CIK: 0001879206
申告総資産額
$6866.0万
| # | 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 | VONG | Vanguard Russell 1000 Growth | ETF-その他 | 7.65% | +2.85% | -2.82% | |
| 2 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 6.75% | -1.06% | +4.07% | |
| 3 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 6.58% | +10.21% | +5.15% | |
| 4 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 5.76% | +5.11% | +4.66% | |
| 5 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 4.53% | — | -5.51% | |
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 4.08% | +3.57% | +6.47% | |
| 7 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 3.89% | -0.37% | +3.12% | |
| 8 | SCTXX | Schwab Amt Tax Fr Mny-ultra | 株式-その他 | 3.87% | — | — | |
| 9 | ✓ | Terran Orbital CORP | 株式-その他 | 3.13% | — | -2.72% | |
| 10 | ✓ | Invesco Exch Trd Slf Idx Fd | 株式-その他 | 2.36% | — | -0.18% | |
| 11 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 2.32% | +0.44% | +4.80% | |
| 12 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 2.18% | -0.99% | -1.47% | |
| 13 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 2.04% | +0.81% | +2.09% | |
| 14 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.72% | -1.37% | EXIT | |
| 15 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 1.56% | -1.02% | EXIT | |
| 16 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 1.52% | +1.24% | +7.12% | |
| 17 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 1.50% | +1.75% | +8.15% | |
| 18 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 1.44% | +1.26% | +3.36% | |
| 19 | ADBE | Adobe INC | 株式-IT | 1.42% | -0.58% | EXIT | |
| 20 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 1.38% | -0.37% | -6.81% | |
| 21 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.31% | -1.00% | EXIT | |
| 22 | VTV | Vanguard Value ETF | ETF-その他 | 1.30% | -1.00% | EXIT | |
| 23 | FREL | Fidelity Msci Rl Est Indx | ETF-その他 | 1.27% | +0.81% | +11.45% | |
| 24 | IAGG | Ishares Intl Aggregate Bond | ETF-その他 | 1.26% | -0.67% | -5.27% | |
| 25 | BSCO | Invesco Bulletshares 2024 Cb | ETF-その他 | 1.20% | — | +5.44% | |
| 26 | BSCP | Invesco Bulletshares 2025 Cb | ETF-その他 | 1.19% | -1.75% | EXIT | |
| 27 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.02% | -0.87% | EXIT | |
| 28 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.98% | +0.50% | -6.89% | |
| 29 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.91% | -0.59% | EXIT | |
| 30 | MSFT | Microsoft CORP | 株式-IT | 0.82% | +0.20% | +0.23% | |
| 31 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-その他 | 0.78% | -1.02% | +3.82% | |
| 32 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.66% | — | +4.15% | |
| 33 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.61% | -0.47% | EXIT | |
| 34 | NET | Cloudflare INC - Class A | 株式-IT | 0.61% | -1.38% | EXIT | |
| 35 | BSCR | Invesco Bulletshares 2027 Cb | ETF-その他 | 0.57% | -1.06% | EXIT | |
| 36 | BGRN | Ishares Usd Green Bond ETF | ETF-その他 | 0.57% | -0.35% | EXIT | |
| 37 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.55% | — | +3.19% | |
| 38 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.44% | -0.36% | EXIT | |
| 39 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.42% | -0.32% | EXIT | |
| 40 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.42% | -0.40% | EXIT | |
| 41 | NFLX | Netflix INC | 株式-通信サービス | 0.42% | -0.37% | EXIT | |
| 42 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 0.40% | — | +149.54% | |
| 43 | SCHC | Schwab Intl Small-cap Equity | ETF-その他 | 0.39% | -0.36% | EXIT | |
| 44 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 0.38% | — | -1.86% | |
| 45 | CSCO | Cisco Systems INC | 株式-IT | 0.38% | — | -9.22% | |
| 46 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.37% | -0.33% | EXIT | |
| 47 | ACN | Accenture plc | 株式-IT | 0.37% | — | +0.66% | |
| 48 | VIOG | Vanguard S&p Sm Cap 600 Grw | ETF-その他 | 0.37% | — | -11.33% | |
| 49 | NOW | Servicenow INC | 株式-IT | 0.36% | — | -0.31% | |
| 50 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 0.36% | — | -13.78% |