CIK: 0001989834
申告総資産額
$1.9億
| # | 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 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 23.07% | -1.63% | +4.13% | |
| 2 | BIV | Vanguard Intermediate-term B | ETF-その他 | 12.44% | +2.74% | +23.57% | |
| 3 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 10.30% | -0.75% | +4.44% | |
| 4 | VTV | Vanguard Value ETF | ETF-その他 | 6.92% | +0.21% | +4.71% | |
| 5 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 6.30% | -0.31% | +3.16% | |
| 6 | VB | Vanguard Small-cap ETF | ETF-その他 | 5.71% | — | +5.31% | |
| 7 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 5.70% | +0.47% | +6.77% | |
| 8 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 2.48% | -0.08% | +6.36% | |
| 9 | IGF | Ishares Global Infrastructur | ETF-その他 | 2.15% | -0.42% | -18.47% | |
| 10 | NVDA | Nvidia CORP | 株式-IT | 1.85% | -0.07% | +17.48% | |
| 11 | QCOM | Qualcomm INC | 株式-IT | 1.83% | -0.41% | +0.25% | |
| 12 | VUG | Vanguard Growth ETF | ETF-その他 | 1.81% | -0.18% | -6.43% | |
| 13 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.80% | +0.15% | +4.73% | |
| 14 | MSFT | Microsoft CORP | 株式-IT | 1.54% | -0.06% | +21.23% | |
| 15 | IDEV | Ishares Core Msci Dev Mkts | ETF-その他 | 1.51% | — | -1.27% | |
| 16 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.96% | -0.19% | +5.78% | |
| 17 | AAPL | Apple INC | 株式-IT | 0.89% | -0.03% | +5.39% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.68% | — | +63.31% | |
| 19 | MFC | Manulife Financial CORP | 株式-金融 | 0.68% | -0.14% | +0.85% | |
| 20 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.62% | +0.03% | +4.28% | |
| 21 | VDE | Vanguard Energy ETF | ETF-その他 | 0.61% | +0.02% | -8.80% | |
| 22 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.59% | — | +0.42% | |
| 23 | IFRA | Ishares US Infrastructure | ETF-その他 | 0.58% | +0.50% | — | |
| 24 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.55% | -0.06% | +7.67% | |
| 25 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.46% | +0.15% | +7.99% | |
| 26 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.44% | — | +5.14% | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.43% | +0.09% | +1.77% | |
| 28 | MVBF | Mvb Financial CORP | 株式-その他 | 0.43% | -0.15% | +0.81% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.41% | — | +174.87% | |
| 30 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.40% | — | +1.48% | |
| 31 | ROK | Rockwell Automation INC | 株式-資本財 | 0.40% | -0.04% | -0.59% | |
| 32 | PEP | Pepsico INC | 株式-生活必需品 | 0.38% | — | +2.14% | |
| 33 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.36% | — | -1.20% | |
| 34 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.29% | — | — | |
| 35 | RWO | State Street Spdr Dow Jones | ETF-その他 | 0.28% | -0.04% | -5.36% | |
| 36 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.25% | +0.05% | +1.45% | |
| 37 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.25% | — | +11.57% | |
| 38 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.25% | -0.04% | +18.38% | |
| 39 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.25% | — | -4.25% | |
| 40 | DKS | Dick's Sporting Goods INC | 株式-一般消費財 | 0.21% | — | +1.06% | |
| 41 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.21% | — | +1.05% | |
| 42 | V | Visa Inc-class A Shares | 株式-金融 | 0.20% | -0.14% | EXIT | |
| 43 | FCF | First Commonwealth Finl CORP | 株式-その他 | 0.20% | — | +0.72% | |
| 44 | WMT | Walmart INC | 株式-生活必需品 | 0.19% | — | +2.90% | |
| 45 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.19% | — | +4.21% | |
| 46 | LIN | Linde plc | 株式-素材 | 0.19% | +0.04% | +3.98% | |
| 47 | MO | Altria Group INC | 株式-生活必需品 | 0.18% | +0.02% | +2.34% | |
| 48 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.17% | — | +2.27% | |
| 49 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.17% | — | +5.54% | |
| 50 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.17% | — | +0.28% |