CIK: 0001759236
申告総資産額
$9.2億
| # | 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 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 7.75% | +0.07% | +8.03% | |
| 2 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 7.65% | -0.06% | +5.53% | |
| 3 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 6.67% | — | +10.72% | |
| 4 | VUG | Vanguard Growth ETF | ETF-その他 | 5.56% | -1.50% | +19.16% | |
| 5 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 4.70% | — | +13.63% | |
| 6 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 3.80% | +0.28% | +6.66% | |
| 7 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 3.64% | -1.23% | +13.76% | |
| 8 | VTV | Vanguard Value ETF | ETF-その他 | 3.52% | -0.78% | +8.86% | |
| 9 | VB | Vanguard Small-cap ETF | ETF-その他 | 3.46% | — | +28.51% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 3.22% | -0.12% | +3.75% | |
| 11 | MGV | Vanguard Mega Cap Value ETF | ETF-その他 | 3.13% | +0.10% | +2.19% | |
| 12 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 2.91% | -0.07% | +13.83% | |
| 13 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.80% | — | +44.87% | |
| 14 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 2.51% | -0.03% | +23.65% | |
| 15 | MGC | Vanguard Mega Cap ETF | ETF-その他 | 2.30% | -0.10% | +12.99% | |
| 16 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 2.22% | -0.01% | +16.08% | |
| 17 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 2.13% | +0.17% | -2.97% | |
| 18 | VV | Vanguard Large-cap ETF | ETF-その他 | 2.11% | — | +12.74% | |
| 19 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 2.02% | +0.15% | +37.54% | |
| 20 | SCHC | Schwab Intl Small-cap Equity | ETF-その他 | 1.99% | — | +15.20% | |
| 21 | SCHO | Schwab Short-term US Treas | ETF-その他 | 1.99% | +0.12% | +20.86% | |
| 22 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.71% | — | +39.78% | |
| 23 | SCHV | Schwab US Large-cap Value | ETF-その他 | 1.65% | +0.44% | +32.68% | |
| 24 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.64% | +0.11% | -11.99% | |
| 25 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.25% | — | +11.24% | |
| 26 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 1.14% | -0.13% | +14.98% | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.08% | +0.07% | +17.97% | |
| 28 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.05% | — | — | |
| 29 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.03% | — | +1.90% | |
| 30 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 0.97% | — | +42.75% | |
| 31 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.88% | — | — | |
| 32 | SCHH | Schwab US Reit ETF | ETF-その他 | 0.75% | — | +9.84% | |
| 33 | AAPL | Apple INC | 株式-IT | 0.70% | — | +14.75% | |
| 34 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 0.66% | — | -0.73% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.66% | — | +165.17% | |
| 36 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 0.53% | — | +13.00% | |
| 37 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.53% | — | +0.23% | |
| 38 | PEP | Pepsico INC | 株式-生活必需品 | 0.47% | — | +2.21% | |
| 39 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 0.42% | — | — | |
| 40 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.41% | — | — | |
| 41 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.39% | — | +74.09% | |
| 42 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.38% | -0.02% | +50.58% | |
| 43 | PNC | Pnc Financial Services Group | 株式-金融 | 0.35% | — | — | |
| 44 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.32% | +0.15% | — | |
| 45 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.32% | — | — | |
| 46 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.32% | — | — | |
| 47 | ✓ | Nesco Holdi-cw25 | 株式-その他 | 0.31% | — | — | |
| 48 | YUM | Yum! Brands INC | 株式-一般消費財 | 0.28% | — | — | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.27% | — | — | |
| 50 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.23% | — | +22.71% |