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 | 30.52% | -1.16% | -9.60% | |
| 2 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 29.96% | +0.68% | +16.23% | |
| 3 | PYLD | Pimco Multisector Bond Actv | ETF-その他 | 5.85% | +0.07% | +19.58% | |
| 4 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-その他 | 5.32% | -0.17% | -2.21% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-その他 | 5.06% | +0.08% | -4.55% | |
| 6 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 4.04% | -0.03% | -0.57% | |
| 7 | IAGG | Ishares Intl Aggregate Bond | ETF-その他 | 3.99% | +0.21% | +17.11% | |
| 8 | VB | Vanguard Small-cap ETF | ETF-その他 | 2.74% | +0.01% | -5.17% | |
| 9 | AVDE | Avantis International Equity | ETF-その他 | 2.60% | -0.04% | — | |
| 10 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 1.35% | — | -2.30% | |
| 11 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.99% | -0.09% | -6.43% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.88% | -0.03% | -2.88% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.86% | -0.04% | -6.07% | |
| 14 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.80% | +0.06% | -7.92% | |
| 15 | IWL | Ishares Russell Top 200 ETF | ETF-その他 | 0.70% | -0.04% | -4.85% | |
| 16 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.58% | -0.02% | -5.94% | |
| 17 | AAPL | Apple INC | 株式-IT | 0.46% | -0.03% | -0.08% | |
| 18 | IWY | Ishares Russell Top 200 Grow | ETF-その他 | 0.44% | -0.04% | -6.00% | |
| 19 | MINO | Pimco Municipal Income Oppor | ETF-その他 | 0.44% | +0.04% | -8.51% | |
| 20 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.32% | -0.01% | -7.66% | |
| 21 | D | Dominion Energy INC | 株式-公益事業 | 0.27% | +0.02% | +13.36% | |
| 22 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.22% | +0.01% | -9.39% | |
| 23 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.16% | -0.01% | -9.83% | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.14% | — | -7.99% | |
| 25 | VUG | Vanguard Growth ETF | ETF-その他 | 0.14% | -0.02% | -0.08% | |
| 26 | CSX | Csx CORP | 株式-資本財 | 0.14% | +0.02% | — | |
| 27 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.13% | -0.01% | -18.23% | |
| 28 | TFC | Truist Financial CORP | 株式-金融 | 0.11% | — | — | |
| 29 | MGC | Vanguard Mega Cap ETF | ETF-その他 | 0.11% | -0.01% | -6.86% | |
| 30 | VTV | Vanguard Value ETF | ETF-その他 | 0.09% | — | -3.80% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.09% | — | — | |
| 32 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.08% | — | -12.98% | |
| 33 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 0.08% | -0.01% | — | |
| 34 | DUK | Duke Energy CORP | 株式-公益事業 | 0.07% | +0.01% | -10.78% | |
| 35 | IBM | Intl Business Machines CORP | 株式-IT | 0.06% | -0.01% | — | |
| 36 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.06% | — | — | |
| 37 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.05% | — | +4.06% | |
| 38 | MSFT | Microsoft CORP | 株式-IT | 0.05% | -0.05% | EXIT | |
| 39 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.05% | — | -3.12% |