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 | 37.58% | -0.56% | +2.96% | |
| 2 | VTV | Vanguard Value ETF | ETF-その他 | 11.60% | +0.42% | +11.94% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 7.43% | -0.07% | +13.69% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 5.88% | -0.04% | -15.25% | |
| 5 | VB | Vanguard Small-cap ETF | ETF-その他 | 4.27% | +0.25% | +11.25% | |
| 6 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 3.67% | +0.38% | +10.60% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 3.14% | -0.08% | +0.12% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.84% | -0.12% | -10.73% | |
| 9 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 2.43% | +0.15% | +49.65% | |
| 10 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.21% | +0.04% | +0.28% | |
| 11 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.17% | +0.07% | — | |
| 12 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.08% | -0.08% | +1900.00% | |
| 13 | MSFT | Microsoft CORP | 株式-IT | 1.02% | -0.25% | -1.87% | |
| 14 | AAPL | Apple INC | 株式-IT | 1.02% | -0.04% | -3.20% | |
| 15 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.96% | -0.06% | +1612.64% | |
| 16 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.90% | — | +4.92% | |
| 17 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.89% | +0.18% | -1.91% | |
| 18 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.78% | +0.06% | +0.27% | |
| 19 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.69% | +0.05% | +0.77% | |
| 20 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.68% | +0.24% | NEW | |
| 21 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.64% | +0.06% | -19.91% | |
| 22 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.64% | +0.05% | — | |
| 23 | TAN | Invesco Solar ETF | ETF-その他 | 0.62% | — | -0.66% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.59% | — | — | |
| 25 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.58% | -0.03% | — | |
| 26 | VUG | Vanguard Growth ETF | ETF-その他 | 0.55% | -0.09% | -22.03% | |
| 27 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.48% | — | -1.61% | |
| 28 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.46% | -0.01% | — | |
| 29 | TWTRUSD | Twitter INC | 株式-その他 | 0.46% | — | — | |
| 30 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.44% | +0.09% | — | |
| 31 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.43% | -0.03% | -2.84% | |
| 32 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.41% | — | — | |
| 33 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.38% | — | — | |
| 34 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-テック型 | 0.37% | -0.01% | — | |
| 35 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.33% | — | — | |
| 36 | RSG | Republic Services INC | 株式-資本財 | 0.32% | +0.02% | +0.33% | |
| 37 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.31% | — | — | |
| 38 | F | Ford Motor Co | 株式-一般消費財 | 0.29% | -0.04% | -0.12% | |
| 39 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.27% | -0.14% | EXIT | |
| 40 | CSCO | Cisco Systems INC | 株式-IT | 0.27% | — | +0.75% | |
| 41 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.26% | +0.04% | -2.98% | |
| 42 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.25% | +0.04% | — | |
| 43 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.24% | — | — | |
| 44 | RTX | Rtx CORP | 株式-資本財 | 0.24% | +0.03% | -2.77% | |
| 45 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.24% | — | — | |
| 46 | GM | General Motors Co | 株式-一般消費財 | 0.23% | -0.01% | +0.23% | |
| 47 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.23% | — | — | |
| 48 | MO | Altria Group INC | 株式-生活必需品 | 0.22% | +0.03% | — | |
| 49 | GWH-WS | Ess Tech INC -cw27 | 株式-その他 | 0.04% | — | — |