CIK: 0001940823
申告総資産額
$1.6億
| # | 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 7.68% | — | +39.20% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 4.62% | -0.99% | -1.00% | |
| 3 | AMZN | Amazon.com INC | 株式-一般消費財 | 4.22% | -0.37% | +0.58% | |
| 4 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 4.02% | — | -25.71% | |
| 5 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 3.75% | +1.59% | +57.64% | |
| 6 | AAPL | Apple INC | 株式-IT | 3.62% | -0.28% | -10.31% | |
| 7 | COST | Costco Wholesale CORP | 株式-生活必需品 | 3.43% | +0.55% | +0.15% | |
| 8 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 3.24% | -0.14% | +78.85% | |
| 9 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 3.09% | — | +45.08% | |
| 10 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.87% | -0.40% | +0.97% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.09% | +0.80% | +60.27% | |
| 12 | SCHR | Schwab Intermediate-term US | ETF-その他 | 1.96% | — | +93.49% | |
| 13 | BND | Vanguard Total Bond Market | ETF-その他 | 1.83% | — | -14.83% | |
| 14 | DFSV | Dimensional US Small Cap Val | ETF-中小型株 | 1.48% | -0.26% | +75.08% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.47% | — | +0.31% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.10% | — | +0.10% | |
| 17 | SPGI | S&p Global INC | 株式-金融 | 1.08% | — | -1.40% | |
| 18 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 1.06% | -0.28% | EXIT | |
| 19 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.00% | — | +0.56% | |
| 20 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.00% | — | -4.90% | |
| 21 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.98% | — | +0.41% | |
| 22 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.95% | +0.22% | -5.76% | |
| 23 | EOG | Eog Resources INC | 株式-エネルギー | 0.94% | -0.19% | -15.70% | |
| 24 | CB | Chubb Limited | 株式-金融 | 0.91% | +0.24% | NEW | |
| 25 | V | Visa Inc-class A Shares | 株式-金融 | 0.89% | -0.29% | -3.40% | |
| 26 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.88% | — | -26.99% | |
| 27 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.88% | -0.62% | +0.10% | |
| 28 | FDX | Fedex CORP | 株式-資本財 | 0.85% | — | -4.28% | |
| 29 | SHW | Sherwin-williams Co/the | 株式-素材 | 0.82% | — | +0.21% | |
| 30 | XLE | Ss Energy Select Sector | ETF-その他 | 0.82% | +0.21% | -0.44% | |
| 31 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.82% | — | -27.29% | |
| 32 | MUNI | Pimco Intermediate Municipal | ETF-その他 | 0.80% | +0.26% | +0.85% | |
| 33 | WMT | Walmart INC | 株式-生活必需品 | 0.80% | — | +186.71% | |
| 34 | APD | Air Products & Chemicals INC | 株式-素材 | 0.75% | -0.23% | -18.21% | |
| 35 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.74% | — | -30.39% | |
| 36 | DHR | Danaher CORP | 株式-ヘルスケア | 0.73% | — | +2.96% | |
| 37 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 0.72% | — | -26.65% | |
| 38 | INGR | Ingredion INC | 株式-生活必需品 | 0.71% | -0.29% | -1.80% | |
| 39 | LIN | Linde plc | 株式-素材 | 0.70% | +0.21% | -2.02% | |
| 40 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.68% | — | +44.58% | |
| 41 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 0.67% | — | +4.58% | |
| 42 | DISV | Dimensional International Sm | ETF-その他 | 0.66% | -0.19% | +69.64% | |
| 43 | SUB | Ishares Short-term National | ETF-その他 | 0.64% | — | -15.99% | |
| 44 | INTU | Intuit INC | 株式-IT | 0.64% | -0.17% | +72.27% | |
| 45 | SYY | Sysco CORP | 株式-生活必需品 | 0.64% | — | +5.86% | |
| 46 | DFEM | Dimensional Emrg Mrkt Core | ETF-その他 | 0.64% | -0.35% | +51.38% | |
| 47 | AFL | Aflac INC | 株式-金融 | 0.64% | — | +0.64% | |
| 48 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.63% | +0.21% | NEW | |
| 49 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.61% | +0.20% | -15.80% | |
| 50 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.59% | — | -32.92% |