |
| 15 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 1.86% | — | — | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.66% | — | -0.12% | |
| 17 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 1.54% | — | — | |
| 18 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 1.47% | — | +4.35% | |
| 19 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.00% | — | — | |
| 20 | EXK | Exact Sciences CORP | 株式-素材 | 0.94% | -0.53% | EXIT | |
| 21 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.94% | -0.11% | +13.71% | |
| 22 | VTV | Vanguard Value ETF | ETF-その他 | 0.91% | — | -4.11% | |
| 23 | AMGN | Amgen INC | 株式-ヘルスケア | 0.83% | — | +6.09% | |
| 24 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.79% | — | -4.76% | |
| 25 | DHR | Danaher CORP | 株式-ヘルスケア | 0.73% | -0.06% | +25.75% | |
| 26 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.70% | -0.07% | +6.14% | |
| 27 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.69% | — | +9.36% | |
| 28 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.68% | — | +3.61% | |
| 29 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.67% | — | +0.09% | |
| 30 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.66% | +0.20% | +7.83% | |
| 31 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.65% | — | -56.23% | |
| 32 | HON | Honeywell International INC | 株式-資本財 | 0.59% | — | — | |
| 33 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.59% | -0.09% | +20.10% | |
| 34 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.59% | -0.07% | +41.50% | |
| 35 | AMP | Ameriprise Financial INC | 株式-金融 | 0.58% | — | — | |
| 36 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 0.58% | — | +161.87% | |
| 37 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.55% | +0.70% | +42.44% | |
| 38 | BX | Blackstone INC | 株式-金融 | 0.52% | -0.13% | +0.02% | |
| 39 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.51% | +0.05% | +53.09% | |
| 40 | UL | Unilever PLC | 株式-生活必需品 | 0.50% | — | -4.18% | |
| 41 | DEO | Diageo Plc-sponsored Adr | 株式-生活必需品 | 0.50% | — | — | |
| 42 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.49% | — | +0.06% | |
| 43 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.49% | -0.10% | +9.20% | |
| 44 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.49% | — | +37.13% | |
| 45 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.48% | — | — | |
| 46 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.48% | +0.78% | +11.41% | |
| 47 | ITW | Illinois Tool Works | 株式-資本財 | 0.47% | — | +2.43% | |
| 48 | PEP | Pepsico INC | 株式-生活必需品 | 0.45% | — | — | |
| 49 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 0.43% | — | -40.65% | |
| 50 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.39% | — | -22.77% |