CIK: 0001862176
申告総資産額
$4.3億
| # | 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 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 22.35% | +1.21% | +2.84% | |
| 2 | SCHR | Schwab Intermediate-term US | ETF-その他 | 12.15% | +0.95% | +6.44% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 11.47% | -1.44% | -0.65% | |
| 4 | VUG | Vanguard Growth ETF | ETF-その他 | 9.28% | -1.06% | -1.60% | |
| 5 | VTV | Vanguard Value ETF | ETF-その他 | 8.37% | +0.02% | -1.52% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 4.48% | +0.39% | +3.75% | |
| 7 | SCHV | Schwab US Large-cap Value | ETF-その他 | 4.01% | +0.19% | -1.85% | |
| 8 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 3.09% | +0.80% | -1.64% | |
| 9 | SCHO | Schwab Short-term US Treas | ETF-その他 | 2.78% | +0.11% | -6.09% | |
| 10 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 2.51% | -0.28% | +3.58% | |
| 11 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 1.99% | -0.12% | -7.45% | |
| 12 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.91% | -0.16% | -4.83% | |
| 13 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.75% | -0.05% | +3.70% | |
| 14 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 1.69% | +0.17% | -1.37% | |
| 15 | SCHH | Schwab US Reit ETF | ETF-その他 | 1.61% | — | -7.81% | |
| 16 | SCHC | Schwab Intl Small-cap Equity | ETF-その他 | 1.27% | +0.02% | -6.92% | |
| 17 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.06% | +0.10% | +4.32% | |
| 18 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.92% | -0.02% | -1.37% | |
| 19 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 0.75% | +0.03% | +8.56% | |
| 20 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.66% | -0.06% | -3.56% | |
| 21 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 0.66% | +0.02% | +30.16% | |
| 22 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.60% | -0.01% | -7.01% | |
| 23 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.56% | -0.35% | EXIT | |
| 24 | AAPL | Apple INC | 株式-IT | 0.55% | -0.10% | +1.24% | |
| 25 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.43% | -0.03% | +2.64% | |
| 26 | TSLA | Tesla INC | 株式-一般消費財 | 0.42% | -0.07% | — | |
| 27 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.38% | — | -1.73% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.35% | -0.03% | -2.44% | |
| 29 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.31% | +0.02% | -1.21% | |
| 30 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 0.22% | -0.02% | -0.68% | |
| 31 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.19% | — | -17.28% | |
| 32 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.16% | — | -1.16% | |
| 33 | NVDA | Nvidia CORP | 株式-IT | 0.13% | -0.01% | +25.91% | |
| 34 | SPGI | S&p Global INC | 株式-金融 | 0.12% | -0.03% | — | |
| 35 | PEP | Pepsico INC | 株式-生活必需品 | 0.12% | -0.05% | EXIT | |
| 36 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.10% | — | -0.91% | |
| 37 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.09% | -0.01% | — | |
| 38 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.09% | — | -3.67% | |
| 39 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.09% | -0.01% | — | |
| 40 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.09% | — | — | |
| 41 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.09% | — | +8.42% | |
| 42 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.07% | -0.02% | — | |
| 43 | WFC | Wells Fargo & Co | 株式-金融 | 0.07% | -0.04% | — | |
| 44 | RNG 0 03-01-25 | Ringcentral INC | 株式-IT | 0.01% | — | — |