CIK: 0001727917
申告総資産額
$3.9億
| # | 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 11.19% | -0.24% | -8.02% | |
| 2 | AAPL | Apple INC | 株式-IT | 7.59% | -0.39% | +315.65% | |
| 3 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 6.30% | -0.08% | +49.84% | |
| 4 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 5.33% | — | -1.51% | |
| 5 | VTIP | Vanguard Short-term Tips | ETF-その他 | 4.89% | +0.14% | +10.32% | |
| 6 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 2.86% | +0.09% | +2.76% | |
| 7 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 2.74% | -0.10% | -16.06% | |
| 8 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 2.39% | — | +0.79% | |
| 9 | TSLA | Tesla INC | 株式-一般消費財 | 2.16% | -0.46% | +502.69% | |
| 10 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 2.00% | — | +4.22% | |
| 11 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 1.97% | — | +7.29% | |
| 12 | VV | Vanguard Large-cap ETF | ETF-その他 | 1.89% | -0.10% | -0.64% | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.78% | +0.09% | -2.63% | |
| 14 | SCHO | Schwab Short-term US Treas | ETF-その他 | 1.72% | — | -13.45% | |
| 15 | VUG | Vanguard Growth ETF | ETF-その他 | 1.66% | -0.28% | +17.42% | |
| 16 | MSFT | Microsoft CORP | 株式-IT | 1.63% | -0.46% | +2.63% | |
| 17 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 1.62% | — | +0.95% | |
| 18 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.55% | — | +1.12% | |
| 19 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.54% | -0.19% | +12.44% | |
| 20 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.49% | — | +0.06% | |
| 21 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 1.45% | — | +3.78% | |
| 22 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.38% | -0.19% | +13.92% | |
| 23 | SCHH | Schwab US Reit ETF | ETF-その他 | 1.30% | — | +5.50% | |
| 24 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.28% | -0.06% | +7.82% | |
| 25 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-その他 | 1.21% | — | +3.95% | |
| 26 | WPC | Wp Carey INC | 株式-不動産 | 1.08% | — | -0.44% | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.02% | -0.06% | -9.92% | |
| 28 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.96% | — | +4.63% | |
| 29 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.95% | — | -1.17% | |
| 30 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.90% | — | +11.31% | |
| 31 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-その他 | 0.89% | — | -62.40% | |
| 32 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 0.78% | — | +0.56% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.75% | — | -2.23% | |
| 34 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.75% | — | -3.53% | |
| 35 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.73% | +0.05% | +10.09% | |
| 36 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.72% | — | -3.47% | |
| 37 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.71% | — | -18.38% | |
| 38 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.66% | — | +13.33% | |
| 39 | LRCXEUR | Lam Research CORP | 株式-IT | 0.62% | — | +14.76% | |
| 40 | LULU | Lululemon Athletica INC | 株式-一般消費財 | 0.61% | — | +16.97% | |
| 41 | RWO | State Street Spdr Dow Jones | ETF-その他 | 0.59% | — | -0.37% | |
| 42 | QCOM | Qualcomm INC | 株式-IT | 0.54% | -0.12% | +35.06% | |
| 43 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.54% | — | -1.64% | |
| 44 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.53% | +0.05% | +3.60% | |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.52% | — | -53.30% | |
| 46 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 0.51% | — | +5.15% | |
| 47 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.51% | — | -0.65% | |
| 48 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.46% | — | -0.52% | |
| 49 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.46% | -0.06% | +1.29% | |
| 50 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 0.46% | — | -2.43% |