CIK: 0001908859
申告総資産額
$1.2億
| # | 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 11.43% | — | -1.91% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 9.11% | — | +1.63% | |
| 3 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 7.46% | — | -15.07% | |
| 4 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 5.03% | — | -1.87% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.80% | — | +2.65% | |
| 6 | AAPL | Apple INC | 株式-IT | 2.62% | — | -1.02% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.30% | — | +1.12% | |
| 8 | TIP | Ishares Tips Bond ETF | ETF-その他 | 2.26% | — | -0.83% | |
| 9 | SUSA | Ishares Esg Optimized Msci U | ETF-その他 | 2.12% | — | +1.24% | |
| 10 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 1.97% | — | — | |
| 11 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 1.95% | — | +73.62% | |
| 12 | GNMA | Ishares Gnma Bond ETF | ETF-その他 | 1.77% | — | +0.64% | |
| 13 | VTIP | Vanguard Short-term Tips | ETF-その他 | 1.67% | — | +8.31% | |
| 14 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 1.57% | — | +7.74% | |
| 15 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 1.46% | — | -0.44% | |
| 16 | ACWV | Ishares Msci Global Min Vol | ETF-その他 | 1.37% | — | +0.94% | |
| 17 | MSFT | Microsoft CORP | 株式-IT | 1.27% | — | -0.78% | |
| 18 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.13% | — | -0.07% | |
| 19 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.08% | — | +0.61% | |
| 20 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.00% | — | +0.35% | |
| 21 | TSLA | Tesla INC | 株式-一般消費財 | 0.99% | — | +20.47% | |
| 22 | BSCMUSD | Invesco Bulletshares 2022 Co | ETF-その他 | 0.98% | — | +0.23% | |
| 23 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.95% | — | -5.15% | |
| 24 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.94% | — | -1.13% | |
| 25 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 0.94% | — | +103.91% | |
| 26 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.92% | — | +0.11% | |
| 27 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.91% | — | -2.56% | |
| 28 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.86% | — | -4.51% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.80% | — | +67.36% | |
| 30 | IGM | Ishares Expanded Tech Sector | ETF-テック型 | 0.78% | — | -2.52% | |
| 31 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.78% | — | -6.90% | |
| 32 | HD | Home Depot INC | 株式-一般消費財 | 0.76% | — | +0.06% | |
| 33 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.68% | — | -31.20% | |
| 34 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 0.66% | — | -17.73% | |
| 35 | TD | Toronto-dominion Bank | 株式-金融 | 0.66% | — | +0.01% | |
| 36 | IWY | Ishares Russell Top 200 Grow | ETF-その他 | 0.66% | — | -0.33% | |
| 37 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.65% | — | -2.83% | |
| 38 | PAWZ | Proshares Pet Care ETF | ETF-その他 | 0.64% | — | +7.73% | |
| 39 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 0.63% | — | -1.43% | |
| 40 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 0.62% | — | -19.44% | |
| 41 | DFAI | Dimensional International Co | ETF-その他 | 0.61% | — | +29.32% | |
| 42 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-大型株・グロース | 0.59% | — | -11.93% | |
| 43 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.58% | — | -4.31% | |
| 44 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.55% | — | -9.77% | |
| 45 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.55% | — | -1.45% | |
| 46 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.52% | — | -11.22% | |
| 47 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.51% | — | +0.04% | |
| 48 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 0.50% | — | +75.60% | |
| 49 | VUG | Vanguard Growth ETF | ETF-その他 | 0.48% | — | +1.08% | |
| 50 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.48% | — | +9.99% |