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 | 6.47% | — | -1.35% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 6.42% | -0.49% | -4.13% | |
| 3 | VXF | Vanguard Extended Market ETF | ETF-その他 | 6.11% | -0.17% | +1.52% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 5.52% | -0.31% | -0.10% | |
| 5 | VTV | Vanguard Value ETF | ETF-その他 | 4.57% | +0.14% | -0.09% | |
| 6 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 4.44% | +0.06% | +0.40% | |
| 7 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 4.33% | +0.24% | +9.26% | |
| 8 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 4.29% | +0.36% | +7.44% | |
| 9 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 3.45% | — | -1.44% | |
| 10 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 3.33% | — | +1.29% | |
| 11 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 2.31% | -0.16% | -1.02% | |
| 12 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 2.30% | +0.06% | -0.84% | |
| 13 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 2.07% | — | -0.17% | |
| 14 | SCHH | Schwab US Reit ETF | ETF-その他 | 1.97% | +0.16% | +0.95% | |
| 15 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.95% | — | +0.31% | |
| 16 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.88% | — | +3.16% | |
| 17 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.77% | +0.02% | +0.66% | |
| 18 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 1.68% | +0.15% | +2.90% | |
| 19 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.33% | -0.09% | -6.23% | |
| 20 | VTES | Vanguard Sh Term Tax-ex Bond | ETF-その他 | 1.18% | +0.05% | +14.88% | |
| 21 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.16% | — | -2.05% | |
| 22 | IAU | Ishares Gold Trust | ETF-コモディティ | 1.07% | — | +3.58% | |
| 23 | AAPL | Apple INC | 株式-IT | 1.04% | -0.12% | -3.40% | |
| 24 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.99% | -0.22% | +0.06% | |
| 25 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.95% | — | -2.83% | |
| 26 | PWB | Invesco Large Cap Growth ETF | ETF-大型株・グロース | 0.92% | — | -5.42% | |
| 27 | HELO | Jpmorgan Hedged Equity ETF | ETF-その他 | 0.84% | +0.04% | +2.45% | |
| 28 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.82% | — | +1.35% | |
| 29 | MSFT | Microsoft CORP | 株式-IT | 0.82% | -0.17% | +1.01% | |
| 30 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 0.80% | +0.13% | +6.29% | |
| 31 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.75% | — | +0.42% | |
| 32 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.73% | -0.16% | +1.56% | |
| 33 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 0.64% | — | -0.55% | |
| 34 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.61% | +0.06% | -8.80% | |
| 35 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.58% | +0.75% | +213.93% | |
| 36 | NEE | Nextera Energy INC | 株式-公益事業 | 0.58% | +0.07% | -5.71% | |
| 37 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.57% | +0.21% | +0.01% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.56% | — | -0.08% | |
| 39 | FBTC | Fidelity Wise Origin Bitcoin | ETF-暗号資産 | 0.55% | -0.19% | -1.88% | |
| 40 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.54% | — | +2.88% | |
| 41 | PWV | Invesco Large Cap Value ETF | ETF-大型株・グロース | 0.53% | — | -0.40% | |
| 42 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.53% | — | +5.02% | |
| 43 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-その他 | 0.46% | — | — | |
| 44 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.42% | — | -0.03% | |
| 45 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-その他 | 0.34% | — | -24.59% | |
| 46 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.34% | — | +5.20% | |
| 47 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.32% | — | +0.46% | |
| 48 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.32% | — | +0.02% | |
| 49 | HEFA | Isha Curr Hedged Msci Eafe | ETF-その他 | 0.31% | — | +6.10% | |
| 50 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.31% | — | -0.08% |