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 | 34.76% | — | -1.81% | |
| 2 | SCHO | Schwab Short-term US Treas | ETF-その他 | 15.62% | — | +0.74% | |
| 3 | GNR | State Street Spdr S&p Global | ETF-その他 | 8.30% | — | +1.63% | |
| 4 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 6.77% | — | -0.60% | |
| 5 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 3.28% | — | -6.04% | |
| 6 | VTV | Vanguard Value ETF | ETF-その他 | 2.64% | — | -0.05% | |
| 7 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 2.64% | — | -2.87% | |
| 8 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 1.96% | — | +0.19% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.77% | — | -1.65% | |
| 10 | AAPL | Apple INC | 株式-IT | 1.67% | — | +23.99% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.62% | — | -1.13% | |
| 12 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 1.60% | — | +1.43% | |
| 13 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.56% | — | -7.33% | |
| 14 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.48% | — | +0.54% | |
| 15 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 1.02% | — | -0.55% | |
| 16 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.59% | — | +0.62% | |
| 17 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.56% | — | -3.92% | |
| 18 | CWI | State Street Spdr Msci Acwi | ETF-その他 | 0.50% | — | +0.32% | |
| 19 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.50% | — | +62.50% | |
| 20 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.47% | — | -0.76% | |
| 21 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.39% | — | +3.35% | |
| 22 | RLY | Ss Multi-asset Real Ret ETF | ETF-その他 | 0.38% | — | -0.06% | |
| 23 | INTC | Intel CORP | 株式-IT | 0.36% | — | +2.28% | |
| 24 | MSFT | Microsoft CORP | 株式-IT | 0.36% | — | +14.74% | |
| 25 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.32% | — | -1.39% | |
| 26 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.29% | — | -0.63% | |
| 27 | PM | Philip Morris International | 株式-生活必需品 | 0.29% | — | — | |
| 28 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.28% | — | +0.80% | |
| 29 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.28% | — | +100.10% | |
| 30 | VZ | Verizon Communications INC | 株式-通信サービス | 0.27% | — | +2.44% | |
| 31 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.27% | — | +9.96% | |
| 32 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.26% | — | +0.39% | |
| 33 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.26% | — | — | |
| 34 | BRK-B | Berkshire Hathaway Inc. | 株式-その他 | 0.25% | — | +0.56% | |
| 35 | PFE | Pfizer INC | 株式-ヘルスケア | 0.25% | — | -22.12% | |
| 36 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.25% | — | +0.12% | |
| 37 | V | Visa Inc-class A Shares | 株式-金融 | 0.24% | — | -4.27% | |
| 38 | WMT | Walmart INC | 株式-生活必需品 | 0.24% | — | +0.55% | |
| 39 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.24% | — | — | |
| 40 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.24% | — | +1.21% | |
| 41 | CSCO | Cisco Systems INC | 株式-IT | 0.23% | — | -4.01% | |
| 42 | MO | Altria Group INC | 株式-生活必需品 | 0.22% | — | -7.49% | |
| 43 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.22% | — | +0.35% | |
| 44 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.21% | — | +2.32% | |
| 45 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.20% | — | -1.57% | |
| 46 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.20% | — | -8.42% | |
| 47 | AKAM | Akamai Technologies INC | 株式-IT | 0.19% | — | — | |
| 48 | C | Citigroup INC | 株式-金融 | 0.19% | — | -4.25% | |
| 49 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.18% | — | +0.13% | |
| 50 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.18% | — | -5.95% |