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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 11.16% | -0.40% | -2.14% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 10.69% | -0.27% | +1.61% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 5.88% | — | +42.39% | |
| 4 | AAPL | Apple INC | 株式-IT | 5.09% | -0.26% | -2.72% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-その他 | 4.88% | — | +5.28% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 4.50% | -0.12% | -0.19% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 4.25% | -0.06% | -4.91% | |
| 8 | VB | Vanguard Small-cap ETF | ETF-その他 | 3.38% | +0.07% | +2.36% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 3.36% | — | +7.67% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.21% | — | -1.41% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.93% | -0.08% | +3.94% | |
| 12 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 2.57% | — | -13.64% | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.27% | +0.70% | +9.78% | |
| 14 | MSFT | Microsoft CORP | 株式-IT | 2.22% | -0.52% | +1.47% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.95% | — | +0.12% | |
| 16 | MS | Morgan Stanley | 株式-金融 | 1.52% | -0.12% | +0.32% | |
| 17 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.43% | +0.20% | +12.56% | |
| 18 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.03% | -0.11% | +1.87% | |
| 19 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.86% | -0.10% | +2.07% | |
| 20 | NVDA | Nvidia CORP | 株式-IT | 0.82% | — | +4.82% | |
| 21 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.80% | -0.07% | -1.50% | |
| 22 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.75% | -0.07% | -0.39% | |
| 23 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.73% | -0.09% | -2.57% | |
| 24 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.72% | — | -0.72% | |
| 25 | VTV | Vanguard Value ETF | ETF-その他 | 0.66% | — | -8.90% | |
| 26 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.63% | — | +0.26% | |
| 27 | DHR | Danaher CORP | 株式-ヘルスケア | 0.62% | -0.06% | +0.48% | |
| 28 | BX | Blackstone INC | 株式-金融 | 0.61% | -0.13% | -0.13% | |
| 29 | AMP | Ameriprise Financial INC | 株式-金融 | 0.55% | — | +0.03% | |
| 30 | HON | Honeywell International INC | 株式-資本財 | 0.52% | — | +2.47% | |
| 31 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.52% | — | +0.83% | |
| 32 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.49% | — | — | |
| 33 | EXK | Exact Sciences CORP | 株式-素材 | 0.49% | -0.53% | EXIT | |
| 34 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 0.48% | — | — | |
| 35 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 0.48% | — | -8.12% | |
| 36 | VUG | Vanguard Growth ETF | ETF-その他 | 0.45% | -0.12% | -9.03% | |
| 37 | ITW | Illinois Tool Works | 株式-資本財 | 0.42% | — | +0.33% | |
| 38 | PHYS | Sprott Physical Gold Trust | 株式-その他 | 0.41% | — | — | |
| 39 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.40% | — | -13.25% | |
| 40 | AMD | Advanced Micro Devices | 株式-IT | 0.39% | — | -0.44% | |
| 41 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.39% | — | +0.06% | |
| 42 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.38% | +0.16% | +6.20% | |
| 43 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 0.37% | — | +0.37% | |
| 44 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.37% | +0.05% | -6.75% | |
| 45 | NFLX | Netflix INC | 株式-通信サービス | 0.36% | — | +1.63% | |
| 46 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.36% | -0.08% | +2.07% | |
| 47 | FISV | Fiserv INC | 株式-その他 | 0.36% | — | +1.44% | |
| 48 | FAST | Fastenal Co | 株式-資本財 | 0.35% | — | +0.77% | |
| 49 | DEO | Diageo Plc-sponsored Adr | 株式-生活必需品 | 0.35% | — | — | |
| 50 | PEP | Pepsico INC | 株式-生活必需品 | 0.33% | — | +1.40% |