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 | 9.00% | -0.03% | +0.61% | |
| 2 | AAPL | Apple INC | 株式-IT | 4.26% | -0.20% | -0.84% | |
| 3 | IWY | Ishares Russell Top 200 Grow | ETF-その他 | 3.82% | -0.02% | +1458.78% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 3.51% | -0.63% | -1.54% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.02% | -0.16% | -0.85% | |
| 6 | VV | Vanguard Large-cap ETF | ETF-その他 | 2.89% | -0.03% | -64.85% | |
| 7 | FDVV | Fidelity High Dividend ETF | ETF-その他 | 2.66% | — | +1877.92% | |
| 8 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 2.26% | — | — | |
| 9 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.24% | -0.18% | -2.65% | |
| 10 | ORCL | Oracle CORP | 株式-IT | 2.11% | -0.37% | -3.85% | |
| 11 | IHDG | Wisdomtree International Hed | ETF-その他 | 2.07% | -0.05% | -49.09% | |
| 12 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.03% | -0.17% | -2.27% | |
| 13 | GS | Goldman Sachs Group INC | 株式-金融 | 2.02% | -0.04% | -2.86% | |
| 14 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-その他 | 1.78% | +0.03% | — | |
| 15 | MS | Morgan Stanley | 株式-金融 | 1.65% | -0.08% | -1.78% | |
| 16 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.57% | -0.21% | -0.25% | |
| 17 | DFIV | Dimensional International Va | ETF-その他 | 1.56% | +0.30% | +973.44% | |
| 18 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.49% | +0.20% | — | |
| 19 | BX | Blackstone INC | 株式-金融 | 1.47% | -0.32% | -3.24% | |
| 20 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-その他 | 1.40% | — | -55.19% | |
| 21 | SCHW | Schwab (charles) CORP | 株式-金融 | 1.39% | -0.06% | -1.03% | |
| 22 | NOW | Servicenow INC | 株式-IT | 1.37% | -0.25% | -2.24% | |
| 23 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.25% | +0.19% | -3.60% | |
| 24 | TPC | Tutor Perini CORP | 株式-その他 | 1.15% | -0.24% | -31.45% | |
| 25 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.13% | — | -0.12% | |
| 26 | V | Visa Inc-class A Shares | 株式-金融 | 1.11% | -0.11% | -2.05% | |
| 27 | XSLV | Invesco S&p Smallcap Low Vol | ETF-その他 | 1.10% | — | -67.44% | |
| 28 | UNM | Unum Group | 株式-金融 | 1.10% | — | -4.15% | |
| 29 | XMLV | Invesco S&p Midcap Low Volat | ETF-その他 | 1.07% | — | -67.64% | |
| 30 | DFAE | Dimensional Emerging Core Eq | ETF-新興国市場 | 1.05% | +0.17% | — | |
| 31 | VFMV | Vanguard US Minimum Volatili | ETF-その他 | 1.03% | — | — | |
| 32 | AMLP | Alerian Mlp ETF | ETF-その他 | 1.03% | +0.14% | -3.47% | |
| 33 | CRM | Salesforce INC | 株式-IT | 1.03% | -0.21% | -1.09% | |
| 34 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.02% | — | — | |
| 35 | CVX | Chevron CORP | 株式-エネルギー | 1.01% | +0.40% | -1.86% | |
| 36 | RACE | Ferrari N.V. | 株式-一般消費財 | 1.00% | -0.11% | -3.04% | |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.93% | — | +2.48% | |
| 38 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 0.90% | +0.16% | +720.24% | |
| 39 | ARCC | Ares Capital CORP | 株式-金融 | 0.89% | -0.10% | -3.58% | |
| 40 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.87% | +0.27% | -2.40% | |
| 41 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.87% | -0.13% | -3.94% | |
| 42 | BA | Boeing Co/the | 株式-資本財 | 0.77% | -0.06% | -2.81% | |
| 43 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.77% | -0.10% | -1.06% | |
| 44 | OHI | Omega Healthcare Investors | 株式-不動産 | 0.76% | — | -2.98% | |
| 45 | BINC | Ishares Flex I A Etf-usd INC | ETF-その他 | 0.75% | — | -34.60% | |
| 46 | GD | General Dynamics CORP | 株式-資本財 | 0.73% | — | +2.31% | |
| 47 | VZ | Verizon Communications INC | 株式-通信サービス | 0.70% | +0.20% | -2.26% | |
| 48 | NVDA | Nvidia CORP | 株式-IT | 0.70% | — | +11.24% | |
| 49 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.67% | — | -0.23% | |
| 50 | DAL | Delta Air Lines INC | 株式-資本財 | 0.64% | — | +2.05% |