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 | 7.12% | — | +0.12% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 6.53% | -0.49% | +1.43% | |
| 3 | VXF | Vanguard Extended Market ETF | ETF-その他 | 6.42% | -0.17% | +6.93% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 5.70% | -0.31% | +10.16% | |
| 5 | VTV | Vanguard Value ETF | ETF-その他 | 4.59% | +0.14% | +1.18% | |
| 6 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 4.41% | +0.06% | +195.82% | |
| 7 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 4.08% | — | -6.52% | |
| 8 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 3.68% | +0.36% | +7.48% | |
| 9 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 3.58% | — | -1.87% | |
| 10 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 3.44% | +0.24% | -4.15% | |
| 11 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 2.39% | -0.16% | +0.03% | |
| 12 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 2.37% | — | -5.59% | |
| 13 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 2.32% | +0.06% | +0.16% | |
| 14 | SCHH | Schwab US Reit ETF | ETF-その他 | 2.31% | +0.16% | +3.76% | |
| 15 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.19% | — | +5.57% | |
| 16 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.86% | — | +4.96% | |
| 17 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.46% | +0.02% | +120.35% | |
| 18 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.41% | -0.09% | +242.70% | |
| 19 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.37% | — | -1.75% | |
| 20 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 1.19% | +0.15% | +4.42% | |
| 21 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 1.18% | — | -1.64% | |
| 22 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.18% | -0.22% | -0.49% | |
| 23 | AAPL | Apple INC | 株式-IT | 1.07% | -0.12% | -0.61% | |
| 24 | VTES | Vanguard Sh Term Tax-ex Bond | ETF-その他 | 1.03% | +0.05% | +42.47% | |
| 25 | PWB | Invesco Large Cap Growth ETF | ETF-大型株・グロース | 0.91% | — | +0.00% | |
| 26 | MSFT | Microsoft CORP | 株式-IT | 0.89% | -0.17% | -0.65% | |
| 27 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.82% | — | +0.39% | |
| 28 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 0.80% | — | +2.15% | |
| 29 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-その他 | 0.68% | — | +5.51% | |
| 30 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.67% | — | +2.53% | |
| 31 | NEE | Nextera Energy INC | 株式-公益事業 | 0.67% | +0.07% | -0.92% | |
| 32 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.64% | -0.16% | +4.67% | |
| 33 | HELO | Jpmorgan Hedged Equity ETF | ETF-その他 | 0.63% | +0.04% | +149.26% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.62% | — | — | |
| 35 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.58% | — | -0.42% | |
| 36 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.57% | — | -1.96% | |
| 37 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 0.56% | +0.13% | -4.74% | |
| 38 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.55% | — | +113.54% | |
| 39 | FBTC | Fidelity Wise Origin Bitcoin | ETF-暗号資産 | 0.53% | -0.19% | +40.72% | |
| 40 | PWV | Invesco Large Cap Value ETF | ETF-大型株・グロース | 0.53% | — | — | |
| 41 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.52% | +0.06% | -5.67% | |
| 42 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-その他 | 0.52% | — | -1.11% | |
| 43 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.51% | +0.21% | -0.01% | |
| 44 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.48% | — | +6.06% | |
| 45 | HD | Home Depot INC | 株式-一般消費財 | 0.36% | — | +0.03% | |
| 46 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 0.35% | — | +8.10% | |
| 47 | HEFA | Isha Curr Hedged Msci Eafe | ETF-その他 | 0.34% | — | +0.49% | |
| 48 | CVX | Chevron CORP | 株式-エネルギー | 0.33% | +0.08% | — | |
| 49 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.33% | — | -0.49% | |
| 50 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.30% | — | +0.86% |