CIK: 0001726609
申告総資産額
$2.4億
| # | 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 21.61% | -1.55% | -0.59% | |
| 2 | IDEV | Ishares Core Msci Dev Mkts | ETF-その他 | 13.21% | -0.54% | +1.29% | |
| 3 | VTV | Vanguard Value ETF | ETF-その他 | 11.56% | -0.03% | +2.00% | |
| 4 | QQQM | Invesco Nasdaq 100 ETF | ETF-テック型 | 10.42% | -0.79% | -1.31% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 9.15% | +0.01% | +0.56% | |
| 6 | VYMI | Vanguard Int High Dvd Yld In | ETF-その他 | 6.63% | +0.21% | +1.05% | |
| 7 | XLV | Ss Health Care Select Sector | ETF-その他 | 5.55% | — | +5.05% | |
| 8 | EWJ | Ishares Msci Japan ETF | ETF-その他 | 2.59% | — | — | |
| 9 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 2.58% | -0.18% | -1.74% | |
| 10 | AAPL | Apple INC | 株式-IT | 2.42% | -0.29% | +0.18% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.04% | — | -53.08% | |
| 12 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.57% | -0.06% | -11.31% | |
| 13 | FELC | Fidelity Enh Lrg Cap Cor ETF | ETF-その他 | 1.18% | -0.09% | -0.30% | |
| 14 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.10% | -0.26% | -0.21% | |
| 15 | PID | Invesco International Divide | ETF-その他 | 0.95% | -0.08% | -0.13% | |
| 16 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.67% | -0.08% | — | |
| 17 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.58% | -0.09% | -0.29% | |
| 18 | VUG | Vanguard Growth ETF | ETF-その他 | 0.43% | -0.07% | +0.46% | |
| 19 | MSFT | Microsoft CORP | 株式-IT | 0.36% | -0.17% | -7.61% | |
| 20 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.35% | -0.03% | — | |
| 21 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.35% | — | -0.35% | |
| 22 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.33% | -0.02% | -1.63% | |
| 23 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.33% | -0.06% | +0.03% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.32% | — | — | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.31% | -0.05% | -5.08% | |
| 26 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.31% | -0.01% | +0.35% | |
| 27 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.30% | — | -4.37% | |
| 28 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.28% | -0.02% | +0.10% | |
| 29 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.28% | -0.06% | -0.27% | |
| 30 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.28% | -0.02% | +0.17% | |
| 31 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 0.27% | -0.02% | -2.51% | |
| 32 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.20% | +0.03% | — | |
| 33 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.17% | -0.02% | -0.91% | |
| 34 | RTX | Rtx CORP | 株式-資本財 | 0.16% | — | — | |
| 35 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.15% | +0.02% | -20.16% | |
| 36 | CVX | Chevron CORP | 株式-エネルギー | 0.14% | — | -19.88% | |
| 37 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.14% | -0.01% | — | |
| 38 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.12% | — | -0.67% | |
| 39 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.12% | — | — | |
| 40 | HON | Honeywell International INC | 株式-資本財 | 0.11% | — | — | |
| 41 | DXJ | Wisdomtree Japan Hedged Eq | ETF-その他 | 0.11% | — | -96.21% | |
| 42 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.11% | — | -2.38% | |
| 43 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.11% | +0.08% | NEW | |
| 44 | ACRV | Acrivon Therapeutics INC | 株式-その他 | 0.04% | — | — |