CIK: 0001730068
申告総資産額
$4.3億
| # | 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 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 10.69% | — | +2.29% | |
| 2 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 9.73% | — | -2.33% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 9.15% | — | +2.52% | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-その他 | 6.79% | — | +3.12% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 5.93% | — | -0.22% | |
| 6 | VUG | Vanguard Growth ETF | ETF-その他 | 5.20% | — | +5.90% | |
| 7 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 4.62% | — | — | |
| 8 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 4.41% | — | -6.46% | |
| 9 | XLK | Ss Technology Select Sector | ETF-テック型 | 4.15% | — | -0.19% | |
| 10 | XLI | Ss Industrial Select Sector | ETF-その他 | 3.84% | — | — | |
| 11 | XLV | Ss Health Care Select Sector | ETF-その他 | 3.78% | — | +5.73% | |
| 12 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 2.69% | — | +5.93% | |
| 13 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.01% | — | +4.82% | |
| 14 | VTIP | Vanguard Short-term Tips | ETF-その他 | 1.47% | — | +6.13% | |
| 15 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-その他 | 1.46% | — | +5.59% | |
| 16 | AAPL | Apple INC | 株式-IT | 1.30% | — | +86.77% | |
| 17 | SHOP | Shopify INC - Class A | 株式-IT | 1.27% | — | -3.95% | |
| 18 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.23% | — | -4.67% | |
| 19 | MSFT | Microsoft CORP | 株式-IT | 1.18% | — | +3.82% | |
| 20 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.11% | — | +14.96% | |
| 21 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.01% | — | -4.22% | |
| 22 | TSLA | Tesla INC | 株式-一般消費財 | 0.97% | — | +421.38% | |
| 23 | VTV | Vanguard Value ETF | ETF-その他 | 0.89% | — | +0.67% | |
| 24 | NFLX | Netflix INC | 株式-通信サービス | 0.88% | — | +25.90% | |
| 25 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.87% | — | -7.90% | |
| 26 | PINS | Pinterest Inc- Class A | 株式-通信サービス | 0.86% | — | +5.27% | |
| 27 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.77% | — | -5.45% | |
| 28 | COUPEUR | Coupa Software INC | 株式-その他 | 0.76% | — | -5.01% | |
| 29 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.71% | — | -23.52% | |
| 30 | OKTA | Okta INC | 株式-IT | 0.70% | — | -0.25% | |
| 31 | NVDA | Nvidia CORP | 株式-IT | 0.66% | — | +2.37% | |
| 32 | SNOW | Snowflake INC | 株式-IT | 0.62% | — | — | |
| 33 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.59% | — | — | |
| 34 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.58% | — | +0.27% | |
| 35 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.55% | — | +304.41% | |
| 36 | WYNN | Wynn Resorts LTD | 株式-一般消費財 | 0.55% | — | — | |
| 37 | ZM | Zoom Communications INC | 株式-IT | 0.51% | — | -2.19% | |
| 38 | CRM | Salesforce INC | 株式-IT | 0.47% | — | +8.64% | |
| 39 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.46% | — | -9.46% | |
| 40 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.41% | — | +0.01% | |
| 41 | VZ | Verizon Communications INC | 株式-通信サービス | 0.37% | — | +7.73% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.35% | — | -5.08% | |
| 43 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.32% | — | — | |
| 44 | T | At&t INC | 株式-通信サービス | 0.27% | — | +8.01% | |
| 45 | RWJ | Invesco S&p Smallcap 600 | ETF-その他 | 0.25% | — | +1.12% | |
| 46 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.25% | — | +0.62% | |
| 47 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.23% | — | +6.12% | |
| 48 | HD | Home Depot INC | 株式-一般消費財 | 0.20% | — | +8.07% | |
| 49 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.18% | — | +230.30% | |
| 50 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 0.17% | — | — |