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 | 23.43% | +4.07% | +13.11% | |
| 2 | BND | Vanguard Total Bond Market | ETF-その他 | 7.53% | +2.37% | +1.72% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 6.23% | +1.64% | -7.22% | |
| 4 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 4.81% | +2.14% | +5.47% | |
| 5 | VPL | Vanguard Ftse Pacific ETF | ETF-その他 | 4.46% | +1.08% | +1.61% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.30% | -2.02% | -3.59% | |
| 7 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 3.82% | -1.27% | +8.98% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 3.59% | -0.20% | -2.13% | |
| 9 | VTES | Vanguard Sh Term Tax-ex Bond | ETF-その他 | 2.87% | -3.10% | EXIT | |
| 10 | AAPL | Apple INC | 株式-IT | 2.60% | -0.31% | -7.85% | |
| 11 | BXSL | Blackstone Secured Lending F | 株式-金融 | 2.54% | +0.05% | — | |
| 12 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 2.38% | -2.79% | EXIT | |
| 13 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.85% | +0.05% | -2.47% | |
| 14 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.75% | -1.77% | EXIT | |
| 15 | EUSA | Ishares Msci USA Equal Weigh | ETF-その他 | 1.67% | +0.28% | — | |
| 16 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-その他 | 1.51% | +1.38% | +7.41% | |
| 17 | IEUR | Ishares Core Msci Europe ETF | ETF-その他 | 1.34% | -1.17% | EXIT | |
| 18 | XLE | Ss Energy Select Sector | ETF-その他 | 1.26% | +2.92% | +4.44% | |
| 19 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 1.21% | -0.41% | EXIT | |
| 20 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.18% | +0.97% | -0.39% | |
| 21 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 1.14% | -1.04% | EXIT | |
| 22 | EWC | Ishares Msci Canada ETF | ETF-その他 | 1.08% | +0.22% | -10.22% | |
| 23 | URA | Global X Uranium ETF | ETF-その他 | 1.06% | -0.36% | EXIT | |
| 24 | NVDA | Nvidia CORP | 株式-IT | 1.02% | -0.15% | +8.57% | |
| 25 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 0.98% | +0.66% | -48.67% | |
| 26 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.91% | — | — | |
| 27 | MSFT | Microsoft CORP | 株式-IT | 0.85% | -0.76% | EXIT | |
| 28 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.84% | +0.68% | -27.44% | |
| 29 | LTPZ | Pimco 15+ Yr US Tips Indx | ETF-その他 | 0.76% | +0.59% | -55.96% | |
| 30 | MLPX | Global X Mlp & Energy Infras | ETF-その他 | 0.74% | +1.58% | +1.02% | |
| 31 | DTD | Wisdomtree US Total Dividend | ETF-その他 | 0.72% | -0.63% | EXIT | |
| 32 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.72% | -0.67% | EXIT | |
| 33 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.64% | -1.03% | EXIT | |
| 34 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.61% | -0.57% | EXIT | |
| 35 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.58% | -0.99% | EXIT | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.53% | -0.49% | EXIT | |
| 37 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.50% | -0.42% | EXIT | |
| 38 | EWL | Ishares Msci Switzerland ETF | ETF-その他 | 0.50% | -0.51% | EXIT | |
| 39 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 0.49% | -0.41% | EXIT | |
| 40 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.44% | -0.39% | EXIT | |
| 41 | TSLA | Tesla INC | 株式-一般消費財 | 0.38% | -0.42% | EXIT | |
| 42 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.37% | — | -18.28% | |
| 43 | PAVE | Global X US Infrastructure | ETF-その他 | 0.33% | -0.28% | EXIT | |
| 44 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.28% | -0.27% | EXIT | |
| 45 | NFLX | Netflix INC | 株式-通信サービス | 0.27% | — | — | |
| 46 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.27% | — | -1.02% | |
| 47 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.26% | -0.28% | EXIT | |
| 48 | SPHY | Ss Spdr P High Yield ETF | ETF-ハイイールド債 | 0.25% | -0.22% | EXIT | |
| 49 | EPI | Wisdomtree India Earnings | ETF-その他 | 0.24% | -0.23% | EXIT | |
| 50 | IXC | Ishares Global Energy ETF | ETF-その他 | 0.22% | -0.23% | EXIT |