CIK: 0001961292
申告総資産額
$1.1億
| # | 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 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 13.19% | -0.54% | +1.73% | |
| 2 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 9.75% | -0.49% | +1.69% | |
| 3 | IYK | Ishares US Consumer Staples | ETF-その他 | 8.47% | -0.32% | +4.86% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 7.67% | -0.53% | +2.42% | |
| 5 | PHO | Invesco Water Resources ETF | ETF-その他 | 7.25% | -0.98% | +0.82% | |
| 6 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 5.60% | — | +1.50% | |
| 7 | AAPL | Apple INC | 株式-IT | 4.78% | -0.80% | +0.57% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.28% | -0.49% | -0.40% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 4.04% | — | +3.08% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 3.25% | -0.59% | -0.08% | |
| 11 | DFAX | Dimensional World Ex US Core | ETF-その他 | 1.99% | -0.09% | +0.14% | |
| 12 | CVX | Chevron CORP | 株式-エネルギー | 1.83% | +0.45% | +3.41% | |
| 13 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.80% | +0.07% | -0.19% | |
| 14 | MSFT | Microsoft CORP | 株式-IT | 1.73% | -0.56% | +19.42% | |
| 15 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.51% | -0.49% | -0.92% | |
| 16 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.31% | — | -1.93% | |
| 17 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.95% | — | -10.91% | |
| 18 | NVDA | Nvidia CORP | 株式-IT | 0.92% | -0.65% | -3.02% | |
| 19 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.91% | -0.40% | +0.56% | |
| 20 | VCEB | Vanguard Esg US CORP Bond | ETF-投資適格社債 | 0.90% | — | +3.17% | |
| 21 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.73% | +0.07% | -4.91% | |
| 22 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.72% | -0.08% | +1.64% | |
| 23 | IHI | Ishares U.s. Medical Devices | ETF-その他 | 0.71% | -0.12% | +1.82% | |
| 24 | DFAI | Dimensional International Co | ETF-その他 | 0.65% | — | +13.35% | |
| 25 | SRE | Sempra | 株式-公益事業 | 0.63% | — | +100.03% | |
| 26 | CSCO | Cisco Systems INC | 株式-IT | 0.62% | — | +4.14% | |
| 27 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.60% | — | +0.09% | |
| 28 | IBM | Intl Business Machines CORP | 株式-IT | 0.60% | -0.24% | +0.25% | |
| 29 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.58% | +0.19% | NEW | |
| 30 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.56% | -0.01% | -1.93% | |
| 31 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.49% | +0.11% | +32.68% | |
| 32 | HD | Home Depot INC | 株式-一般消費財 | 0.48% | — | -1.07% | |
| 33 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.47% | -0.17% | — | |
| 34 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.46% | — | +0.06% | |
| 35 | CHD | Church & Dwight Co INC | 株式-生活必需品 | 0.45% | — | — | |
| 36 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.41% | — | -2.42% | |
| 37 | RTX | Rtx CORP | 株式-資本財 | 0.39% | -0.07% | +0.70% | |
| 38 | PRU | Prudential Financial INC | 株式-金融 | 0.39% | -0.09% | +0.44% | |
| 39 | SYK | Stryker CORP | 株式-ヘルスケア | 0.38% | — | -0.64% | |
| 40 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.38% | — | — | |
| 41 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.37% | — | — | |
| 42 | NEE | Nextera Energy INC | 株式-公益事業 | 0.36% | — | +0.36% | |
| 43 | TSLA | Tesla INC | 株式-一般消費財 | 0.34% | -0.22% | EXIT | |
| 44 | V | Visa Inc-class A Shares | 株式-金融 | 0.32% | -0.12% | -10.70% | |
| 45 | NUMG | Nuveen Esg Mid-cap Grow ETF | ETF-その他 | 0.32% | -0.08% | +3.06% | |
| 46 | AMGN | Amgen INC | 株式-ヘルスケア | 0.30% | — | -1.32% | |
| 47 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.28% | — | +0.56% | |
| 48 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.27% | — | — | |
| 49 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.27% | — | +0.43% | |
| 50 | MDT | Medtronic plc | 株式-ヘルスケア | 0.27% | — | +0.09% |