CIK: 0001910934
申告総資産額
$1.3億
| # | 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 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 13.14% | -0.93% | -1.23% | |
| 2 | SUB | Ishares Short-term National | ETF-その他 | 9.09% | -0.02% | +32.22% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 7.21% | +0.06% | -4.45% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 5.83% | -0.32% | +29.07% | |
| 5 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 5.71% | -0.04% | -1.64% | |
| 6 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 5.14% | -0.02% | +2.49% | |
| 7 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 3.21% | +0.20% | -3.68% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.11% | +0.21% | +17.68% | |
| 9 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-その他 | 3.09% | -0.05% | -0.13% | |
| 10 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 2.68% | -0.06% | -3.88% | |
| 11 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 2.57% | +0.04% | — | |
| 12 | BIV | Vanguard Intermediate-term B | ETF-その他 | 2.32% | -0.02% | -1.46% | |
| 13 | MUB | Ishares National Muni Bond E | ETF-その他 | 2.17% | +0.13% | -4.19% | |
| 14 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.89% | +0.03% | +13.74% | |
| 15 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 1.88% | — | -3.82% | |
| 16 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-その他 | 1.82% | +0.08% | -12.08% | |
| 17 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 1.77% | — | — | |
| 18 | VV | Vanguard Large-cap ETF | ETF-その他 | 1.61% | +0.06% | — | |
| 19 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 1.46% | -0.03% | +16.61% | |
| 20 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.27% | +0.09% | +3.73% | |
| 21 | FREL | Fidelity Msci Rl Est Indx | ETF-その他 | 1.27% | -0.02% | -1.32% | |
| 22 | BND | Vanguard Total Bond Market | ETF-その他 | 1.21% | — | +5.24% | |
| 23 | DFAX | Dimensional World Ex US Core | ETF-その他 | 1.01% | +0.04% | — | |
| 24 | TSLA | Tesla INC | 株式-一般消費財 | 0.85% | -0.17% | +200.00% | |
| 25 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 0.83% | -0.04% | — | |
| 26 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 0.81% | — | — | |
| 27 | MSFT | Microsoft CORP | 株式-IT | 0.79% | +0.02% | — | |
| 28 | LEMB | Ishares Jp Morgan Em Local C | ETF-その他 | 0.71% | — | — | |
| 29 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.71% | +0.02% | +3.11% | |
| 30 | CMF | Ishares California Muni Bond | ETF-その他 | 0.69% | — | — | |
| 31 | BAC | Bank Of America CORP | 株式-金融 | 0.67% | -0.04% | +0.02% | |
| 32 | VUSB | Vanguard Ultra Short Bond Et | ETF-その他 | 0.66% | — | -1.18% | |
| 33 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.66% | -0.04% | — | |
| 34 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.58% | — | -3.65% | |
| 35 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.55% | -0.02% | -8.15% | |
| 36 | VTV | Vanguard Value ETF | ETF-その他 | 0.52% | +0.01% | +17.65% | |
| 37 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.49% | — | -6.63% | |
| 38 | AVDE | Avantis International Equity | ETF-その他 | 0.49% | +0.16% | — | |
| 39 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.39% | — | +322.29% | |
| 40 | SCHC | Schwab Intl Small-cap Equity | ETF-その他 | 0.37% | — | — | |
| 41 | XPO | Xpo INC | 株式-資本財 | 0.34% | +0.29% | — | |
| 42 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 0.32% | — | +156.47% | |
| 43 | EWX | State Street Spdr S&p Emergi | ETF-その他 | 0.31% | — | — | |
| 44 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.30% | — | — | |
| 45 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.28% | — | — | |
| 46 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.27% | — | +13.53% | |
| 47 | GXO | Gxo Logistics INC | 株式-資本財 | 0.25% | — | — | |
| 48 | DFIV | Dimensional International Va | ETF-その他 | 0.25% | +0.15% | NEW | |
| 49 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 0.24% | +0.18% | NEW | |
| 50 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.24% | — | +0.40% |