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 | 19.71% | -1.13% | +4.81% | |
| 2 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 8.37% | -0.04% | +12.22% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 5.08% | +0.29% | +51.77% | |
| 4 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 3.45% | +0.73% | +3.19% | |
| 5 | XLV | Ss Health Care Select Sector | ETF-その他 | 3.14% | — | +5993.24% | |
| 6 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 3.09% | -0.50% | +9.85% | |
| 7 | AAPL | Apple INC | 株式-IT | 2.72% | -0.15% | +3.15% | |
| 8 | NVDA | Nvidia CORP | 株式-IT | 2.63% | -0.51% | -13.53% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.84% | -0.38% | -1.09% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 1.53% | -0.33% | +7.90% | |
| 11 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.52% | -0.04% | -0.34% | |
| 12 | DE | Deere & Co | 株式-資本財 | 1.46% | +0.15% | +318.95% | |
| 13 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 1.41% | — | — | |
| 14 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.41% | — | +21.93% | |
| 15 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.32% | — | -4.70% | |
| 16 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.29% | +0.06% | -4.32% | |
| 17 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.29% | — | +6.14% | |
| 18 | NEE | Nextera Energy INC | 株式-公益事業 | 1.29% | — | +22.45% | |
| 19 | TXN | Texas Instruments INC | 株式-IT | 1.27% | — | +23.45% | |
| 20 | CAT | Caterpillar INC | 株式-資本財 | 1.23% | — | +14.17% | |
| 21 | DG | Dollar General CORP | 株式-生活必需品 | 1.20% | — | +17.83% | |
| 22 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.19% | — | +39.62% | |
| 23 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.17% | — | -3.03% | |
| 24 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.16% | — | -6.40% | |
| 25 | NKE | Nike INC -cl B | 株式-一般消費財 | 1.15% | -0.06% | +20.80% | |
| 26 | DLR | Digital Realty Trust INC | 株式-不動産 | 1.15% | — | +25.65% | |
| 27 | MA | Mastercard INC - A | 株式-金融 | 1.14% | -0.07% | +8.89% | |
| 28 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 1.12% | -0.07% | -0.80% | |
| 29 | HD | Home Depot INC | 株式-一般消費財 | 1.09% | — | +7.60% | |
| 30 | LRCXEUR | Lam Research CORP | 株式-IT | 1.09% | — | +16.51% | |
| 31 | INTU | Intuit INC | 株式-IT | 1.08% | -0.07% | +7.51% | |
| 32 | ZTS | Zoetis INC | 株式-ヘルスケア | 1.08% | +0.24% | +8.56% | |
| 33 | VV | Vanguard Large-cap ETF | ETF-その他 | 1.07% | -0.03% | -3.10% | |
| 34 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.06% | -0.10% | +16.51% | |
| 35 | USB | US Bancorp | 株式-金融 | 1.05% | — | +6.95% | |
| 36 | IVOO | Vanguard S&p Mid-cap 400 ETF | ETF-その他 | 1.04% | — | -0.63% | |
| 37 | TJX | Tjx Companies INC | 株式-一般消費財 | 1.03% | — | +13.08% | |
| 38 | SHW | Sherwin-williams Co/the | 株式-素材 | 1.00% | — | — | |
| 39 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.90% | — | -0.41% | |
| 40 | XLE | Ss Energy Select Sector | ETF-その他 | 0.85% | — | +57.01% | |
| 41 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.70% | — | -0.08% | |
| 42 | MGV | Vanguard Mega Cap Value ETF | ETF-その他 | 0.69% | — | — | |
| 43 | SUB | Ishares Short-term National | ETF-その他 | 0.65% | — | -88.42% | |
| 44 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.63% | — | +65.43% | |
| 45 | XLB | Ss Materials Select Sector | ETF-その他 | 0.62% | — | +67.35% | |
| 46 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.50% | +0.11% | +1.53% | |
| 47 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.47% | -0.20% | +5.42% | |
| 48 | OBDC | Blue Owl Capital CORP | 株式-金融 | 0.34% | — | +149.91% | |
| 49 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.30% | — | +134.03% | |
| 50 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.29% | — | +12.31% |