CIK: 0002062026
申告総資産額
$12.7億
| # | 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 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 12.70% | -0.18% | +15.02% | |
| 2 | VUG | Vanguard Growth ETF | ETF-その他 | 11.06% | +0.46% | +17.05% | |
| 3 | VTV | Vanguard Value ETF | ETF-その他 | 8.19% | +0.05% | +38.64% | |
| 4 | AAPL | Apple INC | 株式-IT | 7.62% | +0.02% | +3.17% | |
| 5 | V | Visa Inc-class A Shares | 株式-金融 | 5.38% | — | — | |
| 6 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 4.80% | -0.23% | +23.91% | |
| 7 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 4.60% | -0.24% | +21.41% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 4.58% | -0.08% | +22.97% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 4.43% | -0.05% | +3.30% | |
| 10 | VB | Vanguard Small-cap ETF | ETF-その他 | 4.15% | +0.21% | +19.28% | |
| 11 | MA | Mastercard INC - A | 株式-金融 | 3.48% | — | — | |
| 12 | BIV | Vanguard Intermediate-term B | ETF-その他 | 2.38% | -0.16% | +10.50% | |
| 13 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 2.21% | -0.17% | +10.12% | |
| 14 | CMF | Ishares California Muni Bond | ETF-その他 | 2.08% | — | +0.38% | |
| 15 | BLV | Vanguard Long-term Bond ETF | ETF-その他 | 1.97% | -0.14% | +3.41% | |
| 16 | BSCP | Invesco Bulletshares 2025 Cb | ETF-その他 | 1.78% | — | +8.10% | |
| 17 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-その他 | 1.72% | -0.13% | +2.09% | |
| 18 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 1.67% | -0.01% | +0.69% | |
| 19 | DFAX | Dimensional World Ex US Core | ETF-その他 | 1.57% | — | +0.15% | |
| 20 | BSCR | Invesco Bulletshares 2027 Cb | ETF-その他 | 1.26% | -0.18% | +7.95% | |
| 21 | BSCS | Invesco Bulletshares 2028 Cb | ETF-その他 | 0.85% | -0.12% | +0.98% | |
| 22 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.81% | -0.02% | — | |
| 23 | MSFT | Microsoft CORP | 株式-IT | 0.73% | — | +67.25% | |
| 24 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.65% | — | — | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.61% | — | — | |
| 26 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 0.53% | +0.05% | -7.81% | |
| 27 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.50% | — | +7.09% | |
| 28 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 0.49% | — | — | |
| 29 | BSCT | Invesco Bulletshares 2029 Cb | ETF-その他 | 0.46% | -0.13% | +1.19% | |
| 30 | BSCU | Invesco Bulletshares 2030 Cb | ETF-その他 | 0.46% | +0.01% | +1.37% | |
| 31 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 0.41% | — | +0.30% | |
| 32 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.37% | +0.38% | +125.82% | |
| 33 | CDNS | Cadence Design Sys INC | 株式-IT | 0.36% | — | — | |
| 34 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.34% | — | — | |
| 35 | DFIC | Dimensional International Co | ETF-その他 | 0.28% | — | — | |
| 36 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.27% | — | +0.31% | |
| 37 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 0.26% | — | — | |
| 38 | DFAT | Dimensional US Target Value | ETF-その他 | 0.25% | — | -17.56% | |
| 39 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.25% | — | — | |
| 40 | HD | Home Depot INC | 株式-一般消費財 | 0.22% | — | — | |
| 41 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.19% | — | +0.46% | |
| 42 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.18% | +0.01% | +18.45% | |
| 43 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 0.18% | — | — | |
| 44 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.17% | — | +0.27% | |
| 45 | BSMQ | Invesco Bulletshares 2026 Mb | ETF-その他 | 0.17% | — | — | |
| 46 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.16% | — | +3.64% | |
| 47 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.16% | — | +0.10% | |
| 48 | BSCV | Invesco Bulletshares 2031 Cb | ETF-その他 | 0.15% | -0.03% | +1.08% | |
| 49 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.15% | — | +3.03% | |
| 50 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.15% | — | — |