CIK: 0001787663
申告総資産額
$6.2億
| # | 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 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 9.58% | — | +198.10% | |
| 2 | UITB | Victoryshares Core Intermedi | ETF-その他 | 7.23% | — | +4.60% | |
| 3 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 7.21% | -0.68% | -1.29% | |
| 4 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 6.29% | -0.10% | +0.68% | |
| 5 | AAPL | Apple INC | 株式-IT | 5.27% | -0.37% | +11.56% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 5.06% | — | -0.75% | |
| 7 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 5.01% | -3.39% | +0.87% | |
| 8 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 4.73% | +0.05% | +102.75% | |
| 9 | DFIV | Dimensional International Va | ETF-その他 | 4.17% | — | +0.80% | |
| 10 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 3.77% | — | +98.42% | |
| 11 | OSEA | Harbor Intl Compounders ETF | ETF-その他 | 3.67% | — | -0.38% | |
| 12 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 3.27% | — | -0.17% | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.10% | +0.06% | +1.39% | |
| 14 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.86% | -0.98% | +0.89% | |
| 15 | SFLO | Vs Sm Cap Free Cash Flow ETF | ETF-その他 | 2.43% | — | +1.58% | |
| 16 | VUG | Vanguard Growth ETF | ETF-その他 | 2.04% | -0.19% | -0.46% | |
| 17 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 1.66% | — | -1.06% | |
| 18 | USHY | Ishares Broad Usd High Yield | ETF-ハイイールド債 | 1.61% | -0.16% | +9.13% | |
| 19 | VIOV | Vanguard S&p Small-cap 600 V | ETF-その他 | 1.53% | — | -0.17% | |
| 20 | JMUB | Jpmorgan Municipal ETF | ETF-その他 | 1.47% | — | +1.82% | |
| 21 | VTWG | Vanguard Russell 2000 Growth | ETF-中小型株 | 1.20% | — | -0.33% | |
| 22 | VTV | Vanguard Value ETF | ETF-その他 | 1.18% | +10.18% | +0.41% | |
| 23 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 1.00% | — | +1.08% | |
| 24 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.99% | — | +7.09% | |
| 25 | HYD | Vaneck High Yield Muni ETF | ETF-ハイイールド債 | 0.77% | -0.20% | EXIT | |
| 26 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.77% | — | +441.31% | |
| 27 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-その他 | 0.75% | — | -0.07% | |
| 28 | NVDA | Nvidia CORP | 株式-IT | 0.73% | — | +1.73% | |
| 29 | MSFT | Microsoft CORP | 株式-IT | 0.71% | -0.27% | +8.06% | |
| 30 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.64% | — | +11.25% | |
| 31 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.54% | — | +3.77% | |
| 32 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.39% | — | -0.27% | |
| 33 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.38% | — | — | |
| 34 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.37% | -0.05% | +2.53% | |
| 35 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.35% | +0.07% | +17.97% | |
| 36 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.33% | -0.12% | +0.26% | |
| 37 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.30% | — | +0.57% | |
| 38 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.29% | — | +0.12% | |
| 39 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.25% | — | +6.95% | |
| 40 | LGLV | Spdr US Lc Low Vol Idx | ETF-その他 | 0.24% | — | -2.61% | |
| 41 | IDEV | Ishares Core Msci Dev Mkts | ETF-その他 | 0.23% | -0.62% | — | |
| 42 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.22% | — | +0.35% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.22% | — | +2.64% | |
| 44 | MCO | Moody's CORP | 株式-金融 | 0.21% | — | +0.88% | |
| 45 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.19% | — | +7.20% | |
| 46 | XLF | Ss Financial Select Sector | ETF-その他 | 0.19% | — | — | |
| 47 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.19% | +0.09% | +5.40% | |
| 48 | BND | Vanguard Total Bond Market | ETF-その他 | 0.19% | -1.46% | — | |
| 49 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.17% | — | +0.24% | |
| 50 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.16% | — | +22.81% |