CIK: 0001859505
申告総資産額
$1.5億
| # | 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 | AAPL | Apple INC | 株式-IT | 8.95% | — | +0.45% | |
| 2 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 6.29% | — | +17.27% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 5.51% | — | +282.92% | |
| 4 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 4.90% | — | +19.28% | |
| 5 | FTLS | First Trust Long/short Eqty | ETF-その他 | 3.94% | — | +4.51% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.74% | — | -2.25% | |
| 7 | VTV | Vanguard Value ETF | ETF-その他 | 3.70% | — | +0.17% | |
| 8 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.87% | — | +21.51% | |
| 9 | VUG | Vanguard Growth ETF | ETF-その他 | 2.73% | — | +1.85% | |
| 10 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 2.58% | — | -0.80% | |
| 11 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 2.52% | — | -7.53% | |
| 12 | EXR | Extra Space Storage INC | 株式-不動産 | 2.51% | — | — | |
| 13 | SCHV | Schwab US Large-cap Value | ETF-その他 | 2.39% | — | +0.13% | |
| 14 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.02% | — | +2.05% | |
| 15 | MNA | Nyli Merger Arbitrage ETF | ETF-その他 | 1.98% | — | +1.84% | |
| 16 | BND | Vanguard Total Bond Market | ETF-その他 | 1.96% | — | +18.37% | |
| 17 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.92% | — | +0.22% | |
| 18 | BUFF | Innovator Laddered Allocatio | ETF-その他 | 1.80% | — | -1.45% | |
| 19 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.80% | — | +1.16% | |
| 20 | CGGR | Cap Group Growth Equity | ETF-その他 | 1.69% | — | +23.20% | |
| 21 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 1.67% | — | -0.92% | |
| 22 | RYN | Rayonier INC | 株式-不動産 | 1.60% | — | — | |
| 23 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 1.53% | — | +19.44% | |
| 24 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.53% | — | +2.38% | |
| 25 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.25% | — | -1.26% | |
| 26 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 1.12% | — | +20.54% | |
| 27 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 1.11% | — | +19.63% | |
| 28 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 1.07% | — | +21.22% | |
| 29 | MSFT | Microsoft CORP | 株式-IT | 1.07% | — | +6.30% | |
| 30 | CGDV | Cap Group Dividend Value | ETF-その他 | 1.03% | — | +116.40% | |
| 31 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.94% | — | +2.25% | |
| 32 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.93% | — | +0.65% | |
| 33 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.90% | — | -2.16% | |
| 34 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.87% | — | +104.73% | |
| 35 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.74% | — | -0.12% | |
| 36 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-その他 | 0.69% | — | -0.25% | |
| 37 | PFE | Pfizer INC | 株式-ヘルスケア | 0.68% | — | -1.13% | |
| 38 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.68% | — | +31.56% | |
| 39 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.65% | — | -2.66% | |
| 40 | BUFB | Innovator Ladd Allo Buff ETF | ETF-その他 | 0.59% | — | -0.80% | |
| 41 | EMR | Emerson Electric Co | 株式-資本財 | 0.58% | — | — | |
| 42 | KJAN | Innovator U.s. Small Cap Pow | ETF-中小型株 | 0.53% | — | -7.47% | |
| 43 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.53% | — | -1.14% | |
| 44 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.52% | — | — | |
| 45 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.51% | — | -5.52% | |
| 46 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-その他 | 0.51% | — | +13.11% | |
| 47 | O | Realty Income CORP | 株式-不動産 | 0.49% | — | -1.03% | |
| 48 | CAT | Caterpillar INC | 株式-資本財 | 0.48% | — | — | |
| 49 | BNOV | Innovator U.s. Equity Buffer | ETF-その他 | 0.47% | — | -0.43% | |
| 50 | NFLX | Netflix INC | 株式-通信サービス | 0.42% | — | — |