CIK: 0001843566
申告総資産額
$1.6億
| # | 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 37.25% | -0.56% | +3.22% | |
| 2 | VTV | Vanguard Value ETF | ETF-その他 | 10.69% | +0.42% | +5.67% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 7.09% | -0.04% | +10.17% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 6.68% | -0.07% | +0.34% | |
| 5 | VB | Vanguard Small-cap ETF | ETF-その他 | 3.82% | +0.25% | +2.03% | |
| 6 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 3.61% | +0.38% | +2.85% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 3.23% | -0.12% | +0.89% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 3.17% | -0.08% | +0.10% | |
| 9 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.64% | +0.15% | +20.43% | |
| 10 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.26% | +0.07% | +0.68% | |
| 11 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.23% | -0.06% | -3.69% | |
| 12 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.20% | +0.04% | +0.30% | |
| 13 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.19% | -0.08% | — | |
| 14 | MSFT | Microsoft CORP | 株式-IT | 1.10% | -0.25% | +2.33% | |
| 15 | AAPL | Apple INC | 株式-IT | 1.00% | -0.04% | +3.53% | |
| 16 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.96% | +0.18% | +1.83% | |
| 17 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.87% | — | +1.95% | |
| 18 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.87% | +0.06% | +34.85% | |
| 19 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.80% | +0.06% | +0.26% | |
| 20 | VUG | Vanguard Growth ETF | ETF-その他 | 0.71% | -0.09% | -0.93% | |
| 21 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.71% | +0.05% | +0.83% | |
| 22 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.69% | +0.24% | NEW | |
| 23 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.65% | +0.05% | +0.32% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.58% | — | — | |
| 25 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.58% | -0.03% | +0.12% | |
| 26 | TAN | Invesco Solar ETF | ETF-その他 | 0.58% | — | +1.00% | |
| 27 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.49% | — | +1.96% | |
| 28 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.47% | +0.09% | — | |
| 29 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.47% | -0.01% | +0.07% | |
| 30 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.41% | — | +4.89% | |
| 31 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.40% | -0.03% | +2020.48% | |
| 32 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.39% | — | — | |
| 33 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-テック型 | 0.38% | -0.01% | — | |
| 34 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.36% | -0.14% | EXIT | |
| 35 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.33% | — | +0.30% | |
| 36 | DIDIY | Didi Global INC | 株式-その他 | 0.30% | — | — | |
| 37 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.30% | — | — | |
| 38 | RSG | Republic Services INC | 株式-資本財 | 0.29% | +0.02% | +0.34% | |
| 39 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.28% | +0.04% | +18.36% | |
| 40 | RTX | Rtx CORP | 株式-資本財 | 0.28% | +0.03% | +2.85% | |
| 41 | F | Ford Motor Co | 株式-一般消費財 | 0.28% | -0.04% | +1.82% | |
| 42 | CSCO | Cisco Systems INC | 株式-IT | 0.27% | — | +0.67% | |
| 43 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.25% | — | +0.18% | |
| 44 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.25% | — | — | |
| 45 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.24% | +0.04% | — | |
| 46 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.24% | — | +0.26% | |
| 47 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.23% | +0.12% | NEW | |
| 48 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.23% | — | +0.73% | |
| 49 | MO | Altria Group INC | 株式-生活必需品 | 0.22% | +0.03% | — | |
| 50 | GM | General Motors Co | 株式-一般消費財 | 0.22% | -0.01% | — |