CIK: 0002056602
申告総資産額
$6837.6万
| # | 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 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 21.93% | -0.70% | -0.62% | |
| 2 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 19.75% | +0.84% | +4.52% | |
| 3 | VXF | Vanguard Extended Market ETF | ETF-その他 | 8.32% | -0.30% | +3.02% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 8.04% | +0.23% | -1.22% | |
| 5 | BND | Vanguard Total Bond Market | ETF-その他 | 6.41% | -0.55% | +6.48% | |
| 6 | USFR | Wisdomtree Floating Rate Tre | ETF-その他 | 6.38% | -0.01% | +10.50% | |
| 7 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 3.37% | -0.36% | +0.40% | |
| 8 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 3.32% | +0.02% | -5.61% | |
| 9 | KLAC | Kla CORP | 株式-IT | 3.30% | +0.66% | -5.16% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.13% | -0.11% | -2.84% | |
| 11 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 2.90% | -0.03% | +9.37% | |
| 12 | VTV | Vanguard Value ETF | ETF-その他 | 2.33% | -0.11% | -15.32% | |
| 13 | VUG | Vanguard Growth ETF | ETF-その他 | 1.61% | -0.18% | -1.20% | |
| 14 | AAPL | Apple INC | 株式-IT | 1.55% | -0.16% | -19.47% | |
| 15 | CAT | Caterpillar INC | 株式-資本財 | 1.41% | +0.32% | — | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.23% | -0.07% | — | |
| 17 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.93% | +0.02% | +3.68% | |
| 18 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.66% | -0.01% | -9.30% | |
| 19 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.55% | -0.03% | -11.20% | |
| 20 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.53% | +0.01% | — | |
| 21 | IMTB | Ishares Core 5-10 Year Usd | ETF-その他 | 0.46% | — | — | |
| 22 | IDEV | Ishares Core Msci Dev Mkts | ETF-その他 | 0.45% | — | — | |
| 23 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.39% | +0.13% | — | |
| 24 | TBG | Tbg Dividend Focus ETF | ETF-その他 | 0.38% | +0.12% | — | |
| 25 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.34% | — | -27.93% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.33% | -0.02% | -16.26% |