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 | 21.37% | -1.13% | +1.89% | |
| 2 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 8.97% | -0.04% | +1.59% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 5.51% | +0.29% | +0.60% | |
| 4 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 4.14% | +0.73% | +6.73% | |
| 5 | AAPL | Apple INC | 株式-IT | 2.47% | -0.15% | -9.05% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.03% | -0.38% | +3.57% | |
| 7 | NVDA | Nvidia CORP | 株式-IT | 1.78% | -0.51% | -4.71% | |
| 8 | XLI | Ss Industrial Select Sector | ETF-その他 | 1.74% | — | — | |
| 9 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.65% | -0.04% | +2.55% | |
| 10 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 1.54% | — | -9.78% | |
| 11 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.51% | — | -0.20% | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 1.43% | -0.33% | -11.51% | |
| 13 | DG | Dollar General CORP | 株式-生活必需品 | 1.39% | — | -17.43% | |
| 14 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.35% | +0.06% | -18.57% | |
| 15 | NEE | Nextera Energy INC | 株式-公益事業 | 1.34% | — | -10.71% | |
| 16 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.31% | — | -18.15% | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.30% | — | +2.37% | |
| 18 | DLR | Digital Realty Trust INC | 株式-不動産 | 1.19% | — | -10.65% | |
| 19 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.19% | — | -14.94% | |
| 20 | DE | Deere & Co | 株式-資本財 | 1.16% | +0.15% | -13.62% | |
| 21 | HD | Home Depot INC | 株式-一般消費財 | 1.15% | — | -9.35% | |
| 22 | VV | Vanguard Large-cap ETF | ETF-その他 | 1.14% | -0.03% | +1.01% | |
| 23 | ZTS | Zoetis INC | 株式-ヘルスケア | 1.14% | +0.24% | -9.35% | |
| 24 | TXN | Texas Instruments INC | 株式-IT | 1.14% | — | -16.22% | |
| 25 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.13% | — | -19.10% | |
| 26 | MA | Mastercard INC - A | 株式-金融 | 1.10% | -0.07% | -14.69% | |
| 27 | TJX | Tjx Companies INC | 株式-一般消費財 | 1.09% | — | -9.83% | |
| 28 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.08% | — | -19.54% | |
| 29 | INTU | Intuit INC | 株式-IT | 1.07% | -0.07% | -3.28% | |
| 30 | IVOO | Vanguard S&p Mid-cap 400 ETF | ETF-その他 | 1.06% | — | -5.13% | |
| 31 | NKE | Nike INC -cl B | 株式-一般消費財 | 1.03% | -0.06% | -7.33% | |
| 32 | CAT | Caterpillar INC | 株式-資本財 | 1.03% | — | -18.23% | |
| 33 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.02% | -0.10% | -8.64% | |
| 34 | LRCXEUR | Lam Research CORP | 株式-IT | 0.99% | — | -9.68% | |
| 35 | SHW | Sherwin-williams Co/the | 株式-素材 | 0.97% | — | -14.82% | |
| 36 | USB | US Bancorp | 株式-金融 | 0.96% | — | -16.56% | |
| 37 | XLE | Ss Energy Select Sector | ETF-その他 | 0.96% | — | -4.90% | |
| 38 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.95% | — | -1.87% | |
| 39 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 0.94% | -0.07% | -14.32% | |
| 40 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.90% | -0.07% | +8235.09% | |
| 41 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.86% | +0.36% | +234.48% | |
| 42 | MGV | Vanguard Mega Cap Value ETF | ETF-その他 | 0.76% | — | -3.44% | |
| 43 | DAPR | Ft Vest U.s. Equity Deep Buf | ETF-その他 | 0.75% | — | — | |
| 44 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.73% | — | -1.36% | |
| 45 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.69% | — | -8.69% | |
| 46 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.64% | -0.20% | +12.52% | |
| 47 | XLB | Ss Materials Select Sector | ETF-その他 | 0.58% | — | -12.53% | |
| 48 | SUB | Ishares Short-term National | ETF-その他 | 0.57% | — | -31.07% | |
| 49 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.54% | +0.11% | +2.37% | |
| 50 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.43% | -0.50% | -86.08% |