CIK: 0001783412
申告総資産額
$6.1億
| # | 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 14.05% | +0.01% | +12.34% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 11.87% | -0.51% | +4.63% | |
| 3 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 7.94% | +0.09% | -3.01% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 5.93% | +0.39% | +8.17% | |
| 5 | CTAS | Cintas CORP | 株式-資本財 | 5.84% | -0.14% | +37.88% | |
| 6 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 5.63% | — | +5.43% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 5.12% | +0.24% | +4.26% | |
| 8 | DVY | Ishares Select Dividend ETF | ETF-その他 | 3.21% | -1.19% | +3.84% | |
| 9 | ICF | Ishares Select U.s. Reit ETF | ETF-その他 | 3.00% | +0.04% | +1.52% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.70% | — | +0.21% | |
| 11 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 2.29% | — | -4.18% | |
| 12 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.09% | +0.23% | +428.21% | |
| 13 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.89% | -0.14% | +9.22% | |
| 14 | AAPL | Apple INC | 株式-IT | 1.82% | -0.25% | +0.32% | |
| 15 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 1.30% | -0.08% | +0.44% | |
| 16 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.15% | — | +0.89% | |
| 17 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 1.00% | +0.05% | +5.15% | |
| 18 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 0.98% | -0.09% | +19.44% | |
| 19 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.96% | — | +6.99% | |
| 20 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.92% | +0.13% | +6.83% | |
| 21 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.89% | — | +23.04% | |
| 22 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.76% | +0.02% | +4.19% | |
| 23 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 0.65% | — | -1.66% | |
| 24 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.60% | +0.18% | — | |
| 25 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.60% | +0.09% | +7.87% | |
| 26 | MSFT | Microsoft CORP | 株式-IT | 0.58% | -0.13% | +0.08% | |
| 27 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 0.56% | — | -10.66% | |
| 28 | NVDA | Nvidia CORP | 株式-IT | 0.55% | -0.07% | +0.73% | |
| 29 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.53% | — | +0.37% | |
| 30 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.48% | -0.06% | +0.30% | |
| 31 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.44% | -0.04% | +0.14% | |
| 32 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.40% | -0.05% | -0.35% | |
| 33 | SCHH | Schwab US Reit ETF | ETF-その他 | 0.36% | — | -0.42% | |
| 34 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.36% | — | +0.18% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.35% | — | — | |
| 36 | DFSEUR | Discover Financial Services | 株式-その他 | 0.34% | — | — | |
| 37 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.33% | — | +0.26% | |
| 38 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.31% | -0.05% | — | |
| 39 | MU | Micron Technology INC | 株式-IT | 0.30% | +0.08% | +0.40% | |
| 40 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.28% | — | +1.79% | |
| 41 | AXP | American Express Co | 株式-金融 | 0.26% | -0.05% | +0.11% | |
| 42 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.25% | — | +12.69% | |
| 43 | BSVO | EA Bridgeway Omni Sm-Cp Val | ETF-その他 | 0.25% | — | +5.98% | |
| 44 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.25% | — | -0.10% | |
| 45 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.24% | — | +7.84% | |
| 46 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.24% | -0.05% | +1.32% | |
| 47 | HD | Home Depot INC | 株式-一般消費財 | 0.23% | — | +0.21% | |
| 48 | DFAX | Dimensional World Ex US Core | ETF-その他 | 0.23% | — | -0.05% | |
| 49 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.22% | +0.04% | — | |
| 50 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.22% | — | +0.02% |