CIK: 0001804116
申告総資産額
$1.5億
| # | 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 | VTIP | Vanguard Short-term Tips | ETF-その他 | 9.47% | — | +8.35% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 9.12% | -0.25% | +14.29% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 8.66% | -0.22% | +5.44% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 6.97% | — | — | |
| 5 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 5.93% | -0.12% | +78.38% | |
| 6 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 5.03% | -0.12% | — | |
| 7 | HDV | Ishares Core High Dividend E | ETF-その他 | 4.40% | -0.32% | +1321.89% | |
| 8 | PFF | Ishares Preferred & Income S | ETF-その他 | 3.84% | +0.11% | — | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 3.81% | -0.55% | +16.33% | |
| 10 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 3.23% | — | -8.88% | |
| 11 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 3.18% | — | — | |
| 12 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 3.17% | — | +279.49% | |
| 13 | IYR | Ishares US Real Estate ETF | ETF-その他 | 3.00% | — | +5.76% | |
| 14 | IDV | Ishares International Select | ETF-その他 | 2.04% | -0.08% | +16.59% | |
| 15 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 1.91% | — | — | |
| 16 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.88% | -0.19% | +537.41% | |
| 17 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 1.42% | -0.85% | -2.27% | |
| 18 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.41% | — | — | |
| 19 | NEM | Newmont CORP | 株式-素材 | 1.41% | +0.01% | +1.58% | |
| 20 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.23% | +0.29% | +138.70% | |
| 21 | AAPL | Apple INC | 株式-IT | 1.22% | — | +57.61% | |
| 22 | WPM | Wheaton Precious Metals CORP | 株式-素材 | 1.12% | — | +2.05% | |
| 23 | CLF | Cleveland-cliffs INC | 株式-素材 | 0.96% | -0.14% | -5.41% | |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.94% | +0.05% | +0.72% | |
| 25 | SPHD | Invesco S&p 500 High Dividen | ETF-大型株・グロース | 0.91% | — | — | |
| 26 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.88% | +0.06% | +42.60% | |
| 27 | RTX | Rtx CORP | 株式-資本財 | 0.84% | — | — | |
| 28 | NVDA | Nvidia CORP | 株式-IT | 0.82% | — | +142.55% | |
| 29 | WPC | Wp Carey INC | 株式-不動産 | 0.81% | — | +0.78% | |
| 30 | DFAX | Dimensional World Ex US Core | ETF-その他 | 0.63% | — | +1.25% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.58% | — | — | |
| 32 | PFE | Pfizer INC | 株式-ヘルスケア | 0.57% | — | +51.68% | |
| 33 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.57% | — | — | |
| 34 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.57% | — | — | |
| 35 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.55% | — | +25.38% | |
| 36 | UNP | Union Pacific CORP | 株式-資本財 | 0.52% | — | — | |
| 37 | WEC | Wec Energy Group INC | 株式-公益事業 | 0.51% | — | — | |
| 38 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.50% | — | — | |
| 39 | CVX | Chevron CORP | 株式-エネルギー | 0.49% | +0.06% | — | |
| 40 | WMT | Walmart INC | 株式-生活必需品 | 0.46% | +0.03% | -2.17% | |
| 41 | FIS | Fidelity National Info Serv | 株式-IT | 0.45% | -0.16% | EXIT | |
| 42 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.42% | — | +27.72% | |
| 43 | TM | Toyota Motor CORP -spon Adr | 株式-一般消費財 | 0.42% | — | +0.78% | |
| 44 | INTC | Intel CORP | 株式-IT | 0.39% | — | — | |
| 45 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.38% | — | — | |
| 46 | PWR | Quanta Services INC | 株式-資本財 | 0.35% | +0.11% | -9.08% | |
| 47 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.35% | — | — | |
| 48 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.33% | — | — | |
| 49 | TSLA | Tesla INC | 株式-一般消費財 | 0.33% | — | — | |
| 50 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.32% | — | — |