CIK: 0001908167
申告総資産額
$1.4億
| # | 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 | MSFT | Microsoft CORP | 株式-IT | 10.65% | — | -1.17% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 6.94% | — | -1.36% | |
| 3 | JAVA | Jpmorgan Active Value ETF | ETF-その他 | 6.16% | — | +2.24% | |
| 4 | FVD | First Trust Value Line Dvd | ETF-その他 | 6.06% | — | -1.10% | |
| 5 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 5.98% | — | -0.54% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.26% | — | +0.80% | |
| 7 | FV | First Trust Dw Focus 5 Fund | ETF-その他 | 4.15% | — | +5.75% | |
| 8 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 3.68% | — | +0.14% | |
| 9 | AAPL | Apple INC | 株式-IT | 3.59% | — | -0.96% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 3.48% | — | +0.45% | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.63% | — | +0.81% | |
| 12 | IQLT | Ishares Msci International Q | ETF-その他 | 2.51% | — | +4.19% | |
| 13 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 2.31% | — | +2.72% | |
| 14 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.11% | — | -0.56% | |
| 15 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.03% | — | +4.64% | |
| 16 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.54% | — | — | |
| 17 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.42% | — | -1.35% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.41% | — | -4.46% | |
| 19 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.24% | — | -24.06% | |
| 20 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 1.14% | — | -0.07% | |
| 21 | DVY | Ishares Select Dividend ETF | ETF-その他 | 1.09% | — | -0.08% | |
| 22 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.01% | — | — | |
| 23 | IYR | Ishares US Real Estate ETF | ETF-その他 | 0.84% | — | +0.26% | |
| 24 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.83% | — | -2.14% | |
| 25 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.82% | — | — | |
| 26 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.80% | — | +2.39% | |
| 27 | BAC | Bank Of America CORP | 株式-金融 | 0.79% | — | +3.32% | |
| 28 | NVDA | Nvidia CORP | 株式-IT | 0.77% | — | +864.47% | |
| 29 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.76% | — | +11.32% | |
| 30 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.74% | — | +1.74% | |
| 31 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.68% | — | +1.76% | |
| 32 | SUSA | Ishares Esg Optimized Msci U | ETF-その他 | 0.64% | — | -1.68% | |
| 33 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.61% | — | +5.15% | |
| 34 | HD | Home Depot INC | 株式-一般消費財 | 0.58% | — | — | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.58% | — | — | |
| 36 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.53% | — | -1.53% | |
| 37 | V | Visa Inc-class A Shares | 株式-金融 | 0.49% | — | -1.14% | |
| 38 | IYM | Ishares U.s. Basic Materials | ETF-その他 | 0.48% | — | +0.36% | |
| 39 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.46% | — | +0.02% | |
| 40 | INTC | Intel CORP | 株式-IT | 0.46% | — | -7.00% | |
| 41 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.43% | — | — | |
| 42 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.43% | — | -1.25% | |
| 43 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.42% | — | +2.61% | |
| 44 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.38% | — | +7.03% | |
| 45 | BA | Boeing Co/the | 株式-資本財 | 0.38% | — | -1.48% | |
| 46 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.37% | — | +2.49% | |
| 47 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.37% | — | +1.19% | |
| 48 | ORCL | Oracle CORP | 株式-IT | 0.36% | — | -1.02% | |
| 49 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.35% | — | +0.85% | |
| 50 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.33% | — | — |