CIK: 0002049064
申告総資産額
$1.6億
| # | 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 22.84% | — | +1.72% | |
| 2 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 16.21% | +0.88% | +2.92% | |
| 3 | NVDA | Nvidia CORP | 株式-IT | 8.60% | -0.58% | -0.01% | |
| 4 | VUG | Vanguard Growth ETF | ETF-その他 | 3.98% | -0.46% | -5.11% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.92% | +0.08% | +3.50% | |
| 6 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 3.61% | -0.11% | -0.21% | |
| 7 | BND | Vanguard Total Bond Market | ETF-その他 | 3.61% | +0.12% | +0.48% | |
| 8 | VTV | Vanguard Value ETF | ETF-その他 | 3.43% | +0.05% | -1.03% | |
| 9 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 3.41% | -0.01% | -13.65% | |
| 10 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 3.30% | +0.11% | -7.97% | |
| 11 | VTIP | Vanguard Short-term Tips | ETF-その他 | 3.05% | +0.22% | +0.10% | |
| 12 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.76% | +0.96% | -0.13% | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.91% | — | +1.34% | |
| 14 | BIV | Vanguard Intermediate-term B | ETF-その他 | 1.69% | +0.01% | -13.01% | |
| 15 | COF | Capital One Financial CORP | 株式-金融 | 1.40% | -0.35% | +0.17% | |
| 16 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 1.32% | -0.02% | +17.27% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.18% | -0.28% | -16.66% | |
| 18 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.14% | +0.01% | -0.86% | |
| 19 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.95% | -0.06% | -12.99% | |
| 20 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.90% | — | +0.19% | |
| 21 | AAPL | Apple INC | 株式-IT | 0.59% | -0.04% | +26.45% | |
| 22 | MSFT | Microsoft CORP | 株式-IT | 0.58% | -0.14% | -11.85% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.58% | -0.03% | — | |
| 24 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.54% | -0.06% | -8.76% | |
| 25 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.54% | +0.01% | — | |
| 26 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.51% | +0.06% | +0.67% | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.49% | -0.06% | — | |
| 28 | VGUS | Vanguard Ultra Shrt Treasury | ETF-政府公債 | 0.49% | — | +1.26% | |
| 29 | IDEV | Ishares Core Msci Dev Mkts | ETF-その他 | 0.48% | +0.01% | — | |
| 30 | CRS | Carpenter Technology | 株式-資本財 | 0.42% | +0.11% | +0.05% | |
| 31 | VTES | Vanguard Sh Term Tax-ex Bond | ETF-その他 | 0.39% | — | — | |
| 32 | ORCL | Oracle CORP | 株式-IT | 0.36% | -0.09% | +2.19% | |
| 33 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.32% | — | +0.40% | |
| 34 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.31% | +0.01% | +4.98% | |
| 35 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.26% | -0.01% | — | |
| 36 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.25% | -0.01% | -1.69% | |
| 37 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.25% | — | — | |
| 38 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.24% | +0.01% | +0.55% | |
| 39 | UBER | Uber Technologies INC | 株式-資本財 | 0.24% | -0.03% | +1.43% | |
| 40 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.23% | -0.07% | +26.09% | |
| 41 | MU | Micron Technology INC | 株式-IT | 0.22% | +0.04% | +2.30% | |
| 42 | VXF | Vanguard Extended Market ETF | ETF-その他 | 0.21% | — | +0.06% | |
| 43 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.19% | -0.01% | +1.33% | |
| 44 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.19% | -0.02% | +13.11% | |
| 45 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.18% | -0.01% | +41.67% | |
| 46 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 0.17% | +0.02% | — | |
| 47 | NFLX | Netflix INC | 株式-通信サービス | 0.17% | +0.01% | +697.03% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.17% | -0.01% | +5.78% | |
| 49 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.16% | — | — | |
| 50 | ADSK | Autodesk INC | 株式-IT | 0.15% | -0.15% | EXIT |