CIK: 0001910641
申告総資産額
$3.6億
| # | 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 33.25% | -3.29% | +60.26% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 12.33% | -1.08% | +389.17% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 9.61% | -1.35% | +40.29% | |
| 4 | AAPL | Apple INC | 株式-IT | 8.00% | -0.83% | +2.39% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 5.93% | -0.36% | -28.57% | |
| 6 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 4.83% | +0.50% | -15.05% | |
| 7 | IVOO | Vanguard S&p Mid-cap 400 ETF | ETF-その他 | 3.91% | -0.50% | +11.09% | |
| 8 | DFAW | Dimensional World Eqty ETF | ETF-その他 | 3.61% | -0.53% | — | |
| 9 | VIOO | Vanguard S&p Small-cap 600 E | ETF-その他 | 2.78% | -0.20% | +1.25% | |
| 10 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-その他 | 1.50% | -0.43% | — | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.28% | +1.25% | +19.44% | |
| 12 | DMRC | Digimarc Corporation | 株式-その他 | 1.14% | -0.17% | EXIT | |
| 13 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.96% | -0.09% | +0.05% | |
| 14 | NVDA | Nvidia CORP | 株式-IT | 0.89% | -0.04% | +715.67% | |
| 15 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.79% | +0.05% | -81.29% | |
| 16 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.70% | — | — | |
| 17 | LIN | Linde plc | 株式-素材 | 0.69% | — | -21.00% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.69% | — | -3.29% | |
| 19 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.49% | — | +1.29% | |
| 20 | LHX | L3harris Technologies INC | 株式-資本財 | 0.48% | — | — | |
| 21 | FDMO | Fidelity Momentum Factor ETF | ETF-その他 | 0.43% | — | -53.77% | |
| 22 | MSFT | Microsoft CORP | 株式-IT | 0.43% | — | +3.75% | |
| 23 | ACWV | Ishares Msci Global Min Vol | ETF-その他 | 0.42% | — | -89.29% | |
| 24 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.41% | — | -29.69% | |
| 25 | UNP | Union Pacific CORP | 株式-資本財 | 0.41% | — | -0.71% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.37% | — | +1.13% | |
| 27 | DFAI | Dimensional International Co | ETF-その他 | 0.36% | — | — | |
| 28 | MOG-A | Moog Inc-class A | 株式-その他 | 0.31% | +0.03% | -2.71% | |
| 29 | WTM | White Mountains Insurance Group, Ltd. | 株式-金融 | 0.29% | — | — | |
| 30 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.29% | — | +3.35% | |
| 31 | MTB | M & T Bank CORP | 株式-金融 | 0.29% | — | -47.15% | |
| 32 | VTV | Vanguard Value ETF | ETF-その他 | 0.25% | — | +2.87% | |
| 33 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.20% | — | — | |
| 34 | EXR | Extra Space Storage INC | 株式-不動産 | 0.18% | — | -64.07% | |
| 35 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.17% | — | +12.74% | |
| 36 | PPG | Ppg Industries INC | 株式-素材 | 0.16% | — | — | |
| 37 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 0.16% | — | -43.93% | |
| 38 | VXF | Vanguard Extended Market ETF | ETF-その他 | 0.16% | — | -12.50% | |
| 39 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.16% | — | +1.64% | |
| 40 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.13% | — | — | |
| 41 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.12% | — | — | |
| 42 | CW | Curtiss-wright CORP | 株式-資本財 | 0.12% | — | — | |
| 43 | AVGO | Broadcom INC | 株式-IT | 0.11% | — | — | |
| 44 | FDLO | Fidelity Low Volat Fact ETF | ETF-その他 | 0.11% | — | -56.70% | |
| 45 | V | Visa Inc-class A Shares | 株式-金融 | 0.11% | +0.06% | NEW | |
| 46 | OBE | Obsidian Energy LTD | 株式-その他 | 0.03% | — | — |