CIK: 0002094426
申告総資産額
$1.1億
| # | 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 | SCHR | Schwab Intermediate-term US | ETF-その他 | 8.29% | -1.56% | +1.05% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 7.83% | -2.70% | +0.18% | |
| 3 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 6.71% | -2.07% | +0.23% | |
| 4 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-その他 | 6.70% | -1.93% | +4.02% | |
| 5 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 6.15% | -6.15% | EXIT | |
| 6 | SPMO | Invesco S&p 500 Momentum ETF | ETF-大型株・グロース | 3.98% | -3.98% | EXIT | |
| 7 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 3.83% | +6.84% | +26.54% | |
| 8 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 3.54% | -2.84% | +0.32% | |
| 9 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 3.37% | -0.55% | -0.55% | |
| 10 | AAPL | Apple INC | 株式-IT | 3.28% | -0.52% | +0.07% | |
| 11 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 3.25% | — | +11.45% | |
| 12 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 3.19% | -3.19% | EXIT | |
| 13 | VUSB | Vanguard Ultra Short Bond Et | ETF-その他 | 3.01% | — | +0.74% | |
| 14 | VFMO | Vanguard US Momentum Factor | ETF-その他 | 2.74% | -2.48% | +0.16% | |
| 15 | AVDE | Avantis International Equity | ETF-その他 | 2.53% | -0.31% | +0.21% | |
| 16 | IDEQ | Lazard Intl Dynamic Eqy ETF | ETF-その他 | 2.43% | — | +0.19% | |
| 17 | IDOG | Alps International Sector Di | ETF-その他 | 2.41% | -0.13% | +0.21% | |
| 18 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 2.15% | -0.09% | +9.94% | |
| 19 | MBB | Ishares Mbs ETF | ETF-その他 | 1.91% | — | +1.11% | |
| 20 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.80% | -1.80% | EXIT | |
| 21 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 1.48% | +0.34% | +0.20% | |
| 22 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.29% | -1.29% | EXIT | |
| 23 | FDEM | Fidelity Emrg Mrkt Multifact | ETF-その他 | 1.15% | +0.72% | +0.16% | |
| 24 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.14% | +0.03% | +0.92% | |
| 25 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 1.00% | — | +0.71% | |
| 26 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.96% | +0.07% | -4.84% | |
| 27 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 0.96% | — | +0.03% | |
| 28 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.89% | -0.17% | +0.05% | |
| 29 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.77% | — | -11.36% | |
| 30 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.77% | — | — | |
| 31 | SHEL | Shell Plc-adr | 株式-エネルギー | 0.75% | +0.10% | — | |
| 32 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.75% | -0.29% | — | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.74% | — | — | |
| 34 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 0.70% | — | — | |
| 35 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 0.62% | — | +0.67% | |
| 36 | AMGN | Amgen INC | 株式-ヘルスケア | 0.60% | — | — | |
| 37 | VUG | Vanguard Growth ETF | ETF-その他 | 0.55% | -0.11% | — | |
| 38 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.54% | +0.07% | +1.01% | |
| 39 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.51% | -0.13% | +0.45% | |
| 40 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.49% | — | — | |
| 41 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.49% | -0.49% | EXIT | |
| 42 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.48% | +6.18% | — | |
| 43 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 0.46% | -0.46% | EXIT | |
| 44 | NFLX | Netflix INC | 株式-通信サービス | 0.45% | -0.13% | +967.72% | |
| 45 | VDC | Vanguard Consumer Staple ETF | ETF-その他 | 0.32% | -0.32% | EXIT | |
| 46 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.31% | — | +0.68% | |
| 47 | UL | Unilever Plc-sponsored Adr | 株式-生活必需品 | 0.30% | — | — | |
| 48 | TD | Toronto-dominion Bank | 株式-金融 | 0.29% | — | — | |
| 49 | CSCO | Cisco Systems INC | 株式-IT | 0.26% | — | +0.58% | |
| 50 | BINC | Ishares Flex I A Etf-usd INC | ETF-その他 | 0.23% | +0.19% | +2.10% |