CIK: 0002066488
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 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 29.75% | +0.65% | — | |
| 2 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 27.68% | -0.33% | — | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 16.77% | +2.33% | — | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 14.33% | — | — | |
| 5 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 9.43% | +0.72% | — | |
| 6 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.57% | -0.33% | EXIT | |
| 7 | AAPL | Apple INC | 株式-IT | 0.33% | -0.06% | — | |
| 8 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.21% | -0.18% | EXIT | |
| 9 | XLF | Ss Financial Select Sector | ETF-その他 | 0.15% | -0.09% | EXIT | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 0.14% | -0.42% | — | |
| 11 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.12% | -0.13% | — | |
| 12 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.09% | — | — | |
| 13 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.09% | — | — | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.09% | -0.16% | EXIT | |
| 15 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.08% | -0.22% | EXIT | |
| 16 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.08% | — | — | |
| 17 | UMAR | Innovator U.s. Equity Ultra | ETF-その他 | 0.08% | — | — |