CIK: 0001867587
申告総資産額
$8.9億
| # | 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 8.81% | +0.49% | +6.99% | |
| 2 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 7.79% | — | +62.39% | |
| 3 | ✓ | Spinnaker ETF Series | ETF-その他 | 6.97% | — | +3.46% | |
| 4 | VTV | Vanguard Value ETF | ETF-その他 | 4.73% | +1.71% | +3.81% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 4.48% | — | +3.70% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 4.35% | — | +656.89% | |
| 7 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 4.33% | — | — | |
| 8 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 4.07% | -0.38% | -2.83% | |
| 9 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 3.13% | — | -2.42% | |
| 10 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 3.02% | — | +12.21% | |
| 11 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 2.27% | — | -2.29% | |
| 12 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.89% | — | -47.41% | |
| 13 | VPU | Vanguard Utilities ETF | ETF-その他 | 1.83% | — | +6.50% | |
| 14 | XLE | Ss Energy Select Sector | ETF-その他 | 1.67% | — | +2.85% | |
| 15 | VDC | Vanguard Consumer Staple ETF | ETF-その他 | 1.67% | — | — | |
| 16 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.56% | — | -3.59% | |
| 17 | AAPL | Apple INC | 株式-IT | 1.50% | — | -2.18% | |
| 18 | SCHO | Schwab Short-term US Treas | ETF-その他 | 1.47% | — | — | |
| 19 | RDVY | First Trust Rising Dividend | ETF-その他 | 1.31% | — | -1.91% | |
| 20 | TSLA | Tesla INC | 株式-一般消費財 | 1.27% | — | -20.27% | |
| 21 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.23% | — | -3.68% | |
| 22 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 1.18% | — | +23.13% | |
| 23 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 1.15% | — | -3.51% | |
| 24 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 1.11% | — | -2.69% | |
| 25 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 1.08% | +0.81% | NEW | |
| 26 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-その他 | 0.98% | — | +1.60% | |
| 27 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 0.95% | +0.64% | +52.10% | |
| 28 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.90% | — | -3.78% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.88% | — | -20.94% | |
| 30 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.85% | — | +1.69% | |
| 31 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.76% | -0.14% | +1835.44% | |
| 32 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.73% | -0.12% | +1.32% | |
| 33 | MSFT | Microsoft CORP | 株式-IT | 0.69% | -0.18% | -1.34% | |
| 34 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-その他 | 0.57% | -0.11% | +1.42% | |
| 35 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 0.57% | — | — | |
| 36 | CRM | Salesforce INC | 株式-IT | 0.46% | -0.13% | +0.96% | |
| 37 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.39% | — | +1891.02% | |
| 38 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.38% | — | — | |
| 39 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.37% | — | +40.14% | |
| 40 | GS | Goldman Sachs Group INC | 株式-金融 | 0.37% | — | +0.82% | |
| 41 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.35% | — | -91.78% | |
| 42 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.33% | — | +1939.61% | |
| 43 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.31% | — | -2.03% | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.30% | — | -0.75% | |
| 45 | TGT | Target CORP | 株式-一般消費財 | 0.29% | — | +0.70% | |
| 46 | PFE | Pfizer INC | 株式-ヘルスケア | 0.28% | — | -2.37% | |
| 47 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.27% | — | -1.02% | |
| 48 | HD | Home Depot INC | 株式-一般消費財 | 0.27% | — | -1.38% | |
| 49 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.26% | — | +3.00% | |
| 50 | SSO | Proshares Ultra S&p500 | ETF-その他 | 0.26% | -0.12% | EXIT |