CIK: 0001799964
申告総資産額
$4.8億
| # | 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 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 9.85% | — | -1.86% | |
| 2 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 9.01% | — | +1.62% | |
| 3 | VXF | Vanguard Extended Market ETF | ETF-その他 | 6.86% | -0.17% | +4.85% | |
| 4 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 5.40% | +0.24% | +1.74% | |
| 5 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 4.78% | — | +8.13% | |
| 6 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 4.30% | +0.06% | +10.15% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 4.03% | -0.31% | +4.47% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.02% | -0.49% | +21.74% | |
| 9 | VTV | Vanguard Value ETF | ETF-その他 | 3.76% | +0.14% | +19.35% | |
| 10 | SCHH | Schwab US Reit ETF | ETF-その他 | 2.79% | +0.16% | +7.98% | |
| 11 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 2.52% | -0.16% | +2.98% | |
| 12 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.90% | +0.02% | +4.44% | |
| 13 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.85% | +0.06% | +21.50% | |
| 14 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.72% | — | -0.36% | |
| 15 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.66% | +0.36% | -10.65% | |
| 16 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 1.47% | — | -8.25% | |
| 17 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.46% | — | +43.76% | |
| 18 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 1.41% | — | +1.51% | |
| 19 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.38% | — | -2.89% | |
| 20 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 1.35% | — | -7.14% | |
| 21 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.22% | — | -6.85% | |
| 22 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.20% | -0.09% | +8.59% | |
| 23 | AAPL | Apple INC | 株式-IT | 1.02% | -0.12% | -0.20% | |
| 24 | NEE | Nextera Energy INC | 株式-公益事業 | 1.00% | +0.07% | +7.96% | |
| 25 | PWB | Invesco Large Cap Growth ETF | ETF-大型株・グロース | 0.99% | — | — | |
| 26 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.96% | — | -0.08% | |
| 27 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.89% | -0.22% | +2.32% | |
| 28 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.86% | — | +11.16% | |
| 29 | MSFT | Microsoft CORP | 株式-IT | 0.75% | -0.17% | +5.30% | |
| 30 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-その他 | 0.72% | — | +2.06% | |
| 31 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.67% | — | — | |
| 32 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.62% | — | -4.39% | |
| 33 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 0.62% | +0.15% | +3.61% | |
| 34 | PWV | Invesco Large Cap Value ETF | ETF-大型株・グロース | 0.60% | — | — | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.57% | — | +17.62% | |
| 36 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.56% | — | +14.54% | |
| 37 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.53% | — | — | |
| 38 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.52% | +0.06% | +3.85% | |
| 39 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.51% | — | +1.83% | |
| 40 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 0.50% | +0.13% | -5.21% | |
| 41 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.48% | +0.21% | +0.80% | |
| 42 | HD | Home Depot INC | 株式-一般消費財 | 0.47% | — | -0.28% | |
| 43 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.46% | — | +0.74% | |
| 44 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.44% | — | — | |
| 45 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.43% | — | -11.67% | |
| 46 | GNR | State Street Spdr S&p Global | ETF-その他 | 0.38% | +0.03% | +1.95% | |
| 47 | UNP | Union Pacific CORP | 株式-資本財 | 0.37% | — | +0.88% | |
| 48 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.35% | — | +28.86% | |
| 49 | CVX | Chevron CORP | 株式-エネルギー | 0.34% | +0.08% | — | |
| 50 | HEFA | Isha Curr Hedged Msci Eafe | ETF-その他 | 0.33% | — | +7.43% |