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 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 11.45% | -0.65% | +8.58% | |
| 2 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-その他 | 11.40% | — | +1.53% | |
| 3 | VUG | Vanguard Growth ETF | ETF-その他 | 10.91% | -1.12% | +9.07% | |
| 4 | VTV | Vanguard Value ETF | ETF-その他 | 9.68% | +0.08% | +7.23% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 7.09% | -0.75% | +6.71% | |
| 6 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 5.55% | +0.68% | +1.71% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 3.61% | -0.28% | +12.26% | |
| 8 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 3.50% | +0.13% | +11.14% | |
| 9 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 3.08% | +0.08% | +11.37% | |
| 10 | VB | Vanguard Small-cap ETF | ETF-その他 | 2.78% | +0.12% | +6.43% | |
| 11 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 2.38% | — | +8.17% | |
| 12 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 2.32% | -0.87% | -61.13% | |
| 13 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.85% | -1.02% | EXIT | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.81% | — | -27.03% | |
| 15 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 1.79% | -0.02% | +6.81% | |
| 16 | BLV | Vanguard Long-term Bond ETF | ETF-その他 | 1.59% | +0.05% | +8.74% | |
| 17 | BIV | Vanguard Intermediate-term B | ETF-その他 | 1.58% | +0.01% | +8.93% | |
| 18 | IWY | Ishares Russell Top 200 Grow | ETF-その他 | 1.41% | -0.12% | -1.75% | |
| 19 | DFCF | Dimensional Core Fixed INC | ETF-その他 | 1.35% | -0.10% | — | |
| 20 | DFSD | Dimensional Short Duration | ETF-その他 | 1.28% | -0.10% | +30.54% | |
| 21 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.06% | -0.11% | +0.53% | |
| 22 | IWX | Ishares Russell Top 200 Valu | ETF-その他 | 0.85% | — | -6.41% | |
| 23 | DFAR | Dimensional US Real Est ETF | ETF-その他 | 0.75% | — | — | |
| 24 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.74% | -0.03% | +19.61% | |
| 25 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 0.73% | -0.09% | -11.41% | |
| 26 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.72% | -0.08% | -4.24% | |
| 27 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 0.72% | +0.79% | +68.50% | |
| 28 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.65% | — | +0.35% | |
| 29 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.61% | -0.05% | -1.54% | |
| 30 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.57% | +0.01% | -0.07% | |
| 31 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.48% | +0.06% | -5.47% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.47% | +0.04% | -7.89% | |
| 33 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.39% | — | +0.53% | |
| 34 | MSFT | Microsoft CORP | 株式-IT | 0.39% | -0.05% | +2.65% | |
| 35 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.38% | — | — | |
| 36 | AAPL | Apple INC | 株式-IT | 0.36% | — | +3.44% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.33% | — | -3.63% | |
| 38 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 0.31% | — | +0.73% | |
| 39 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.26% | -0.06% | +7.65% | |
| 40 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.25% | -0.03% | -40.37% | |
| 41 | IDEV | Ishares Core Msci Dev Mkts | ETF-その他 | 0.25% | — | +1.73% | |
| 42 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型株 | 0.25% | — | -25.59% | |
| 43 | BA | Boeing Co/the | 株式-資本財 | 0.23% | — | +0.87% | |
| 44 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.22% | +0.11% | NEW | |
| 45 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.21% | +0.05% | — | |
| 46 | OEF | Ishares S&p 100 ETF | ETF-その他 | 0.20% | -0.17% | — | |
| 47 | PHYS | Sprott Physical Gold Trust | 株式-その他 | 0.19% | — | — | |
| 48 | IXN | Ishares Global Tech ETF | ETF-テック型 | 0.19% | — | — | |
| 49 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 0.18% | — | — | |
| 50 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.18% | +0.03% | -9.10% |