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 | 39.57% | -1.82% | +5.75% | |
| 2 | VB | Vanguard Small-cap ETF | ETF-その他 | 13.92% | +2.19% | +19.74% | |
| 3 | DEXC | Dimensional Em Ex Cce ETF | ETF-その他 | 9.96% | +2.44% | — | |
| 4 | DFAR | Dimensional US Real Est ETF | ETF-その他 | 6.94% | -1.39% | EXIT | |
| 5 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 5.65% | -0.46% | -7.74% | |
| 6 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 5.27% | +0.07% | +5.70% | |
| 7 | VONE | Vanguard Russell 1000 | ETF-その他 | 1.90% | +1.26% | -0.80% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.39% | -0.08% | +6.18% | |
| 9 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 1.17% | -0.22% | -65.98% | |
| 10 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.08% | -0.12% | +29.26% | |
| 11 | AVDE | Avantis International Equity | ETF-その他 | 1.06% | +0.01% | -8.81% | |
| 12 | CVX | Chevron CORP | 株式-エネルギー | 0.96% | — | +231.41% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.85% | -0.07% | -1.15% | |
| 14 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.60% | — | — | |
| 15 | SPHY | Ss Spdr P High Yield ETF | ETF-ハイイールド債 | 0.58% | -0.01% | +2.01% | |
| 16 | AAPL | Apple INC | 株式-IT | 0.52% | -0.15% | +109.68% | |
| 17 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.52% | -0.14% | — | |
| 18 | MSFT | Microsoft CORP | 株式-IT | 0.51% | -0.21% | +233.18% | |
| 19 | SXT | Sensient Technologies CORP | 株式-素材 | 0.49% | -0.03% | — | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.40% | — | -0.21% | |
| 21 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.40% | -0.03% | +58.91% | |
| 22 | FBND | Fidelity Total Bond ETF | ETF-その他 | 0.39% | -0.07% | — | |
| 23 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.36% | -0.10% | — | |
| 24 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 0.34% | -0.05% | — | |
| 25 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.29% | -0.23% | EXIT | |
| 26 | USRT | Ishares Core US Reit ETF | ETF-その他 | 0.28% | -0.12% | EXIT | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.27% | -0.01% | +32.64% | |
| 28 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 0.25% | — | -12.80% | |
| 29 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 0.25% | -0.05% | — | |
| 30 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.23% | — | -8.54% | |
| 31 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 0.21% | -0.07% | -88.01% | |
| 32 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.21% | +0.23% | — | |
| 33 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-その他 | 0.20% | — | — | |
| 34 | L | Loews CORP | 株式-金融 | 0.19% | — | — | |
| 35 | NVDA | Nvidia CORP | 株式-IT | 0.19% | -0.04% | — | |
| 36 | BSCR | Invesco Bulletshares 2027 Cb | ETF-その他 | 0.19% | — | — | |
| 37 | BSCS | Invesco Bulletshares 2028 Cb | ETF-その他 | 0.19% | — | — | |
| 38 | BSCT | Invesco Bulletshares 2029 Cb | ETF-その他 | 0.19% | — | — | |
| 39 | IQLT | Ishares Msci International Q | ETF-その他 | 0.18% | -0.02% | — | |
| 40 | HD | Home Depot INC | 株式-一般消費財 | 0.18% | -0.03% | — | |
| 41 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.17% | -0.03% | — | |
| 42 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-その他 | 0.17% | -0.02% | — | |
| 43 | SO | Southern Co/the | 株式-公益事業 | 0.16% | +0.01% | +12.71% | |
| 44 | VXF | Vanguard Extended Market ETF | ETF-その他 | 0.16% | -0.01% | — | |
| 45 | MGC | Vanguard Mega Cap ETF | ETF-その他 | 0.15% | -0.30% | EXIT | |
| 46 | WMT | Walmart INC | 株式-生活必需品 | 0.15% | — | — | |
| 47 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.15% | -0.11% | EXIT | |
| 48 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型株 | 0.15% | — | — | |
| 49 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.14% | -0.04% | — | |
| 50 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.14% | -0.02% | — |