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 | 23.12% | -1.63% | +2.90% | |
| 2 | BIV | Vanguard Intermediate-term B | ETF-その他 | 11.97% | +2.74% | +10.38% | |
| 3 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 10.16% | -0.75% | +3.79% | |
| 4 | VTV | Vanguard Value ETF | ETF-その他 | 6.84% | +0.21% | +4.86% | |
| 5 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 5.98% | -0.31% | +5.33% | |
| 6 | VB | Vanguard Small-cap ETF | ETF-その他 | 5.76% | — | +4.87% | |
| 7 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 5.32% | +0.47% | +11.11% | |
| 8 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 2.55% | -0.08% | +4.03% | |
| 9 | VUG | Vanguard Growth ETF | ETF-その他 | 1.82% | -0.18% | +0.46% | |
| 10 | NVDA | Nvidia CORP | 株式-IT | 1.80% | -0.07% | +15.86% | |
| 11 | QCOM | Qualcomm INC | 株式-IT | 1.58% | -0.41% | +0.16% | |
| 12 | IFRA | Ishares US Infrastructure | ETF-その他 | 1.52% | +0.50% | +37.21% | |
| 13 | MSFT | Microsoft CORP | 株式-IT | 1.48% | -0.06% | +0.69% | |
| 14 | IDEV | Ishares Core Msci Dev Mkts | ETF-その他 | 1.37% | — | -0.95% | |
| 15 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.36% | +0.15% | +6.71% | |
| 16 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.24% | -0.19% | +1.13% | |
| 17 | IGF | Ishares Global Infrastructur | ETF-その他 | 1.06% | -0.42% | -22.14% | |
| 18 | AAPL | Apple INC | 株式-IT | 1.05% | -0.03% | +4.91% | |
| 19 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.63% | — | +9.23% | |
| 20 | MFC | Manulife Financial CORP | 株式-金融 | 0.63% | -0.14% | +0.86% | |
| 21 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.59% | -0.06% | +4.21% | |
| 22 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.56% | +0.03% | +0.49% | |
| 23 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.49% | — | +0.48% | |
| 24 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.49% | +0.05% | +0.30% | |
| 25 | MVBF | Mvb Financial CORP | 株式-その他 | 0.46% | -0.15% | +0.50% | |
| 26 | ROK | Rockwell Automation INC | 株式-資本財 | 0.46% | -0.04% | +0.41% | |
| 27 | VTHR | Vanguard Russell 3000 | ETF-その他 | 0.46% | +0.02% | +0.32% | |
| 28 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.46% | +0.03% | +1.32% | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.42% | +0.09% | +4.31% | |
| 30 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.41% | — | +0.12% | |
| 31 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.38% | +0.15% | +5.49% | |
| 32 | AVGO | Broadcom INC | 株式-IT | 0.36% | -0.04% | +6.07% | |
| 33 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.34% | — | -1.25% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.34% | — | -2.14% | |
| 35 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.33% | — | +1.39% | |
| 36 | PEP | Pepsico INC | 株式-生活必需品 | 0.31% | — | -0.67% | |
| 37 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.30% | -0.04% | +11.96% | |
| 38 | VDE | Vanguard Energy ETF | ETF-その他 | 0.29% | +0.02% | -19.33% | |
| 39 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.26% | -0.04% | -1.07% | |
| 40 | TSLA | Tesla INC | 株式-一般消費財 | 0.26% | -0.04% | +6.01% | |
| 41 | WMT | Walmart INC | 株式-生活必需品 | 0.25% | — | +6.49% | |
| 42 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.24% | — | +4.83% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.23% | — | +0.95% | |
| 44 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.21% | — | +39.68% | |
| 45 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.19% | +0.05% | -1.02% | |
| 46 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.18% | — | -2.07% | |
| 47 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.18% | +0.03% | +3.78% | |
| 48 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.18% | — | +1.82% | |
| 49 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.18% | — | +0.38% | |
| 50 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.17% | — | +7.65% |