CIK: 0001802655
申告総資産額
$16.8億
| # | 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 | 23.57% | -1.13% | +4.90% | |
| 2 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 8.48% | -0.04% | +9.39% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 4.12% | +0.29% | +6.35% | |
| 4 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 2.95% | -0.50% | -35.32% | |
| 5 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 2.69% | +0.73% | — | |
| 6 | XLK | Ss Technology Select Sector | ETF-テック型 | 2.53% | — | +6.39% | |
| 7 | AAPL | Apple INC | 株式-IT | 2.43% | -0.15% | -38.90% | |
| 8 | NVDA | Nvidia CORP | 株式-IT | 2.15% | -0.51% | -38.07% | |
| 9 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 2.13% | -0.04% | -0.09% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.12% | -0.38% | +1.09% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.92% | — | -7.95% | |
| 12 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 1.76% | -0.07% | -6.76% | |
| 13 | IVOO | Vanguard S&p Mid-cap 400 ETF | ETF-その他 | 1.62% | — | -5.68% | |
| 14 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.55% | — | -27.67% | |
| 15 | VV | Vanguard Large-cap ETF | ETF-その他 | 1.54% | -0.03% | — | |
| 16 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.39% | — | -0.37% | |
| 17 | MSFT | Microsoft CORP | 株式-IT | 1.23% | -0.33% | +2.18% | |
| 18 | XLF | Ss Financial Select Sector | ETF-その他 | 1.07% | — | +8.83% | |
| 19 | HD | Home Depot INC | 株式-一般消費財 | 1.05% | — | +6.82% | |
| 20 | MGV | Vanguard Mega Cap Value ETF | ETF-その他 | 1.04% | — | -0.63% | |
| 21 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 1.02% | — | +5.60% | |
| 22 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.99% | — | — | |
| 23 | TXN | Texas Instruments INC | 株式-IT | 0.99% | — | -2.25% | |
| 24 | CAT | Caterpillar INC | 株式-資本財 | 0.99% | — | -11.65% | |
| 25 | MA | Mastercard INC - A | 株式-金融 | 0.98% | -0.07% | +9.05% | |
| 26 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.98% | +0.06% | +9.59% | |
| 27 | USB | US Bancorp | 株式-金融 | 0.98% | — | +4.37% | |
| 28 | LRCXEUR | Lam Research CORP | 株式-IT | 0.95% | — | -23.99% | |
| 29 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.91% | — | +73.33% | |
| 30 | ETN | Eaton Corporation plc | 株式-資本財 | 0.91% | — | -4.24% | |
| 31 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.91% | -0.10% | -9.74% | |
| 32 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.91% | -0.06% | -4.20% | |
| 33 | INTU | Intuit INC | 株式-IT | 0.90% | -0.07% | +61.64% | |
| 34 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.87% | — | +1.83% | |
| 35 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.86% | — | +9.87% | |
| 36 | ECL | Ecolab INC | 株式-素材 | 0.86% | — | +17.81% | |
| 37 | AMGN | Amgen INC | 株式-ヘルスケア | 0.84% | — | +16.89% | |
| 38 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.82% | — | +15.48% | |
| 39 | DG | Dollar General CORP | 株式-生活必需品 | 0.82% | — | +5.31% | |
| 40 | NEE | Nextera Energy INC | 株式-公益事業 | 0.81% | — | +2.01% | |
| 41 | DLR | Digital Realty Trust INC | 株式-不動産 | 0.81% | — | +68.70% | |
| 42 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.80% | +0.24% | +68.55% | |
| 43 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.77% | -0.20% | +7.20% | |
| 44 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.71% | +0.11% | +0.55% | |
| 45 | DE | Deere & Co | 株式-資本財 | 0.50% | +0.15% | -49.16% | |
| 46 | ET | Energy Transfer LP | 株式-エネルギー | 0.47% | +0.20% | +25.45% | |
| 47 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.44% | — | — | |
| 48 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.39% | — | -25.51% | |
| 49 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.38% | -0.07% | +5.19% | |
| 50 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.37% | +0.36% | -32.85% |