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 | 15.95% | +4.07% | +10.67% | |
| 2 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 6.67% | +0.66% | +36.93% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 6.65% | +1.64% | -1.16% | |
| 4 | BND | Vanguard Total Bond Market | ETF-その他 | 6.00% | +2.37% | +6.20% | |
| 5 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 4.41% | +2.14% | -8.45% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.30% | -2.02% | -3.46% | |
| 7 | VUG | Vanguard Growth ETF | ETF-その他 | 4.18% | — | -7.39% | |
| 8 | VPL | Vanguard Ftse Pacific ETF | ETF-その他 | 3.87% | +1.08% | -13.97% | |
| 9 | VTV | Vanguard Value ETF | ETF-その他 | 3.60% | — | +2.91% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 3.15% | -0.20% | -5.99% | |
| 11 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-その他 | 3.11% | +1.38% | +14.35% | |
| 12 | AAPL | Apple INC | 株式-IT | 2.88% | -0.31% | +1.17% | |
| 13 | PAVE | Global X US Infrastructure | ETF-その他 | 2.40% | -0.28% | EXIT | |
| 14 | BXSL | Blackstone Secured Lending F | 株式-金融 | 2.18% | +0.05% | -2.10% | |
| 15 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.12% | +0.05% | -1.24% | |
| 16 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.79% | -1.77% | EXIT | |
| 17 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 1.38% | -2.79% | EXIT | |
| 18 | MSFT | Microsoft CORP | 株式-IT | 1.33% | -0.76% | EXIT | |
| 19 | IEUR | Ishares Core Msci Europe ETF | ETF-その他 | 1.24% | -1.17% | EXIT | |
| 20 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 1.12% | -0.41% | EXIT | |
| 21 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.08% | +0.97% | -18.76% | |
| 22 | EWC | Ishares Msci Canada ETF | ETF-その他 | 0.95% | +0.22% | +1.98% | |
| 23 | XLE | Ss Energy Select Sector | ETF-その他 | 0.92% | +2.92% | +8.64% | |
| 24 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.90% | — | +0.24% | |
| 25 | DTD | Wisdomtree US Total Dividend | ETF-その他 | 0.90% | -0.63% | EXIT | |
| 26 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.84% | — | -0.39% | |
| 27 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.81% | -0.99% | EXIT | |
| 28 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.74% | — | +2.80% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.61% | -0.49% | EXIT | |
| 30 | MOO | Vaneck Agribusiness ETF | ETF-その他 | 0.61% | — | +0.33% | |
| 31 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.57% | — | +1.54% | |
| 32 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.55% | — | -38.34% | |
| 33 | PICK | Ishares Msci Global Metals & | ETF-その他 | 0.48% | — | +0.52% | |
| 34 | NVDA | Nvidia CORP | 株式-IT | 0.47% | -0.15% | — | |
| 35 | V | Visa Inc-class A Shares | 株式-金融 | 0.46% | — | +56.48% | |
| 36 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.46% | — | -13.09% | |
| 37 | MLPX | Global X Mlp & Energy Infras | ETF-その他 | 0.44% | +1.58% | -0.85% | |
| 38 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.44% | -0.42% | EXIT | |
| 39 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 0.43% | -1.04% | EXIT | |
| 40 | MA | Mastercard INC - A | 株式-金融 | 0.41% | — | +72.33% | |
| 41 | URA | Global X Uranium ETF | ETF-その他 | 0.40% | -0.36% | EXIT | |
| 42 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.39% | -0.27% | EXIT | |
| 43 | HD | Home Depot INC | 株式-一般消費財 | 0.37% | — | — | |
| 44 | SCHR | Schwab Intermediate-term US | ETF-その他 | 0.36% | — | — | |
| 45 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型株・グロース | 0.33% | — | +13.91% | |
| 46 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.32% | — | +110.12% | |
| 47 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.31% | — | +48.22% | |
| 48 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.31% | — | -4.42% | |
| 49 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.29% | +0.68% | -3.76% | |
| 50 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.27% | — | -13.02% |