CIK: 0002080267
申告総資産額
$1.2億
| # | 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 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 15.39% | -1.65% | — | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 15.31% | -0.15% | — | |
| 3 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 15.07% | -0.76% | — | |
| 4 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 5.61% | +0.08% | — | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 3.11% | +0.08% | — | |
| 6 | AAPL | Apple INC | 株式-IT | 2.77% | -1.65% | — | |
| 7 | BSCR | Invesco Bulletshares 2027 Cb | ETF-その他 | 2.52% | +0.46% | — | |
| 8 | BSCS | Invesco Bulletshares 2028 Cb | ETF-その他 | 2.50% | +0.40% | — | |
| 9 | BIO | Bio-rad Laboratories-a | 株式-ヘルスケア | 2.50% | -0.27% | — | |
| 10 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-その他 | 2.46% | +0.78% | — | |
| 11 | BSCP | Invesco Bulletshares 2025 Cb | ETF-その他 | 2.33% | — | — | |
| 12 | BSCT | Invesco Bulletshares 2029 Cb | ETF-その他 | 2.33% | +0.62% | — | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.04% | +0.37% | — | |
| 14 | BSCU | Invesco Bulletshares 2030 Cb | ETF-その他 | 1.79% | +0.42% | — | |
| 15 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.76% | -1.49% | — | |
| 16 | BSCV | Invesco Bulletshares 2031 Cb | ETF-その他 | 1.60% | +0.28% | — | |
| 17 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 1.59% | -0.17% | — | |
| 18 | BSCX | Invesco Bulletshares 2033 Cb | ETF-その他 | 1.57% | +0.30% | — | |
| 19 | BSCW | Invesco Bulletshares 2032 Cb | ETF-その他 | 1.49% | +0.30% | — | |
| 20 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 1.44% | +0.40% | — | |
| 21 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 1.36% | -0.08% | — | |
| 22 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.19% | — | — | |
| 23 | BSMR | Invesco Bulletshares 2027 Mb | ETF-その他 | 1.18% | +0.12% | — | |
| 24 | BSMQ | Invesco Bulletshares 2026 Mb | ETF-その他 | 1.17% | +0.15% | — | |
| 25 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.09% | — | — | |
| 26 | TSLA | Tesla INC | 株式-一般消費財 | 1.02% | -0.66% | EXIT | |
| 27 | BSCY | Invesco Bulletshares 2034 Cb | ETF-その他 | 0.92% | +0.18% | — | |
| 28 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.81% | +0.11% | — | |
| 29 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.61% | -0.07% | — | |
| 30 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.58% | — | — | |
| 31 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.57% | +0.27% | — | |
| 32 | USHY | Ishares Broad Usd High Yield | ETF-ハイイールド債 | 0.51% | -0.16% | EXIT | |
| 33 | MSFT | Microsoft CORP | 株式-IT | 0.51% | -0.20% | — | |
| 34 | SHOP | Shopify INC - Class A | 株式-IT | 0.44% | — | — | |
| 35 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.39% | +0.12% | — | |
| 36 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.37% | +0.03% | — | |
| 37 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.35% | — | — | |
| 38 | VCLT | Vanguard Long-term CORP Bond | ETF-投資適格社債 | 0.33% | -0.23% | EXIT | |
| 39 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-その他 | 0.32% | — | — | |
| 40 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.31% | +0.07% | — | |
| 41 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.27% | — | — | |
| 42 | VSGX | Vanguard Esg Intl Stock ETF | ETF-その他 | 0.26% | +0.07% | — | |
| 43 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.25% | +0.12% | — |