CIK: 0001843853
申告総資産額
$2.0億
| # | 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 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 44.62% | -1.82% | +3.23% | |
| 2 | VB | Vanguard Small-cap ETF | ETF-その他 | 14.33% | +2.19% | +4.12% | |
| 3 | DFAR | Dimensional US Real Est ETF | ETF-その他 | 8.98% | -1.39% | EXIT | |
| 4 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 7.32% | -0.46% | -5.31% | |
| 5 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 5.32% | +0.07% | -0.30% | |
| 6 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 3.80% | -0.22% | -3.23% | |
| 7 | VONE | Vanguard Russell 1000 | ETF-その他 | 2.29% | +1.26% | — | |
| 8 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 1.94% | -0.07% | -0.67% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.27% | -0.08% | +0.18% | |
| 10 | AVDE | Avantis International Equity | ETF-その他 | 1.22% | +0.01% | — | |
| 11 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.05% | -0.12% | -1.23% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.02% | -0.07% | -3.67% | |
| 13 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.67% | — | -1.73% | |
| 14 | SPHY | Ss Spdr P High Yield ETF | ETF-ハイイールド債 | 0.64% | -0.01% | -1.07% | |
| 15 | SXT | Sensient Technologies CORP | 株式-素材 | 0.54% | -0.03% | -1.20% | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.48% | — | -0.97% | |
| 17 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 0.43% | -0.05% | -1.23% | |
| 18 | USRT | Ishares Core US Reit ETF | ETF-その他 | 0.36% | -0.12% | EXIT | |
| 19 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.33% | -0.23% | EXIT | |
| 20 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 0.32% | — | -0.42% | |
| 21 | AAPL | Apple INC | 株式-IT | 0.32% | -0.15% | +31.72% | |
| 22 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.31% | — | — | |
| 23 | CVX | Chevron CORP | 株式-エネルギー | 0.29% | — | — | |
| 24 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.24% | -0.03% | +8.78% | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.24% | -0.01% | — | |
| 26 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.22% | +0.23% | — | |
| 27 | L | Loews CORP | 株式-金融 | 0.20% | — | — | |
| 28 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.20% | +0.21% | NEW | |
| 29 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.20% | — | -9.68% | |
| 30 | MSFT | Microsoft CORP | 株式-IT | 0.19% | -0.21% | — | |
| 31 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型株 | 0.19% | — | — | |
| 32 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.17% | +0.14% | NEW | |
| 33 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.15% | -0.11% | EXIT | |
| 34 | SO | Southern Co/the | 株式-公益事業 | 0.15% | +0.01% | +1.80% |