CIK: 0001842787
申告総資産額
$3.7億
| # | 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 | BND | Vanguard Total Bond Market | ETF-その他 | 20.00% | -0.88% | +84.70% | |
| 2 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 8.97% | — | +1.30% | |
| 3 | VUG | Vanguard Growth ETF | ETF-その他 | 7.87% | -2.08% | +1.99% | |
| 4 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 7.86% | -1.23% | -6.22% | |
| 5 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 7.86% | -0.11% | +4.37% | |
| 6 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 6.59% | -0.72% | — | |
| 7 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 6.08% | -0.18% | +15.34% | |
| 8 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 4.25% | — | -0.89% | |
| 9 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 3.83% | -0.08% | +0.74% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 3.14% | -0.26% | -1.61% | |
| 11 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 3.01% | -1.89% | +12.33% | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.88% | -0.40% | +15.55% | |
| 13 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 2.81% | -0.23% | +16.79% | |
| 14 | VB | Vanguard Small-cap ETF | ETF-その他 | 2.08% | -0.11% | +1.51% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.66% | +3.44% | -15.47% | |
| 16 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.59% | -0.29% | -1.49% | |
| 17 | VTV | Vanguard Value ETF | ETF-その他 | 1.51% | +6.36% | -6.50% | |
| 18 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 0.99% | +1.67% | +21.36% | |
| 19 | AAPL | Apple INC | 株式-IT | 0.87% | -0.12% | -18.46% | |
| 20 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.87% | -0.04% | +6.84% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.54% | -2.09% | -2.47% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.31% | -0.04% | +0.35% | |
| 23 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.28% | -0.03% | +9.04% | |
| 24 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.28% | +0.04% | +0.82% | |
| 25 | VXF | Vanguard Extended Market ETF | ETF-その他 | 0.23% | — | +0.73% | |
| 26 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.18% | -0.02% | +0.61% | |
| 27 | AON | Aon plc | 株式-金融 | 0.18% | -0.02% | — | |
| 28 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.17% | -0.01% | -8.18% | |
| 29 | SPLKCHF | Splunk INC | 株式-その他 | 0.17% | — | — | |
| 30 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 0.15% | -0.01% | +0.35% | |
| 31 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.14% | -0.02% | -60.45% | |
| 32 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.14% | — | +1.03% | |
| 33 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.14% | — | -3.16% | |
| 34 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.12% | -0.02% | +0.97% | |
| 35 | DE | Deere & Co | 株式-資本財 | 0.12% | +0.01% | +0.32% | |
| 36 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.11% | -0.03% | +0.24% | |
| 37 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.10% | -0.02% | +1.36% | |
| 38 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.09% | -0.02% | — | |
| 39 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.09% | -0.02% | — | |
| 40 | GS | Goldman Sachs Group INC | 株式-金融 | 0.09% | -0.01% | -24.22% | |
| 41 | CEG | Constellation Energy | 株式-公益事業 | 0.08% | -0.04% | — | |
| 42 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.08% | -0.01% | +0.77% | |
| 43 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.08% | -0.02% | +0.79% | |
| 44 | EXC | Exelon CORP | 株式-公益事業 | 0.08% | — | — | |
| 45 | ORCL | Oracle CORP | 株式-IT | 0.07% | -0.03% | +0.40% | |
| 46 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 0.07% | -0.02% | +0.73% | |
| 47 | VPL | Vanguard Ftse Pacific ETF | ETF-その他 | 0.07% | — | +1.80% | |
| 48 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 0.06% | — | +0.13% | |
| 49 | MGC | Vanguard Mega Cap ETF | ETF-その他 | 0.06% | — | — | |
| 50 | SCHC | Schwab Intl Small-cap Equity | ETF-その他 | 0.06% | — | +2.64% |