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 | 10.80% | -0.06% | -2.92% | |
| 2 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 6.98% | -0.15% | -0.48% | |
| 3 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 6.57% | +0.08% | -0.41% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 6.55% | +0.02% | — | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 6.14% | -0.51% | +0.67% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 5.80% | -0.56% | +2.93% | |
| 7 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 5.31% | +0.05% | -0.86% | |
| 8 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 3.46% | +0.19% | -7.29% | |
| 9 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 3.36% | +0.06% | -7.14% | |
| 10 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 3.31% | -0.21% | -2.04% | |
| 11 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 3.30% | -0.13% | -1.27% | |
| 12 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 3.01% | +0.87% | -10.08% | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.85% | -0.02% | -2.31% | |
| 14 | BND | Vanguard Total Bond Market | ETF-その他 | 2.73% | — | -1.06% | |
| 15 | NVDA | Nvidia CORP | 株式-IT | 2.09% | +0.03% | -1.65% | |
| 16 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.99% | — | +0.32% | |
| 17 | AAPL | Apple INC | 株式-IT | 1.86% | +0.03% | -0.81% | |
| 18 | MSFT | Microsoft CORP | 株式-IT | 1.67% | — | -0.59% | |
| 19 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.48% | +0.04% | -2.36% | |
| 20 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 1.40% | — | +0.49% | |
| 21 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.26% | -0.09% | -3.66% | |
| 22 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.05% | +0.01% | +0.67% | |
| 23 | TSLA | Tesla INC | 株式-一般消費財 | 0.91% | +0.02% | +0.21% | |
| 24 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.88% | +0.09% | -0.39% | |
| 25 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.74% | +0.01% | — | |
| 26 | AVGO | Broadcom INC | 株式-IT | 0.74% | +0.05% | -0.81% | |
| 27 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.69% | — | -1.20% | |
| 28 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.64% | +0.06% | -1.10% | |
| 29 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 0.60% | +0.01% | -0.27% | |
| 30 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.58% | — | — | |
| 31 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 0.57% | +0.07% | -0.02% | |
| 32 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.52% | — | — | |
| 33 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.46% | — | -2.35% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.45% | — | -0.33% | |
| 35 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.43% | +0.06% | +0.75% | |
| 36 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 0.30% | — | — | |
| 37 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.30% | — | -0.14% | |
| 38 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.29% | — | — | |
| 39 | V | Visa Inc-class A Shares | 株式-金融 | 0.28% | — | -0.73% | |
| 40 | VUG | Vanguard Growth ETF | ETF-その他 | 0.25% | — | +4.51% | |
| 41 | WMT | Walmart INC | 株式-生活必需品 | 0.25% | — | -0.51% | |
| 42 | MA | Mastercard INC - A | 株式-金融 | 0.24% | — | -0.20% | |
| 43 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.23% | — | -2.23% | |
| 44 | NFLX | Netflix INC | 株式-通信サービス | 0.23% | -0.11% | +821.14% | |
| 45 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.22% | — | — | |
| 46 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.21% | — | +0.09% | |
| 47 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.21% | -0.32% | EXIT | |
| 48 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.19% | — | -11.27% | |
| 49 | AMD | Advanced Micro Devices | 株式-IT | 0.18% | +0.28% | -1.28% | |
| 50 | IBM | Intl Business Machines CORP | 株式-IT | 0.18% | — | -1.82% |