CIK: 0002128691
申告総資産額
$1.3億
| # | 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 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 8.46% | -1.01% | +11.65% | |
| 2 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 8.18% | -0.55% | +9.24% | |
| 3 | SCHV | Schwab US Large-cap Value | ETF-その他 | 7.33% | +0.45% | +9.99% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 6.61% | -0.64% | +22.78% | |
| 5 | AAPL | Apple INC | 株式-IT | 3.20% | -0.26% | +10.70% | |
| 6 | VV | Vanguard Large-cap ETF | ETF-その他 | 3.18% | -0.15% | +5.90% | |
| 7 | VUG | Vanguard Growth ETF | ETF-その他 | 3.14% | -0.30% | +5.72% | |
| 8 | NVDA | Nvidia CORP | 株式-IT | 2.60% | -0.27% | +115.73% | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.49% | — | +10.67% | |
| 10 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 2.20% | — | +36.46% | |
| 11 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 2.08% | — | +21.34% | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 1.94% | -0.49% | +14.10% | |
| 13 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-その他 | 1.82% | — | +58.41% | |
| 14 | VTV | Vanguard Value ETF | ETF-その他 | 1.80% | +0.21% | +17.00% | |
| 15 | HDV | Ishares Core High Dividend E | ETF-その他 | 1.78% | +0.32% | +51.45% | |
| 16 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.67% | +0.30% | +34.37% | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.64% | +0.12% | +3.31% | |
| 18 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 1.58% | +0.08% | -1.42% | |
| 19 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 1.54% | +0.11% | +2.38% | |
| 20 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 1.51% | -0.12% | +30.90% | |
| 21 | BAC | Bank Of America CORP | 株式-金融 | 1.42% | -0.19% | — | |
| 22 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-その他 | 1.39% | +0.10% | +12.34% | |
| 23 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 1.39% | +0.09% | +0.84% | |
| 24 | VTIP | Vanguard Short-term Tips | ETF-その他 | 1.33% | — | +3.12% | |
| 25 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 1.29% | -0.21% | -3.40% | |
| 26 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.24% | +0.16% | +73.67% | |
| 27 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.24% | +0.19% | +115.16% | |
| 28 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 1.22% | -0.20% | -5.91% | |
| 29 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-その他 | 1.20% | +0.05% | -1.78% | |
| 30 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 1.13% | — | +12.88% | |
| 31 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.09% | +0.23% | +20.70% | |
| 32 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.08% | — | +0.22% | |
| 33 | IQLT | Ishares Msci International Q | ETF-その他 | 1.07% | — | +424.60% | |
| 34 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.00% | -0.11% | +71.40% | |
| 35 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 0.97% | +0.09% | +12.64% | |
| 36 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.96% | — | +6.50% | |
| 37 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.86% | +0.12% | +80.79% | |
| 38 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.81% | +0.19% | +193.88% | |
| 39 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.76% | — | — | |
| 40 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.75% | +0.20% | +164.66% | |
| 41 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 0.68% | +0.12% | -6.04% | |
| 42 | TOL | Toll Brothers INC | 株式-一般消費財 | 0.67% | — | — | |
| 43 | QGRO | American Century US Quality | ETF-その他 | 0.61% | -0.09% | -4.40% | |
| 44 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.60% | +0.23% | +152.71% | |
| 45 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.57% | — | +2.83% | |
| 46 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.55% | — | +0.06% | |
| 47 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.53% | +0.14% | — | |
| 48 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.52% | +0.06% | +102.50% | |
| 49 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.50% | — | +2.72% | |
| 50 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.48% | — | +3.81% |