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 | 20.56% | +0.01% | -12.95% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 14.91% | +1.30% | -2.25% | |
| 3 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 10.66% | +1.16% | -2.88% | |
| 4 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 6.20% | -3.52% | -39.37% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 5.81% | +0.40% | -14.80% | |
| 6 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 5.14% | -0.08% | +73.86% | |
| 7 | VLU | Ss Spdr S&p 1500 Value Tilt | ETF-その他 | 3.75% | -1.32% | -10.91% | |
| 8 | VO | Vanguard Mid-cap ETF | ETF-その他 | 3.42% | +0.25% | -9.72% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 3.39% | +0.42% | -15.96% | |
| 10 | LONZ | Pimco Senior Loan Active ETF | ETF-その他 | 2.75% | -0.39% | -54.47% | |
| 11 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 2.70% | -0.11% | -11.61% | |
| 12 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 2.41% | -0.04% | -4.98% | |
| 13 | IAU | Ishares Gold Trust | ETF-コモディティ | 2.06% | +0.56% | -21.05% | |
| 14 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.43% | -0.05% | +11.78% | |
| 15 | BND | Vanguard Total Bond Market | ETF-その他 | 1.33% | -0.29% | -0.03% | |
| 16 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.16% | +0.11% | — | |
| 17 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.95% | -0.95% | EXIT | |
| 18 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.91% | -0.02% | -24.81% | |
| 19 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.90% | -0.03% | -19.94% | |
| 20 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 0.89% | -0.30% | -18.13% | |
| 21 | PYLD | Pimco Multisector Bond Actv | ETF-その他 | 0.86% | -0.01% | -16.53% | |
| 22 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.81% | +0.05% | -39.28% | |
| 23 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.73% | +0.07% | +0.33% | |
| 24 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 0.73% | — | -1.45% | |
| 25 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.64% | -0.15% | — | |
| 26 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.60% | — | -13.50% | |
| 27 | SPMO | Invesco S&p 500 Momentum ETF | ETF-大型株・グロース | 0.51% | +1.10% | -22.78% | |
| 28 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 0.47% | -0.01% | +0.69% | |
| 29 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.47% | -0.13% | -5.40% | |
| 30 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.46% | +0.04% | +111.81% | |
| 31 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.41% | -0.02% | -21.24% | |
| 32 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.32% | -0.02% | -13.92% | |
| 33 | JIVE | JPM Interntl Value ETF | ETF-その他 | 0.30% | +0.01% | — | |
| 34 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 0.29% | +0.02% | +0.41% | |
| 35 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.25% | -0.25% | EXIT | |
| 36 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.24% | +0.02% | +0.24% | |
| 37 | PLD | Prologis INC | 株式-不動産 | 0.23% | — | +0.80% | |
| 38 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.18% | -0.02% | +1.02% | |
| 39 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-その他 | 0.16% | — | -1.32% |