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 | 19.10% | -2.55% | +0.46% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 13.44% | -2.18% | +5.11% | |
| 3 | VUG | Vanguard Growth ETF | ETF-その他 | 10.49% | -1.14% | -0.90% | |
| 4 | VB | Vanguard Small-cap ETF | ETF-その他 | 8.70% | -1.17% | -0.06% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 7.20% | -0.66% | -1.07% | |
| 6 | BIV | Vanguard Intermediate-term B | ETF-その他 | 6.75% | -1.89% | +2.29% | |
| 7 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 5.34% | -1.45% | +6.68% | |
| 8 | JPIE | Jpmorgan Income ETF | ETF-その他 | 4.92% | -1.03% | +4.22% | |
| 9 | VO | Vanguard Mid-cap ETF | ETF-その他 | 3.47% | -0.51% | -1.59% | |
| 10 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 3.46% | -0.54% | +3.77% | |
| 11 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 2.69% | -0.46% | -0.73% | |
| 12 | IMCG | Ishares Morningstar Mid-cap | ETF-その他 | 2.64% | -0.18% | -0.20% | |
| 13 | MSFT | Microsoft CORP | 株式-IT | 1.81% | -0.22% | -10.87% | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.14% | +2.38% | +1.40% | |
| 15 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.85% | -0.40% | +8.23% | |
| 16 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.71% | -0.08% | +0.07% | |
| 17 | NVDA | Nvidia CORP | 株式-IT | 0.55% | -0.08% | -5.79% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.55% | -0.07% | +2.16% | |
| 19 | FBND | Fidelity Total Bond ETF | ETF-その他 | 0.49% | +1.50% | +334.70% | |
| 20 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.39% | -0.06% | — | |
| 21 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 0.39% | -0.04% | +11.45% | |
| 22 | XLRE | Ss Real Estate Select Sector | ETF-その他 | 0.37% | — | -0.10% | |
| 23 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 0.36% | -0.04% | +7.08% | |
| 24 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.35% | — | -7.15% | |
| 25 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.34% | +4.52% | -0.65% | |
| 26 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.29% | — | -2.07% | |
| 27 | SUB | Ishares Short-term National | ETF-その他 | 0.27% | — | +9.45% | |
| 28 | VCEB | Vanguard Esg US CORP Bond | ETF-投資適格社債 | 0.25% | +0.02% | +1.29% | |
| 29 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.24% | — | +5.95% | |
| 30 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.23% | -0.03% | +10.63% | |
| 31 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-その他 | 0.23% | -0.02% | — | |
| 32 | AAPL | Apple INC | 株式-IT | 0.20% | -0.01% | -6.89% | |
| 33 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.19% | — | +15.65% | |
| 34 | TSLA | Tesla INC | 株式-一般消費財 | 0.17% | -0.01% | -4.78% | |
| 35 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.16% | — | +10.94% | |
| 36 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.12% | — | -0.25% | |
| 37 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.12% | — | -3.23% | |
| 38 | CAG | Conagra Brands INC | 株式-生活必需品 | 0.10% | — | — | |
| 39 | SPHY | Ss Spdr P High Yield ETF | ETF-ハイイールド債 | 0.09% | — | -4.57% | |
| 40 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.09% | -0.06% | EXIT | |
| 41 | BAC | Bank Of America CORP | 株式-金融 | 0.08% | — | +17.85% | |
| 42 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 0.08% | — | -11.90% | |
| 43 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.08% | — | — | |
| 44 | WFC | Wells Fargo & Co | 株式-金融 | 0.07% | — | +16.39% | |
| 45 | FERG | Ferguson Enterprises INC | 株式-資本財 | 0.07% | — | -28.83% | |
| 46 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.07% | — | -11.00% | |
| 47 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.07% | — | -7.71% | |
| 48 | CSCO | Cisco Systems INC | 株式-IT | 0.06% | — | -2.26% | |
| 49 | O | Realty Income CORP | 株式-不動産 | 0.06% | -0.02% | — | |
| 50 | WMT | Walmart INC | 株式-生活必需品 | 0.06% | — | +0.22% |