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 | 9.98% | — | -1.82% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 8.59% | — | +1.94% | |
| 3 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 7.62% | — | -2.17% | |
| 4 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 5.11% | — | +0.83% | |
| 5 | USFR | Wisdomtree Floating Rate Tre | ETF-その他 | 3.14% | — | -5.28% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 3.08% | — | +14.93% | |
| 7 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 2.80% | — | -5.37% | |
| 8 | AAPL | Apple INC | 株式-IT | 2.40% | — | -2.94% | |
| 9 | TIP | Ishares Tips Bond ETF | ETF-その他 | 2.17% | — | -0.16% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.99% | — | -5.01% | |
| 11 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 1.87% | — | -1.70% | |
| 12 | VTIP | Vanguard Short-term Tips | ETF-その他 | 1.78% | — | -0.21% | |
| 13 | GNMA | Ishares Gnma Bond ETF | ETF-その他 | 1.66% | — | -0.78% | |
| 14 | SUSA | Ishares Esg Optimized Msci U | ETF-その他 | 1.64% | — | -5.09% | |
| 15 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 1.54% | — | -4.62% | |
| 16 | IAU | Ishares Gold Trust | ETF-コモディティ | 1.53% | — | +7.14% | |
| 17 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 1.47% | — | -2.05% | |
| 18 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 1.43% | — | -4.07% | |
| 19 | ACWV | Ishares Msci Global Min Vol | ETF-その他 | 1.36% | — | -0.01% | |
| 20 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 1.16% | — | +11.57% | |
| 21 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.13% | — | -0.50% | |
| 22 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 1.12% | — | +17.57% | |
| 23 | MSFT | Microsoft CORP | 株式-IT | 1.08% | — | -2.66% | |
| 24 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.03% | — | +0.91% | |
| 25 | BSCMUSD | Invesco Bulletshares 2022 Co | ETF-その他 | 1.01% | — | -11.35% | |
| 26 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.01% | — | +0.10% | |
| 27 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 1.00% | — | +0.12% | |
| 28 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.94% | — | -7.46% | |
| 29 | HD | Home Depot INC | 株式-一般消費財 | 0.83% | — | +0.06% | |
| 30 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.73% | — | -5.44% | |
| 31 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 0.72% | — | +23.69% | |
| 32 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 0.67% | — | +6.37% | |
| 33 | IGM | Ishares Expanded Tech Sector | ETF-テック型 | 0.63% | — | +0.13% | |
| 34 | VTV | Vanguard Value ETF | ETF-その他 | 0.62% | — | +115.66% | |
| 35 | DFAT | Dimensional US Target Value | ETF-その他 | 0.61% | — | +25.74% | |
| 36 | DFEM | Dimensional Emrg Mrkt Core | ETF-その他 | 0.60% | — | +53.84% | |
| 37 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 0.59% | — | -4.47% | |
| 38 | TD | Toronto-dominion Bank | 株式-金融 | 0.57% | — | -4.00% | |
| 39 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-その他 | 0.57% | — | +29.85% | |
| 40 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.57% | — | -22.83% | |
| 41 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.56% | — | +0.23% | |
| 42 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.56% | — | -9.52% | |
| 43 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-大型株・グロース | 0.51% | — | -6.11% | |
| 44 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 0.51% | — | -11.92% | |
| 45 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.51% | — | +0.37% | |
| 46 | DFIC | Dimensional International Co | ETF-その他 | 0.51% | — | -8.97% | |
| 47 | PAWZ | Proshares Pet Care ETF | ETF-その他 | 0.50% | — | +4.53% | |
| 48 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.49% | — | +0.02% | |
| 49 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.48% | — | -19.55% | |
| 50 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.47% | — | -19.00% |