CIK: 0001803397
申告総資産額
$2.7億
| # | 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 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 9.21% | -0.03% | -1.00% | |
| 2 | VV | Vanguard Large-cap ETF | ETF-その他 | 7.81% | -0.03% | +21.15% | |
| 3 | AAPL | Apple INC | 株式-IT | 5.55% | -0.20% | -1.89% | |
| 4 | IHDG | Wisdomtree International Hed | ETF-その他 | 4.32% | -0.05% | +2.02% | |
| 5 | XSLV | Invesco S&p Smallcap Low Vol | ETF-その他 | 3.55% | — | +34.32% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 3.42% | -0.63% | -3.61% | |
| 7 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-その他 | 3.12% | — | +11.20% | |
| 8 | XMLV | Invesco S&p Midcap Low Volat | ETF-その他 | 3.05% | — | +43.95% | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.78% | -0.16% | -0.91% | |
| 10 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.95% | -0.18% | -2.09% | |
| 11 | ORCL | Oracle CORP | 株式-IT | 1.95% | -0.37% | -1.88% | |
| 12 | BX | Blackstone INC | 株式-金融 | 1.75% | -0.32% | -6.45% | |
| 13 | TPC | Tutor Perini CORP | 株式-その他 | 1.68% | -0.24% | -12.10% | |
| 14 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.66% | -0.17% | -1.39% | |
| 15 | GS | Goldman Sachs Group INC | 株式-金融 | 1.60% | -0.04% | -0.37% | |
| 16 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.59% | -0.21% | -1.02% | |
| 17 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.51% | — | +0.16% | |
| 18 | MS | Morgan Stanley | 株式-金融 | 1.41% | -0.08% | -1.52% | |
| 19 | NOW | Servicenow INC | 株式-IT | 1.29% | -0.25% | -0.17% | |
| 20 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.28% | +0.19% | -0.27% | |
| 21 | XSMO | Invesco S&p Smallcap Momentu | ETF-その他 | 1.25% | — | +15.34% | |
| 22 | CVX | Chevron CORP | 株式-エネルギー | 1.18% | +0.40% | +2.15% | |
| 23 | XMMO | Invesco S&p Midcap Momentum | ETF-その他 | 1.15% | — | +19.53% | |
| 24 | AMLP | Alerian Mlp ETF | ETF-その他 | 1.12% | +0.14% | +0.01% | |
| 25 | CRM | Salesforce INC | 株式-IT | 1.12% | -0.21% | +0.11% | |
| 26 | RACE | Ferrari N.V. | 株式-一般消費財 | 1.11% | -0.11% | +0.03% | |
| 27 | SCHW | Schwab (charles) CORP | 株式-金融 | 1.09% | -0.06% | -1.35% | |
| 28 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.03% | +0.27% | -2.43% | |
| 29 | OHI | Omega Healthcare Investors | 株式-不動産 | 0.92% | — | -0.96% | |
| 30 | UNM | Unum Group | 株式-金融 | 0.92% | — | +2.09% | |
| 31 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.91% | — | -1.16% | |
| 32 | ARCC | Ares Capital CORP | 株式-金融 | 0.91% | -0.10% | -4.75% | |
| 33 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.91% | -0.04% | -53.03% | |
| 34 | V | Visa Inc-class A Shares | 株式-金融 | 0.90% | -0.11% | -0.66% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.90% | — | — | |
| 36 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.84% | — | -24.93% | |
| 37 | REGN | Regeneron Pharmaceuticals | 株式-ヘルスケア | 0.83% | — | -0.90% | |
| 38 | ADBE | Adobe INC | 株式-IT | 0.82% | -0.11% | +2.35% | |
| 39 | LULU | Lululemon Athletica INC | 株式-一般消費財 | 0.80% | -0.10% | -1.26% | |
| 40 | GD | General Dynamics CORP | 株式-資本財 | 0.80% | — | +4.38% | |
| 41 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.79% | -0.10% | -0.08% | |
| 42 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.72% | -0.13% | -1.81% | |
| 43 | VZ | Verizon Communications INC | 株式-通信サービス | 0.71% | +0.20% | -3.76% | |
| 44 | DAL | Delta Air Lines INC | 株式-資本財 | 0.68% | — | -11.89% | |
| 45 | DTE | Dte Energy Company | 株式-公益事業 | 0.63% | +0.09% | -7.43% | |
| 46 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.59% | — | -51.03% | |
| 47 | BA | Boeing Co/the | 株式-資本財 | 0.58% | -0.06% | -1.30% | |
| 48 | SO | Southern Co/the | 株式-公益事業 | 0.57% | — | -2.77% | |
| 49 | RWT | Redwood Trust INC | 株式-その他 | 0.53% | -0.07% | -4.10% | |
| 50 | MDT | Medtronic plc | 株式-ヘルスケア | 0.52% | — | +21.52% |