CIK: 0001803005
申告総資産額
$3.2億
| # | 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 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 35.86% | -0.42% | -35.16% | |
| 2 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 23.05% | — | -5.33% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 11.66% | — | +3.83% | |
| 4 | GLD | Spdr Gold Shares | ETF-コモディティ | 5.83% | +0.11% | — | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 4.95% | — | — | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 4.20% | -0.36% | +39.27% | |
| 7 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 3.79% | — | +1.92% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.66% | — | +10.36% | |
| 9 | AAPL | Apple INC | 株式-IT | 1.24% | -0.32% | -0.99% | |
| 10 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.82% | — | +7.43% | |
| 11 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.60% | — | -99.92% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.52% | — | +129100.00% | |
| 13 | MSFT | Microsoft CORP | 株式-IT | 0.51% | -0.31% | — | |
| 14 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.43% | -0.12% | -6.70% | |
| 15 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.41% | +0.06% | — | |
| 16 | VUG | Vanguard Growth ETF | ETF-その他 | 0.40% | — | +0.19% | |
| 17 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.37% | — | +5.61% | |
| 18 | V | Visa Inc-class A Shares | 株式-金融 | 0.35% | — | -26.78% | |
| 19 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.35% | -0.10% | +2.18% | |
| 20 | ADBE | Adobe INC | 株式-IT | 0.33% | -0.04% | — | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.26% | — | -6.22% | |
| 22 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.23% | — | +0.78% | |
| 23 | T | At&t INC | 株式-通信サービス | 0.23% | — | -8.93% | |
| 24 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.23% | +0.07% | NEW | |
| 25 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.19% | — | -29.86% | |
| 26 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.17% | — | — | |
| 27 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.16% | — | +2.10% | |
| 28 | 4NX1 | Lumos Pharma INC | 株式-その他 | 0.15% | — | — | |
| 29 | MO | Altria Group INC | 株式-生活必需品 | 0.08% | — | — |