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 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 12.59% | -0.76% | -6.31% | |
| 2 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 12.59% | -1.65% | -2.62% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 11.20% | -0.15% | -14.11% | |
| 4 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 4.37% | +0.08% | -6.94% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 4.21% | +1.17% | +82.17% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 3.43% | +0.37% | +68.09% | |
| 7 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-その他 | 3.43% | +0.78% | +20.40% | |
| 8 | BSCR | Invesco Bulletshares 2027 Cb | ETF-その他 | 3.35% | +0.46% | +20.26% | |
| 9 | BSCP | Invesco Bulletshares 2025 Cb | ETF-その他 | 3.29% | — | +19.82% | |
| 10 | BSCS | Invesco Bulletshares 2028 Cb | ETF-その他 | 3.24% | +0.40% | +20.66% | |
| 11 | BSCT | Invesco Bulletshares 2029 Cb | ETF-その他 | 3.18% | +0.62% | +31.06% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.71% | +0.08% | -0.56% | |
| 13 | AAPL | Apple INC | 株式-IT | 2.63% | -1.65% | +24.20% | |
| 14 | BSCU | Invesco Bulletshares 2030 Cb | ETF-その他 | 2.43% | +0.42% | +36.81% | |
| 15 | BSCV | Invesco Bulletshares 2031 Cb | ETF-その他 | 2.01% | +0.28% | +28.36% | |
| 16 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.98% | -1.49% | -5.37% | |
| 17 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.94% | +0.27% | +171.31% | |
| 18 | BSCW | Invesco Bulletshares 2032 Cb | ETF-その他 | 1.78% | +0.30% | +29.08% | |
| 19 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 1.71% | -0.08% | +56.01% | |
| 20 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 1.33% | +0.40% | +1.48% | |
| 21 | BSCX | Invesco Bulletshares 2033 Cb | ETF-その他 | 1.31% | +0.30% | +22.60% | |
| 22 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 1.30% | -0.17% | -5.76% | |
| 23 | BSMQ | Invesco Bulletshares 2026 Mb | ETF-その他 | 1.19% | +0.15% | — | |
| 24 | BSMR | Invesco Bulletshares 2027 Mb | ETF-その他 | 1.00% | +0.12% | — | |
| 25 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.97% | +0.11% | +10.74% | |
| 26 | BSCY | Invesco Bulletshares 2034 Cb | ETF-その他 | 0.96% | +0.18% | +15.84% | |
| 27 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.96% | — | -0.46% | |
| 28 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.96% | — | -10.68% | |
| 29 | MSFT | Microsoft CORP | 株式-IT | 0.92% | -0.20% | +21.88% | |
| 30 | BIO | Bio-rad Laboratories-a | 株式-ヘルスケア | 0.82% | -0.27% | -24.74% | |
| 31 | TSLA | Tesla INC | 株式-一般消費財 | 0.73% | -0.66% | EXIT | |
| 32 | NVDA | Nvidia CORP | 株式-IT | 0.54% | -0.13% | -25.52% | |
| 33 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.49% | -0.07% | — | |
| 34 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.48% | — | +0.27% | |
| 35 | VSGX | Vanguard Esg Intl Stock ETF | ETF-その他 | 0.48% | +0.07% | +114.66% | |
| 36 | IBDY | Ishares Ibonds Dec 2033 CORP | ETF-その他 | 0.37% | — | — | |
| 37 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.36% | +0.12% | -16.20% | |
| 38 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.35% | +0.12% | +12.94% | |
| 39 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.27% | +0.07% | — | |
| 40 | USHY | Ishares Broad Usd High Yield | ETF-ハイイールド債 | 0.27% | -0.16% | EXIT | |
| 41 | VTV | Vanguard Value ETF | ETF-その他 | 0.26% | +0.07% | +36.63% | |
| 42 | VCLT | Vanguard Long-term CORP Bond | ETF-投資適格社債 | 0.26% | -0.23% | EXIT | |
| 43 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.26% | -0.20% | EXIT | |
| 44 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.23% | — | +7.33% | |
| 45 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.22% | — | — | |
| 46 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.20% | +0.03% | -16.02% | |
| 47 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-その他 | 0.20% | — | -8.84% | |
| 48 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.20% | — | — |