CIK: 0001843169
申告総資産額
$1.9億
| # | 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 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 16.23% | -2.76% | -0.07% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 16.05% | -3.09% | +1.53% | |
| 3 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 12.19% | -17.41% | EXIT | |
| 4 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 11.96% | -0.83% | +0.45% | |
| 5 | TCAF | T Rowe Prc Cap Appreciation | ETF-その他 | 11.95% | -1.62% | -0.14% | |
| 6 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 6.25% | -1.03% | +0.43% | |
| 7 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 3.98% | -1.73% | -2.96% | |
| 8 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 2.92% | +0.26% | -4.13% | |
| 9 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 2.59% | -0.58% | -2.15% | |
| 10 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 2.43% | +3.33% | +0.03% | |
| 11 | AAPL | Apple INC | 株式-IT | 2.21% | -0.08% | -50.95% | |
| 12 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.75% | -0.84% | -2.61% | |
| 13 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.57% | — | -4.75% | |
| 14 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.12% | -0.13% | +0.03% | |
| 15 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.87% | -0.15% | +0.16% | |
| 16 | MA | Mastercard INC - A | 株式-金融 | 0.76% | — | -6.46% | |
| 17 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.63% | +0.01% | -4.44% | |
| 18 | BND | Vanguard Total Bond Market | ETF-その他 | 0.51% | -1.27% | +57.97% | |
| 19 | V | Visa Inc-class A Shares | 株式-金融 | 0.50% | — | -9.02% | |
| 20 | DFAX | Dimensional World Ex US Core | ETF-その他 | 0.48% | -0.20% | EXIT | |
| 21 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.34% | — | +0.86% | |
| 22 | BKNG | Booking Holdings INC | 株式-一般消費財 | 0.34% | — | -8.51% | |
| 23 | CGGR | Cap Group Growth Equity | ETF-その他 | 0.33% | +4.04% | +6.89% | |
| 24 | MSFT | Microsoft CORP | 株式-IT | 0.33% | -0.14% | -24.36% | |
| 25 | NFLX | Netflix INC | 株式-通信サービス | 0.32% | — | -20.75% | |
| 26 | TSLA | Tesla INC | 株式-一般消費財 | 0.21% | -0.07% | -82.08% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.19% | -0.06% | — | |
| 28 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.17% | -0.03% | -43.08% | |
| 29 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.15% | — | +0.20% | |
| 30 | AMAT | Applied Materials INC | 株式-IT | 0.14% | +0.01% | +0.17% | |
| 31 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.14% | — | -3.35% | |
| 32 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 0.13% | — | — | |
| 33 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.12% | — | -75.68% | |
| 34 | ET | Energy Transfer LP | 株式-エネルギー | 0.11% | -0.03% | +0.40% | |
| 35 | ✓ | Lithium Americas Argentina C | 株式-その他 | 0.03% | — | — |