CIK: 0001894921
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 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 18.35% | +1.66% | +0.11% | |
| 2 | QQQM | Invesco Nasdaq 100 ETF | ETF-テック型 | 17.33% | -0.94% | -2.29% | |
| 3 | VB | Vanguard Small-cap ETF | ETF-その他 | 11.28% | +0.07% | -0.64% | |
| 4 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 8.89% | +0.11% | -0.17% | |
| 5 | VTIP | Vanguard Short-term Tips | ETF-その他 | 7.91% | -6.46% | — | |
| 6 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 6.38% | +0.05% | -0.29% | |
| 7 | BND | Vanguard Total Bond Market | ETF-その他 | 5.85% | +0.01% | +0.90% | |
| 8 | VO | Vanguard Mid-cap ETF | ETF-その他 | 4.77% | +0.12% | -1.09% | |
| 9 | AAPL | Apple INC | 株式-IT | 2.66% | -0.15% | +6.35% | |
| 10 | IOO | Ishares Global 100 ETF | ETF-その他 | 1.71% | +0.05% | -0.03% | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 1.19% | -0.42% | +20.48% | |
| 12 | NVDA | Nvidia CORP | 株式-IT | 1.11% | +0.43% | +0.04% | |
| 13 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.74% | -0.10% | +13.24% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.72% | — | -0.40% | |
| 15 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.71% | -0.04% | +21.88% | |
| 16 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.70% | -0.06% | +17.04% | |
| 17 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.66% | — | -1.91% | |
| 18 | IWY | Ishares Russell Top 200 Grow | ETF-その他 | 0.60% | -0.09% | -0.03% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.59% | — | +75.66% | |
| 20 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.47% | -0.06% | +90.00% | |
| 21 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.44% | +0.06% | +27.80% | |
| 22 | KLAC | Kla CORP | 株式-IT | 0.38% | +0.13% | +121.25% | |
| 23 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.33% | — | +5.86% | |
| 24 | AXP | American Express Co | 株式-金融 | 0.29% | -0.05% | +198.83% | |
| 25 | AVGO | Broadcom INC | 株式-IT | 0.29% | -0.06% | -3.68% | |
| 26 | V | Visa Inc-class A Shares | 株式-金融 | 0.28% | — | +64.95% | |
| 27 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.27% | — | +12.36% | |
| 28 | TSLA | Tesla INC | 株式-一般消費財 | 0.23% | -0.05% | +37.57% | |
| 29 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.22% | -0.49% | EXIT | |
| 30 | MA | Mastercard INC - A | 株式-金融 | 0.22% | — | +118.97% | |
| 31 | CVX | Chevron CORP | 株式-エネルギー | 0.21% | +0.07% | +3.02% | |
| 32 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.21% | — | +2.89% | |
| 33 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.20% | — | -2.43% | |
| 34 | UMBF | Umb Financial CORP | 株式-金融 | 0.19% | — | — | |
| 35 | BAC | Bank Of America CORP | 株式-金融 | 0.18% | — | +145.46% | |
| 36 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 0.18% | +0.05% | — | |
| 37 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.18% | — | — | |
| 38 | COF | Capital One Financial CORP | 株式-金融 | 0.18% | -0.10% | — | |
| 39 | WMT | Walmart INC | 株式-生活必需品 | 0.17% | — | +17.70% | |
| 40 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.17% | — | -34.06% | |
| 41 | SCHH | Schwab US Reit ETF | ETF-その他 | 0.16% | — | -4.84% | |
| 42 | UBER | Uber Technologies INC | 株式-資本財 | 0.15% | — | — | |
| 43 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.15% | — | -3.93% | |
| 44 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.15% | +0.08% | -22.86% | |
| 45 | IBM | Intl Business Machines CORP | 株式-IT | 0.14% | — | -3.81% | |
| 46 | CMG | Chipotle Mexican Grill INC | 株式-一般消費財 | 0.14% | — | — | |
| 47 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.14% | — | -12.28% | |
| 48 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.14% | — | — | |
| 49 | ORCL | Oracle CORP | 株式-IT | 0.12% | — | +21.33% | |
| 50 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.11% | +0.05% | +0.57% |