CIK: 0001877093
申告総資産額
$2.4億
| # | 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 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 8.44% | -0.06% | +4.07% | |
| 2 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 7.65% | -0.15% | -0.43% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 7.45% | +0.02% | -2.27% | |
| 4 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 5.57% | +0.05% | -0.03% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 4.84% | -0.56% | +8.68% | |
| 6 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 4.79% | +0.08% | +12.48% | |
| 7 | MUB | Ishares National Muni Bond E | ETF-その他 | 4.40% | — | +16.61% | |
| 8 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 4.14% | -0.13% | -2.04% | |
| 9 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 3.76% | +0.06% | +1.75% | |
| 10 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 3.68% | -0.51% | +18.38% | |
| 11 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 3.48% | -0.21% | +24.47% | |
| 12 | BND | Vanguard Total Bond Market | ETF-その他 | 3.44% | — | -7.90% | |
| 13 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 3.26% | +0.19% | +33.04% | |
| 14 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 2.27% | -0.09% | +22.27% | |
| 15 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.13% | -0.02% | +7.86% | |
| 16 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 1.94% | — | -16.75% | |
| 17 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.50% | +0.04% | +4.58% | |
| 18 | MORN | Morningstar INC | 株式-金融 | 1.17% | — | +6.40% | |
| 19 | BRO | Brown & Brown INC | 株式-金融 | 1.03% | — | -0.08% | |
| 20 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.02% | — | -4.64% | |
| 21 | MLM | Martin Marietta Materials | 株式-素材 | 0.96% | — | +4.04% | |
| 22 | CDW | Cdw Corp/de | 株式-IT | 0.92% | — | +2.25% | |
| 23 | VONV | Vanguard Russell 1000 Value | ETF-その他 | 0.90% | — | +4.39% | |
| 24 | VTV | Vanguard Value ETF | ETF-その他 | 0.83% | — | -38.00% | |
| 25 | VONG | Vanguard Russell 1000 Growth | ETF-その他 | 0.82% | — | +4.39% | |
| 26 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.81% | +0.01% | — | |
| 27 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.79% | — | — | |
| 28 | VUG | Vanguard Growth ETF | ETF-その他 | 0.76% | — | -32.25% | |
| 29 | TDY | Teledyne Technologies INC | 株式-IT | 0.73% | — | +0.45% | |
| 30 | DAY | Dayforce INC | 株式-その他 | 0.70% | — | +32.53% | |
| 31 | AAPL | Apple INC | 株式-IT | 0.67% | +0.03% | -28.77% | |
| 32 | ENTG | Entegris INC | 株式-IT | 0.66% | — | +6.44% | |
| 33 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.66% | — | -7.63% | |
| 34 | LYV | Live Nation Entertainment In | 株式-通信サービス | 0.64% | — | +33.10% | |
| 35 | FRCB | First Republic Bank/ca | 株式-金融 | 0.62% | — | +7.56% | |
| 36 | MSFT | Microsoft CORP | 株式-IT | 0.60% | — | +10.81% | |
| 37 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 0.55% | — | — | |
| 38 | JECUSD | Jacobs Engineering Group INC | 株式-その他 | 0.53% | — | -12.13% | |
| 39 | MRVI | Maravai Lifesciences Hldgs-a | 株式-その他 | 0.50% | — | -0.34% | |
| 40 | RVTY | Revvity INC | 株式-ヘルスケア | 0.48% | — | +5.45% | |
| 41 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.45% | — | +5.76% | |
| 42 | STE | STERIS plc | 株式-ヘルスケア | 0.44% | — | -0.62% | |
| 43 | APH | Amphenol Corp-cl A | 株式-IT | 0.43% | — | -1.11% | |
| 44 | SSNC | Ss&c Technologies Holdings | 株式-IT | 0.42% | — | -48.63% | |
| 45 | TSCO | Tractor Supply Company | 株式-一般消費財 | 0.40% | — | +3.75% | |
| 46 | TTC | Toro Co | 株式-資本財 | 0.40% | — | +3.66% | |
| 47 | POOL | Pool CORP | 株式-資本財 | 0.38% | — | +25.05% | |
| 48 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 0.34% | +0.01% | +8.01% | |
| 49 | TRU | Transunion | 株式-金融 | 0.33% | — | -22.01% | |
| 50 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 0.31% | +0.07% | +10.83% |