CIK: 0002009176
申告総資産額
$2.6億
| # | 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 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 8.00% | -0.50% | +6.02% | |
| 2 | VTV | Vanguard Value ETF | ETF-その他 | 6.09% | — | +15.71% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 5.43% | -0.56% | -53.58% | |
| 4 | AAPL | Apple INC | 株式-IT | 3.70% | -0.27% | +8.00% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 3.65% | -0.76% | +8.07% | |
| 6 | MUB | Ishares National Muni Bond E | ETF-その他 | 3.21% | — | -7.33% | |
| 7 | HEFA | Isha Curr Hedged Msci Eafe | ETF-その他 | 2.86% | -0.26% | -6.22% | |
| 8 | NVDA | Nvidia CORP | 株式-IT | 2.62% | -0.32% | +0.58% | |
| 9 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 2.60% | — | +3.30% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.56% | — | +4.66% | |
| 11 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-その他 | 2.53% | -0.26% | +8.91% | |
| 12 | CMF | Ishares California Muni Bond | ETF-その他 | 2.47% | -0.41% | +0.66% | |
| 13 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 2.14% | — | -71.15% | |
| 14 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.14% | +0.33% | +27.41% | |
| 15 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.98% | -0.20% | +20.70% | |
| 16 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.96% | — | +959.86% | |
| 17 | SCHC | Schwab Intl Small-cap Equity | ETF-その他 | 1.92% | — | +23.97% | |
| 18 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.67% | -0.19% | +44.89% | |
| 19 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 1.49% | — | — | |
| 20 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.34% | — | -0.39% | |
| 21 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.34% | — | — | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.27% | — | +60.23% | |
| 23 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.17% | — | -29.55% | |
| 24 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-その他 | 1.16% | — | -6.44% | |
| 25 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 1.13% | — | -24.07% | |
| 26 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 1.02% | — | -6.09% | |
| 27 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.93% | — | -39.98% | |
| 28 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.91% | — | +178.05% | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.91% | +2.40% | -11.13% | |
| 30 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.89% | — | +139.92% | |
| 31 | AVGO | Broadcom INC | 株式-IT | 0.87% | — | +16.82% | |
| 32 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.87% | — | +30.41% | |
| 33 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.86% | +0.10% | -77.86% | |
| 34 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.85% | +0.38% | +44.38% | |
| 35 | BND | Vanguard Total Bond Market | ETF-その他 | 0.82% | +0.03% | +40.45% | |
| 36 | NFLX | Netflix INC | 株式-通信サービス | 0.74% | — | +2.67% | |
| 37 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 0.73% | +1.26% | +11.72% | |
| 38 | TSLA | Tesla INC | 株式-一般消費財 | 0.69% | -0.14% | +15.96% | |
| 39 | UNP | Union Pacific CORP | 株式-資本財 | 0.57% | — | +236.55% | |
| 40 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.56% | — | +200.00% | |
| 41 | WMT | Walmart INC | 株式-生活必需品 | 0.55% | — | +39.95% | |
| 42 | EMR | Emerson Electric Co | 株式-資本財 | 0.53% | — | +210.66% | |
| 43 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.51% | +0.08% | +216.14% | |
| 44 | V | Visa Inc-class A Shares | 株式-金融 | 0.46% | — | +1.88% | |
| 45 | IDEV | Ishares Core Msci Dev Mkts | ETF-その他 | 0.46% | — | -59.52% | |
| 46 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.43% | +0.13% | -0.99% | |
| 47 | MA | Mastercard INC - A | 株式-金融 | 0.43% | — | +1.37% | |
| 48 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.43% | — | — | |
| 49 | CRM | Salesforce INC | 株式-IT | 0.42% | — | +15.08% | |
| 50 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.41% | — | +51.60% |