CIK: 0001846532
申告総資産額
$10.4億
| # | 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 | AAPL | Apple INC | 株式-IT | 7.93% | -0.02% | +7.22% | |
| 2 | TIPX | Ss Spdr Bb 1-10yr Tips ETF | ETF-その他 | 4.72% | — | +90.21% | |
| 3 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-その他 | 3.41% | — | +0.78% | |
| 4 | VXF | Vanguard Extended Market ETF | ETF-その他 | 3.39% | — | +1895.15% | |
| 5 | GLDM1USD | Spdr Gold Minishares Trust | ETF-コモディティ | 3.12% | — | +26.73% | |
| 6 | VV | Vanguard Large-cap ETF | ETF-その他 | 2.87% | — | -7.22% | |
| 7 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 2.19% | — | -3.01% | |
| 8 | ULST | Ss Ultra Short Tm Bond ETF | ETF-その他 | 2.03% | — | -9.01% | |
| 9 | AVDV | Avantis Intl S/c Value ETF | ETF-その他 | 1.95% | — | +9.93% | |
| 10 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.91% | -0.17% | +6.94% | |
| 11 | WMT | Walmart INC | 株式-生活必需品 | 1.81% | +3.31% | +107.91% | |
| 12 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 1.79% | — | -6.97% | |
| 13 | BIV | Vanguard Intermediate-term B | ETF-その他 | 1.68% | — | +2.46% | |
| 14 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-その他 | 1.61% | — | -52.43% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.59% | — | -1.10% | |
| 16 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.57% | — | +18.98% | |
| 17 | BND | Vanguard Total Bond Market | ETF-その他 | 1.51% | +0.04% | +9.35% | |
| 18 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 1.34% | — | +1.61% | |
| 19 | TFX | Teleflex INC | 株式-ヘルスケア | 1.33% | — | — | |
| 20 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 1.31% | — | -1.11% | |
| 21 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 1.29% | +0.22% | -0.35% | |
| 22 | VZ | Verizon Communications INC | 株式-通信サービス | 1.23% | — | +8.77% | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.22% | +0.01% | +42.74% | |
| 24 | IAGG | Ishares Intl Aggregate Bond | ETF-その他 | 1.15% | — | +11.39% | |
| 25 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.15% | — | +1.05% | |
| 26 | MSFT | Microsoft CORP | 株式-IT | 1.12% | -0.62% | +10.22% | |
| 27 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.11% | — | +8.75% | |
| 28 | PDBC | Invesco Optimum Yield Divers | ETF-その他 | 1.08% | — | -1.13% | |
| 29 | PKE | Park Aerospace CORP | 株式-その他 | 1.07% | — | — | |
| 30 | KOD | Kodiak Sciences INC | 株式-その他 | 1.07% | — | — | |
| 31 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 0.92% | — | -0.46% | |
| 32 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.90% | — | +0.13% | |
| 33 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.90% | — | +13.40% | |
| 34 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.89% | — | +4.70% | |
| 35 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.84% | — | +64.29% | |
| 36 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.81% | — | +13.15% | |
| 37 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.77% | — | +21.73% | |
| 38 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 0.76% | — | +1.13% | |
| 39 | CLX | Clorox Company | 株式-生活必需品 | 0.76% | — | +8.45% | |
| 40 | V | Visa Inc-class A Shares | 株式-金融 | 0.75% | — | +279.27% | |
| 41 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.73% | — | -5.70% | |
| 42 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.73% | — | +16.51% | |
| 43 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 0.72% | — | +71.11% | |
| 44 | WTRG | Essential Utilities INC | 株式-公益事業 | 0.70% | — | — | |
| 45 | VONG | Vanguard Russell 1000 Growth | ETF-その他 | 0.69% | — | +4.90% | |
| 46 | CVX | Chevron CORP | 株式-エネルギー | 0.67% | +0.11% | -8.79% | |
| 47 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.65% | — | +25.69% | |
| 48 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.64% | — | +1.34% | |
| 49 | SPIP | Ss Spdr P Tips ETF | ETF-その他 | 0.63% | — | -4.12% | |
| 50 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.63% | — | — |