CIK: 0001730456
申告総資産額
$3.7億
| # | 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 | VUG | Vanguard Growth ETF | ETF-その他 | 15.67% | +0.22% | +1.79% | |
| 2 | VTV | Vanguard Value ETF | ETF-その他 | 15.25% | -0.58% | -1.73% | |
| 3 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 8.67% | — | -7.17% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 7.10% | -0.54% | +1.86% | |
| 5 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 5.62% | — | -1.37% | |
| 6 | VAW | Vanguard Materials ETF | ETF-その他 | 5.13% | — | -3.37% | |
| 7 | GSY | Invesco Ultra Short Duration | ETF-その他 | 4.28% | — | +46.58% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 4.00% | -0.04% | +9.27% | |
| 9 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 3.80% | -0.79% | +2.22% | |
| 10 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 3.20% | — | -1.15% | |
| 11 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 3.15% | — | -0.41% | |
| 12 | DES | Wisdomtree US Smallcap Divid | ETF-その他 | 3.04% | — | -0.35% | |
| 13 | EZM | Wisdomtree US Midcap Fund | ETF-その他 | 3.01% | — | -4.55% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.89% | — | +6.38% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.15% | -0.15% | -2.07% | |
| 16 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 2.13% | — | -0.18% | |
| 17 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.91% | — | +4.10% | |
| 18 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 1.75% | — | +10.03% | |
| 19 | XLB | Ss Materials Select Sector | ETF-その他 | 0.90% | — | -5.58% | |
| 20 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.81% | — | +2.14% | |
| 21 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 0.80% | — | +15.82% | |
| 22 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.77% | -0.44% | +39.47% | |
| 23 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 0.54% | -0.09% | +8.29% | |
| 24 | BKNG | Booking Holdings INC | 株式-一般消費財 | 0.42% | — | — | |
| 25 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.39% | -0.09% | EXIT | |
| 26 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.35% | — | +42.92% | |
| 27 | AAPL | Apple INC | 株式-IT | 0.33% | — | — | |
| 28 | NVDA | Nvidia CORP | 株式-IT | 0.31% | -0.69% | EXIT | |
| 29 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.30% | — | — | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.30% | — | -0.75% | |
| 31 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.28% | — | +43.56% | |
| 32 | PCY | Invesco Emerging Markets Sov | ETF-新興国市場 | 0.28% | — | -30.29% | |
| 33 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.25% | — | -32.08% | |
| 34 | UNP | Union Pacific CORP | 株式-資本財 | 0.23% | — | — |