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 | 23.85% | -1.63% | +4.86% | |
| 2 | BIV | Vanguard Intermediate-term B | ETF-その他 | 12.11% | +2.74% | +7.86% | |
| 3 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 10.31% | -0.75% | +1.44% | |
| 4 | VTV | Vanguard Value ETF | ETF-その他 | 6.92% | +0.21% | +9.74% | |
| 5 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 6.28% | -0.31% | +2.34% | |
| 6 | VB | Vanguard Small-cap ETF | ETF-その他 | 5.80% | — | +6.67% | |
| 7 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 5.33% | +0.47% | +4.88% | |
| 8 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 2.57% | -0.08% | +5.80% | |
| 9 | VUG | Vanguard Growth ETF | ETF-その他 | 1.90% | -0.18% | -0.63% | |
| 10 | QCOM | Qualcomm INC | 株式-IT | 1.69% | -0.41% | +0.42% | |
| 11 | IGF | Ishares Global Infrastructur | ETF-その他 | 1.67% | -0.42% | -19.40% | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 1.66% | -0.06% | -8.25% | |
| 13 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.57% | +0.15% | -0.64% | |
| 14 | IDEV | Ishares Core Msci Dev Mkts | ETF-その他 | 1.49% | — | +1.01% | |
| 15 | NVDA | Nvidia CORP | 株式-IT | 1.45% | -0.07% | -39.50% | |
| 16 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.13% | -0.19% | +3.87% | |
| 17 | IFRA | Ishares US Infrastructure | ETF-その他 | 1.07% | +0.50% | +87.68% | |
| 18 | AAPL | Apple INC | 株式-IT | 0.79% | -0.03% | +7.26% | |
| 19 | MFC | Manulife Financial CORP | 株式-金融 | 0.62% | -0.14% | +0.88% | |
| 20 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.61% | -0.06% | +8.68% | |
| 21 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.59% | +0.03% | +2.45% | |
| 22 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.52% | — | -4.05% | |
| 23 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.51% | +0.03% | — | |
| 24 | MVBF | Mvb Financial CORP | 株式-その他 | 0.50% | -0.15% | +0.69% | |
| 25 | ROK | Rockwell Automation INC | 株式-資本財 | 0.45% | -0.04% | -0.86% | |
| 26 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.43% | — | -0.80% | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.42% | +0.09% | -2.32% | |
| 28 | VDE | Vanguard Energy ETF | ETF-その他 | 0.40% | +0.02% | -19.91% | |
| 29 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.38% | +0.15% | +2.04% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.37% | — | -7.80% | |
| 31 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.35% | — | +0.22% | |
| 32 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.34% | — | +0.70% | |
| 33 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.33% | — | +28.00% | |
| 34 | PEP | Pepsico INC | 株式-生活必需品 | 0.31% | — | +3.19% | |
| 35 | AVGO | Broadcom INC | 株式-IT | 0.27% | -0.04% | +23.25% | |
| 36 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.23% | -0.04% | — | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.23% | — | -58.94% | |
| 38 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.22% | -0.04% | +3.65% | |
| 39 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.22% | — | +22.60% | |
| 40 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.22% | — | -2.82% | |
| 41 | WMT | Walmart INC | 株式-生活必需品 | 0.21% | — | +11.09% | |
| 42 | V | Visa Inc-class A Shares | 株式-金融 | 0.20% | -0.14% | EXIT | |
| 43 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.20% | — | +5.26% | |
| 44 | RWO | State Street Spdr Dow Jones | ETF-その他 | 0.19% | -0.04% | -26.21% | |
| 45 | DKS | Dick's Sporting Goods INC | 株式-一般消費財 | 0.19% | — | -0.26% | |
| 46 | FCF | First Commonwealth Finl CORP | 株式-その他 | 0.19% | — | +0.86% | |
| 47 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.18% | — | +9.79% | |
| 48 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.18% | — | -41.05% | |
| 49 | TSLA | Tesla INC | 株式-一般消費財 | 0.18% | -0.04% | — | |
| 50 | NFLX | Netflix INC | 株式-通信サービス | 0.17% | — | — |