CIK: 0001802225
申告総資産額
$2.1億
| # | 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 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 11.25% | -2.19% | +60.32% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 9.14% | -2.63% | -7.02% | |
| 3 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 5.57% | — | -12.88% | |
| 4 | MBB | Ishares Mbs ETF | ETF-その他 | 4.68% | — | +25.16% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 3.09% | +0.02% | -0.70% | |
| 6 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 2.97% | +0.15% | +226.83% | |
| 7 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 2.82% | +0.73% | -8.42% | |
| 8 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 2.78% | — | +20.78% | |
| 9 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.66% | +0.18% | -3.03% | |
| 10 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 2.52% | — | -55.10% | |
| 11 | MA | Mastercard INC - A | 株式-金融 | 2.37% | -0.69% | -2.95% | |
| 12 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 2.28% | +0.64% | — | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.21% | +0.02% | +4.17% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.02% | +0.01% | +125.77% | |
| 15 | IQV | Iqvia Holdings INC | 株式-ヘルスケア | 1.99% | -0.52% | EXIT | |
| 16 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 1.88% | — | +7.01% | |
| 17 | COR | Cencora INC | 株式-ヘルスケア | 1.85% | — | +2.55% | |
| 18 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 1.72% | +0.21% | +115.73% | |
| 19 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.71% | +0.13% | +184.51% | |
| 20 | BKNG | Booking Holdings INC | 株式-一般消費財 | 1.70% | -0.59% | -12.74% | |
| 21 | ENB | Enbridge INC | 株式-エネルギー | 1.64% | — | -6.50% | |
| 22 | ELV | Elevance Health INC | 株式-ヘルスケア | 1.48% | -1.01% | EXIT | |
| 23 | V | Visa Inc-class A Shares | 株式-金融 | 1.40% | -0.60% | -3.61% | |
| 24 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.38% | — | +7.26% | |
| 25 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 1.33% | — | -4.40% | |
| 26 | AAPL | Apple INC | 株式-IT | 1.27% | — | +118.43% | |
| 27 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 1.24% | +0.22% | -3.67% | |
| 28 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.23% | — | -16.11% | |
| 29 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 1.20% | — | +172.98% | |
| 30 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 1.15% | — | -4.00% | |
| 31 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.06% | — | +34.15% | |
| 32 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.05% | -0.40% | EXIT | |
| 33 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.92% | — | -19.10% | |
| 34 | DFIC | Dimensional International Co | ETF-その他 | 0.91% | +0.12% | +279.37% | |
| 35 | FIS | Fidelity National Info Serv | 株式-IT | 0.89% | — | +6.41% | |
| 36 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.79% | — | +12.28% | |
| 37 | KMX | Carmax INC | 株式-一般消費財 | 0.78% | -0.61% | EXIT | |
| 38 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.74% | — | +3.43% | |
| 39 | NFLX | Netflix INC | 株式-通信サービス | 0.69% | — | -9.16% | |
| 40 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.65% | — | -29.17% | |
| 41 | FISV | Fiserv INC | 株式-その他 | 0.53% | -0.59% | EXIT | |
| 42 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.51% | — | +9.28% | |
| 43 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.50% | — | -9.72% | |
| 44 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.48% | — | +1.37% | |
| 45 | ADBE | Adobe INC | 株式-IT | 0.48% | — | +22.47% | |
| 46 | FALN | Ishares Fallen Angels ETF | ETF-その他 | 0.47% | — | +11.56% | |
| 47 | UBER | Uber Technologies INC | 株式-資本財 | 0.47% | — | -25.94% | |
| 48 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.46% | — | — | |
| 49 | ECL | Ecolab INC | 株式-素材 | 0.44% | -0.32% | EXIT | |
| 50 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.43% | — | — |