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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 14.63% | -0.02% | +88.01% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 13.58% | -0.73% | +47.40% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 8.43% | — | +47.37% | |
| 4 | VB | Vanguard Small-cap ETF | ETF-その他 | 6.47% | — | +60.77% | |
| 5 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-大型株・グロース | 6.18% | -0.24% | +1.23% | |
| 6 | AAPL | Apple INC | 株式-IT | 5.47% | +0.15% | +10.04% | |
| 7 | GLTR | Abrdn Precious Metals Basket | ETF-その他 | 3.66% | -0.23% | -45.49% | |
| 8 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-その他 | 3.54% | — | +52.32% | |
| 9 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 3.46% | — | +15.37% | |
| 10 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 2.80% | — | +89.72% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.79% | — | +132.40% | |
| 12 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 2.53% | — | -55.40% | |
| 13 | XLE | Ss Energy Select Sector | ETF-その他 | 2.48% | -0.25% | -21.89% | |
| 14 | VPU | Vanguard Utilities ETF | ETF-その他 | 2.34% | — | — | |
| 15 | FTGC | First Trust Global Tactical | ETF-その他 | 1.80% | +0.26% | +52.65% | |
| 16 | EPRF | Innovat S&p Invest Grd Pref | ETF-その他 | 1.47% | — | — | |
| 17 | BSCMUSD | Invesco Bulletshares 2022 Co | ETF-その他 | 1.39% | — | +116.13% | |
| 18 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 1.23% | — | +6.16% | |
| 19 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 1.21% | -0.05% | -86.54% | |
| 20 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 1.18% | — | +90.01% | |
| 21 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.11% | +0.07% | — | |
| 22 | BSCO | Invesco Bulletshares 2024 Cb | ETF-その他 | 1.09% | — | +77.32% | |
| 23 | XLF | Ss Financial Select Sector | ETF-その他 | 1.05% | — | +102.69% | |
| 24 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.93% | -0.08% | -80.70% | |
| 25 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.90% | +0.16% | +1.97% | |
| 26 | PXF | Invesco Rafi Developed Marke | ETF-その他 | 0.90% | — | -85.11% | |
| 27 | BSCP | Invesco Bulletshares 2025 Cb | ETF-その他 | 0.83% | — | +118.75% | |
| 28 | CVX | Chevron CORP | 株式-エネルギー | 0.80% | +0.17% | +6.27% | |
| 29 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.67% | -0.02% | -1.57% | |
| 30 | T | At&t INC | 株式-通信サービス | 0.63% | -0.14% | EXIT | |
| 31 | BUD | Anheuser-busch Inbev-spn Adr | 株式-生活必需品 | 0.48% | — | -12.81% | |
| 32 | PRFZ | Inv Rafi US 1500 Sm-usd INC | ETF-その他 | 0.45% | -0.07% | EXIT | |
| 33 | VZ | Verizon Communications INC | 株式-通信サービス | 0.44% | — | +12.21% | |
| 34 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.42% | — | — | |
| 35 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 0.38% | +0.09% | — | |
| 36 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 0.33% | -0.21% | — | |
| 37 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-その他 | 0.32% | +0.14% | — | |
| 38 | VTV | Vanguard Value ETF | ETF-その他 | 0.27% | -0.01% | — | |
| 39 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-その他 | 0.26% | — | -49.97% | |
| 40 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.26% | -0.04% | -5.61% | |
| 41 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.25% | — | — | |
| 42 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-その他 | 0.25% | — | -42.24% | |
| 43 | C | Citigroup INC | 株式-金融 | 0.23% | -0.06% | — | |
| 44 | AXP | American Express Co | 株式-金融 | 0.16% | +0.03% | +35.56% |