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 | 41.31% | -1.82% | +6.89% | |
| 2 | VB | Vanguard Small-cap ETF | ETF-その他 | 15.33% | +2.19% | +16.66% | |
| 3 | DEXC | Dimensional Em Ex Cce ETF | ETF-その他 | 10.50% | +2.44% | +4.24% | |
| 4 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 5.51% | -0.46% | -0.33% | |
| 5 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 4.99% | +0.07% | -3.72% | |
| 6 | DFAR | Dimensional US Real Est ETF | ETF-その他 | 2.15% | -1.39% | EXIT | |
| 7 | VONE | Vanguard Russell 1000 | ETF-その他 | 1.86% | +1.26% | -0.10% | |
| 8 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 1.23% | — | +453.15% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.17% | -0.08% | +4.05% | |
| 10 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.14% | -0.12% | +2.05% | |
| 11 | AVDE | Avantis International Equity | ETF-その他 | 1.05% | +0.01% | — | |
| 12 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 1.00% | -0.22% | -10.78% | |
| 13 | MSFT | Microsoft CORP | 株式-IT | 0.88% | -0.21% | +48.82% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.82% | -0.07% | -1.03% | |
| 15 | AAPL | Apple INC | 株式-IT | 0.64% | -0.15% | +50.82% | |
| 16 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.61% | -0.14% | +28.52% | |
| 17 | SPHY | Ss Spdr P High Yield ETF | ETF-ハイイールド債 | 0.55% | -0.01% | +6.84% | |
| 18 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.55% | — | — | |
| 19 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.44% | -0.10% | +34.92% | |
| 20 | FBND | Fidelity Total Bond ETF | ETF-その他 | 0.41% | -0.07% | +18.87% | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.39% | — | — | |
| 22 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.38% | -0.03% | +21.70% | |
| 23 | SXT | Sensient Technologies CORP | 株式-素材 | 0.36% | -0.03% | -37.81% | |
| 24 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 0.34% | -0.05% | +49.81% | |
| 25 | NVDA | Nvidia CORP | 株式-IT | 0.34% | -0.04% | +37.63% | |
| 26 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 0.32% | -0.05% | — | |
| 27 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.31% | -0.04% | +112.99% | |
| 28 | MGC | Vanguard Mega Cap ETF | ETF-その他 | 0.29% | -0.30% | EXIT | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.26% | -0.01% | — | |
| 30 | WMT | Walmart INC | 株式-生活必需品 | 0.26% | — | +73.73% | |
| 31 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.25% | -0.23% | EXIT | |
| 32 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.25% | +0.23% | +22.13% | |
| 33 | BSCT | Invesco Bulletshares 2029 Cb | ETF-その他 | 0.23% | — | +40.34% | |
| 34 | BSCS | Invesco Bulletshares 2028 Cb | ETF-その他 | 0.23% | — | +40.20% | |
| 35 | BSCR | Invesco Bulletshares 2027 Cb | ETF-その他 | 0.23% | — | +40.18% | |
| 36 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-その他 | 0.23% | — | +23.47% | |
| 37 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.22% | — | — | |
| 38 | USRT | Ishares Core US Reit ETF | ETF-その他 | 0.21% | -0.12% | EXIT | |
| 39 | HD | Home Depot INC | 株式-一般消費財 | 0.21% | -0.03% | +31.13% | |
| 40 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 0.21% | -0.07% | — | |
| 41 | SO | Southern Co/the | 株式-公益事業 | 0.20% | +0.01% | +44.24% | |
| 42 | IQLT | Ishares Msci International Q | ETF-その他 | 0.20% | -0.02% | +14.82% | |
| 43 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.20% | -0.03% | +28.36% | |
| 44 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.19% | -0.02% | +28.87% | |
| 45 | L | Loews CORP | 株式-金融 | 0.17% | — | — | |
| 46 | VXF | Vanguard Extended Market ETF | ETF-その他 | 0.16% | -0.01% | — | |
| 47 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-その他 | 0.15% | -0.02% | — | |
| 48 | MGV | Vanguard Mega Cap Value ETF | ETF-その他 | 0.15% | -0.11% | EXIT | |
| 49 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型株 | 0.14% | — | — | |
| 50 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.14% | -0.11% | EXIT |