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 | VUG | Vanguard Growth ETF | ETF-その他 | 17.76% | -1.64% | -0.39% | |
| 2 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 16.39% | +0.23% | +4.60% | |
| 3 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 16.36% | -1.27% | -2.48% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 11.40% | -0.81% | -0.39% | |
| 5 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 4.56% | +0.35% | -0.15% | |
| 6 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 2.74% | -0.20% | -7.14% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.37% | -0.04% | -3.49% | |
| 8 | PYLD | Pimco Multisector Bond Actv | ETF-その他 | 1.92% | +0.38% | +7.53% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 1.61% | -0.49% | +0.67% | |
| 10 | PGR | Progressive CORP | 株式-金融 | 1.57% | -0.09% | -0.46% | |
| 11 | BKNG | Booking Holdings INC | 株式-一般消費財 | 1.47% | -0.26% | -1.37% | |
| 12 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.38% | -0.17% | +0.63% | |
| 13 | AAPL | Apple INC | 株式-IT | 1.31% | -0.16% | +6.87% | |
| 14 | AXP | American Express Co | 株式-金融 | 1.22% | -0.26% | -0.49% | |
| 15 | ANETEUR | Arista Networks INC | 株式-その他 | 1.16% | — | -1.23% | |
| 16 | ADI | Analog Devices INC | 株式-IT | 1.14% | +0.12% | -1.02% | |
| 17 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.13% | -0.32% | +370.77% | |
| 18 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.84% | -0.06% | -1.59% | |
| 19 | NVDA | Nvidia CORP | 株式-IT | 0.82% | -0.10% | +1113.44% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.82% | -0.08% | -4.57% | |
| 21 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 0.73% | — | -10.43% | |
| 22 | AWI | Armstrong World Industries | 株式-資本財 | 0.65% | -0.13% | -1.43% | |
| 23 | NVR | Nvr INC | 株式-一般消費財 | 0.62% | -0.04% | — | |
| 24 | FND | Floor & Decor Holdings Inc-a | 株式-一般消費財 | 0.59% | — | -6.22% | |
| 25 | MC | Moelis & Co - Class A | 株式-金融 | 0.58% | -0.05% | -2.37% | |
| 26 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.51% | +0.09% | +13.07% | |
| 27 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.41% | — | +16.06% | |
| 28 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 0.38% | — | — | |
| 29 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.37% | -0.04% | +14.92% | |
| 30 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.37% | — | — | |
| 31 | SGI | Somnigroup International INC | 株式-一般消費財 | 0.35% | -0.17% | -2.16% | |
| 32 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.34% | — | — | |
| 33 | DFIV | Dimensional International Va | ETF-その他 | 0.32% | — | +0.64% | |
| 34 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.31% | — | -1.93% | |
| 35 | DFEV | Dimensional Emrg Mrkt Val | ETF-その他 | 0.27% | +0.08% | +11.20% | |
| 36 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.26% | — | +6.32% | |
| 37 | UBER | Uber Technologies INC | 株式-資本財 | 0.25% | — | -2.71% | |
| 38 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.24% | — | — | |
| 39 | BN | Brookfield CORP | 株式-金融 | 0.23% | — | -5.22% | |
| 40 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.20% | -0.05% | — | |
| 41 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.19% | — | -53.30% | |
| 42 | THO | Thor Industries INC | 株式-一般消費財 | 0.19% | — | -16.76% | |
| 43 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.19% | — | — | |
| 44 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.18% | -0.06% | EXIT | |
| 45 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.17% | +1.08% | +10.44% | |
| 46 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.16% | — | -10.25% | |
| 47 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.16% | — | — | |
| 48 | TSLA | Tesla INC | 株式-一般消費財 | 0.16% | -0.05% | +9.25% | |
| 49 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.15% | — | -26.23% | |
| 50 | XLE | Ss Energy Select Sector | ETF-その他 | 0.15% | — | — |