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 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 8.84% | — | -1.66% | |
| 2 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 6.88% | — | -2.26% | |
| 3 | VXF | Vanguard Extended Market ETF | ETF-その他 | 6.29% | -0.17% | -0.03% | |
| 4 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 5.11% | +0.06% | -2.39% | |
| 5 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 5.02% | +0.24% | -2.29% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.94% | -0.49% | +1.55% | |
| 7 | VTV | Vanguard Value ETF | ETF-その他 | 4.85% | +0.14% | +4.89% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 4.62% | -0.31% | +2.07% | |
| 9 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 4.35% | — | +0.46% | |
| 10 | SCHH | Schwab US Reit ETF | ETF-その他 | 3.08% | +0.16% | +2.59% | |
| 11 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 2.84% | — | +1.73% | |
| 12 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 2.74% | +0.36% | +2.40% | |
| 13 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.62% | — | +2.31% | |
| 14 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 2.41% | -0.16% | -0.57% | |
| 15 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 2.21% | +0.06% | +0.86% | |
| 16 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 2.05% | +0.02% | +2.39% | |
| 17 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.71% | — | -1.34% | |
| 18 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 1.56% | — | -0.13% | |
| 19 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 1.40% | +0.15% | +1.77% | |
| 20 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.16% | -0.09% | +0.41% | |
| 21 | AAPL | Apple INC | 株式-IT | 1.00% | -0.12% | -2.02% | |
| 22 | NEE | Nextera Energy INC | 株式-公益事業 | 0.96% | +0.07% | +3.67% | |
| 23 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.90% | — | +0.31% | |
| 24 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.86% | — | +0.10% | |
| 25 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.82% | -0.22% | -0.07% | |
| 26 | MSFT | Microsoft CORP | 株式-IT | 0.78% | -0.17% | +3.20% | |
| 27 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.72% | +0.21% | -0.53% | |
| 28 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.64% | +0.06% | +9.42% | |
| 29 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 0.64% | +0.13% | +3.58% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.61% | — | -8.32% | |
| 31 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.60% | — | — | |
| 32 | CVX | Chevron CORP | 株式-エネルギー | 0.53% | +0.08% | -0.11% | |
| 33 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.51% | — | +5.87% | |
| 34 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.49% | — | -11.72% | |
| 35 | HEFA | Isha Curr Hedged Msci Eafe | ETF-その他 | 0.48% | — | +8.15% | |
| 36 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.48% | — | +2.33% | |
| 37 | GNR | State Street Spdr S&p Global | ETF-その他 | 0.47% | +0.03% | -1.95% | |
| 38 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.43% | — | — | |
| 39 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.43% | — | -7.67% | |
| 40 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.41% | — | -1.41% | |
| 41 | HD | Home Depot INC | 株式-一般消費財 | 0.40% | — | -2.11% | |
| 42 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 0.38% | — | +2.98% | |
| 43 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.38% | -0.16% | -1.96% | |
| 44 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.32% | — | -0.18% | |
| 45 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.30% | — | +0.22% | |
| 46 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-その他 | 0.30% | — | +3.54% | |
| 47 | PDEC | Innovator U.s. Equity Power | ETF-その他 | 0.29% | — | -1.89% | |
| 48 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.28% | — | — | |
| 49 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 0.27% | — | +4.22% | |
| 50 | UNP | Union Pacific CORP | 株式-資本財 | 0.26% | — | — |