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 | 9.03% | -0.06% | +1.86% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 8.93% | -0.56% | -0.48% | |
| 3 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 8.75% | +0.05% | — | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 8.49% | -0.15% | +0.15% | |
| 5 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 7.94% | +0.08% | -2.01% | |
| 6 | MUB | Ishares National Muni Bond E | ETF-その他 | 5.34% | — | -2.68% | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 4.19% | -0.51% | +8.09% | |
| 8 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 4.19% | +0.06% | -3.05% | |
| 9 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 3.93% | -0.13% | -1.54% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.85% | +0.02% | — | |
| 11 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 3.55% | +0.19% | -2.30% | |
| 12 | BND | Vanguard Total Bond Market | ETF-その他 | 3.53% | — | +8.40% | |
| 13 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 3.46% | -0.21% | -0.62% | |
| 14 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 2.32% | +0.04% | -0.65% | |
| 15 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 2.29% | -0.09% | -3.31% | |
| 16 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.29% | -0.02% | +1.72% | |
| 17 | AAPL | Apple INC | 株式-IT | 1.96% | +0.03% | -6.41% | |
| 18 | MSFT | Microsoft CORP | 株式-IT | 1.75% | — | -6.07% | |
| 19 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 1.17% | — | +20.90% | |
| 20 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.95% | — | -19.66% | |
| 21 | NVDA | Nvidia CORP | 株式-IT | 0.85% | +0.03% | -1.70% | |
| 22 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.81% | +0.01% | -9.07% | |
| 23 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.61% | +0.09% | -6.29% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.59% | — | -5.41% | |
| 25 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.57% | — | -2.62% | |
| 26 | GBIL | Goldman Sachs Access Treasur | ETF-コモディティ | 0.55% | — | +4.99% | |
| 27 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.54% | — | -6.95% | |
| 28 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 0.52% | +0.01% | +1.54% | |
| 29 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 0.50% | +0.07% | +0.93% | |
| 30 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.49% | +0.06% | -6.71% | |
| 31 | TSLA | Tesla INC | 株式-一般消費財 | 0.42% | +0.02% | +12.09% | |
| 32 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.41% | +0.06% | -6.25% | |
| 33 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.40% | — | -5.36% | |
| 34 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.40% | -0.32% | EXIT | |
| 35 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.39% | — | — | |
| 36 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.36% | — | -1.32% | |
| 37 | V | Visa Inc-class A Shares | 株式-金融 | 0.30% | — | -7.47% | |
| 38 | MA | Mastercard INC - A | 株式-金融 | 0.30% | — | -5.32% | |
| 39 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.30% | — | -11.31% | |
| 40 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.30% | — | -1.81% | |
| 41 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.28% | — | -8.13% | |
| 42 | AVGO | Broadcom INC | 株式-IT | 0.26% | +0.05% | -6.60% | |
| 43 | WMT | Walmart INC | 株式-生活必需品 | 0.26% | — | -7.21% | |
| 44 | VUG | Vanguard Growth ETF | ETF-その他 | 0.26% | — | -33.69% | |
| 45 | VTV | Vanguard Value ETF | ETF-その他 | 0.26% | — | -27.89% | |
| 46 | ADBE | Adobe INC | 株式-IT | 0.25% | — | -8.55% | |
| 47 | CVX | Chevron CORP | 株式-エネルギー | 0.24% | — | -4.92% | |
| 48 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.24% | — | -7.73% | |
| 49 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.24% | — | -5.15% | |
| 50 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.22% | — | — |