CIK: 0001951283
申告総資産額
$6.7億
| # | 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 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 15.48% | -0.17% | +3.63% | |
| 2 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 15.35% | — | +57.57% | |
| 3 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 10.47% | -0.01% | -26.63% | |
| 4 | VUG | Vanguard Growth ETF | ETF-その他 | 10.41% | +0.34% | +2.26% | |
| 5 | PULS | Pgim Ultra Short Bond ETF | ETF-その他 | 10.22% | -0.09% | +8.95% | |
| 6 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-その他 | 10.16% | -0.02% | — | |
| 7 | VTV | Vanguard Value ETF | ETF-その他 | 7.29% | -0.28% | -32.95% | |
| 8 | SCHR | Schwab Intermediate-term US | ETF-その他 | 5.12% | -0.14% | — | |
| 9 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 4.32% | -0.08% | +2477.90% | |
| 10 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.75% | -0.01% | +3.90% | |
| 11 | VB | Vanguard Small-cap ETF | ETF-その他 | 2.72% | -0.05% | +2.79% | |
| 12 | IQLT | Ishares Msci International Q | ETF-その他 | 1.37% | +0.01% | +4.12% | |
| 13 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.33% | +0.19% | +9.16% | |
| 14 | AAPL | Apple INC | 株式-IT | 0.68% | — | +1.67% | |
| 15 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.28% | +0.03% | — | |
| 16 | MGV | Vanguard Mega Cap Value ETF | ETF-その他 | 0.18% | — | -5.03% | |
| 17 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.18% | +0.01% | -4.21% | |
| 18 | GBIL | Goldman Sachs Access Treasur | ETF-コモディティ | 0.18% | — | -98.75% | |
| 19 | VONE | Vanguard Russell 1000 | ETF-その他 | 0.17% | -0.01% | -1.29% | |
| 20 | O | Realty Income CORP | 株式-不動産 | 0.13% | +0.01% | +2.99% | |
| 21 | BA | Boeing Co/the | 株式-資本財 | 0.11% | — | +1.56% | |
| 22 | AON | Aon plc | 株式-金融 | 0.11% | -0.01% | — | |
| 23 | EIX | Edison International | 株式-公益事業 | 0.11% | +0.01% | — | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.09% | — | — | |
| 25 | CVX | Chevron CORP | 株式-エネルギー | 0.08% | — | — | |
| 26 | MGM | Mgm Resorts International | 株式-一般消費財 | 0.08% | — | — | |
| 27 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.07% | — | — | |
| 28 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.07% | — | -13.30% | |
| 29 | CAT | Caterpillar INC | 株式-資本財 | 0.06% | +0.02% | — | |
| 30 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-その他 | 0.06% | — | — | |
| 31 | MDT | Medtronic plc | 株式-ヘルスケア | 0.05% | — | — | |
| 32 | XVV | Ishares Esg Select Screened | ETF-その他 | 0.05% | +0.01% | — | |
| 33 | MSFT | Microsoft CORP | 株式-IT | 0.05% | -0.06% | — | |
| 34 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.05% | — | — | |
| 35 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.05% | — | — | |
| 36 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.05% | — | — | |
| 37 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.05% | — | — | |
| 38 | PSO | Pearson Plc-sponsored Adr | 株式-その他 | 0.04% | — | — |