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 | 27.72% | — | -3.46% | |
| 2 | SCHO | Schwab Short-term US Treas | ETF-その他 | 13.00% | — | +0.12% | |
| 3 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 10.49% | — | +131.40% | |
| 4 | GNR | State Street Spdr S&p Global | ETF-その他 | 6.39% | — | +7.35% | |
| 5 | GWX | State Street Spdr S&p Intern | ETF-その他 | 5.24% | — | +134.10% | |
| 6 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 5.15% | — | -1.09% | |
| 7 | EEMS | Ishares Msci Emerging Mkt Sm | ETF-新興国市場 | 3.27% | — | +137.06% | |
| 8 | RLY | Ss Multi-asset Real Ret ETF | ETF-その他 | 3.15% | — | +117.36% | |
| 9 | VTV | Vanguard Value ETF | ETF-その他 | 2.61% | — | +17.34% | |
| 10 | REET | Ishares Global Reit ETF | ETF-その他 | 2.35% | — | +120.21% | |
| 11 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 1.69% | — | -8.47% | |
| 12 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.64% | — | -14.72% | |
| 13 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 1.41% | — | +3.03% | |
| 14 | AAPL | Apple INC | 株式-IT | 1.32% | — | -8.67% | |
| 15 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 1.27% | — | -4.74% | |
| 16 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.27% | — | -4.02% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.14% | — | -3.96% | |
| 18 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.11% | — | -9.27% | |
| 19 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.10% | — | +4.15% | |
| 20 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.82% | — | +36.60% | |
| 21 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 0.68% | — | -0.97% | |
| 22 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.42% | — | -0.34% | |
| 23 | MSFT | Microsoft CORP | 株式-IT | 0.35% | — | -1.55% | |
| 24 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.34% | — | -4.17% | |
| 25 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.31% | — | +64.96% | |
| 26 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.29% | — | +0.76% | |
| 27 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 0.27% | — | +0.50% | |
| 28 | CWI | State Street Spdr Msci Acwi | ETF-その他 | 0.24% | — | -24.63% | |
| 29 | INTC | Intel CORP | 株式-IT | 0.24% | — | -15.88% | |
| 30 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.23% | — | +0.62% | |
| 31 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.21% | — | -9.39% | |
| 32 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.21% | — | +0.02% | |
| 33 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.21% | — | +0.05% | |
| 34 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.21% | — | +1.18% | |
| 35 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.20% | — | +0.59% | |
| 36 | VZ | Verizon Communications INC | 株式-通信サービス | 0.19% | — | +0.03% | |
| 37 | PM | Philip Morris International | 株式-生活必需品 | 0.19% | — | — | |
| 38 | WMT | Walmart INC | 株式-生活必需品 | 0.18% | — | — | |
| 39 | HD | Home Depot INC | 株式-一般消費財 | 0.18% | — | -1.56% | |
| 40 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.17% | — | -1.29% | |
| 41 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.16% | — | -10.57% | |
| 42 | PFE | Pfizer INC | 株式-ヘルスケア | 0.16% | — | -1.03% | |
| 43 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.16% | — | — | |
| 44 | BRK-B | Berkshire Hathaway Inc. | 株式-その他 | 0.14% | — | -1.32% | |
| 45 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.14% | — | — | |
| 46 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.14% | — | +0.11% | |
| 47 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.14% | — | -8.36% | |
| 48 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.14% | — | +0.12% | |
| 49 | TSLA | Tesla INC | 株式-一般消費財 | 0.13% | — | — | |
| 50 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.12% | — | -7.78% |