CIK: 0001840486
申告総資産額
$6.9億
| # | 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 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 18.53% | -0.09% | +1.62% | |
| 2 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 11.41% | -0.16% | +3.22% | |
| 3 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 9.34% | -0.20% | +3.47% | |
| 4 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 9.01% | -0.52% | -0.09% | |
| 5 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 7.46% | -0.04% | -0.53% | |
| 6 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 5.34% | -0.36% | +21.70% | |
| 7 | SCHV | Schwab US Large-cap Value | ETF-その他 | 5.04% | — | -0.84% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 5.04% | -0.25% | +1.61% | |
| 9 | TCHP | T Rowe Price Blue Chip Growt | ETF-その他 | 4.21% | -0.38% | +57.57% | |
| 10 | RLY | Ss Multi-asset Real Ret ETF | ETF-その他 | 3.36% | +0.14% | +22.33% | |
| 11 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 3.10% | -0.11% | -1.07% | |
| 12 | MUB | Ishares National Muni Bond E | ETF-その他 | 2.49% | -0.08% | — | |
| 13 | DFAX | Dimensional World Ex US Core | ETF-その他 | 1.69% | — | -3.32% | |
| 14 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.53% | — | +4.44% | |
| 15 | AAPL | Apple INC | 株式-IT | 0.88% | -0.05% | +0.15% | |
| 16 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 0.79% | — | -10.13% | |
| 17 | AOR | Ishares Core 60/40 Balanced | ETF-その他 | 0.66% | — | -15.55% | |
| 18 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 0.63% | — | -45.52% | |
| 19 | ADI | Analog Devices INC | 株式-IT | 0.52% | +0.02% | — | |
| 20 | VUG | Vanguard Growth ETF | ETF-その他 | 0.51% | +0.03% | -2.14% | |
| 21 | V | Visa Inc-class A Shares | 株式-金融 | 0.49% | -0.04% | — | |
| 22 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 0.49% | — | -42.84% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.45% | -0.03% | +0.75% | |
| 24 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.36% | — | +24.96% | |
| 25 | RTX | Rtx CORP | 株式-資本財 | 0.33% | — | — | |
| 26 | INTU | Intuit INC | 株式-IT | 0.33% | -0.05% | — | |
| 27 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.33% | +0.03% | +0.04% | |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.32% | — | +0.23% | |
| 29 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.32% | — | +0.03% | |
| 30 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.29% | — | — | |
| 31 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.28% | — | -0.75% | |
| 32 | T | At&t INC | 株式-通信サービス | 0.28% | — | +0.09% | |
| 33 | ELV | Elevance Health INC | 株式-ヘルスケア | 0.28% | — | -2.29% | |
| 34 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.26% | -0.04% | +0.07% | |
| 35 | TXN | Texas Instruments INC | 株式-IT | 0.25% | — | — | |
| 36 | MSFT | Microsoft CORP | 株式-IT | 0.25% | -0.04% | +7.59% | |
| 37 | CSX | Csx CORP | 株式-資本財 | 0.24% | — | +0.07% | |
| 38 | VZ | Verizon Communications INC | 株式-通信サービス | 0.22% | — | +0.28% | |
| 39 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.22% | +0.09% | — | |
| 40 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.22% | — | -4.58% | |
| 41 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.21% | — | -4.83% | |
| 42 | DFAT | Dimensional US Target Value | ETF-その他 | 0.20% | — | -2.03% | |
| 43 | JMST | JPM Ultra-short Muni Income | ETF-その他 | 0.19% | — | — | |
| 44 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.19% | — | -44.30% | |
| 45 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.19% | — | +0.12% | |
| 46 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.17% | — | — | |
| 47 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.17% | — | -5.81% | |
| 48 | MA | Mastercard INC - A | 株式-金融 | 0.15% | — | — | |
| 49 | SUSA | Ishares Esg Optimized Msci U | ETF-その他 | 0.14% | — | -2.06% | |
| 50 | PFE | Pfizer INC | 株式-ヘルスケア | 0.14% | — | — |