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 | 13.75% | -0.62% | +1.82% | |
| 2 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 11.37% | -0.29% | +2.52% | |
| 3 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 8.55% | +0.61% | +0.88% | |
| 4 | JPIE | Jpmorgan Income ETF | ETF-その他 | 7.64% | -0.86% | +3.25% | |
| 5 | BIV | Vanguard Intermediate-term B | ETF-その他 | 7.03% | +0.02% | +2.84% | |
| 6 | SPGP | Invesco S&p 500 Garp ETF | ETF-大型株・グロース | 5.08% | — | +3.14% | |
| 7 | JVAL | Jpmorgan US Value Factor ETF | ETF-その他 | 5.01% | +0.09% | +3.27% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 4.99% | +0.06% | +7.04% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 4.06% | +0.48% | +4.21% | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 3.52% | -0.13% | +1.54% | |
| 11 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 2.69% | +0.04% | +4.65% | |
| 12 | RPV | Invesco S&p 500 Pure Value E | ETF-大型株・グロース | 2.03% | — | +0.09% | |
| 13 | AAPL | Apple INC | 株式-IT | 1.80% | +0.04% | — | |
| 14 | POWR | Ishares US Power Infrastruct | ETF-その他 | 1.54% | — | +1.74% | |
| 15 | ITW | Illinois Tool Works | 株式-資本財 | 1.26% | -0.52% | -13.72% | |
| 16 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.07% | +0.07% | -3.64% | |
| 17 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.83% | — | -3.68% | |
| 18 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.80% | +0.05% | +1.25% | |
| 19 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.76% | +0.03% | +0.23% | |
| 20 | MSFT | Microsoft CORP | 株式-IT | 0.75% | — | — | |
| 21 | MOTI | Vaneck Mstar Int Moat ETF | ETF-その他 | 0.70% | — | +7.66% | |
| 22 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.62% | — | -8.82% | |
| 23 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.57% | — | -0.72% | |
| 24 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.57% | +0.10% | -4.30% | |
| 25 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.52% | — | — | |
| 26 | IDV | Ishares International Select | ETF-その他 | 0.47% | — | -1.80% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.46% | — | — | |
| 28 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.45% | — | -1.12% | |
| 29 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.44% | — | +0.23% | |
| 30 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.44% | +0.36% | +10.86% | |
| 31 | GNMA | Ishares Gnma Bond ETF | ETF-その他 | 0.42% | — | +0.30% | |
| 32 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.40% | — | +0.05% | |
| 33 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.39% | — | +0.07% | |
| 34 | LRGF | Ishares US Equity Factor ETF | ETF-その他 | 0.37% | — | +2.91% | |
| 35 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.35% | — | +0.05% | |
| 36 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.33% | — | +0.19% | |
| 37 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.33% | — | -1.44% | |
| 38 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.31% | +0.06% | — | |
| 39 | IBM | Intl Business Machines CORP | 株式-IT | 0.30% | — | -12.08% | |
| 40 | NVDA | Nvidia CORP | 株式-IT | 0.30% | +0.07% | — | |
| 41 | VTV | Vanguard Value ETF | ETF-その他 | 0.30% | — | — | |
| 42 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.28% | — | +0.62% | |
| 43 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.28% | — | — | |
| 44 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.28% | — | +1.27% | |
| 45 | CVX | Chevron CORP | 株式-エネルギー | 0.26% | — | +0.07% | |
| 46 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.26% | — | — | |
| 47 | NUE | Nucor CORP | 株式-素材 | 0.24% | — | +2.92% | |
| 48 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.23% | — | — | |
| 49 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.20% | — | — | |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.20% | — | +3.33% |