CIK: 0001841544
申告総資産額
$37.6億
| # | 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 29.20% | +0.58% | +7.53% | |
| 2 | VTV | Vanguard Value ETF | ETF-その他 | 18.15% | -0.08% | +13.19% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 14.52% | +0.05% | +6.89% | |
| 4 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 8.69% | -0.02% | +12.58% | |
| 5 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 5.57% | +0.02% | +0.41% | |
| 6 | AAPL | Apple INC | 株式-IT | 2.48% | +0.04% | +0.23% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.44% | +0.18% | +19.76% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.77% | +0.13% | +2.85% | |
| 9 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.95% | -0.05% | +337.42% | |
| 10 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.79% | — | +10.71% | |
| 11 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.78% | +0.19% | +39.57% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.63% | — | -0.74% | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.59% | +0.06% | +65.09% | |
| 14 | AXP | American Express Co | 株式-金融 | 0.55% | — | -1.59% | |
| 15 | MSFT | Microsoft CORP | 株式-IT | 0.55% | — | +5.13% | |
| 16 | OVV | Ovintiv INC | 株式-エネルギー | 0.51% | — | +34.15% | |
| 17 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.49% | — | -20.42% | |
| 18 | WFC | Wells Fargo & Co | 株式-金融 | 0.33% | — | -3.35% | |
| 19 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.32% | — | — | |
| 20 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-その他 | 0.31% | — | -23.37% | |
| 21 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.28% | — | +2.05% | |
| 22 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.24% | — | -1.38% | |
| 23 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.24% | — | +47.63% | |
| 24 | EAGG | Ishares Esg Aware US Aggrega | ETF-その他 | 0.23% | — | — | |
| 25 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型株 | 0.23% | — | — | |
| 26 | DAL | Delta Air Lines INC | 株式-資本財 | 0.22% | — | -0.01% | |
| 27 | WRB | Wr Berkley CORP | 株式-金融 | 0.21% | — | — | |
| 28 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.21% | — | -2.35% | |
| 29 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.21% | — | — | |
| 30 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.19% | +0.05% | +1.67% | |
| 31 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.19% | +0.35% | — | |
| 32 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.19% | — | +54.25% | |
| 33 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.17% | — | +11.67% | |
| 34 | FDX | Fedex CORP | 株式-資本財 | 0.17% | — | — | |
| 35 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.16% | — | — | |
| 36 | SPGI | S&p Global INC | 株式-金融 | 0.16% | — | -11.90% | |
| 37 | COP | Conocophillips | 株式-エネルギー | 0.16% | — | — | |
| 38 | ORCL | Oracle CORP | 株式-IT | 0.15% | — | — | |
| 39 | FCX | Freeport-mcmoran INC | 株式-素材 | 0.15% | — | +0.62% | |
| 40 | BBY | Best Buy Co INC | 株式-一般消費財 | 0.15% | — | — | |
| 41 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.15% | — | -1.26% | |
| 42 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 0.15% | — | — | |
| 43 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.15% | — | +0.98% | |
| 44 | PM | Philip Morris International | 株式-生活必需品 | 0.15% | — | +2.15% | |
| 45 | IDEV | Ishares Core Msci Dev Mkts | ETF-その他 | 0.14% | -0.06% | — | |
| 46 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.14% | — | +1.92% | |
| 47 | MO | Altria Group INC | 株式-生活必需品 | 0.13% | — | +1.74% | |
| 48 | WMT | Walmart INC | 株式-生活必需品 | 0.13% | — | +0.03% | |
| 49 | ETN | Eaton Corporation plc | 株式-資本財 | 0.13% | — | — | |
| 50 | PEP | Pepsico INC | 株式-生活必需品 | 0.13% | — | +3.46% |