CIK: 0001950323
申告総資産額
$5.0億
| # | 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 | 13.77% | -0.83% | +5.71% | |
| 2 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 13.28% | +1.23% | +4.48% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 12.76% | -0.22% | +22.36% | |
| 4 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 11.10% | +0.06% | +101.49% | |
| 5 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 7.40% | +0.38% | +16.80% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 5.19% | +0.19% | +14.55% | |
| 7 | VB | Vanguard Small-cap ETF | ETF-その他 | 4.31% | +0.04% | +30.72% | |
| 8 | TSLA | Tesla INC | 株式-一般消費財 | 3.32% | -0.06% | -1.27% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 3.10% | -0.02% | +1378.58% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.97% | -0.06% | -6.72% | |
| 11 | VV | Vanguard Large-cap ETF | ETF-その他 | 2.32% | +0.20% | +0.26% | |
| 12 | AAPL | Apple INC | 株式-IT | 2.25% | -0.24% | -6.46% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.33% | -0.09% | +12.43% | |
| 14 | OKE | Oneok INC | 株式-エネルギー | 1.26% | — | +13.79% | |
| 15 | PFF | Ishares Preferred & Income S | ETF-その他 | 1.18% | — | +692.82% | |
| 16 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.97% | -0.15% | +12.58% | |
| 17 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.96% | — | — | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.90% | +0.11% | +24.39% | |
| 19 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.87% | +0.08% | +98.08% | |
| 20 | MSFT | Microsoft CORP | 株式-IT | 0.85% | +0.16% | +8.28% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.81% | +0.04% | +49.94% | |
| 22 | ABNB | Airbnb Inc-class A | 株式-一般消費財 | 0.80% | — | -10.78% | |
| 23 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.65% | +0.03% | +2007.60% | |
| 24 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.63% | -0.04% | +54.12% | |
| 25 | AFL | Aflac INC | 株式-金融 | 0.62% | — | -5.63% | |
| 26 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.58% | — | +3.80% | |
| 27 | BAC | Bank Of America CORP | 株式-金融 | 0.50% | — | +0.02% | |
| 28 | VUG | Vanguard Growth ETF | ETF-その他 | 0.30% | +0.03% | +6.53% | |
| 29 | SO | Southern Co/the | 株式-公益事業 | 0.30% | — | +6.71% | |
| 30 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.27% | — | -0.65% | |
| 31 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.25% | — | +18.89% | |
| 32 | GE | General Electric | 株式-資本財 | 0.23% | — | -3.90% | |
| 33 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.23% | — | +105.37% | |
| 34 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.21% | — | +42.02% | |
| 35 | AMD | Advanced Micro Devices | 株式-IT | 0.17% | — | — | |
| 36 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.16% | — | -18.28% | |
| 37 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.16% | — | +88.33% | |
| 38 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.16% | -0.01% | +6.67% | |
| 39 | AMGN | Amgen INC | 株式-ヘルスケア | 0.16% | — | — | |
| 40 | IGV | Ishares Expanded Tech-softwa | ETF-テック型 | 0.16% | — | — | |
| 41 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.15% | — | +0.51% | |
| 42 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.15% | +0.01% | +41.51% | |
| 43 | BND | Vanguard Total Bond Market | ETF-その他 | 0.14% | — | -24.81% | |
| 44 | VTV | Vanguard Value ETF | ETF-その他 | 0.13% | +0.02% | +12.98% | |
| 45 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.11% | — | — | |
| 46 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.11% | — | -15.42% | |
| 47 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.10% | +0.01% | +143.59% | |
| 48 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.09% | — | +0.20% | |
| 49 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.09% | — | +0.22% | |
| 50 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.08% | — | -10.23% |