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 | 11.03% | -0.24% | +4.31% | |
| 2 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 6.96% | -0.08% | +14.90% | |
| 3 | AAPL | Apple INC | 株式-IT | 6.38% | -0.39% | -0.07% | |
| 4 | VTIP | Vanguard Short-term Tips | ETF-その他 | 5.17% | +0.14% | +10.85% | |
| 5 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 5.03% | — | -3.39% | |
| 6 | TSLA | Tesla INC | 株式-一般消費財 | 3.08% | -0.46% | +0.76% | |
| 7 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 2.84% | — | +25.66% | |
| 8 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 2.83% | — | +3.06% | |
| 9 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 2.53% | -0.10% | -2.44% | |
| 10 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 2.46% | +0.09% | -0.60% | |
| 11 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 1.90% | — | -4.31% | |
| 12 | VV | Vanguard Large-cap ETF | ETF-その他 | 1.85% | -0.10% | +1.69% | |
| 13 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.80% | -0.19% | +2.60% | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.65% | +0.09% | -0.84% | |
| 15 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 1.65% | — | +28.14% | |
| 16 | VUG | Vanguard Growth ETF | ETF-その他 | 1.56% | -0.28% | -1.97% | |
| 17 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.53% | — | -7.52% | |
| 18 | SCHH | Schwab US Reit ETF | ETF-その他 | 1.50% | — | +11.57% | |
| 19 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.49% | — | -2.48% | |
| 20 | MSFT | Microsoft CORP | 株式-IT | 1.44% | -0.46% | +2.00% | |
| 21 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.36% | -0.19% | -4.23% | |
| 22 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-その他 | 1.32% | — | +8.32% | |
| 23 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.20% | -0.06% | -24.82% | |
| 24 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 1.16% | — | +3.92% | |
| 25 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.02% | -0.06% | +7.24% | |
| 26 | WPC | Wp Carey INC | 株式-不動産 | 1.00% | — | +0.02% | |
| 27 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.95% | — | +1.83% | |
| 28 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.93% | — | -2.18% | |
| 29 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.88% | — | +18.72% | |
| 30 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.76% | — | -0.75% | |
| 31 | LRCXEUR | Lam Research CORP | 株式-IT | 0.76% | — | +0.59% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.69% | — | -4.35% | |
| 33 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 0.68% | — | +1.82% | |
| 34 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.67% | — | -5.94% | |
| 35 | RWO | State Street Spdr Dow Jones | ETF-その他 | 0.61% | — | -0.76% | |
| 36 | DFAE | Dimensional Emerging Core Eq | ETF-新興国市場 | 0.60% | — | — | |
| 37 | QCOM | Qualcomm INC | 株式-IT | 0.60% | -0.12% | +4.82% | |
| 38 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.56% | +0.05% | -11.31% | |
| 39 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.54% | — | +18.34% | |
| 40 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.54% | — | -8.02% | |
| 41 | BAC | Bank Of America CORP | 株式-金融 | 0.54% | — | +0.23% | |
| 42 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.51% | — | -20.77% | |
| 43 | VTV | Vanguard Value ETF | ETF-その他 | 0.51% | — | +99.40% | |
| 44 | TDOC | Teladoc Health INC | 株式-ヘルスケア | 0.48% | — | — | |
| 45 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.48% | — | +0.59% | |
| 46 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.45% | -0.07% | +3.00% | |
| 47 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.44% | — | -1.18% | |
| 48 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 0.44% | — | -5.06% | |
| 49 | LULU | Lululemon Athletica INC | 株式-一般消費財 | 0.44% | — | — | |
| 50 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.44% | -0.06% | +2.30% |