CIK: 0001846532
申告総資産額
$10.4億
上位200銘柄を表示中（全446銘柄）
| # | 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 | 5.11% | -0.02% | +0.12% | |
| 2 | ULST | Ss Ultra Short Tm Bond ETF | ETF-その他 | 3.07% | — | +11.09% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 2.70% | -0.62% | +1.39% | |
| 4 | VXF | Vanguard Extended Market ETF | ETF-その他 | 2.00% | — | +2.53% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.91% | +0.01% | +4.57% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.60% | -0.17% | -0.56% | |
| 7 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 1.51% | — | +67.47% | |
| 8 | BND | Vanguard Total Bond Market | ETF-その他 | 1.48% | +0.04% | -1.18% | |
| 9 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-その他 | 1.43% | — | -7.02% | |
| 10 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.21% | — | -11.02% | |
| 11 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.15% | — | +0.47% | |
| 12 | VV | Vanguard Large-cap ETF | ETF-その他 | 1.11% | — | -0.50% | |
| 13 | BIV | Vanguard Intermediate-term B | ETF-その他 | 1.10% | — | +2.65% | |
| 14 | TIPX | Ss Spdr Bb 1-10yr Tips ETF | ETF-その他 | 1.09% | — | +7.96% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.01% | — | -6.93% | |
| 16 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 0.98% | +0.09% | +2.13% | |
| 17 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.92% | — | -5.02% | |
| 18 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.89% | — | +574.17% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.84% | — | +1.18% | |
| 20 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.81% | — | -2.83% | |
| 21 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.73% | — | +0.75% | |
| 22 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.72% | -0.15% | +0.35% | |
| 23 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.69% | -0.13% | -7.36% | |
| 24 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.68% | — | +1.37% | |
| 25 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.66% | — | +4.08% | |
| 26 | AVDV | Avantis Intl S/c Value ETF | ETF-その他 | 0.65% | — | +1.53% | |
| 27 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.65% | — | +0.76% | |
| 28 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.63% | -0.17% | +17.35% | |
| 29 | FVD | First Trust Value Line Dvd | ETF-その他 | 0.62% | — | +3.88% | |
| 30 | CVX | Chevron CORP | 株式-エネルギー | 0.58% | +0.11% | +12.45% | |
| 31 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.58% | — | +0.58% | |
| 32 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.57% | — | +5.64% | |
| 33 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 0.56% | — | +3.10% | |
| 34 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.56% | — | +54.88% | |
| 35 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.55% | — | +0.89% | |
| 36 | REM | Ishares Mortgage Real Estate | ETF-その他 | 0.53% | — | +2.85% | |
| 37 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.52% | — | +20.97% | |
| 38 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.52% | — | -8.91% | |
| 39 | QTEC | First Trust Nasdq 100 Tech I | ETF-テック型 | 0.51% | — | -11.46% | |
| 40 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 0.50% | — | +1.43% | |
| 41 | AMLP | Alerian Mlp ETF | ETF-その他 | 0.50% | +0.10% | +0.37% | |
| 42 | VTV | Vanguard Value ETF | ETF-その他 | 0.49% | — | +4.14% | |
| 43 | V | Visa Inc-class A Shares | 株式-金融 | 0.48% | — | +0.18% | |
| 44 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.48% | +0.09% | +2.97% | |
| 45 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.48% | — | +1.25% | |
| 46 | NLY | Annaly Capital Management In | 株式-不動産 | 0.47% | — | +4.97% | |
| 47 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.45% | — | +1.02% | |
| 48 | IAGG | Ishares Intl Aggregate Bond | ETF-その他 | 0.45% | — | -0.93% | |
| 49 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 0.44% | — | +3.98% | |
| 50 | ADBE | Adobe INC | 株式-IT | 0.43% | — | +0.27% |