CIK: 0002127798
申告総資産額
$1.5億
| # | 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 | 15.66% | +0.65% | — | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 6.53% | -0.66% | — | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 6.43% | -0.54% | — | |
| 4 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 5.50% | +0.15% | — | |
| 5 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 5.37% | -0.08% | — | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 5.11% | -0.27% | — | |
| 7 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 4.96% | +0.01% | — | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 4.52% | -0.50% | — | |
| 9 | AAPL | Apple INC | 株式-IT | 3.08% | +0.50% | — | |
| 10 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 3.07% | +0.02% | — | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.87% | +0.02% | — | |
| 12 | VTV | Vanguard Value ETF | ETF-その他 | 2.86% | +0.25% | — | |
| 13 | VTIP | Vanguard Short-term Tips | ETF-その他 | 2.74% | +0.31% | — | |
| 14 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 2.66% | -0.15% | — | |
| 15 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.55% | +0.02% | — | |
| 16 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 2.11% | +0.01% | — | |
| 17 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 2.04% | +0.04% | — | |
| 18 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 1.98% | +0.04% | — | |
| 19 | VUG | Vanguard Growth ETF | ETF-その他 | 1.79% | +0.10% | — | |
| 20 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 1.62% | -0.01% | — | |
| 21 | NVDA | Nvidia CORP | 株式-IT | 1.62% | -0.05% | — | |
| 22 | IAGG | Ishares Intl Aggregate Bond | ETF-その他 | 1.20% | +0.03% | — | |
| 23 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.03% | -0.05% | — | |
| 24 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型株・グロース | 1.02% | -0.02% | — | |
| 25 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.98% | -0.08% | — | |
| 26 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.96% | -0.05% | — | |
| 27 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.91% | -0.02% | — | |
| 28 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型株・グロース | 0.67% | -0.07% | — | |
| 29 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.64% | — | — | |
| 30 | BKNG | Booking Holdings INC | 株式-一般消費財 | 0.62% | -0.30% | — | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.62% | -0.02% | — | |
| 32 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.52% | +0.45% | — | |
| 33 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.50% | -0.03% | — | |
| 34 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.50% | -0.06% | — | |
| 35 | AVGO | Broadcom INC | 株式-IT | 0.44% | — | — | |
| 36 | NFLX | Netflix INC | 株式-通信サービス | 0.42% | +0.03% | — | |
| 37 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.40% | — | — | |
| 38 | TSLA | Tesla INC | 株式-一般消費財 | 0.38% | -0.05% | — | |
| 39 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.38% | -0.03% | — | |
| 40 | CRM | Salesforce INC | 株式-IT | 0.36% | -0.09% | — | |
| 41 | BND | Vanguard Total Bond Market | ETF-その他 | 0.33% | -0.02% | — | |
| 42 | GBTC | Grayscale Bitcoin Trust ETF | ETF-暗号資産 | 0.29% | -0.07% | — | |
| 43 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.23% | -0.01% | — | |
| 44 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.23% | +0.04% | — | |
| 45 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.22% | — | — | |
| 46 | RKT | Rocket Cos Inc-class A | 株式-金融 | 0.22% | -0.06% | — | |
| 47 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.22% | — | — | |
| 48 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.22% | — | — | |
| 49 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 0.20% | — | — | |
| 50 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.17% | +0.08% | — |