CIK: 0002088700
申告総資産額
$1.3億
| # | 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 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 9.81% | +0.28% | — | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 9.24% | -0.34% | — | |
| 3 | DDOG | Datadog INC - Class A | 株式-IT | 6.09% | +2.93% | — | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 5.61% | -0.31% | — | |
| 5 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 4.05% | +0.01% | — | |
| 6 | VTV | Vanguard Value ETF | ETF-その他 | 3.61% | -0.13% | — | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 3.47% | +0.02% | — | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 3.39% | -0.01% | — | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 3.33% | -0.03% | — | |
| 10 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 3.24% | -0.16% | — | |
| 11 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 2.95% | -0.11% | — | |
| 12 | AVLV | Avantis US Large Cap Value | ETF-大型株・グロース | 2.75% | +0.01% | — | |
| 13 | SUB | Ishares Short-term National | ETF-その他 | 2.66% | — | — | |
| 14 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 2.61% | -0.34% | — | |
| 15 | GLDM | Spdr Gold Minishares Trust | ETF-コモディティ | 2.54% | -0.68% | — | |
| 16 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 2.24% | +0.52% | — | |
| 17 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-その他 | 1.99% | +0.09% | — | |
| 18 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.93% | -0.09% | — | |
| 19 | ACWV | Ishares Msci Global Min Vol | ETF-その他 | 1.90% | -0.15% | — | |
| 20 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.86% | -0.06% | — | |
| 21 | AVDV | Avantis Intl S/c Value ETF | ETF-その他 | 1.80% | — | — | |
| 22 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.63% | +0.05% | — | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.62% | -0.08% | — | |
| 24 | IAU | Ishares Gold Trust | ETF-コモディティ | 1.52% | -0.41% | — | |
| 25 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.49% | +0.12% | — | |
| 26 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 1.40% | -0.03% | — | |
| 27 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 1.38% | — | — | |
| 28 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.35% | -0.02% | — | |
| 29 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 1.28% | — | — | |
| 30 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.00% | +0.01% | — | |
| 31 | XLRE | Ss Real Estate Select Sector | ETF-その他 | 0.96% | -0.09% | — | |
| 32 | DISV | Dimensional International Sm | ETF-その他 | 0.94% | -0.09% | — | |
| 33 | BND | Vanguard Total Bond Market | ETF-その他 | 0.77% | -0.06% | — | |
| 34 | NVDA | Nvidia CORP | 株式-IT | 0.67% | +0.02% | — | |
| 35 | AAPL | Apple INC | 株式-IT | 0.57% | -0.01% | — | |
| 36 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.54% | — | — | |
| 37 | MSFT | Microsoft CORP | 株式-IT | 0.49% | -0.04% | — | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.49% | +0.01% | — | |
| 39 | NYF | Ishares New York Muni Bond E | ETF-その他 | 0.44% | -0.04% | — | |
| 40 | DBMF | Imgp Dbi Managed Futures Str | ETF-その他 | 0.40% | -0.04% | — | |
| 41 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 0.39% | — | — | |
| 42 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.38% | +0.02% | — | |
| 43 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.36% | — | — | |
| 44 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 0.36% | -0.01% | — | |
| 45 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.29% | -0.04% | — | |
| 46 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.26% | +0.01% | — | |
| 47 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.24% | — | — | |
| 48 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.24% | +0.01% | — | |
| 49 | AVGO | Broadcom INC | 株式-IT | 0.23% | +0.01% | — | |
| 50 | CRM | Salesforce INC | 株式-IT | 0.22% | — | — |