CIK: 0002052989
申告総資産額
$1.2億
| # | 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 | 24.34% | +0.75% | — | |
| 2 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 12.02% | -0.66% | — | |
| 3 | VXF | Vanguard Extended Market ETF | ETF-その他 | 11.02% | -0.84% | — | |
| 4 | VUG | Vanguard Growth ETF | ETF-その他 | 5.50% | -0.03% | — | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 5.39% | +0.12% | — | |
| 6 | VTV | Vanguard Value ETF | ETF-その他 | 5.33% | +0.58% | — | |
| 7 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 4.71% | +0.41% | — | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.09% | +0.08% | — | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 3.75% | -0.21% | — | |
| 10 | QTEC | First Trust Nasdq 100 Tech I | ETF-テック型 | 3.33% | +0.33% | — | |
| 11 | SCHO | Schwab Short-term US Treas | ETF-その他 | 3.06% | +0.12% | — | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.67% | +0.22% | — | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.39% | -2.24% | EXIT | |
| 14 | DFIV | Dimensional International Va | ETF-その他 | 2.26% | +0.18% | — | |
| 15 | IGM | Ishares Expanded Tech Sector | ETF-テック型 | 2.24% | +0.24% | — | |
| 16 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 1.64% | +0.05% | — | |
| 17 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.27% | +0.06% | — | |
| 18 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.88% | +0.02% | — | |
| 19 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.57% | +0.04% | — | |
| 20 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.54% | +0.01% | — | |
| 21 | CATH | Global X S&p 500 Ca Val ETF | ETF-大型株・グロース | 0.49% | -0.30% | — | |
| 22 | DISV | Dimensional International Sm | ETF-その他 | 0.45% | +0.01% | — | |
| 23 | WMT | Walmart INC | 株式-生活必需品 | 0.32% | +0.05% | — | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.30% | -0.03% | — | |
| 25 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.29% | +0.01% | — | |
| 26 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.26% | — | — | |
| 27 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 0.26% | — | — | |
| 28 | AAPL | Apple INC | 株式-IT | 0.24% | — | — | |
| 29 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.22% | +0.03% | — | |
| 30 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.19% | — | — |