CIK: 0001964226
申告総資産額
$2.8億
| # | 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 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-その他 | 11.58% | — | — | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 10.72% | -0.65% | +4139.66% | |
| 3 | VUG | Vanguard Growth ETF | ETF-その他 | 9.25% | -1.12% | — | |
| 4 | VTV | Vanguard Value ETF | ETF-その他 | 8.81% | +0.08% | — | |
| 5 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 8.18% | +0.68% | +198.69% | |
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 5.98% | -0.75% | +2098.06% | |
| 7 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 5.89% | -0.87% | — | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 3.62% | — | -76.37% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 3.17% | -0.28% | +107.84% | |
| 10 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 3.08% | +0.13% | +800.88% | |
| 11 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 2.59% | +0.08% | — | |
| 12 | VB | Vanguard Small-cap ETF | ETF-その他 | 2.44% | +0.12% | — | |
| 13 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 2.10% | — | +10.71% | |
| 14 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.98% | -1.02% | EXIT | |
| 15 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 1.66% | -0.02% | -29.33% | |
| 16 | BLV | Vanguard Long-term Bond ETF | ETF-その他 | 1.43% | +0.05% | — | |
| 17 | BIV | Vanguard Intermediate-term B | ETF-その他 | 1.38% | +0.01% | — | |
| 18 | IWY | Ishares Russell Top 200 Grow | ETF-その他 | 1.37% | -0.12% | -87.22% | |
| 19 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.11% | -0.11% | -1.31% | |
| 20 | IWX | Ishares Russell Top 200 Valu | ETF-その他 | 0.97% | — | -86.97% | |
| 21 | DFSD | Dimensional Short Duration | ETF-その他 | 0.90% | -0.10% | — | |
| 22 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 0.88% | -0.09% | -82.21% | |
| 23 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.77% | -0.08% | -81.03% | |
| 24 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.65% | -0.05% | -86.85% | |
| 25 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.61% | -0.03% | -7.97% | |
| 26 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.59% | +0.11% | NEW | |
| 27 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.59% | — | -11.35% | |
| 28 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.55% | +0.01% | -5.78% | |
| 29 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.52% | +0.06% | -86.67% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.51% | +0.04% | +6.60% | |
| 31 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.46% | — | -67.23% | |
| 32 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.43% | -0.03% | +17.74% | |
| 33 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.38% | — | — | |
| 34 | MSFT | Microsoft CORP | 株式-IT | 0.38% | -0.05% | +5.65% | |
| 35 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 0.38% | +0.79% | — | |
| 36 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.38% | — | +0.54% | |
| 37 | AAPL | Apple INC | 株式-IT | 0.37% | — | +3.04% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.37% | — | +6.18% | |
| 39 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型株 | 0.34% | — | -86.99% | |
| 40 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 0.31% | — | -81.77% | |
| 41 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 0.28% | — | -69.09% | |
| 42 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-その他 | 0.28% | — | -34.51% | |
| 43 | IDEV | Ishares Core Msci Dev Mkts | ETF-その他 | 0.25% | — | -86.81% | |
| 44 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.21% | — | — | |
| 45 | BA | Boeing Co/the | 株式-資本財 | 0.20% | — | — | |
| 46 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.19% | +0.03% | — | |
| 47 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.18% | -0.06% | +9.06% | |
| 48 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-その他 | 0.17% | — | -78.31% | |
| 49 | PODD | Insulet CORP | 株式-ヘルスケア | 0.17% | — | — | |
| 50 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.16% | — | -68.02% |