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 | 24.96% | +0.75% | -4.31% | |
| 2 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 15.35% | -0.66% | -2.54% | |
| 3 | VXF | Vanguard Extended Market ETF | ETF-その他 | 9.48% | -0.84% | -7.44% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 6.08% | +0.12% | -3.36% | |
| 5 | VUG | Vanguard Growth ETF | ETF-その他 | 5.85% | -0.03% | -10.14% | |
| 6 | VTV | Vanguard Value ETF | ETF-その他 | 5.06% | +0.58% | -8.91% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 4.04% | +0.22% | -0.77% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.01% | +0.08% | -0.95% | |
| 9 | QTEC | First Trust Nasdq 100 Tech I | ETF-テック型 | 3.43% | +0.33% | -8.34% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 3.37% | -0.21% | -5.30% | |
| 11 | DFIV | Dimensional International Va | ETF-その他 | 3.30% | +0.18% | +3.69% | |
| 12 | IGM | Ishares Expanded Tech Sector | ETF-テック型 | 3.19% | +0.24% | -7.20% | |
| 13 | SCHO | Schwab Short-term US Treas | ETF-その他 | 2.54% | +0.12% | +6.53% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.32% | -2.24% | EXIT | |
| 15 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.88% | +0.06% | -21.14% | |
| 16 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.83% | +0.05% | +9.08% | |
| 17 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.83% | +0.02% | -6.41% | |
| 18 | DISV | Dimensional International Sm | ETF-その他 | 0.81% | +0.01% | +8.17% | |
| 19 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 0.52% | — | — | |
| 20 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.50% | +0.01% | — | |
| 21 | CATH | Global X S&p 500 Ca Val ETF | ETF-大型株・グロース | 0.47% | -0.30% | -1.80% | |
| 22 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.37% | +0.04% | -2.16% | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.27% | -0.03% | -14.90% | |
| 24 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.27% | +0.01% | — | |
| 25 | WMT | Walmart INC | 株式-生活必需品 | 0.25% | +0.05% | — | |
| 26 | AAPL | Apple INC | 株式-IT | 0.24% | — | +9.90% | |
| 27 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 0.23% | — | +3.53% | |
| 28 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.21% | -0.22% | EXIT | |
| 29 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 0.18% | +0.01% | — | |
| 30 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.17% | — | — |