CIK: 0001905673
申告総資産額
$6.4億
| # | 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 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 27.91% | -2.55% | — | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 15.87% | -2.18% | — | |
| 3 | VO | Vanguard Mid-cap ETF | ETF-その他 | 13.08% | -0.51% | — | |
| 4 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型株 | 12.69% | — | — | |
| 5 | VB | Vanguard Small-cap ETF | ETF-その他 | 4.94% | -1.17% | — | |
| 6 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 4.89% | — | — | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 4.62% | -0.22% | — | |
| 8 | VUG | Vanguard Growth ETF | ETF-その他 | 2.95% | -1.14% | — | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.08% | -0.66% | — | |
| 10 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 1.09% | -0.46% | — | |
| 11 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 1.02% | -0.04% | — | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.95% | +2.38% | — | |
| 13 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.75% | — | — | |
| 14 | NUSC | Nuveen Esg Small-cap ETF | ETF-その他 | 0.62% | — | — | |
| 15 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.60% | — | — | |
| 16 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.55% | -0.06% | — | |
| 17 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.54% | — | — | |
| 18 | AAPL | Apple INC | 株式-IT | 0.42% | -0.01% | — | |
| 19 | CAG | Conagra Brands INC | 株式-生活必需品 | 0.41% | — | — | |
| 20 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.41% | — | — | |
| 21 | TSLA | Tesla INC | 株式-一般消費財 | 0.38% | -0.01% | — | |
| 22 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.35% | — | — | |
| 23 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.33% | — | — | |
| 24 | BA | Boeing Co/the | 株式-資本財 | 0.31% | — | — | |
| 25 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.24% | — | — | |
| 26 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.21% | — | — | |
| 27 | IMCG | Ishares Morningstar Mid-cap | ETF-その他 | 0.21% | -0.18% | — | |
| 28 | FERG | Ferguson Enterprises Inc. | 株式-資本財 | 0.20% | — | — | |
| 29 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.18% | -0.06% | EXIT | |
| 30 | INTC | Intel CORP | 株式-IT | 0.18% | +0.05% | NEW | |
| 31 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.17% | -0.08% | — | |
| 32 | BAC | Bank Of America CORP | 株式-金融 | 0.16% | — | — | |
| 33 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.15% | — | — | |
| 34 | IYF | Ishares US Financials ETF | ETF-その他 | 0.14% | — | — | |
| 35 | VZ | Verizon Communications INC | 株式-通信サービス | 0.13% | — | — | |
| 36 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.12% | — | — | |
| 37 | MMM | 3m Co | 株式-資本財 | 0.12% | — | — | |
| 38 | ✓ | Audacy Inc | 株式-その他 | 0.02% | — | — |