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 | 7.75% | +2.85% | -1.70% | |
| 2 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 6.79% | -1.06% | +7.69% | |
| 3 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 6.62% | +10.21% | +2.09% | |
| 4 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 5.92% | +5.11% | +5.62% | |
| 5 | BSCO | Invesco Bulletshares 2024 Cb | ETF-その他 | 5.01% | — | +355.61% | |
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 4.64% | +3.57% | +19.25% | |
| 7 | ✓ | Terran Orbital CORP | 株式-その他 | 3.88% | — | — | |
| 8 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 3.71% | -0.37% | +2.31% | |
| 9 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 2.51% | +0.44% | +5.01% | |
| 10 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 2.17% | -0.99% | -3.72% | |
| 11 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 2.07% | +0.81% | +0.86% | |
| 12 | BSJO | Invesco Bulletshares 2024 Hy | ETF-その他 | 1.86% | — | — | |
| 13 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.76% | -1.37% | EXIT | |
| 14 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 1.72% | +1.24% | +8.45% | |
| 15 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 1.53% | -1.02% | EXIT | |
| 16 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 1.52% | -0.37% | +10.56% | |
| 17 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 1.51% | +1.75% | +5.30% | |
| 18 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 1.50% | +1.26% | +6.31% | |
| 19 | BSCP | Invesco Bulletshares 2025 Cb | ETF-その他 | 1.47% | -1.75% | EXIT | |
| 20 | ADBE | Adobe INC | 株式-IT | 1.47% | -0.58% | EXIT | |
| 21 | FREL | Fidelity Msci Rl Est Indx | ETF-その他 | 1.46% | +0.81% | +8.35% | |
| 22 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.32% | -1.00% | EXIT | |
| 23 | VTV | Vanguard Value ETF | ETF-その他 | 1.31% | -1.00% | EXIT | |
| 24 | IAGG | Ishares Intl Aggregate Bond | ETF-その他 | 1.23% | -0.67% | +6.27% | |
| 25 | MSFT | Microsoft CORP | 株式-IT | 1.08% | +0.20% | +22.26% | |
| 26 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.08% | +0.50% | +2.69% | |
| 27 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-その他 | 1.08% | -1.02% | +47.60% | |
| 28 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.03% | -0.87% | EXIT | |
| 29 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.91% | -0.59% | EXIT | |
| 30 | BSCR | Invesco Bulletshares 2027 Cb | ETF-その他 | 0.84% | -1.06% | EXIT | |
| 31 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-その他 | 0.81% | — | +150.85% | |
| 32 | NET | Cloudflare INC - Class A | 株式-IT | 0.71% | -1.38% | EXIT | |
| 33 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.62% | -0.47% | EXIT | |
| 34 | BSCS | Invesco Bulletshares 2028 Cb | ETF-その他 | 0.56% | -0.84% | EXIT | |
| 35 | BGRN | Ishares Usd Green Bond ETF | ETF-その他 | 0.54% | -0.35% | EXIT | |
| 36 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.52% | — | -1.20% | |
| 37 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.47% | -0.36% | EXIT | |
| 38 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.42% | -0.32% | EXIT | |
| 39 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 0.41% | — | -0.52% | |
| 40 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.39% | -0.40% | EXIT | |
| 41 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.38% | -0.33% | EXIT | |
| 42 | VIOG | Vanguard S&p Sm Cap 600 Grw | ETF-その他 | 0.38% | — | -0.10% | |
| 43 | SCHC | Schwab Intl Small-cap Equity | ETF-その他 | 0.38% | -0.36% | EXIT | |
| 44 | NOW | Servicenow INC | 株式-IT | 0.37% | — | -9.46% | |
| 45 | NFLX | Netflix INC | 株式-通信サービス | 0.35% | -0.37% | EXIT | |
| 46 | V | Visa Inc-class A Shares | 株式-金融 | 0.35% | — | +18.60% | |
| 47 | ACN | Accenture plc | 株式-IT | 0.35% | — | -7.98% | |
| 48 | ILCG | Ishares Morningstar Growth E | ETF-その他 | 0.35% | -0.40% | EXIT | |
| 49 | AAPL | Apple INC | 株式-IT | 0.35% | — | +69.74% | |
| 50 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 0.34% | — | -5.79% |