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 | 8.57% | -0.06% | +12.38% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 7.41% | +0.02% | -1.17% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 7.22% | -0.15% | +2.05% | |
| 4 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 6.39% | +0.08% | +1.05% | |
| 5 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 5.85% | +0.05% | +200.00% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 5.73% | -0.56% | -1.50% | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 5.53% | -0.51% | +16.03% | |
| 8 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 4.33% | +0.19% | -6.04% | |
| 9 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 3.83% | +0.87% | — | |
| 10 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 3.76% | -0.21% | -0.63% | |
| 11 | BND | Vanguard Total Bond Market | ETF-その他 | 3.41% | — | +2.69% | |
| 12 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 3.25% | +0.06% | -18.39% | |
| 13 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 2.99% | -0.13% | -12.44% | |
| 14 | MUB | Ishares National Muni Bond E | ETF-その他 | 2.70% | — | -2.02% | |
| 15 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.40% | -0.02% | +9.16% | |
| 16 | AAPL | Apple INC | 株式-IT | 2.04% | +0.03% | +13.87% | |
| 17 | NVDA | Nvidia CORP | 株式-IT | 1.79% | +0.03% | +9.72% | |
| 18 | MSFT | Microsoft CORP | 株式-IT | 1.68% | — | +11.58% | |
| 19 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 1.58% | — | -1.90% | |
| 20 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.52% | +0.04% | -1.06% | |
| 21 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.46% | -0.09% | +100.00% | |
| 22 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.10% | +0.01% | +11.67% | |
| 23 | TSLA | Tesla INC | 株式-一般消費財 | 0.97% | +0.02% | +6.37% | |
| 24 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.81% | +0.01% | -0.79% | |
| 25 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.78% | — | -0.37% | |
| 26 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.73% | — | +11.13% | |
| 27 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.64% | +0.09% | +10.12% | |
| 28 | AVGO | Broadcom INC | 株式-IT | 0.57% | +0.05% | +1076.47% | |
| 29 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.53% | — | +200.00% | |
| 30 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 0.52% | +0.01% | +13.16% | |
| 31 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 0.51% | +0.07% | +11.64% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.48% | — | +10.55% | |
| 33 | GBIL | Goldman Sachs Access Treasur | ETF-コモディティ | 0.46% | — | -2.22% | |
| 34 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.45% | +0.06% | +11.18% | |
| 35 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.43% | — | +8.67% | |
| 36 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.42% | — | -0.12% | |
| 37 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.36% | +0.06% | +8.71% | |
| 38 | NFLX | Netflix INC | 株式-通信サービス | 0.30% | -0.11% | +7.68% | |
| 39 | V | Visa Inc-class A Shares | 株式-金融 | 0.29% | — | +10.39% | |
| 40 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.29% | — | — | |
| 41 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.26% | — | +200.00% | |
| 42 | VUG | Vanguard Growth ETF | ETF-その他 | 0.26% | — | -6.63% | |
| 43 | MA | Mastercard INC - A | 株式-金融 | 0.26% | — | +11.45% | |
| 44 | WMT | Walmart INC | 株式-生活必需品 | 0.24% | — | +9.29% | |
| 45 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.23% | — | +13.66% | |
| 46 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.23% | — | — | |
| 47 | VONG | Vanguard Russell 1000 Growth | ETF-その他 | 0.23% | — | -49.17% | |
| 48 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.21% | -0.32% | EXIT | |
| 49 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.21% | — | +9.42% | |
| 50 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.21% | — | +17.05% |