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 | 8.01% | -1.01% | +2.98% | |
| 2 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 7.84% | -0.55% | +4.40% | |
| 3 | SCHV | Schwab US Large-cap Value | ETF-その他 | 7.06% | +0.45% | +5.39% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 6.40% | -0.64% | +5.28% | |
| 5 | AAPL | Apple INC | 株式-IT | 3.06% | -0.26% | -0.53% | |
| 6 | VUG | Vanguard Growth ETF | ETF-その他 | 2.98% | -0.30% | +4.10% | |
| 7 | VV | Vanguard Large-cap ETF | ETF-その他 | 2.88% | -0.15% | -1.57% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.74% | — | +21.28% | |
| 9 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 2.36% | — | +13.55% | |
| 10 | NVDA | Nvidia CORP | 株式-IT | 2.31% | -0.27% | -0.85% | |
| 11 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 2.18% | — | +15.37% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.99% | +0.12% | +33.64% | |
| 13 | MSFT | Microsoft CORP | 株式-IT | 1.95% | -0.49% | +19.76% | |
| 14 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-その他 | 1.78% | — | +6.15% | |
| 15 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 1.72% | +0.08% | +17.91% | |
| 16 | VTV | Vanguard Value ETF | ETF-その他 | 1.72% | +0.21% | +3.66% | |
| 17 | HDV | Ishares Core High Dividend E | ETF-その他 | 1.64% | +0.32% | +3.14% | |
| 18 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 1.60% | +1.17% | +730.77% | |
| 19 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.56% | +0.30% | +3.46% | |
| 20 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 1.53% | +0.09% | +22.61% | |
| 21 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 1.49% | +0.11% | +6.09% | |
| 22 | BAC | Bank Of America CORP | 株式-金融 | 1.45% | -0.19% | +6.44% | |
| 23 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-その他 | 1.41% | +0.05% | +29.01% | |
| 24 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 1.36% | -0.12% | +3.75% | |
| 25 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-その他 | 1.34% | +0.10% | +5.32% | |
| 26 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.18% | +0.19% | +4.52% | |
| 27 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.18% | +0.16% | +4.08% | |
| 28 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.18% | — | +18.82% | |
| 29 | VTIP | Vanguard Short-term Tips | ETF-その他 | 1.15% | — | -1.50% | |
| 30 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 1.15% | -0.21% | -3.41% | |
| 31 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 1.10% | -0.20% | -0.59% | |
| 32 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 1.07% | — | +10.47% | |
| 33 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.06% | — | +20.08% | |
| 34 | IQLT | Ishares Msci International Q | ETF-その他 | 1.05% | — | +6.18% | |
| 35 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.97% | +0.23% | -2.79% | |
| 36 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.94% | -0.11% | -0.19% | |
| 37 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.91% | +0.19% | +23.44% | |
| 38 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.91% | +0.12% | +18.27% | |
| 39 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.91% | — | +2.91% | |
| 40 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 0.87% | +0.09% | -0.45% | |
| 41 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.82% | +0.20% | +19.34% | |
| 42 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.65% | — | -1.87% | |
| 43 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 0.63% | +0.12% | +0.30% | |
| 44 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.62% | +0.23% | +12.23% | |
| 45 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.61% | +0.14% | +22.29% | |
| 46 | TOL | Toll Brothers INC | 株式-一般消費財 | 0.56% | — | -4.95% | |
| 47 | QGRO | American Century US Quality | ETF-その他 | 0.55% | -0.09% | +0.06% | |
| 48 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.52% | — | -5.84% | |
| 49 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.48% | — | +4.48% | |
| 50 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.47% | +0.06% | +7.25% |