CIK: 0001779355
申告総資産額
$2.9億
| # | 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 25.28% | -3.74% | -3.28% | |
| 2 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 18.58% | -0.91% | -3.48% | |
| 3 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-その他 | 14.63% | -1.81% | -5.52% | |
| 4 | VTHR | Vanguard Russell 3000 | ETF-その他 | 6.77% | +0.76% | +7.41% | |
| 5 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 2.39% | +0.34% | +26.63% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.96% | — | +3.42% | |
| 7 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 1.80% | — | -0.63% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 1.52% | +0.27% | -8.04% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.33% | — | +6.22% | |
| 10 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.30% | +0.07% | -6.78% | |
| 11 | AAPL | Apple INC | 株式-IT | 1.29% | +1.32% | +130.14% | |
| 12 | JAAA | Janus Henderson Aaa Clo ETF | ETF-その他 | 1.21% | +1.92% | +314.70% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.11% | -0.37% | -15.73% | |
| 14 | HTGC | Hercules Capital INC | 株式-金融 | 0.95% | -0.24% | — | |
| 15 | MAR | Marriott International -cl A | 株式-一般消費財 | 0.91% | — | -1.90% | |
| 16 | NVDA | Nvidia CORP | 株式-IT | 0.85% | +0.07% | -28.83% | |
| 17 | ABR | Arbor Realty Trust INC | 株式-不動産 | 0.73% | — | — | |
| 18 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 0.68% | — | +0.36% | |
| 19 | IBIT | Ishares Bitcoin Trust ETF | ETF-暗号資産 | 0.67% | — | -8.34% | |
| 20 | QQQM | Invesco Nasdaq 100 ETF | ETF-テック型 | 0.65% | — | -35.38% | |
| 21 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.61% | — | -11.99% | |
| 22 | UBER | Uber Technologies INC | 株式-資本財 | 0.54% | — | — | |
| 23 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.53% | +0.15% | +0.03% | |
| 24 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.52% | — | — | |
| 25 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.51% | +0.04% | +14.57% | |
| 26 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 0.50% | — | — | |
| 27 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.47% | — | -5.02% | |
| 28 | GS | Goldman Sachs Group INC | 株式-金融 | 0.46% | -0.16% | -1.63% | |
| 29 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.46% | — | — | |
| 30 | WMT | Walmart INC | 株式-生活必需品 | 0.45% | — | -3.64% | |
| 31 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.43% | — | -4.47% | |
| 32 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.42% | — | +0.23% | |
| 33 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型株 | 0.40% | — | — | |
| 34 | AMZA | Infracap Mlp ETF | ETF-その他 | 0.37% | — | — | |
| 35 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.36% | +0.12% | -7.40% | |
| 36 | STAG | Stag Industrial INC | 株式-不動産 | 0.35% | — | — | |
| 37 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.31% | +1.32% | -3.07% | |
| 38 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.31% | +0.16% | — | |
| 39 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.29% | — | -1.14% | |
| 40 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.27% | +0.12% | +19.79% | |
| 41 | IBM | Intl Business Machines CORP | 株式-IT | 0.26% | — | -1.19% | |
| 42 | RWL | Invesco S&p 500 Revenue ETF | ETF-大型株・グロース | 0.26% | — | +0.11% | |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.26% | +0.69% | -60.47% | |
| 44 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 0.26% | +0.15% | — | |
| 45 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.26% | +0.11% | — | |
| 46 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.24% | — | -0.20% | |
| 47 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.24% | — | +0.35% | |
| 48 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.22% | +0.09% | — | |
| 49 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.22% | — | -9.15% | |
| 50 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.21% | — | -3.90% |