CIK: 0001987321
申告総資産額
$3.6億
| # | 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 25.39% | -0.99% | — | |
| 2 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 14.43% | +0.68% | — | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 8.59% | +0.60% | — | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 4.10% | +0.31% | — | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 3.65% | +0.06% | — | |
| 6 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 2.65% | -0.01% | — | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.58% | -0.15% | — | |
| 8 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 2.17% | -0.13% | — | |
| 9 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.16% | -0.09% | — | |
| 10 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 2.15% | — | — | |
| 11 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.03% | +0.01% | — | |
| 12 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 1.99% | — | — | |
| 13 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.82% | +0.15% | — | |
| 14 | AAPL | Apple INC | 株式-IT | 1.73% | -0.13% | — | |
| 15 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 1.51% | — | — | |
| 16 | MSFT | Microsoft CORP | 株式-IT | 1.48% | -0.34% | — | |
| 17 | BIV | Vanguard Intermediate-term B | ETF-その他 | 1.45% | +0.29% | — | |
| 18 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 1.15% | — | — | |
| 19 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.02% | — | — | |
| 20 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.01% | — | — | |
| 21 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.00% | +0.05% | — | |
| 22 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.92% | — | — | |
| 23 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.81% | — | — | |
| 24 | SMH | Vaneck Semiconductor ETF | ETF-その他 | 0.60% | +0.04% | — | |
| 25 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.54% | — | — | |
| 26 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.48% | -0.11% | — | |
| 27 | FISV | Fiserv INC | 株式-その他 | 0.47% | — | — | |
| 28 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.37% | -0.06% | — | |
| 29 | ORCL | Oracle CORP | 株式-IT | 0.34% | -0.08% | — | |
| 30 | VRTX | Vertex Pharmaceuticals INC | 株式-ヘルスケア | 0.33% | — | — | |
| 31 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.32% | -0.10% | — | |
| 32 | DE | Deere & Co | 株式-資本財 | 0.32% | +0.04% | — | |
| 33 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.31% | -0.04% | — | |
| 34 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.29% | — | — | |
| 35 | V | Visa Inc-class A Shares | 株式-金融 | 0.28% | -0.06% | — | |
| 36 | URI | United Rentals INC | 株式-資本財 | 0.28% | -0.04% | — | |
| 37 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.27% | +0.07% | — | |
| 38 | GS | Goldman Sachs Group INC | 株式-金融 | 0.27% | — | — | |
| 39 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.26% | -0.03% | — | |
| 40 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.25% | -0.05% | — | |
| 41 | REGN | Regeneron Pharmaceuticals | 株式-ヘルスケア | 0.24% | — | — | |
| 42 | PEP | Pepsico INC | 株式-生活必需品 | 0.23% | +0.03% | — | |
| 43 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.22% | — | — | |
| 44 | RTX | Rtx CORP | 株式-資本財 | 0.22% | — | — | |
| 45 | TSLA | Tesla INC | 株式-一般消費財 | 0.21% | — | — | |
| 46 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 0.20% | — | — | |
| 47 | CTVA | Corteva INC | 株式-素材 | 0.20% | +0.03% | — | |
| 48 | CSCO | Cisco Systems INC | 株式-IT | 0.20% | — | — | |
| 49 | APD | Air Products & Chemicals INC | 株式-素材 | 0.19% | — | — | |
| 50 | ATVIEUR | Activision Blizzard INC | 株式-通信サービス | 0.19% | — | — |