CIK: 0001949059
申告総資産額
$7.4億
| # | 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 | VV | Vanguard Large-cap ETF | ETF-その他 | 24.14% | -1.81% | -2.04% | |
| 2 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 6.22% | +0.06% | -2.03% | |
| 3 | VXF | Vanguard Extended Market ETF | ETF-その他 | 6.16% | — | +0.14% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.30% | +0.79% | +19.93% | |
| 5 | AAPL | Apple INC | 株式-IT | 3.89% | -0.34% | -0.26% | |
| 6 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 2.98% | -0.34% | -2.24% | |
| 7 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 2.74% | -0.18% | -2.06% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.61% | +2.48% | +5.44% | |
| 9 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 2.46% | -0.08% | -1.48% | |
| 10 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 2.36% | -0.07% | +6.86% | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 2.27% | +0.05% | +1.01% | |
| 12 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.17% | +0.03% | +2.48% | |
| 13 | MGV | Vanguard Mega Cap Value ETF | ETF-その他 | 1.75% | — | -1.20% | |
| 14 | TSPA | T Rowe Price US Eqy Research | ETF-その他 | 1.75% | -0.11% | +4.72% | |
| 15 | SCHV | Schwab US Large-cap Value | ETF-その他 | 1.72% | — | +1.08% | |
| 16 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.58% | +0.05% | +7.50% | |
| 17 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.40% | — | -3.20% | |
| 18 | MSFT | Microsoft CORP | 株式-IT | 1.29% | -0.54% | -3.79% | |
| 19 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 1.12% | — | +10.57% | |
| 20 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 1.09% | — | +6.42% | |
| 21 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 1.07% | — | +2.49% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.95% | -0.09% | +1.83% | |
| 23 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.90% | +0.07% | +3.81% | |
| 24 | SMMD | Ishares Russell 2500 ETF | ETF-その他 | 0.86% | — | +12.17% | |
| 25 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.80% | — | +13.72% | |
| 26 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.78% | — | -1.10% | |
| 27 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.77% | — | +1.39% | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.75% | — | -1.13% | |
| 29 | LMBS | First Trust Low Duration Opp | ETF-その他 | 0.71% | — | -0.69% | |
| 30 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.66% | -0.36% | +0.44% | |
| 31 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.65% | -0.10% | +3.71% | |
| 32 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.62% | — | +0.02% | |
| 33 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.60% | -0.06% | -0.07% | |
| 34 | TSLA | Tesla INC | 株式-一般消費財 | 0.57% | -0.10% | -0.98% | |
| 35 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-その他 | 0.55% | +0.03% | +21.85% | |
| 36 | UITB | Victoryshares Core Intermedi | ETF-その他 | 0.54% | — | -0.81% | |
| 37 | NYF | Ishares New York Muni Bond E | ETF-その他 | 0.50% | +0.13% | -9.38% | |
| 38 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.49% | -0.08% | -0.87% | |
| 39 | MGC | Vanguard Mega Cap ETF | ETF-その他 | 0.48% | -0.04% | -25.86% | |
| 40 | HD | Home Depot INC | 株式-一般消費財 | 0.48% | — | +0.72% | |
| 41 | IMCG | Ishares Morningstar Mid-cap | ETF-その他 | 0.45% | — | +138.23% | |
| 42 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.42% | — | +2.00% | |
| 43 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.41% | -0.08% | +1.10% | |
| 44 | NVDA | Nvidia CORP | 株式-IT | 0.40% | — | -3.39% | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.37% | — | +0.83% | |
| 46 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.33% | — | +0.13% | |
| 47 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.29% | — | +3.54% | |
| 48 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.27% | +0.16% | +0.24% | |
| 49 | IMCV | Ishares Morningstar Mid-cap | ETF-その他 | 0.25% | — | +235.19% | |
| 50 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.25% | — | -0.55% |