CIK: 0002064225
申告総資産額
$2.0億
| # | 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 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 19.51% | +0.80% | — | |
| 2 | USFR | Wisdomtree Floating Rate Tre | ETF-その他 | 11.18% | +2.66% | — | |
| 3 | VO | Vanguard Mid-cap ETF | ETF-その他 | 7.18% | +0.33% | — | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 6.20% | -1.35% | — | |
| 5 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.92% | -0.01% | — | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.77% | -0.40% | — | |
| 7 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.47% | -0.53% | — | |
| 8 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 2.72% | — | — | |
| 9 | TCAF | T Rowe Prc Cap Appreciation | ETF-その他 | 2.03% | -0.52% | — | |
| 10 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.99% | -0.56% | — | |
| 11 | MA | Mastercard INC - A | 株式-金融 | 1.92% | -0.36% | — | |
| 12 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.90% | +0.05% | — | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.82% | -0.07% | — | |
| 14 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 1.80% | — | — | |
| 15 | DHR | Danaher CORP | 株式-ヘルスケア | 1.70% | — | — | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.62% | -0.41% | — | |
| 17 | V | Visa Inc-class A Shares | 株式-金融 | 1.59% | -0.35% | — | |
| 18 | IQLT | Ishares Msci International Q | ETF-その他 | 1.47% | +0.02% | — | |
| 19 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.29% | — | — | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.26% | +0.09% | — | |
| 21 | SHW | Sherwin-williams Co/the | 株式-素材 | 1.20% | -0.20% | — | |
| 22 | AAPL | Apple INC | 株式-IT | 1.18% | -0.01% | — | |
| 23 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.18% | -0.09% | — | |
| 24 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.13% | +0.05% | — | |
| 25 | XSVM | Invesco S&p Smallcap Value W | ETF-その他 | 1.10% | — | — | |
| 26 | HD | Home Depot INC | 株式-一般消費財 | 1.07% | -0.19% | — | |
| 27 | ADBE | Adobe INC | 株式-IT | 1.05% | — | — | |
| 28 | VUG | Vanguard Growth ETF | ETF-その他 | 1.01% | -0.05% | — | |
| 29 | SYK | Stryker CORP | 株式-ヘルスケア | 0.92% | -0.29% | — | |
| 30 | DEO | Diageo Plc-sponsored Adr | 株式-生活必需品 | 0.80% | — | — | |
| 31 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.78% | — | — | |
| 32 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.77% | — | — | |
| 33 | NOW | Servicenow INC | 株式-IT | 0.75% | -0.35% | — | |
| 34 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.75% | +0.63% | — | |
| 35 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 0.69% | — | — | |
| 36 | PEP | Pepsico INC | 株式-生活必需品 | 0.62% | — | — | |
| 37 | SPGI | S&p Global INC | 株式-金融 | 0.48% | — | — | |
| 38 | CRM | Salesforce INC | 株式-IT | 0.48% | — | — | |
| 39 | INTU | Intuit INC | 株式-IT | 0.47% | -0.20% | EXIT | |
| 40 | AZO | Autozone INC | 株式-一般消費財 | 0.47% | -0.30% | — | |
| 41 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.45% | -0.66% | — | |
| 42 | NEE | Nextera Energy INC | 株式-公益事業 | 0.43% | — | — | |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.42% | — | — | |
| 44 | LIN | Linde plc | 株式-素材 | 0.39% | — | — | |
| 45 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 0.36% | — | — | |
| 46 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.34% | — | — | |
| 47 | RSG | Republic Services INC | 株式-資本財 | 0.28% | -0.40% | — | |
| 48 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 0.27% | +0.59% | — | |
| 49 | IHI | Ishares U.s. Medical Devices | ETF-その他 | 0.26% | — | — | |
| 50 | YUM | Yum! Brands INC | 株式-一般消費財 | 0.24% | — | — |