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 | 21.01% | -2.55% | +3.81% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 14.14% | -2.18% | +4.96% | |
| 3 | VUG | Vanguard Growth ETF | ETF-その他 | 10.87% | -1.14% | +5.18% | |
| 4 | VB | Vanguard Small-cap ETF | ETF-その他 | 10.71% | -1.17% | +4.35% | |
| 5 | BIV | Vanguard Intermediate-term B | ETF-その他 | 7.54% | -1.89% | +19.00% | |
| 6 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 4.29% | -0.54% | +26.05% | |
| 7 | VO | Vanguard Mid-cap ETF | ETF-その他 | 4.04% | -0.51% | +0.50% | |
| 8 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 3.60% | -1.45% | +17.98% | |
| 9 | IMCG | Ishares Morningstar Mid-cap | ETF-その他 | 3.17% | -0.18% | +8.08% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 2.96% | -0.22% | -7.43% | |
| 11 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 2.93% | -0.46% | +7.90% | |
| 12 | VUSB | Vanguard Ultra Short Bond Et | ETF-その他 | 2.56% | — | +20.53% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.76% | -0.66% | +0.57% | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.98% | +2.38% | +7.61% | |
| 15 | JPIE | Jpmorgan Income ETF | ETF-その他 | 0.78% | -1.03% | +9.74% | |
| 16 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 0.69% | -0.04% | +0.20% | |
| 17 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.63% | -0.08% | +0.10% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.57% | -0.07% | +0.27% | |
| 19 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.51% | — | +0.56% | |
| 20 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.45% | -0.40% | +104.41% | |
| 21 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.45% | -0.06% | — | |
| 22 | SUB | Ishares Short-term National | ETF-その他 | 0.42% | — | +9.96% | |
| 23 | XLRE | Ss Real Estate Select Sector | ETF-その他 | 0.38% | — | +27.31% | |
| 24 | NUSC | Nuveen Esg Small-cap ETF | ETF-その他 | 0.35% | — | -7.03% | |
| 25 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.35% | — | +0.03% | |
| 26 | AAPL | Apple INC | 株式-IT | 0.34% | -0.01% | +2.60% | |
| 27 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.34% | — | -6.36% | |
| 28 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 0.33% | — | -31.51% | |
| 29 | CAG | Conagra Brands INC | 株式-生活必需品 | 0.27% | — | — | |
| 30 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.25% | +4.52% | +75.51% | |
| 31 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.24% | — | +2.42% | |
| 32 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.24% | — | — | |
| 33 | TSLA | Tesla INC | 株式-一般消費財 | 0.23% | -0.01% | +0.74% | |
| 34 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.22% | — | — | |
| 35 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.20% | — | +0.51% | |
| 36 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.19% | — | -4.14% | |
| 37 | FBND | Fidelity Total Bond ETF | ETF-その他 | 0.16% | +1.50% | +14.81% | |
| 38 | LW | Lamb Weston Holdings INC | 株式-生活必需品 | 0.14% | — | — | |
| 39 | BA | Boeing Co/the | 株式-資本財 | 0.14% | — | — | |
| 40 | FERG | Ferguson Enterprises Inc. | 株式-資本財 | 0.12% | — | — | |
| 41 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.12% | -0.03% | +19.76% | |
| 42 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.10% | -0.06% | EXIT | |
| 43 | PFE | Pfizer INC | 株式-ヘルスケア | 0.09% | — | +2.57% | |
| 44 | VZ | Verizon Communications INC | 株式-通信サービス | 0.09% | — | +3.51% | |
| 45 | CSCO | Cisco Systems INC | 株式-IT | 0.09% | — | — |