CIK: 0001846532
申告総資産額
$10.4億
上位200銘柄を表示中（全449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 | 4.53% | -0.02% | -0.21% | |
| 2 | ULST | Ss Ultra Short Tm Bond ETF | ETF-その他 | 3.20% | — | +3.21% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 2.43% | -0.62% | -3.69% | |
| 4 | VXF | Vanguard Extended Market ETF | ETF-その他 | 1.94% | — | +0.42% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.85% | +0.01% | -0.09% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.51% | -0.17% | -3.79% | |
| 7 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-その他 | 1.49% | — | +5.63% | |
| 8 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 1.48% | — | +1.26% | |
| 9 | BND | Vanguard Total Bond Market | ETF-その他 | 1.43% | +0.04% | -0.20% | |
| 10 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.33% | — | +8.75% | |
| 11 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.16% | — | +0.50% | |
| 12 | VV | Vanguard Large-cap ETF | ETF-その他 | 1.11% | — | +3.52% | |
| 13 | TIPX | Ss Spdr Bb 1-10yr Tips ETF | ETF-その他 | 1.10% | — | +1.97% | |
| 14 | BIV | Vanguard Intermediate-term B | ETF-その他 | 1.06% | — | -0.97% | |
| 15 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.05% | -0.17% | +20.72% | |
| 16 | OEF | Ishares S&p 100 ETF | ETF-その他 | 1.00% | -0.19% | +700.26% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.99% | — | +0.46% | |
| 18 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 0.96% | +0.09% | -2.38% | |
| 19 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.89% | — | +0.86% | |
| 20 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.86% | — | -2.94% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.84% | — | -3.72% | |
| 22 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.82% | — | +6.34% | |
| 23 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.78% | -0.15% | -0.57% | |
| 24 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.77% | -0.13% | +0.53% | |
| 25 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.71% | — | +1.68% | |
| 26 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.68% | — | +3.93% | |
| 27 | AVDV | Avantis Intl S/c Value ETF | ETF-その他 | 0.66% | — | -0.08% | |
| 28 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.66% | — | +4.60% | |
| 29 | CVX | Chevron CORP | 株式-エネルギー | 0.63% | +0.11% | +0.55% | |
| 30 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.61% | — | -3.57% | |
| 31 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.60% | — | +17.12% | |
| 32 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.59% | — | +0.64% | |
| 33 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.56% | — | +2.02% | |
| 34 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.56% | — | +5.10% | |
| 35 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 0.55% | — | -0.87% | |
| 36 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.54% | +0.09% | +2.57% | |
| 37 | AGNC | Agnc Investment CORP | 株式-不動産 | 0.54% | — | +88.68% | |
| 38 | AMLP | Alerian Mlp ETF | ETF-その他 | 0.53% | +0.10% | -2.29% | |
| 39 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.51% | — | -2.98% | |
| 40 | VTV | Vanguard Value ETF | ETF-その他 | 0.51% | — | +5.62% | |
| 41 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 0.50% | — | +0.11% | |
| 42 | QTEC | First Trust Nasdq 100 Tech I | ETF-テック型 | 0.50% | — | -0.53% | |
| 43 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.50% | — | +22.74% | |
| 44 | REM | Ishares Mortgage Real Estate | ETF-その他 | 0.50% | — | -1.61% | |
| 45 | NLY | Annaly Capital Management In | 株式-不動産 | 0.49% | — | +11.39% | |
| 46 | V | Visa Inc-class A Shares | 株式-金融 | 0.48% | — | +0.83% | |
| 47 | NVDA | Nvidia CORP | 株式-IT | 0.47% | — | +8.45% | |
| 48 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.47% | — | +0.55% | |
| 49 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 0.46% | — | +11.01% | |
| 50 | IAGG | Ishares Intl Aggregate Bond | ETF-その他 | 0.44% | — | -1.14% |