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 | 24.95% | -2.55% | +2.48% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 18.81% | -2.18% | +2.97% | |
| 3 | VB | Vanguard Small-cap ETF | ETF-その他 | 13.40% | -1.17% | +68.41% | |
| 4 | VUG | Vanguard Growth ETF | ETF-その他 | 10.43% | -1.14% | +76.47% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-その他 | 5.54% | -0.51% | -36.54% | |
| 6 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 3.94% | -0.46% | +68.26% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 3.90% | -0.22% | +0.11% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.04% | -0.66% | +7.71% | |
| 9 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 2.00% | -1.45% | +170.26% | |
| 10 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 1.58% | — | +219.64% | |
| 11 | VUSB | Vanguard Ultra Short Bond Et | ETF-その他 | 1.31% | — | +308.51% | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.22% | +2.38% | -5.78% | |
| 13 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型株 | 0.95% | — | -85.84% | |
| 14 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 0.92% | -0.04% | +0.16% | |
| 15 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.78% | — | +2.40% | |
| 16 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 0.75% | — | -73.84% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.61% | -0.07% | +10.06% | |
| 18 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.57% | -0.08% | +70.00% | |
| 19 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.55% | -0.06% | — | |
| 20 | NUSC | Nuveen Esg Small-cap ETF | ETF-その他 | 0.54% | — | — | |
| 21 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.51% | — | -0.63% | |
| 22 | CAG | Conagra Brands INC | 株式-生活必需品 | 0.46% | — | — | |
| 23 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.42% | — | -0.73% | |
| 24 | AAPL | Apple INC | 株式-IT | 0.39% | -0.01% | +8.43% | |
| 25 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.38% | — | -0.44% | |
| 26 | XJH | Ishare Esg Ss S&p Midcap ETF | ETF-その他 | 0.33% | — | — | |
| 27 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.32% | — | -16.87% | |
| 28 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.29% | — | — | |
| 29 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.28% | — | +1820.00% | |
| 30 | TSLA | Tesla INC | 株式-一般消費財 | 0.26% | -0.01% | -4.20% | |
| 31 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.22% | — | +11.80% | |
| 32 | PFE | Pfizer INC | 株式-ヘルスケア | 0.22% | — | +16.17% | |
| 33 | BA | Boeing Co/the | 株式-資本財 | 0.20% | — | -20.13% | |
| 34 | VZ | Verizon Communications INC | 株式-通信サービス | 0.17% | — | +1.48% | |
| 35 | INTC | Intel CORP | 株式-IT | 0.17% | +0.05% | NEW | |
| 36 | IMCG | Ishares Morningstar Mid-cap | ETF-その他 | 0.15% | -0.18% | -19.69% | |
| 37 | MMM | 3m Co | 株式-資本財 | 0.14% | — | +1.39% | |
| 38 | LW | Lamb Weston Holdings INC | 株式-生活必需品 | 0.14% | — | — | |
| 39 | FERG | Ferguson Enterprises Inc. | 株式-資本財 | 0.14% | — | +0.11% | |
| 40 | ✓ | Audacy Inc | 株式-その他 | 0.01% | — | — |