CIK: 0001839890
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 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 12.72% | -0.73% | +8.23% | |
| 2 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 9.16% | -0.05% | -9.38% | |
| 3 | AAPL | Apple INC | 株式-IT | 7.54% | +0.15% | -10.94% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 6.18% | -0.02% | -4.25% | |
| 5 | GLTR | Abrdn Precious Metals Basket | ETF-その他 | 5.96% | -0.23% | +9.01% | |
| 6 | PXF | Invesco Rafi Developed Marke | ETF-その他 | 5.34% | — | -0.13% | |
| 7 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-大型株・グロース | 5.27% | -0.24% | — | |
| 8 | PRFZ | Inv Rafi US 1500 Sm-usd INC | ETF-その他 | 4.49% | -0.07% | EXIT | |
| 9 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 3.72% | -0.08% | +32.41% | |
| 10 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 3.08% | — | +189.05% | |
| 11 | VB | Vanguard Small-cap ETF | ETF-その他 | 3.06% | — | -8.12% | |
| 12 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 2.77% | — | +378.21% | |
| 13 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 2.75% | — | +3.68% | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.31% | — | +60.12% | |
| 15 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.19% | — | -7.52% | |
| 16 | XLV | Ss Health Care Select Sector | ETF-その他 | 2.10% | — | +134.72% | |
| 17 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 2.05% | — | -2.77% | |
| 18 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.72% | -0.04% | -39.84% | |
| 19 | AXP | American Express Co | 株式-金融 | 1.71% | +0.03% | -9.76% | |
| 20 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.62% | +0.07% | -41.31% | |
| 21 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.31% | +0.16% | -1.02% | |
| 22 | CVX | Chevron CORP | 株式-エネルギー | 1.27% | +0.17% | -1.60% | |
| 23 | SCHH | Schwab US Reit ETF | ETF-その他 | 1.18% | — | -4.04% | |
| 24 | BUD | Anheuser-busch Inbev-spn Adr | 株式-生活必需品 | 1.17% | — | -3.99% | |
| 25 | XLE | Ss Energy Select Sector | ETF-その他 | 1.06% | -0.25% | -29.39% | |
| 26 | C | Citigroup INC | 株式-金融 | 0.95% | -0.06% | -7.37% | |
| 27 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.88% | -0.02% | — | |
| 28 | BSCL | Invesco Bulletshares 2021 Co | ETF-その他 | 0.69% | — | -14.70% | |
| 29 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.68% | — | -52.31% | |
| 30 | AEP | American Electric Power | 株式-公益事業 | 0.68% | +0.41% | -11.07% | |
| 31 | BSCMUSD | Invesco Bulletshares 2022 Co | ETF-その他 | 0.68% | — | -16.20% | |
| 32 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.63% | — | — | |
| 33 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.60% | — | +15.30% | |
| 34 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 0.60% | — | -15.97% | |
| 35 | BSCO | Invesco Bulletshares 2024 Cb | ETF-その他 | 0.59% | — | -16.37% | |
| 36 | T | At&t INC | 株式-通信サービス | 0.35% | -0.14% | EXIT | |
| 37 | NGG | National Grid Plc-sp Adr | 株式-公益事業 | 0.35% | — | -6.33% | |
| 38 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.35% | — | — | |
| 39 | BSCP | Invesco Bulletshares 2025 Cb | ETF-その他 | 0.22% | — | -19.35% |