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 | 12.36% | -0.62% | -0.52% | |
| 2 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 11.12% | -0.29% | -0.08% | |
| 3 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 8.29% | +0.61% | -1.22% | |
| 4 | JPIE | Jpmorgan Income ETF | ETF-その他 | 6.64% | -0.86% | +1.69% | |
| 5 | BIV | Vanguard Intermediate-term B | ETF-その他 | 5.58% | +0.02% | -0.72% | |
| 6 | SPGP | Invesco S&p 500 Garp ETF | ETF-大型株・グロース | 5.06% | — | +0.52% | |
| 7 | JVAL | Jpmorgan US Value Factor ETF | ETF-その他 | 4.86% | +0.09% | -0.16% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 4.74% | +0.06% | +2.04% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 4.21% | +0.48% | -0.09% | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 3.06% | -0.13% | +0.01% | |
| 11 | VOO | Vanguard S&P 500 ETF | ETF-大型株・グロース | 3.02% | — | — | |
| 12 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 2.58% | +0.04% | +0.18% | |
| 13 | ITW | Illinois Tool Works | 株式-資本財 | 2.43% | -0.52% | -1.60% | |
| 14 | RPV | Invesco S&p 500 Pure Value E | ETF-大型株・グロース | 1.80% | — | -1.18% | |
| 15 | AAPL | Apple INC | 株式-IT | 1.70% | +0.04% | -1.17% | |
| 16 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.42% | +0.07% | -9.47% | |
| 17 | POWR | Ishares US Power Infrastruct | ETF-その他 | 1.36% | — | -3.35% | |
| 18 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.99% | +0.05% | +3.42% | |
| 19 | MSFT | Microsoft CORP | 株式-IT | 0.74% | — | -12.98% | |
| 20 | NVDA | Nvidia CORP | 株式-IT | 0.69% | +0.07% | +775.00% | |
| 21 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.69% | +0.03% | +0.24% | |
| 22 | MOTI | Vaneck Mstar Int Moat ETF | ETF-その他 | 0.58% | — | -0.65% | |
| 23 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.50% | +0.10% | — | |
| 24 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.47% | — | -0.52% | |
| 25 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.45% | — | -4.03% | |
| 26 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.43% | — | +2.65% | |
| 27 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.43% | +0.36% | -11.53% | |
| 28 | LRGF | Ishares US Equity Factor ETF | ETF-その他 | 0.42% | — | +3.24% | |
| 29 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.41% | — | — | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.39% | — | +0.07% | |
| 31 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.38% | — | -4.34% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.38% | — | — | |
| 33 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.37% | — | +1.51% | |
| 34 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.36% | +0.06% | -4.68% | |
| 35 | GNMA | Ishares Gnma Bond ETF | ETF-その他 | 0.35% | — | -0.63% | |
| 36 | IBM | Intl Business Machines CORP | 株式-IT | 0.31% | — | — | |
| 37 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.31% | — | +0.20% | |
| 38 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.31% | — | +0.05% | |
| 39 | IDV | Ishares International Select | ETF-その他 | 0.28% | — | -3.54% | |
| 40 | VTV | Vanguard Value ETF | ETF-その他 | 0.28% | — | — | |
| 41 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.27% | — | -6.31% | |
| 42 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.25% | — | — | |
| 43 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.25% | — | — | |
| 44 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.24% | — | -1.10% | |
| 45 | CVX | Chevron CORP | 株式-エネルギー | 0.24% | — | +11.60% | |
| 46 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.24% | — | -7.98% | |
| 47 | INTC | Intel CORP | 株式-IT | 0.24% | +0.14% | NEW | |
| 48 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.23% | — | — | |
| 49 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.23% | — | -9.72% | |
| 50 | ANETEUR | Arista Networks INC | 株式-その他 | 0.22% | — | — |