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 | 23.31% | -1.55% | +1.42% | |
| 2 | IDEV | Ishares Core Msci Dev Mkts | ETF-その他 | 14.28% | -0.54% | -2.75% | |
| 3 | VTV | Vanguard Value ETF | ETF-その他 | 12.56% | -0.03% | +0.21% | |
| 4 | QQQM | Invesco Nasdaq 100 ETF | ETF-テック型 | 9.22% | -0.79% | -12.99% | |
| 5 | VYMI | Vanguard Int High Dvd Yld In | ETF-その他 | 7.29% | +0.21% | -2.30% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 6.30% | +0.01% | -31.27% | |
| 7 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 4.13% | — | -0.12% | |
| 8 | GLD | Spdr Gold Shares | ETF-コモディティ | 4.09% | +4.05% | +10.54% | |
| 9 | AAPL | Apple INC | 株式-IT | 2.37% | -0.29% | +2.55% | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 2.37% | -0.18% | -11.96% | |
| 11 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.40% | -0.06% | -14.44% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.21% | — | -32.90% | |
| 13 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.13% | -0.26% | +1.97% | |
| 14 | FELC | Fidelity Enh Lrg Cap Cor ETF | ETF-その他 | 0.91% | -0.09% | -25.14% | |
| 15 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.88% | -0.08% | +3.20% | |
| 16 | PID | Invesco International Divide | ETF-その他 | 0.86% | -0.08% | -10.62% | |
| 17 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.58% | -0.09% | -2.59% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.48% | — | -12.98% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.44% | -0.05% | -6.41% | |
| 20 | VUG | Vanguard Growth ETF | ETF-その他 | 0.43% | -0.07% | -1.19% | |
| 21 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.43% | -0.03% | — | |
| 22 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.40% | -0.06% | +10.47% | |
| 23 | MSFT | Microsoft CORP | 株式-IT | 0.38% | -0.17% | +15.86% | |
| 24 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.36% | -0.06% | +3.98% | |
| 25 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.31% | — | -6.05% | |
| 26 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.31% | -0.02% | -3.34% | |
| 27 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.29% | -0.02% | +0.17% | |
| 28 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.29% | -0.02% | -3.67% | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.28% | -0.01% | +0.30% | |
| 30 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.25% | — | -34.86% | |
| 31 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 0.25% | -0.02% | -11.85% | |
| 32 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.21% | +0.03% | +0.26% | |
| 33 | RTX | Rtx CORP | 株式-資本財 | 0.19% | — | +1.57% | |
| 34 | CVX | Chevron CORP | 株式-エネルギー | 0.16% | — | -1.03% | |
| 35 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.16% | -0.02% | -1.70% | |
| 36 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.16% | +0.02% | +6.28% | |
| 37 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.16% | -0.03% | -40.91% | |
| 38 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.15% | -0.01% | +10.65% | |
| 39 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.14% | +0.08% | NEW | |
| 40 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.14% | — | +6.01% | |
| 41 | CSCO | Cisco Systems INC | 株式-IT | 0.13% | — | -5.99% | |
| 42 | HON | Honeywell International INC | 株式-資本財 | 0.13% | — | +6.55% | |
| 43 | V | Visa Inc-class A Shares | 株式-金融 | 0.13% | -0.08% | EXIT | |
| 44 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.12% | — | +9.40% | |
| 45 | IBM | Intl Business Machines CORP | 株式-IT | 0.11% | — | — | |
| 46 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.11% | — | — | |
| 47 | ACRV | Acrivon Therapeutics INC | 株式-その他 | 0.01% | — | — |