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 | 9.27% | -0.06% | -10.47% | |
| 2 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 8.60% | -0.15% | +0.55% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 8.47% | -0.56% | +24.01% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 7.14% | +0.02% | -2.47% | |
| 5 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 6.51% | +0.08% | +3.46% | |
| 6 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 5.48% | +0.05% | — | |
| 7 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 4.58% | -0.21% | +12.29% | |
| 8 | MUB | Ishares National Muni Bond E | ETF-その他 | 4.44% | — | -9.15% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 4.38% | -0.51% | -4.84% | |
| 10 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 4.24% | -0.13% | -4.84% | |
| 11 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 4.11% | +0.19% | +15.90% | |
| 12 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 3.78% | +0.06% | -0.65% | |
| 13 | BND | Vanguard Total Bond Market | ETF-その他 | 3.32% | — | +6.91% | |
| 14 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 2.61% | — | -26.54% | |
| 15 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 2.28% | +0.04% | +25.86% | |
| 16 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.16% | -0.02% | -10.29% | |
| 17 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.90% | -0.09% | +0.01% | |
| 18 | AAPL | Apple INC | 株式-IT | 1.23% | +0.03% | +5.44% | |
| 19 | MSFT | Microsoft CORP | 株式-IT | 1.08% | — | +2.40% | |
| 20 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.05% | — | -0.18% | |
| 21 | GBIL | Goldman Sachs Access Treasur | ETF-コモディティ | 0.84% | — | -58.40% | |
| 22 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.80% | — | — | |
| 23 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.78% | +0.01% | -2.38% | |
| 24 | VONG | Vanguard Russell 1000 Growth | ETF-その他 | 0.74% | — | -12.30% | |
| 25 | VONV | Vanguard Russell 1000 Value | ETF-その他 | 0.69% | — | -23.34% | |
| 26 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.62% | — | -5.20% | |
| 27 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 0.50% | +0.01% | +8.22% | |
| 28 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 0.48% | +0.07% | +9.26% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.43% | — | +38.44% | |
| 30 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.41% | +0.01% | -6.21% | |
| 31 | VTV | Vanguard Value ETF | ETF-その他 | 0.37% | — | -37.65% | |
| 32 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.37% | — | +10.54% | |
| 33 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.36% | -0.32% | EXIT | |
| 34 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.34% | — | +5.55% | |
| 35 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.33% | +0.09% | +4.58% | |
| 36 | VUG | Vanguard Growth ETF | ETF-その他 | 0.33% | — | -33.45% | |
| 37 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.30% | — | -7.90% | |
| 38 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.29% | — | -14.23% | |
| 39 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-その他 | 0.28% | — | -12.87% | |
| 40 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.28% | — | — | |
| 41 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.26% | +0.06% | -1.25% | |
| 42 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.26% | — | +38.76% | |
| 43 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-その他 | 0.26% | — | -8.99% | |
| 44 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.25% | — | -5.67% | |
| 45 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.24% | — | +15.32% | |
| 46 | PEP | Pepsico INC | 株式-生活必需品 | 0.24% | — | +16.17% | |
| 47 | CVX | Chevron CORP | 株式-エネルギー | 0.23% | — | +11.90% | |
| 48 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.22% | +0.06% | +12.82% | |
| 49 | MA | Mastercard INC - A | 株式-金融 | 0.22% | — | — | |
| 50 | PFE | Pfizer INC | 株式-ヘルスケア | 0.22% | — | +9.33% |