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 | 36.78% | -0.56% | +5.26% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 9.02% | -0.07% | +16.78% | |
| 3 | VTV | Vanguard Value ETF | ETF-その他 | 8.28% | +0.42% | -4.85% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 5.47% | -0.04% | +2.97% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 4.54% | -0.12% | -0.02% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 4.35% | -0.08% | +18.61% | |
| 7 | VB | Vanguard Small-cap ETF | ETF-その他 | 3.98% | +0.25% | +9.63% | |
| 8 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 3.86% | +0.38% | +7.30% | |
| 9 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 2.03% | +0.15% | -8.65% | |
| 10 | VUG | Vanguard Growth ETF | ETF-その他 | 1.46% | -0.09% | +1.27% | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 1.23% | -0.25% | +0.10% | |
| 12 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.19% | -0.08% | +0.08% | |
| 13 | IAU | Ishares Gold Trust | ETF-コモディティ | 1.01% | +0.18% | — | |
| 14 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.97% | +0.04% | +4.44% | |
| 15 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.91% | +0.07% | +0.52% | |
| 16 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.90% | +0.06% | +10.51% | |
| 17 | AAPL | Apple INC | 株式-IT | 0.82% | -0.04% | — | |
| 18 | TQQQ | Proshares Ultrapro Qqq | ETF-その他 | 0.81% | -0.17% | — | |
| 19 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.71% | -0.02% | — | |
| 20 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.66% | — | -6.90% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.64% | — | — | |
| 22 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.61% | +0.05% | +0.65% | |
| 23 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.56% | +0.06% | +131.69% | |
| 24 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.55% | -0.01% | — | |
| 25 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.53% | +0.05% | -0.63% | |
| 26 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.52% | -0.06% | — | |
| 27 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.50% | -0.03% | +0.05% | |
| 28 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.49% | -0.03% | — | |
| 29 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.44% | +0.06% | -1.77% | |
| 30 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.42% | — | +0.30% | |
| 31 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-テック型 | 0.42% | -0.01% | — | |
| 32 | RSG | Republic Services INC | 株式-資本財 | 0.34% | +0.02% | — | |
| 33 | ORCL | Oracle CORP | 株式-IT | 0.33% | -0.06% | — | |
| 34 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.32% | +0.04% | — | |
| 35 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.31% | +0.09% | — | |
| 36 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.30% | — | — | |
| 37 | IBIT | Ishares Bitcoin Trust ETF | ETF-暗号資産 | 0.29% | -0.04% | — | |
| 38 | CSCO | Cisco Systems INC | 株式-IT | 0.28% | — | +0.65% | |
| 39 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.28% | — | +0.28% | |
| 40 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.24% | -0.14% | EXIT | |
| 41 | RTX | Rtx CORP | 株式-資本財 | 0.24% | +0.03% | — | |
| 42 | GM | General Motors Co | 株式-一般消費財 | 0.21% | -0.01% | +0.31% | |
| 43 | MO | Altria Group INC | 株式-生活必需品 | 0.19% | +0.03% | — | |
| 44 | F | Ford Motor Co | 株式-一般消費財 | 0.19% | -0.04% | +1.50% | |
| 45 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.18% | — | +0.12% | |
| 46 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.18% | — | -47.61% | |
| 47 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.17% | — | — | |
| 48 | NFLX | Netflix INC | 株式-通信サービス | 0.16% | — | — | |
| 49 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 0.16% | — | — | |
| 50 | PM | Philip Morris International | 株式-生活必需品 | 0.16% | — | — |