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 | 21.72% | -1.13% | -3.29% | |
| 2 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 8.35% | -0.04% | -12.81% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 5.20% | +0.29% | -5.05% | |
| 4 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 4.11% | +0.73% | -4.38% | |
| 5 | AAPL | Apple INC | 株式-IT | 2.70% | -0.15% | -2.59% | |
| 6 | XLK | Ss Technology Select Sector | ETF-テック型 | 2.51% | — | +8030.81% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.13% | -0.38% | -0.06% | |
| 8 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.68% | -0.04% | -3.43% | |
| 9 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.58% | — | -14.50% | |
| 10 | NVDA | Nvidia CORP | 株式-IT | 1.50% | -0.51% | -4.90% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.40% | — | +8.55% | |
| 12 | DG | Dollar General CORP | 株式-生活必需品 | 1.39% | — | -7.97% | |
| 13 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.38% | +0.06% | -6.29% | |
| 14 | DE | Deere & Co | 株式-資本財 | 1.36% | +0.15% | -5.58% | |
| 15 | HD | Home Depot INC | 株式-一般消費財 | 1.32% | — | +2.31% | |
| 16 | NEE | Nextera Energy INC | 株式-公益事業 | 1.29% | — | -14.09% | |
| 17 | MSFT | Microsoft CORP | 株式-IT | 1.29% | -0.33% | -10.57% | |
| 18 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.22% | — | -6.52% | |
| 19 | VV | Vanguard Large-cap ETF | ETF-その他 | 1.20% | -0.03% | -0.04% | |
| 20 | TXN | Texas Instruments INC | 株式-IT | 1.18% | — | -7.14% | |
| 21 | TJX | Tjx Companies INC | 株式-一般消費財 | 1.17% | — | -13.51% | |
| 22 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.16% | — | -6.55% | |
| 23 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.16% | — | -6.89% | |
| 24 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.14% | — | -7.04% | |
| 25 | DLR | Digital Realty Trust INC | 株式-不動産 | 1.14% | — | +12.52% | |
| 26 | IVOO | Vanguard S&p Mid-cap 400 ETF | ETF-その他 | 1.11% | — | -2.68% | |
| 27 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.07% | -0.10% | +1.44% | |
| 28 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 1.06% | — | — | |
| 29 | MA | Mastercard INC - A | 株式-金融 | 1.04% | -0.07% | -5.02% | |
| 30 | USB | US Bancorp | 株式-金融 | 1.04% | — | +10.47% | |
| 31 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.03% | — | +0.46% | |
| 32 | INTU | Intuit INC | 株式-IT | 0.98% | -0.07% | -17.44% | |
| 33 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 0.98% | -0.07% | -2.31% | |
| 34 | CAT | Caterpillar INC | 株式-資本財 | 0.98% | — | -6.78% | |
| 35 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.94% | -0.20% | +38.83% | |
| 36 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.94% | +0.24% | -13.67% | |
| 37 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.92% | -0.06% | -0.97% | |
| 38 | SHW | Sherwin-williams Co/the | 株式-素材 | 0.92% | — | -6.89% | |
| 39 | LRCXEUR | Lam Research CORP | 株式-IT | 0.88% | — | -7.38% | |
| 40 | DAPR | Ft Vest U.s. Equity Deep Buf | ETF-その他 | 0.82% | — | — | |
| 41 | MGV | Vanguard Mega Cap Value ETF | ETF-その他 | 0.78% | — | -0.89% | |
| 42 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.77% | — | — | |
| 43 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.65% | — | -59.19% | |
| 44 | SUB | Ishares Short-term National | ETF-その他 | 0.59% | — | -6.01% | |
| 45 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.54% | +0.11% | -5.06% | |
| 46 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.49% | +0.36% | +1071.66% | |
| 47 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.49% | -0.05% | +277.27% | |
| 48 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.46% | -0.50% | -0.96% | |
| 49 | XLE | Ss Energy Select Sector | ETF-その他 | 0.44% | — | -58.85% | |
| 50 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.40% | — | +5089.79% |