CIK: 0001950323
申告総資産額
$5.0億
上位200銘柄を表示中（全1170銘柄）
| # | 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 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 12.45% | +1.23% | +6.62% | |
| 2 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 11.77% | +0.38% | +4.54% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 11.47% | -0.83% | +8.61% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 8.88% | -0.22% | -2.04% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 6.85% | +0.19% | -0.60% | |
| 6 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 6.12% | +0.06% | -1.22% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 4.24% | -0.09% | -5.65% | |
| 8 | VB | Vanguard Small-cap ETF | ETF-その他 | 3.97% | +0.04% | -3.70% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 3.75% | -0.02% | -2.06% | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 2.71% | -0.15% | +2.38% | |
| 11 | AAPL | Apple INC | 株式-IT | 2.63% | -0.24% | -0.16% | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.50% | -0.06% | -3.46% | |
| 13 | VV | Vanguard Large-cap ETF | ETF-その他 | 1.33% | +0.20% | -0.13% | |
| 14 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.29% | -0.04% | -2.46% | |
| 15 | TSLA | Tesla INC | 株式-一般消費財 | 1.22% | -0.06% | +0.14% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.97% | +0.04% | +19.97% | |
| 17 | OKE | Oneok INC | 株式-エネルギー | 0.95% | — | -0.04% | |
| 18 | MSFT | Microsoft CORP | 株式-IT | 0.93% | +0.16% | +0.62% | |
| 19 | AVGO | Broadcom INC | 株式-IT | 0.73% | +0.64% | — | |
| 20 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.62% | — | +0.51% | |
| 21 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.58% | — | +4.27% | |
| 22 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.58% | +0.03% | -0.63% | |
| 23 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.58% | +0.08% | -1.85% | |
| 24 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.57% | +0.32% | +17.63% | |
| 25 | NVDA | Nvidia CORP | 株式-IT | 0.51% | — | +931.37% | |
| 26 | FBTC | Fidelity Wise Origin Bitcoin | ETF-暗号資産 | 0.50% | -0.08% | +6.45% | |
| 27 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.50% | +0.11% | -13.89% | |
| 28 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.45% | — | — | |
| 29 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.39% | — | -0.34% | |
| 30 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.33% | -0.01% | +65.93% | |
| 31 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.30% | — | +1.73% | |
| 32 | AFL | Aflac INC | 株式-金融 | 0.25% | — | -0.11% | |
| 33 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.24% | — | +123.48% | |
| 34 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.24% | -0.09% | +0.20% | |
| 35 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.23% | — | +3.48% | |
| 36 | ABNB | Airbnb Inc-class A | 株式-一般消費財 | 0.21% | — | -8.03% | |
| 37 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.19% | — | -1.69% | |
| 38 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.18% | +0.01% | +4.86% | |
| 39 | SO | Southern Co/the | 株式-公益事業 | 0.17% | — | +0.35% | |
| 40 | BND | Vanguard Total Bond Market | ETF-その他 | 0.17% | — | +0.27% | |
| 41 | WDAY | Workday Inc-class A | 株式-IT | 0.13% | — | -8.67% | |
| 42 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.12% | +0.01% | -1.33% | |
| 43 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.12% | — | +7.68% | |
| 44 | AMGN | Amgen INC | 株式-ヘルスケア | 0.11% | — | -0.70% | |
| 45 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 0.11% | — | -1.88% | |
| 46 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.10% | — | -2.19% | |
| 47 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.10% | — | +2.12% | |
| 48 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.09% | — | +13.59% | |
| 49 | VUG | Vanguard Growth ETF | ETF-その他 | 0.09% | +0.03% | -1.73% | |
| 50 | VTV | Vanguard Value ETF | ETF-その他 | 0.09% | +0.02% | -12.72% |