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 | 19.95% | -1.37% | -0.57% | |
| 2 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 19.34% | +3.61% | +21.86% | |
| 3 | VUG | Vanguard Growth ETF | ETF-その他 | 9.36% | -2.69% | -3.70% | |
| 4 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 8.95% | -0.83% | -9.19% | |
| 5 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 8.42% | -0.08% | +41.11% | |
| 6 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 7.71% | — | +1.38% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 5.90% | — | -6.95% | |
| 8 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型株・グロース | 3.65% | -0.40% | -7.83% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 3.16% | — | +0.41% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.02% | — | +25.94% | |
| 11 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.31% | -0.11% | -7.43% | |
| 12 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 1.15% | -0.21% | -7.61% | |
| 13 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.02% | -0.53% | -20.62% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.92% | -0.23% | -3.43% | |
| 15 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.69% | -0.05% | -4.65% | |
| 16 | AAPL | Apple INC | 株式-IT | 0.68% | -0.19% | +0.04% | |
| 17 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.62% | — | -7.06% | |
| 18 | MSFT | Microsoft CORP | 株式-IT | 0.61% | -0.21% | +0.26% | |
| 19 | HD | Home Depot INC | 株式-一般消費財 | 0.38% | — | -2.26% | |
| 20 | IVOO | Vanguard S&p Mid-cap 400 ETF | ETF-その他 | 0.37% | — | -21.42% | |
| 21 | VTV | Vanguard Value ETF | ETF-その他 | 0.36% | -0.28% | -3.35% | |
| 22 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.33% | -0.11% | — | |
| 23 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.33% | — | -0.94% | |
| 24 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.25% | — | -16.38% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.21% | — | — | |
| 26 | CBRE | Cbre Group INC - A | 株式-不動産 | 0.21% | — | — | |
| 27 | CCI | Crown Castle INC | 株式-不動産 | 0.20% | — | — | |
| 28 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.19% | -0.02% | -2.69% | |
| 29 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.19% | — | — | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.19% | -0.03% | -3.21% | |
| 31 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.17% | -0.03% | — | |
| 32 | VZ | Verizon Communications INC | 株式-通信サービス | 0.17% | +0.10% | NEW | |
| 33 | MKC | Mccormick & Co-non Vtg Shrs | 株式-生活必需品 | 0.16% | — | — | |
| 34 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.16% | +0.02% | — | |
| 35 | LHX | L3harris Technologies INC | 株式-資本財 | 0.15% | +0.02% | — | |
| 36 | TSLA | Tesla INC | 株式-一般消費財 | 0.14% | -0.11% | EXIT | |
| 37 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.14% | +0.08% | — | |
| 38 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.14% | +0.02% | — | |
| 39 | CIM | Chimera Investment Corporation | 株式-その他 | 0.09% | — | — |