CIK: 0001800745
申告総資産額
$2.1億
| # | 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 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 22.21% | -1.37% | +36.31% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 12.57% | — | +68.33% | |
| 3 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 10.70% | -0.08% | +192.94% | |
| 4 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 10.68% | -0.83% | +31.09% | |
| 5 | VUG | Vanguard Growth ETF | ETF-その他 | 9.10% | -2.69% | +33.33% | |
| 6 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 6.24% | — | +119.81% | |
| 7 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型株・グロース | 4.84% | -0.40% | -5.96% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 4.70% | — | +61.00% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.91% | — | -31.79% | |
| 10 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 2.37% | +3.61% | — | |
| 11 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.69% | -0.53% | -4.01% | |
| 12 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.33% | -0.11% | -32.91% | |
| 13 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 1.30% | -0.21% | -0.13% | |
| 14 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.98% | -0.05% | -25.00% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.92% | -0.23% | -4.87% | |
| 16 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.81% | — | -56.21% | |
| 17 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.73% | — | — | |
| 18 | IVOO | Vanguard S&p Mid-cap 400 ETF | ETF-その他 | 0.73% | — | +0.01% | |
| 19 | MSFT | Microsoft CORP | 株式-IT | 0.63% | -0.21% | -26.56% | |
| 20 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.60% | — | +164.72% | |
| 21 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.54% | — | +0.02% | |
| 22 | AAPL | Apple INC | 株式-IT | 0.53% | -0.19% | -3.03% | |
| 23 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.50% | — | -17.64% | |
| 24 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.45% | — | -0.98% | |
| 25 | HD | Home Depot INC | 株式-一般消費財 | 0.37% | — | +0.05% | |
| 26 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.28% | -0.11% | -12.87% | |
| 27 | CCI | Crown Castle INC | 株式-不動産 | 0.28% | — | -2.62% | |
| 28 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 0.27% | -0.03% | — | |
| 29 | VZ | Verizon Communications INC | 株式-通信サービス | 0.24% | +0.10% | NEW | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.23% | — | -3.93% | |
| 31 | MKC | Mccormick & Co-non Vtg Shrs | 株式-生活必需品 | 0.21% | — | — | |
| 32 | CIM | Chimera Investment Corporation | 株式-その他 | 0.10% | — | +2.34% |