CIK: 0001895045
申告総資産額
$4.4億
| # | 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 | VV | Vanguard Large-cap ETF | ETF-その他 | 35.12% | -1.16% | +5.28% | |
| 2 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 34.71% | +0.68% | +3.94% | |
| 3 | VO | Vanguard Mid-cap ETF | ETF-その他 | 5.79% | +0.08% | +4.86% | |
| 4 | IAGG | Ishares Intl Aggregate Bond | ETF-その他 | 4.52% | +0.21% | +3.87% | |
| 5 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 3.70% | -0.03% | +6.42% | |
| 6 | VB | Vanguard Small-cap ETF | ETF-その他 | 2.98% | +0.01% | +5.49% | |
| 7 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 2.04% | +0.06% | -24.08% | |
| 8 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 1.26% | — | +6.65% | |
| 9 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.15% | -0.09% | -0.06% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.08% | -0.04% | -2.33% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.07% | -0.03% | -1.71% | |
| 12 | IWL | Ishares Russell Top 200 ETF | ETF-その他 | 0.92% | -0.04% | -2.77% | |
| 13 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.75% | -0.02% | +194.50% | |
| 14 | IWY | Ishares Russell Top 200 Grow | ETF-その他 | 0.58% | -0.04% | -2.56% | |
| 15 | AAPL | Apple INC | 株式-IT | 0.55% | -0.03% | +5.76% | |
| 16 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.44% | -0.01% | -1.09% | |
| 17 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.32% | +0.01% | -4.87% | |
| 18 | D | Dominion Energy INC | 株式-公益事業 | 0.29% | +0.02% | +28.50% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.24% | — | -0.54% | |
| 20 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.21% | -0.01% | -0.77% | |
| 21 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.20% | -0.01% | +200.00% | |
| 22 | MGC | Vanguard Mega Cap ETF | ETF-その他 | 0.18% | -0.01% | +0.10% | |
| 23 | CSX | Csx CORP | 株式-資本財 | 0.16% | +0.02% | +9.23% | |
| 24 | AOM | Ishares Core 40/60 Moderate | ETF-その他 | 0.15% | — | +11.62% | |
| 25 | VUG | Vanguard Growth ETF | ETF-その他 | 0.15% | -0.02% | +1.23% | |
| 26 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 0.14% | -0.01% | — | |
| 27 | AOR | Ishares Core 60/40 Balanced | ETF-その他 | 0.13% | — | -0.25% | |
| 28 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.13% | — | +1.03% | |
| 29 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.12% | — | -6.15% | |
| 30 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.12% | — | -13.00% | |
| 31 | VTV | Vanguard Value ETF | ETF-その他 | 0.12% | — | -16.75% | |
| 32 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.11% | — | — | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.10% | — | +10.22% | |
| 34 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.09% | — | -2.08% | |
| 35 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.09% | — | — | |
| 36 | DUK | Duke Energy CORP | 株式-公益事業 | 0.09% | +0.01% | +12.86% | |
| 37 | IBM | Intl Business Machines CORP | 株式-IT | 0.06% | -0.01% | — | |
| 38 | MSFT | Microsoft CORP | 株式-IT | 0.06% | -0.05% | EXIT | |
| 39 | IWX | Ishares Russell Top 200 Valu | ETF-その他 | 0.06% | — | -30.42% |