CIK: 0001697110
申告総資産額
$23.4億
| # | 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 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 22.00% | +0.13% | -9.72% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 5.41% | -0.29% | -3.93% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 5.12% | — | -15.60% | |
| 4 | BND | Vanguard Total Bond Market | ETF-その他 | 4.18% | +0.52% | -0.64% | |
| 5 | VPL | Vanguard Ftse Pacific ETF | ETF-その他 | 3.77% | +0.29% | -13.04% | |
| 6 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 3.09% | +0.14% | -12.91% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.93% | +0.03% | +8.64% | |
| 8 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 2.69% | -2.48% | -11.95% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.63% | +0.11% | -21.68% | |
| 10 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 2.49% | +0.27% | +17.39% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.45% | -0.11% | -3.81% | |
| 12 | URA | Global X Uranium ETF | ETF-その他 | 2.29% | +0.10% | +4.22% | |
| 13 | IEUR | Ishares Core Msci Europe ETF | ETF-その他 | 2.12% | — | -14.59% | |
| 14 | EUSA | Ishares Msci USA Equal Weigh | ETF-その他 | 1.92% | — | — | |
| 15 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.90% | — | -15.45% | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.77% | -0.17% | +12.39% | |
| 17 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.66% | — | -14.84% | |
| 18 | NVDA | Nvidia CORP | 株式-IT | 1.66% | -1.07% | -5.42% | |
| 19 | XLE | Ss Energy Select Sector | ETF-その他 | 1.31% | +0.50% | -5.98% | |
| 20 | AAPL | Apple INC | 株式-IT | 1.27% | — | +3.08% | |
| 21 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 1.22% | — | +3091.47% | |
| 22 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.14% | +0.13% | -52.39% | |
| 23 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.14% | +0.18% | -5.59% | |
| 24 | EPI | Wisdomtree India Earnings | ETF-その他 | 1.07% | — | +61.11% | |
| 25 | IBIT | Ishares Bitcoin Trust ETF | ETF-暗号資産 | 1.06% | -0.19% | — | |
| 26 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 1.02% | — | -11.35% | |
| 27 | EWC | Ishares Msci Canada ETF | ETF-その他 | 0.91% | — | -24.41% | |
| 28 | MLPX | Global X Mlp & Energy Infras | ETF-その他 | 0.84% | +0.22% | -7.31% | |
| 29 | VUG | Vanguard Growth ETF | ETF-その他 | 0.83% | -0.11% | -8.62% | |
| 30 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.75% | -0.05% | +0.06% | |
| 31 | XBI | Ss Spdr S&p Biotech ETF | ETF-テック型 | 0.74% | — | -0.45% | |
| 32 | EWL | Ishares Msci Switzerland ETF | ETF-その他 | 0.72% | — | +1024.90% | |
| 33 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.70% | -0.11% | — | |
| 34 | MELI | Mercadolibre INC | 株式-一般消費財 | 0.65% | -0.07% | -0.04% | |
| 35 | PNC | Pnc Financial Services Group | 株式-金融 | 0.64% | — | -0.09% | |
| 36 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.58% | +0.06% | -21.10% | |
| 37 | WIP | State Street Spdr Ftse Inter | ETF-その他 | 0.56% | — | -3.92% | |
| 38 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.52% | -0.30% | +2.60% | |
| 39 | OWL | Blue Owl Capital INC | 株式-金融 | 0.50% | -0.14% | -0.03% | |
| 40 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.49% | +0.08% | — | |
| 41 | IPAC | Ishares Core Msci Pacific Et | ETF-その他 | 0.44% | — | -2.23% | |
| 42 | TSLA | Tesla INC | 株式-一般消費財 | 0.41% | -0.05% | +10.63% | |
| 43 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.41% | — | -23.06% | |
| 44 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.37% | — | -12.92% | |
| 45 | MSFT | Microsoft CORP | 株式-IT | 0.37% | -0.15% | -5.94% | |
| 46 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.34% | — | -3.46% | |
| 47 | VTV | Vanguard Value ETF | ETF-その他 | 0.30% | — | -17.54% | |
| 48 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.30% | — | +0.28% | |
| 49 | GS | Goldman Sachs Group INC | 株式-金融 | 0.29% | — | -4.46% | |
| 50 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 0.29% | — | -15.50% |