CIK: 0001990951
申告総資産額
$4.9億
| # | 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 | VUG | Vanguard Growth ETF | ETF-その他 | 33.03% | — | +0.03% | |
| 2 | SCHO | Schwab Short-term US Treas | ETF-その他 | 12.90% | — | +1.28% | |
| 3 | GNR | State Street Spdr S&p Global | ETF-その他 | 8.90% | — | -0.65% | |
| 4 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 6.88% | — | +13.77% | |
| 5 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 6.76% | — | -1.24% | |
| 6 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 3.81% | — | -0.81% | |
| 7 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 2.73% | — | -0.75% | |
| 8 | VTV | Vanguard Value ETF | ETF-その他 | 2.63% | — | +0.03% | |
| 9 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 2.19% | — | +0.37% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.83% | — | +4.37% | |
| 11 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.72% | — | -4.16% | |
| 12 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.52% | — | -3.05% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.43% | — | +4.16% | |
| 14 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 1.39% | — | +5.68% | |
| 15 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 1.22% | — | +288.16% | |
| 16 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.79% | — | -0.37% | |
| 17 | AAPL | Apple INC | 株式-IT | 0.71% | — | +5.60% | |
| 18 | RLY | Ss Multi-asset Real Ret ETF | ETF-その他 | 0.64% | — | -3.27% | |
| 19 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.58% | — | -2.03% | |
| 20 | CWI | State Street Spdr Msci Acwi | ETF-その他 | 0.53% | — | +0.27% | |
| 21 | PM | Philip Morris International | 株式-生活必需品 | 0.40% | — | +2.65% | |
| 22 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.38% | — | +4.97% | |
| 23 | MO | Altria Group INC | 株式-生活必需品 | 0.33% | — | — | |
| 24 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.32% | — | +1.68% | |
| 25 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.31% | — | +4.48% | |
| 26 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.30% | — | -0.16% | |
| 27 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.28% | — | +0.15% | |
| 28 | MSFT | Microsoft CORP | 株式-IT | 0.25% | — | +0.03% | |
| 29 | PFE | Pfizer INC | 株式-ヘルスケア | 0.24% | — | +16.99% | |
| 30 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.24% | — | +0.06% | |
| 31 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.22% | — | — | |
| 32 | BRK-B | Berkshire Hathaway Inc. | 株式-その他 | 0.21% | — | — | |
| 33 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.20% | — | -2.72% | |
| 34 | WMT | Walmart INC | 株式-生活必需品 | 0.20% | — | +0.03% | |
| 35 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.20% | — | -1.37% | |
| 36 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.20% | — | +0.08% | |
| 37 | INTC | Intel CORP | 株式-IT | 0.20% | — | +11.84% | |
| 38 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.20% | — | -1.74% | |
| 39 | ✓ | Si Finl Group INC Md | 株式-その他 | 0.19% | — | — | |
| 40 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.18% | — | — | |
| 41 | V | Visa Inc-class A Shares | 株式-金融 | 0.18% | — | — | |
| 42 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.18% | — | -4.07% | |
| 43 | DD | DuPont de Nemours, Inc. | 株式-その他 | 0.18% | — | +0.06% | |
| 44 | IBM | Intl Business Machines CORP | 株式-IT | 0.17% | — | +0.42% | |
| 45 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.17% | — | +12.85% | |
| 46 | CVX | Chevron CORP | 株式-エネルギー | 0.17% | — | -4.56% | |
| 47 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.17% | — | +0.09% | |
| 48 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.16% | — | +0.03% | |
| 49 | VZ | Verizon Communications INC | 株式-通信サービス | 0.16% | — | -2.49% | |
| 50 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.16% | — | — |