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 | FBND | Fidelity Total Bond ETF | ETF-その他 | 9.98% | +0.08% | +9428.77% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 9.93% | -0.09% | -2.45% | |
| 3 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-その他 | 9.92% | +0.08% | +13053.00% | |
| 4 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 8.26% | -0.54% | — | |
| 5 | BKCI | Bny Mellon Concentrated Intl | ETF-その他 | 8.07% | -0.31% | — | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 6.43% | -0.16% | -0.57% | |
| 7 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 5.42% | -0.52% | -5.63% | |
| 8 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 5.31% | -0.20% | +0.87% | |
| 9 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 3.61% | -0.04% | -1.03% | |
| 10 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 3.39% | -0.36% | -0.50% | |
| 11 | TCHP | T Rowe Price Blue Chip Growt | ETF-その他 | 3.36% | -0.38% | -0.53% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.25% | -0.25% | -0.99% | |
| 13 | MUB | Ishares National Muni Bond E | ETF-その他 | 2.73% | -0.08% | +999.25% | |
| 14 | SCHV | Schwab US Large-cap Value | ETF-その他 | 2.34% | — | +0.31% | |
| 15 | RLY | Ss Multi-asset Real Ret ETF | ETF-その他 | 2.29% | +0.14% | +26.18% | |
| 16 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 1.66% | -0.11% | -2.06% | |
| 17 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 1.19% | — | +306.09% | |
| 18 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-その他 | 1.07% | — | +1410.35% | |
| 19 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.89% | — | +487.65% | |
| 20 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.85% | — | +6.77% | |
| 21 | DFAX | Dimensional World Ex US Core | ETF-その他 | 0.85% | — | +0.34% | |
| 22 | AAPL | Apple INC | 株式-IT | 0.55% | -0.05% | -4.34% | |
| 23 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.50% | — | — | |
| 24 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.46% | -0.05% | — | |
| 25 | AOR | Ishares Core 60/40 Balanced | ETF-その他 | 0.44% | — | +117.34% | |
| 26 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 0.41% | — | -0.32% | |
| 27 | VUG | Vanguard Growth ETF | ETF-その他 | 0.35% | +0.03% | -0.91% | |
| 28 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.31% | — | +79.38% | |
| 29 | ADI | Analog Devices INC | 株式-IT | 0.28% | +0.02% | — | |
| 30 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 0.27% | — | -16.20% | |
| 31 | V | Visa Inc-class A Shares | 株式-金融 | 0.27% | -0.04% | — | |
| 32 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.25% | -0.04% | +30.51% | |
| 33 | INTU | Intuit INC | 株式-IT | 0.24% | -0.05% | — | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.22% | -0.03% | — | |
| 35 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.20% | — | +13.45% | |
| 36 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.19% | — | +9.41% | |
| 37 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.19% | +0.09% | +20.20% | |
| 38 | REET | Ishares Global Reit ETF | ETF-その他 | 0.19% | — | — | |
| 39 | MSFT | Microsoft CORP | 株式-IT | 0.18% | -0.04% | +4.70% | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.17% | — | -7.22% | |
| 41 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.16% | — | -3.19% | |
| 42 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.15% | — | +41.58% | |
| 43 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 0.14% | — | — | |
| 44 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.14% | — | +39.39% | |
| 45 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.13% | +0.03% | +0.06% | |
| 46 | GE | General Electric | 株式-資本財 | 0.13% | — | — | |
| 47 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.13% | — | -3.32% | |
| 48 | AMD | Advanced Micro Devices | 株式-IT | 0.13% | — | -17.22% | |
| 49 | RTX | Rtx CORP | 株式-資本財 | 0.12% | — | -1.33% | |
| 50 | CSX | Csx CORP | 株式-資本財 | 0.12% | — | +0.08% |