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 | 9.41% | -0.40% | -2.27% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 8.75% | -0.27% | -7.11% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 6.03% | — | +55.03% | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-その他 | 5.28% | — | +24.69% | |
| 5 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 5.25% | +0.78% | +3297.91% | |
| 6 | AAPL | Apple INC | 株式-IT | 4.78% | -0.26% | -2.84% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 4.29% | -0.12% | -0.57% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 3.95% | — | -11.63% | |
| 9 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 3.27% | +0.12% | +60.29% | |
| 10 | VB | Vanguard Small-cap ETF | ETF-その他 | 2.53% | +0.07% | -11.89% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.49% | — | -13.46% | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 2.32% | -0.52% | +4.56% | |
| 13 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.24% | -0.06% | -27.59% | |
| 14 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.99% | +0.20% | +14.93% | |
| 15 | MS | Morgan Stanley | 株式-金融 | 1.83% | -0.12% | -3.69% | |
| 16 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.73% | +0.70% | -2.70% | |
| 17 | VUG | Vanguard Growth ETF | ETF-その他 | 1.46% | -0.12% | +180.19% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.46% | -0.08% | -54.56% | |
| 19 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.33% | -0.07% | -2.39% | |
| 20 | NVDA | Nvidia CORP | 株式-IT | 1.31% | — | +4.64% | |
| 21 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.21% | -0.11% | +4.99% | |
| 22 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.18% | -0.08% | +62.21% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.10% | — | -3.84% | |
| 24 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.94% | -0.10% | -2.80% | |
| 25 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.93% | -0.07% | -4.88% | |
| 26 | QQQM | Invesco Nasdaq 100 ETF | ETF-テック型 | 0.87% | — | — | |
| 27 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.69% | -0.09% | +4.96% | |
| 28 | RVMD | Revolution Medicines INC | 株式-ヘルスケア | 0.64% | +0.15% | — | |
| 29 | BX | Blackstone INC | 株式-金融 | 0.56% | -0.13% | +0.48% | |
| 30 | EXK | Exact Sciences CORP | 株式-素材 | 0.53% | -0.53% | EXIT | |
| 31 | VTV | Vanguard Value ETF | ETF-その他 | 0.51% | — | -1.43% | |
| 32 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.42% | +0.05% | +2.10% | |
| 33 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.42% | +0.16% | +1.89% | |
| 34 | PHYS | Sprott Physical Gold Trust | 株式-その他 | 0.41% | — | — | |
| 35 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.40% | — | -5.44% | |
| 36 | JMST | JPM Ultra-short Muni Income | ETF-その他 | 0.38% | — | -23.18% | |
| 37 | DHR | Danaher CORP | 株式-ヘルスケア | 0.38% | -0.06% | +1.02% | |
| 38 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.38% | — | +3.62% | |
| 39 | NFLX | Netflix INC | 株式-通信サービス | 0.37% | — | +894.71% | |
| 40 | HON | Honeywell International INC | 株式-資本財 | 0.37% | — | +0.61% | |
| 41 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 0.36% | — | -1.78% | |
| 42 | RING | Ishares Msci Global Gold Min | ETF-コモディティ | 0.36% | — | — | |
| 43 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 0.36% | — | -4.98% | |
| 44 | AVGO | Broadcom INC | 株式-IT | 0.35% | — | +14.10% | |
| 45 | AMP | Ameriprise Financial INC | 株式-金融 | 0.35% | — | -17.73% | |
| 46 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.34% | — | +1.26% | |
| 47 | HD | Home Depot INC | 株式-一般消費財 | 0.34% | — | +2.42% | |
| 48 | EBC | Eastern Bankshares INC | 株式-その他 | 0.33% | — | — | |
| 49 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.32% | — | -18.96% | |
| 50 | AMD | Advanced Micro Devices | 株式-IT | 0.30% | — | -16.37% |