CIK: 0001946237
申告総資産額
$3.6億
| # | 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 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 17.15% | -1.27% | +10.01% | |
| 2 | VUG | Vanguard Growth ETF | ETF-その他 | 16.76% | -1.64% | -3.29% | |
| 3 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 16.27% | +0.23% | +21.70% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 12.08% | -0.81% | +2.90% | |
| 5 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 4.69% | +0.35% | +1.39% | |
| 6 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 3.12% | -0.20% | — | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.41% | -0.04% | +5.15% | |
| 8 | PYLD | Pimco Multisector Bond Actv | ETF-その他 | 1.83% | +0.38% | -2.43% | |
| 9 | PGR | Progressive CORP | 株式-金融 | 1.60% | -0.09% | +22.59% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 1.53% | -0.49% | +52.60% | |
| 11 | BKNG | Booking Holdings INC | 株式-一般消費財 | 1.39% | -0.26% | +8.11% | |
| 12 | AXP | American Express Co | 株式-金融 | 1.23% | -0.26% | -11.83% | |
| 13 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.17% | -0.17% | +9.28% | |
| 14 | ADI | Analog Devices INC | 株式-IT | 1.02% | +0.12% | -5.58% | |
| 15 | AAPL | Apple INC | 株式-IT | 1.02% | -0.16% | +31.35% | |
| 16 | ANETEUR | Arista Networks INC | 株式-その他 | 0.99% | — | +23.74% | |
| 17 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.85% | -0.06% | -20.54% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.84% | -0.08% | +1.46% | |
| 19 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 0.84% | — | +14.46% | |
| 20 | FND | Floor & Decor Holdings Inc-a | 株式-一般消費財 | 0.84% | — | -37.33% | |
| 21 | AWI | Armstrong World Industries | 株式-資本財 | 0.74% | -0.13% | -8.93% | |
| 22 | NVR | Nvr INC | 株式-一般消費財 | 0.67% | -0.04% | +21.65% | |
| 23 | MC | Moelis & Co - Class A | 株式-金融 | 0.60% | -0.05% | -42.09% | |
| 24 | NVDA | Nvidia CORP | 株式-IT | 0.51% | -0.10% | +4.74% | |
| 25 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.46% | +0.09% | +110.26% | |
| 26 | SGI | Somnigroup International INC | 株式-一般消費財 | 0.44% | -0.17% | -60.21% | |
| 27 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 0.39% | — | — | |
| 28 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.38% | — | — | |
| 29 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.37% | — | +21.48% | |
| 30 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.37% | — | — | |
| 31 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.36% | — | — | |
| 32 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.34% | — | +409.63% | |
| 33 | DFIV | Dimensional International Va | ETF-その他 | 0.33% | — | +1.09% | |
| 34 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.33% | +0.05% | +219.17% | |
| 35 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.31% | -0.04% | +5.70% | |
| 36 | THO | Thor Industries INC | 株式-一般消費財 | 0.29% | — | -74.11% | |
| 37 | UBER | Uber Technologies INC | 株式-資本財 | 0.27% | — | +1.19% | |
| 38 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.26% | — | — | |
| 39 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.26% | — | +12.84% | |
| 40 | BN | Brookfield CORP | 株式-金融 | 0.25% | — | -59.21% | |
| 41 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.25% | -0.32% | +49.19% | |
| 42 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.24% | — | — | |
| 43 | DFEV | Dimensional Emrg Mrkt Val | ETF-その他 | 0.23% | +0.08% | — | |
| 44 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.20% | — | +7.31% | |
| 45 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.19% | -0.05% | -5.13% | |
| 46 | CRM | Salesforce INC | 株式-IT | 0.17% | -0.03% | +31.74% | |
| 47 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.17% | -0.06% | EXIT | |
| 48 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.15% | +1.08% | +38.09% | |
| 49 | XLE | Ss Energy Select Sector | ETF-その他 | 0.15% | — | -7.55% | |
| 50 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.15% | — | -50.91% |