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 | 10.15% | -0.40% | +1.34% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 9.92% | -0.27% | +1.93% | |
| 3 | AAPL | Apple INC | 株式-IT | 4.97% | -0.26% | +0.69% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 4.84% | — | +0.73% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-その他 | 4.63% | — | +3.32% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 4.56% | -0.12% | +0.36% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 4.20% | — | +4.70% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 3.38% | -0.08% | +0.55% | |
| 9 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 3.27% | -0.06% | -2.39% | |
| 10 | VB | Vanguard Small-cap ETF | ETF-その他 | 3.06% | +0.07% | +0.89% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.98% | — | +0.50% | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 2.56% | -0.52% | +3.72% | |
| 13 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 2.44% | — | +3571.40% | |
| 14 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 2.21% | +0.12% | — | |
| 15 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.89% | +0.70% | -0.81% | |
| 16 | MS | Morgan Stanley | 株式-金融 | 1.83% | -0.12% | +0.18% | |
| 17 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.82% | +0.20% | +14.36% | |
| 18 | NVDA | Nvidia CORP | 株式-IT | 1.35% | — | +3.96% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.20% | — | -6.63% | |
| 20 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.18% | -0.11% | +6.11% | |
| 21 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.16% | -0.10% | +3.46% | |
| 22 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.15% | -0.07% | +0.89% | |
| 23 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.03% | -0.07% | +0.97% | |
| 24 | BX | Blackstone INC | 株式-金融 | 0.67% | -0.13% | +1.13% | |
| 25 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.61% | -0.08% | +10.09% | |
| 26 | VUG | Vanguard Growth ETF | ETF-その他 | 0.55% | -0.12% | +19.69% | |
| 27 | VTV | Vanguard Value ETF | ETF-その他 | 0.55% | — | — | |
| 28 | JMST | JPM Ultra-short Muni Income | ETF-その他 | 0.54% | — | +13.77% | |
| 29 | NFLX | Netflix INC | 株式-通信サービス | 0.51% | — | +0.37% | |
| 30 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.50% | -0.09% | -5.34% | |
| 31 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 0.46% | — | +78.50% | |
| 32 | AMP | Ameriprise Financial INC | 株式-金融 | 0.46% | — | -0.24% | |
| 33 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.43% | — | -0.26% | |
| 34 | HON | Honeywell International INC | 株式-資本財 | 0.43% | — | +0.44% | |
| 35 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.43% | — | +0.23% | |
| 36 | HD | Home Depot INC | 株式-一般消費財 | 0.42% | — | +47.84% | |
| 37 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.41% | +0.16% | +3.08% | |
| 38 | RVMD | Revolution Medicines INC | 株式-ヘルスケア | 0.40% | +0.15% | — | |
| 39 | PHYS | Sprott Physical Gold Trust | 株式-その他 | 0.40% | — | — | |
| 40 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.40% | +0.05% | +2.19% | |
| 41 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 0.39% | — | — | |
| 42 | FAST | Fastenal Co | 株式-資本財 | 0.39% | — | +0.24% | |
| 43 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.38% | — | — | |
| 44 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 0.38% | — | — | |
| 45 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.36% | — | -17.50% | |
| 46 | DHR | Danaher CORP | 株式-ヘルスケア | 0.35% | -0.06% | -0.67% | |
| 47 | RING | Ishares Msci Global Gold Min | ETF-コモディティ | 0.34% | — | — | |
| 48 | ITW | Illinois Tool Works | 株式-資本財 | 0.33% | — | +0.98% | |
| 49 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.32% | — | -0.54% | |
| 50 | AVGO | Broadcom INC | 株式-IT | 0.32% | — | +6.78% |