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 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 9.64% | +10.21% | +9.35% | |
| 2 | VONG | Vanguard Russell 1000 Growth | ETF-その他 | 8.77% | +2.85% | +0.87% | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 6.41% | +5.11% | +8.90% | |
| 4 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 6.24% | -1.06% | +1.86% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 5.32% | +3.57% | +5.15% | |
| 6 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 3.51% | -0.37% | +1.68% | |
| 7 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 2.74% | +0.44% | +1.73% | |
| 8 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 2.28% | +0.81% | +1.89% | |
| 9 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 2.18% | +1.75% | +8.61% | |
| 10 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 2.09% | +1.24% | +5.09% | |
| 11 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 1.88% | -0.99% | -8.32% | |
| 12 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 1.87% | +1.26% | +8.50% | |
| 13 | BSCP | Invesco Bulletshares 2025 Cb | ETF-その他 | 1.75% | -1.75% | EXIT | |
| 14 | FREL | Fidelity Msci Rl Est Indx | ETF-その他 | 1.59% | +0.81% | +7.91% | |
| 15 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 1.40% | -0.37% | -18.60% | |
| 16 | NET | Cloudflare INC - Class A | 株式-IT | 1.38% | -1.38% | EXIT | |
| 17 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-その他 | 1.38% | -1.02% | +7.30% | |
| 18 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.37% | -1.37% | EXIT | |
| 19 | NVDA | Nvidia CORP | 株式-IT | 1.30% | +0.77% | +17.51% | |
| 20 | MSFT | Microsoft CORP | 株式-IT | 1.25% | +0.20% | +0.09% | |
| 21 | IAGG | Ishares Intl Aggregate Bond | ETF-その他 | 1.20% | -0.67% | -4.13% | |
| 22 | BSCR | Invesco Bulletshares 2027 Cb | ETF-その他 | 1.06% | -1.06% | EXIT | |
| 23 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 1.02% | -1.02% | EXIT | |
| 24 | VTV | Vanguard Value ETF | ETF-その他 | 1.00% | -1.00% | EXIT | |
| 25 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.00% | -1.00% | EXIT | |
| 26 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.87% | -0.87% | EXIT | |
| 27 | BSCS | Invesco Bulletshares 2028 Cb | ETF-その他 | 0.84% | -0.84% | EXIT | |
| 28 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.79% | +0.50% | -12.52% | |
| 29 | ORCL | Oracle CORP | 株式-IT | 0.61% | -0.29% | -9.43% | |
| 30 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.59% | -0.59% | EXIT | |
| 31 | ADBE | Adobe INC | 株式-IT | 0.58% | -0.58% | EXIT | |
| 32 | BSCT | Invesco Bulletshares 2029 Cb | ETF-その他 | 0.57% | -0.57% | EXIT | |
| 33 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.55% | — | -6.44% | |
| 34 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.54% | +0.39% | +4.21% | |
| 35 | AAPL | Apple INC | 株式-IT | 0.53% | — | +15.44% | |
| 36 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-その他 | 0.52% | -0.52% | EXIT | |
| 37 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.47% | -0.47% | EXIT | |
| 38 | AVGO | Broadcom INC | 株式-IT | 0.46% | +0.21% | +61.30% | |
| 39 | TSLA | Tesla INC | 株式-一般消費財 | 0.45% | +0.08% | +9.85% | |
| 40 | V | Visa Inc-class A Shares | 株式-金融 | 0.42% | — | -8.02% | |
| 41 | ILCG | Ishares Morningstar Growth E | ETF-その他 | 0.40% | -0.40% | EXIT | |
| 42 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.40% | -0.40% | EXIT | |
| 43 | BSJP | Invesco Bulletshares 2025 Hy | ETF-その他 | 0.38% | -0.38% | EXIT | |
| 44 | NFLX | Netflix INC | 株式-通信サービス | 0.37% | -0.37% | EXIT | |
| 45 | SHOP | Shopify INC - Class A | 株式-IT | 0.36% | -0.36% | EXIT | |
| 46 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.36% | -0.36% | EXIT | |
| 47 | SCHC | Schwab Intl Small-cap Equity | ETF-その他 | 0.36% | -0.36% | EXIT | |
| 48 | BGRN | Ishares Usd Green Bond ETF | ETF-その他 | 0.35% | -0.35% | EXIT | |
| 49 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.33% | -0.33% | EXIT | |
| 50 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.32% | -0.32% | EXIT |