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 | 10.74% | -0.24% | -5.87% | |
| 2 | AAPL | Apple INC | 株式-IT | 7.47% | -0.39% | -6.03% | |
| 3 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 6.53% | -0.08% | +13.51% | |
| 4 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 5.37% | — | -3.91% | |
| 5 | VTIP | Vanguard Short-term Tips | ETF-その他 | 4.98% | +0.14% | +11.20% | |
| 6 | TSLA | Tesla INC | 株式-一般消費財 | 3.48% | -0.46% | +7.30% | |
| 7 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 2.71% | — | +1.23% | |
| 8 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 2.69% | +0.09% | +2.70% | |
| 9 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 2.64% | -0.10% | -6.44% | |
| 10 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 2.32% | — | +10.21% | |
| 11 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 2.06% | — | -1.06% | |
| 12 | VV | Vanguard Large-cap ETF | ETF-その他 | 1.86% | -0.10% | -4.31% | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.73% | +0.09% | -7.70% | |
| 14 | VUG | Vanguard Growth ETF | ETF-その他 | 1.69% | -0.28% | +0.56% | |
| 15 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.62% | — | -9.38% | |
| 16 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.58% | -0.19% | -4.97% | |
| 17 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.53% | — | -4.22% | |
| 18 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.48% | -0.06% | -1.66% | |
| 19 | MSFT | Microsoft CORP | 株式-IT | 1.44% | -0.46% | -8.73% | |
| 20 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.42% | -0.19% | -3.49% | |
| 21 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 1.40% | — | -5.56% | |
| 22 | SCHH | Schwab US Reit ETF | ETF-その他 | 1.34% | — | +4.57% | |
| 23 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-その他 | 1.28% | — | +3.07% | |
| 24 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 1.25% | — | -5.39% | |
| 25 | WPC | Wp Carey INC | 株式-不動産 | 1.08% | — | +1.51% | |
| 26 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.98% | — | -1.52% | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.97% | -0.06% | -7.39% | |
| 28 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.92% | — | -1.88% | |
| 29 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.80% | — | -2.14% | |
| 30 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.77% | — | -1.33% | |
| 31 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.74% | — | -2.45% | |
| 32 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 0.72% | — | +0.25% | |
| 33 | QCOM | Qualcomm INC | 株式-IT | 0.71% | -0.12% | +10.49% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.70% | — | -6.23% | |
| 35 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.67% | — | +8.10% | |
| 36 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.66% | +0.05% | +27.57% | |
| 37 | LRCXEUR | Lam Research CORP | 株式-IT | 0.64% | — | -20.67% | |
| 38 | RWO | State Street Spdr Dow Jones | ETF-その他 | 0.62% | — | +3.78% | |
| 39 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.62% | — | -26.05% | |
| 40 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.58% | — | -62.76% | |
| 41 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.56% | +0.05% | -9.03% | |
| 42 | LULU | Lululemon Athletica INC | 株式-一般消費財 | 0.54% | — | -9.44% | |
| 43 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.51% | — | -15.54% | |
| 44 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 0.50% | — | +6.17% | |
| 45 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.48% | -0.06% | +10.59% | |
| 46 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.48% | — | -2.34% | |
| 47 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.47% | — | -5.09% | |
| 48 | BAC | Bank Of America CORP | 株式-金融 | 0.45% | — | -9.20% | |
| 49 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.45% | — | +20.65% | |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.45% | — | -14.95% |