CIK: 0001952532
申告総資産額
$1861.4万
| # | 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 | 14.35% | +4.07% | -2.31% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 7.47% | +1.64% | +116.47% | |
| 3 | BND | Vanguard Total Bond Market | ETF-その他 | 6.27% | +2.37% | -41.43% | |
| 4 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 5.40% | +0.66% | +1520.25% | |
| 5 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 5.05% | +2.14% | +4.27% | |
| 6 | VPL | Vanguard Ftse Pacific ETF | ETF-その他 | 4.67% | +1.08% | -0.36% | |
| 7 | VUG | Vanguard Growth ETF | ETF-その他 | 4.47% | — | +0.69% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.43% | -2.02% | -4.96% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 3.61% | -0.20% | +4.15% | |
| 10 | VTV | Vanguard Value ETF | ETF-その他 | 3.52% | — | +0.06% | |
| 11 | AAPL | Apple INC | 株式-IT | 3.50% | -0.31% | -2.15% | |
| 12 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-その他 | 2.98% | +1.38% | +2.28% | |
| 13 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.19% | +0.05% | +25.54% | |
| 14 | BXSL | Blackstone Secured Lending F | 株式-金融 | 2.16% | +0.05% | +0.13% | |
| 15 | PAVE | Global X US Infrastructure | ETF-その他 | 2.08% | -0.28% | EXIT | |
| 16 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.66% | -1.77% | EXIT | |
| 17 | IEUR | Ishares Core Msci Europe ETF | ETF-その他 | 1.65% | -1.17% | EXIT | |
| 18 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 1.44% | -0.41% | EXIT | |
| 19 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.42% | +0.97% | -3.43% | |
| 20 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 1.21% | -2.79% | EXIT | |
| 21 | MSFT | Microsoft CORP | 株式-IT | 1.12% | -0.76% | EXIT | |
| 22 | DTD | Wisdomtree US Total Dividend | ETF-その他 | 0.99% | -0.63% | EXIT | |
| 23 | EWC | Ishares Msci Canada ETF | ETF-その他 | 0.98% | +0.22% | +0.40% | |
| 24 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.96% | — | -76.70% | |
| 25 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.93% | — | +1.33% | |
| 26 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.85% | — | +2.99% | |
| 27 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.83% | -0.99% | EXIT | |
| 28 | XLE | Ss Energy Select Sector | ETF-その他 | 0.82% | +2.92% | +30.65% | |
| 29 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.74% | — | +46.24% | |
| 30 | MOO | Vaneck Agribusiness ETF | ETF-その他 | 0.68% | — | +3.45% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.62% | -0.49% | EXIT | |
| 32 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.58% | — | -2.62% | |
| 33 | PICK | Ishares Msci Global Metals & | ETF-その他 | 0.54% | — | +8.01% | |
| 34 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.51% | -0.27% | EXIT | |
| 35 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.45% | — | +3.73% | |
| 36 | MLPX | Global X Mlp & Energy Infras | ETF-その他 | 0.45% | +1.58% | -15.82% | |
| 37 | URA | Global X Uranium ETF | ETF-その他 | 0.42% | -0.36% | EXIT | |
| 38 | SCHR | Schwab Intermediate-term US | ETF-その他 | 0.40% | — | — | |
| 39 | HD | Home Depot INC | 株式-一般消費財 | 0.36% | — | — | |
| 40 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.33% | — | +7.11% | |
| 41 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.33% | — | -1.80% | |
| 42 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型株・グロース | 0.31% | — | +13.17% | |
| 43 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.31% | +0.68% | -4.13% | |
| 44 | V | Visa Inc-class A Shares | 株式-金融 | 0.30% | — | — | |
| 45 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.30% | -0.42% | EXIT | |
| 46 | XBI | Ss Spdr S&p Biotech ETF | ETF-テック型 | 0.29% | — | -70.12% | |
| 47 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 0.29% | -1.04% | EXIT | |
| 48 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.28% | -1.03% | EXIT | |
| 49 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.27% | — | — | |
| 50 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.26% | -0.28% | EXIT |