CIK: 0001954044
申告総資産額
$1.7億
| # | 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 | VUG | Vanguard Growth ETF | ETF-その他 | 30.43% | -2.46% | -2.01% | |
| 2 | VTV | Vanguard Value ETF | ETF-その他 | 18.55% | +0.92% | -1.64% | |
| 3 | VO | Vanguard Mid-cap ETF | ETF-その他 | 8.57% | +0.18% | -1.32% | |
| 4 | VB | Vanguard Small-cap ETF | ETF-その他 | 6.55% | +0.25% | -0.56% | |
| 5 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 6.51% | +0.38% | -0.33% | |
| 6 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 5.29% | +0.15% | -0.76% | |
| 7 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 4.31% | +0.23% | -0.54% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.83% | -0.34% | -1.02% | |
| 9 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 2.33% | +0.18% | -0.44% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.79% | -0.06% | +0.38% | |
| 11 | VXF | Vanguard Extended Market ETF | ETF-その他 | 1.36% | -0.05% | — | |
| 12 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 1.15% | -0.05% | -0.21% | |
| 13 | BAC | Bank Of America CORP | 株式-金融 | 1.10% | -0.09% | — | |
| 14 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 1.01% | -0.10% | — | |
| 15 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.74% | +0.04% | — | |
| 16 | PM | Philip Morris International | 株式-生活必需品 | 0.72% | +0.05% | — | |
| 17 | VDE | Vanguard Energy ETF | ETF-その他 | 0.57% | +0.16% | — | |
| 18 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.54% | -0.01% | — | |
| 19 | AAPL | Apple INC | 株式-IT | 0.41% | +0.04% | — | |
| 20 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.40% | +0.14% | -2.01% | |
| 21 | TFC | Truist Financial CORP | 株式-金融 | 0.39% | -0.02% | — | |
| 22 | T | At&t INC | 株式-通信サービス | 0.37% | +0.07% | — | |
| 23 | MO | Altria Group INC | 株式-生活必需品 | 0.35% | +0.06% | — | |
| 24 | MSFT | Microsoft CORP | 株式-IT | 0.33% | -0.07% | -5.46% | |
| 25 | AEP | American Electric Power | 株式-公益事業 | 0.32% | +0.06% | — | |
| 26 | GE | General Electric | 株式-資本財 | 0.30% | -0.03% | -9.13% | |
| 27 | SO | Southern Co/the | 株式-公益事業 | 0.29% | +0.05% | — | |
| 28 | ADBE | Adobe INC | 株式-IT | 0.29% | -0.08% | — | |
| 29 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.24% | +0.01% | — | |
| 30 | AZO | Autozone INC | 株式-一般消費財 | 0.21% | -0.01% | — | |
| 31 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.19% | +0.02% | -4.38% | |
| 32 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.18% | — | — | |
| 33 | GEV | GE Vernova INC | 株式-資本財 | 0.17% | +0.06% | — | |
| 34 | FENY | Fidelity Msci Energy Index | ETF-大型株・グロース | 0.17% | +0.02% | — | |
| 35 | RDVY | First Trust Rising Dividend | ETF-その他 | 0.17% | — | — | |
| 36 | WBD | Warner Bros Discovery INC | 株式-通信サービス | 0.17% | -0.01% | — | |
| 37 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.15% | +0.01% | — | |
| 38 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.14% | +0.02% | — | |
| 39 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.14% | — | — | |
| 40 | D | Dominion Energy INC | 株式-公益事業 | 0.14% | +0.02% | — | |
| 41 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.13% | +0.02% | — | |
| 42 | FUBOGBP | Fubotv INC | 株式-その他 | 0.02% | -0.02% | EXIT |