CIK: 0001840014
申告総資産額
$3.4億
| # | 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 | MFDX | Pimco Rafi Dynamic Multi-fac | ETF-その他 | 38.19% | -0.79% | +1.84% | |
| 2 | MFUS | Pimco Rafi Dynamic Multi-fac | ETF-その他 | 24.36% | -0.55% | +0.98% | |
| 3 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 10.29% | -0.03% | +3.46% | |
| 4 | BIV | Vanguard Intermediate-term B | ETF-その他 | 7.50% | +0.42% | +4.03% | |
| 5 | MFEM | Pimco Rafi Dynamic Multi-fac | ETF-その他 | 6.77% | +0.34% | +4.13% | |
| 6 | IVOL | Quadratic Int Rte Vol Infl H | ETF-その他 | 5.03% | — | +0.68% | |
| 7 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 2.31% | -0.10% | +2.12% | |
| 8 | JPEM | JPM Diversified Ret Em Equit | ETF-その他 | 0.90% | -0.10% | -1.38% | |
| 9 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.82% | -0.07% | -2.01% | |
| 10 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.59% | -0.03% | +3.24% | |
| 11 | JPUS | Jpmorgan Div Ret US Eq ETF | ETF-その他 | 0.29% | -0.03% | — | |
| 12 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.25% | -0.03% | +6.78% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.24% | -0.04% | -2.53% | |
| 14 | MSFT | Microsoft CORP | 株式-IT | 0.23% | -0.05% | +0.14% | |
| 15 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.20% | +0.03% | — | |
| 16 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.18% | +0.02% | +0.06% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.16% | -0.02% | +9.67% | |
| 18 | JPIN | JPM Diversified Ret Intl Eq | ETF-その他 | 0.15% | — | — | |
| 19 | AAPL | Apple INC | 株式-IT | 0.15% | — | +0.11% | |
| 20 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.14% | -0.03% | +0.11% | |
| 21 | DELL | Dell Technologies -c | 株式-IT | 0.13% | +0.02% | +5.43% | |
| 22 | VUG | Vanguard Growth ETF | ETF-その他 | 0.13% | -0.03% | — | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.12% | — | +33.57% | |
| 24 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.11% | -0.02% | -3.02% | |
| 25 | 6D8 | Dupont De Nemours INC | 株式-その他 | 0.11% | — | — | |
| 26 | IBM | Intl Business Machines CORP | 株式-IT | 0.11% | -0.20% | — | |
| 27 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.10% | -0.01% | — | |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.10% | -0.02% | — | |
| 29 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.09% | +0.06% | -3.92% | |
| 30 | CTVA | Corteva INC | 株式-素材 | 0.09% | +0.01% | -1.74% | |
| 31 | OKE | Oneok INC | 株式-エネルギー | 0.08% | +0.07% | NEW | |
| 32 | NVDA | Nvidia CORP | 株式-IT | 0.07% | -0.02% | +4.01% | |
| 33 | SSP | Ew Scripps Co/the-a | 株式-その他 | 0.01% | — | — |