CIK: 0001911328
申告総資産額
$1.3億
| # | 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 19.80% | +0.01% | +7.02% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 14.59% | +1.30% | +5.99% | |
| 3 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 9.51% | +1.16% | +44.22% | |
| 4 | LONZ | Pimco Senior Loan Active ETF | ETF-その他 | 8.14% | -0.39% | +29.82% | |
| 5 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 7.94% | -3.52% | +205.54% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 6.38% | +0.40% | +23.95% | |
| 7 | VLU | Ss Spdr S&p 1500 Value Tilt | ETF-その他 | 4.20% | -1.32% | +0.56% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 3.91% | +0.42% | +1.38% | |
| 9 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.92% | +0.25% | +0.44% | |
| 10 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 2.78% | -0.04% | +19.96% | |
| 11 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 2.17% | -0.11% | -42.13% | |
| 12 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 1.40% | -0.03% | — | |
| 13 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 1.33% | -0.08% | +0.62% | |
| 14 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 1.28% | -0.30% | -20.05% | |
| 15 | BND | Vanguard Total Bond Market | ETF-その他 | 1.26% | -0.29% | -58.56% | |
| 16 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.19% | -0.95% | EXIT | |
| 17 | PYLD | Pimco Multisector Bond Actv | ETF-その他 | 1.09% | -0.01% | -19.09% | |
| 18 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 1.00% | -0.02% | +2.71% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.96% | +0.07% | +4.93% | |
| 20 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.94% | +0.05% | +0.87% | |
| 21 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.71% | -0.05% | -24.10% | |
| 22 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 0.60% | — | -19.21% | |
| 23 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.59% | — | -7.93% | |
| 24 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.57% | -0.13% | -38.61% | |
| 25 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.51% | -0.15% | -14.17% | |
| 26 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.47% | +0.11% | +6.08% | |
| 27 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.42% | — | +94.91% | |
| 28 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 0.40% | — | -44.43% | |
| 29 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-その他 | 0.37% | — | -22.21% | |
| 30 | PLD | Prologis INC | 株式-不動産 | 0.35% | — | -28.71% | |
| 31 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.27% | -0.02% | -44.83% | |
| 32 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.25% | -0.02% | +101.23% | |
| 33 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.20% | — | +1.80% | |
| 34 | RBRK | Rubrik Inc-a | 株式-IT | 0.19% | — | — | |
| 35 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.18% | +0.02% | +0.73% | |
| 36 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.18% | — | +1.51% | |
| 37 | EQR | Equity Residential | 株式-不動産 | 0.18% | — | +0.94% | |
| 38 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 0.18% | +0.02% | +200.00% | |
| 39 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.15% | — | +1.26% | |
| 40 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.13% | — | +0.68% | |
| 41 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.12% | — | +1.38% | |
| 42 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.12% | +0.56% | — | |
| 43 | PGX | Invesco Preferred ETF | ETF-その他 | 0.07% | — | -2.76% |