CIK: 0001831332
申告総資産額
$3.5億
| # | 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 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 14.56% | -0.62% | -0.18% | |
| 2 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 13.67% | -0.29% | +0.87% | |
| 3 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 11.39% | +0.10% | +2.97% | |
| 4 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 9.89% | +0.61% | +6.36% | |
| 5 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 6.15% | — | +1.91% | |
| 6 | TIP | Ishares Tips Bond ETF | ETF-その他 | 4.71% | — | +16.53% | |
| 7 | ITW | Illinois Tool Works | 株式-資本財 | 4.12% | -0.52% | -3.86% | |
| 8 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 3.61% | -0.13% | +11.91% | |
| 9 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 2.70% | +0.04% | +6.41% | |
| 10 | AAPL | Apple INC | 株式-IT | 2.15% | +0.04% | +19.21% | |
| 11 | SCHO | Schwab Short-term US Treas | ETF-その他 | 1.80% | — | -75.96% | |
| 12 | POWR | Ishares US Power Infrastruct | ETF-その他 | 1.71% | — | +3.18% | |
| 13 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 1.54% | — | -11.88% | |
| 14 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.00% | +0.03% | +0.52% | |
| 15 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.99% | — | +0.66% | |
| 16 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.86% | +0.07% | -10.85% | |
| 17 | MSFT | Microsoft CORP | 株式-IT | 0.79% | — | +0.40% | |
| 18 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.77% | +0.05% | +15.44% | |
| 19 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.65% | +0.48% | +34.29% | |
| 20 | IDV | Ishares International Select | ETF-その他 | 0.61% | — | +5.20% | |
| 21 | IYZ | Ishares US Telecommunication | ETF-その他 | 0.58% | — | -21.94% | |
| 22 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.55% | +0.36% | — | |
| 23 | GNMA | Ishares Gnma Bond ETF | ETF-その他 | 0.54% | — | -7.66% | |
| 24 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.53% | — | — | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.51% | — | +27.82% | |
| 26 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.49% | — | +0.43% | |
| 27 | INTC | Intel CORP | 株式-IT | 0.47% | +0.14% | NEW | |
| 28 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.46% | — | -0.34% | |
| 29 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.46% | — | +4.48% | |
| 30 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.42% | — | +5.29% | |
| 31 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.41% | +0.06% | +14.67% | |
| 32 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.40% | -0.09% | EXIT | |
| 33 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.40% | — | -2.88% | |
| 34 | LRGF | Ishares US Equity Factor ETF | ETF-その他 | 0.40% | — | +6.65% | |
| 35 | IBM | Intl Business Machines CORP | 株式-IT | 0.39% | — | — | |
| 36 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.39% | — | -14.34% | |
| 37 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.38% | — | +13.91% | |
| 38 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.38% | — | — | |
| 39 | INTU | Intuit INC | 株式-IT | 0.36% | -0.10% | EXIT | |
| 40 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.34% | — | — | |
| 41 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.33% | — | — | |
| 42 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.31% | — | +13.97% | |
| 43 | ADBE | Adobe INC | 株式-IT | 0.30% | — | — | |
| 44 | VTV | Vanguard Value ETF | ETF-その他 | 0.28% | — | — | |
| 45 | VZ | Verizon Communications INC | 株式-通信サービス | 0.28% | — | +2.10% | |
| 46 | NVDA | Nvidia CORP | 株式-IT | 0.27% | +0.07% | +331.85% | |
| 47 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.26% | — | +9.41% | |
| 48 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.26% | — | — | |
| 49 | CSCO | Cisco Systems INC | 株式-IT | 0.23% | +0.06% | +1.89% | |
| 50 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.23% | — | +17.05% |