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 | 10.66% | -0.06% | +18.97% | |
| 2 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 6.87% | -0.15% | +8.99% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 6.84% | -0.51% | +2.23% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 6.45% | +0.02% | -0.63% | |
| 5 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 6.37% | +0.08% | +13.31% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 5.71% | -0.56% | -1.20% | |
| 7 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 5.21% | +0.05% | — | |
| 8 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 4.21% | +0.87% | -7.09% | |
| 9 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 3.70% | +0.19% | +3.52% | |
| 10 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 3.60% | +0.06% | +25.54% | |
| 11 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 3.30% | -0.13% | +26.27% | |
| 12 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 3.29% | -0.21% | +3.17% | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.81% | -0.02% | +19.88% | |
| 14 | BND | Vanguard Total Bond Market | ETF-その他 | 2.80% | — | -12.04% | |
| 15 | NVDA | Nvidia CORP | 株式-IT | 1.93% | +0.03% | +15.64% | |
| 16 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 1.90% | — | -9.74% | |
| 17 | MSFT | Microsoft CORP | 株式-IT | 1.85% | — | +14.67% | |
| 18 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.74% | — | -5.16% | |
| 19 | AAPL | Apple INC | 株式-IT | 1.51% | +0.03% | +12.35% | |
| 20 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.46% | +0.04% | -1.93% | |
| 21 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.33% | -0.09% | -10.21% | |
| 22 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.05% | +0.01% | +15.35% | |
| 23 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.84% | — | +13.09% | |
| 24 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.72% | +0.01% | — | |
| 25 | TSLA | Tesla INC | 株式-一般消費財 | 0.68% | +0.02% | +9.41% | |
| 26 | AVGO | Broadcom INC | 株式-IT | 0.63% | +0.05% | +14.95% | |
| 27 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.59% | — | -1.06% | |
| 28 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 0.56% | +0.07% | +30.49% | |
| 29 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 0.54% | +0.01% | +33.41% | |
| 30 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.53% | +0.09% | +12.11% | |
| 31 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.50% | — | — | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.47% | — | +11.72% | |
| 33 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.46% | — | +10.30% | |
| 34 | NFLX | Netflix INC | 株式-通信サービス | 0.39% | -0.11% | +10.88% | |
| 35 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.38% | +0.06% | +14.32% | |
| 36 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.33% | +0.06% | +10.30% | |
| 37 | V | Visa Inc-class A Shares | 株式-金融 | 0.31% | — | +12.71% | |
| 38 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.29% | — | -1.37% | |
| 39 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.27% | — | — | |
| 40 | MA | Mastercard INC - A | 株式-金融 | 0.26% | — | +11.17% | |
| 41 | VUG | Vanguard Growth ETF | ETF-その他 | 0.24% | — | +1.87% | |
| 42 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.24% | — | +13.39% | |
| 43 | WMT | Walmart INC | 株式-生活必需品 | 0.23% | — | +14.34% | |
| 44 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.23% | — | — | |
| 45 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.22% | — | — | |
| 46 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.22% | — | — | |
| 47 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.20% | -0.32% | EXIT | |
| 48 | IBM | Intl Business Machines CORP | 株式-IT | 0.20% | — | +4.23% | |
| 49 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.18% | — | +9.81% | |
| 50 | HD | Home Depot INC | 株式-一般消費財 | 0.18% | — | +21.38% |