CIK: 0001808394
申告総資産額
$2.3億
| # | 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 | VONE | Vanguard Russell 1000 | ETF-その他 | 37.47% | +0.76% | +6.19% | |
| 2 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 29.08% | -0.34% | +5.58% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 7.26% | -0.03% | -1.18% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 4.70% | — | -0.65% | |
| 5 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 3.20% | -0.20% | -1.28% | |
| 6 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 3.03% | -0.25% | +5.39% | |
| 7 | AAPL | Apple INC | 株式-IT | 2.49% | -0.13% | +23.65% | |
| 8 | VIOO | Vanguard S&p Small-cap 600 E | ETF-その他 | 2.07% | +0.08% | +7.89% | |
| 9 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 1.74% | +0.01% | -1.72% | |
| 10 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.84% | — | — | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.81% | -0.02% | — | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 0.74% | -0.08% | +4.62% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.62% | +0.01% | — | |
| 14 | NVDA | Nvidia CORP | 株式-IT | 0.60% | — | +86.92% | |
| 15 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.58% | -0.03% | +46.80% | |
| 16 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.37% | -0.01% | — | |
| 17 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.36% | +0.03% | — | |
| 18 | VUG | Vanguard Growth ETF | ETF-その他 | 0.36% | +0.01% | -7.52% | |
| 19 | TPL | Texas Pacific Land CORP | 株式-エネルギー | 0.32% | -0.05% | — | |
| 20 | HD | Home Depot INC | 株式-一般消費財 | 0.30% | -0.05% | +8.73% | |
| 21 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.28% | — | +3.61% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.24% | -0.01% | +10.28% | |
| 23 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.23% | -0.05% | — | |
| 24 | AON | Aon plc | 株式-金融 | 0.23% | +0.09% | NEW | |
| 25 | GRVY | Gravity Co Ltd-sponsored Adr | 株式-その他 | 0.22% | -0.01% | +37.36% | |
| 26 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.22% | +0.01% | +0.61% | |
| 27 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.20% | +0.02% | +0.37% | |
| 28 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.19% | +0.01% | — | |
| 29 | IBM | Intl Business Machines CORP | 株式-IT | 0.19% | +0.05% | — | |
| 30 | GE | General Electric | 株式-資本財 | 0.17% | +0.03% | — | |
| 31 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.15% | +0.03% | — | |
| 32 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.14% | +0.02% | — | |
| 33 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.14% | — | — | |
| 34 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.13% | +0.01% | — | |
| 35 | TSLA | Tesla INC | 株式-一般消費財 | 0.13% | — | -18.31% | |
| 36 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.13% | -0.01% | — | |
| 37 | KURA | Kura Oncology INC | 株式-その他 | 0.05% | +0.02% | — | |
| 38 | ZDGE | Zedge Inc-cl B | 株式-その他 | 0.02% | — | — |