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 | 14.82% | -0.02% | +1.78% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 14.74% | -0.73% | -4.01% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 8.64% | — | -4.39% | |
| 4 | VB | Vanguard Small-cap ETF | ETF-その他 | 6.52% | — | +0.54% | |
| 5 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-大型株・グロース | 5.80% | -0.24% | -2.44% | |
| 6 | AAPL | Apple INC | 株式-IT | 3.76% | +0.15% | -10.24% | |
| 7 | GLTR | Abrdn Precious Metals Basket | ETF-その他 | 3.73% | -0.23% | -9.28% | |
| 8 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 2.92% | — | +18.59% | |
| 9 | XLE | Ss Energy Select Sector | ETF-その他 | 2.90% | -0.25% | -6.24% | |
| 10 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 2.90% | — | -3.40% | |
| 11 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-その他 | 2.87% | — | -5.46% | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.85% | — | +2.54% | |
| 13 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 2.77% | — | +4.53% | |
| 14 | VPU | Vanguard Utilities ETF | ETF-その他 | 2.66% | — | +15.02% | |
| 15 | FTGC | First Trust Global Tactical | ETF-その他 | 2.62% | +0.26% | +9.07% | |
| 16 | EPRF | Innovat S&p Invest Grd Pref | ETF-その他 | 1.89% | — | +6.42% | |
| 17 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 1.22% | — | +0.34% | |
| 18 | BSCO | Invesco Bulletshares 2024 Cb | ETF-その他 | 1.19% | — | +0.83% | |
| 19 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.16% | +0.07% | +17.31% | |
| 20 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.13% | +0.16% | -2.19% | |
| 21 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 1.04% | +0.09% | — | |
| 22 | CVX | Chevron CORP | 株式-エネルギー | 0.98% | +0.17% | -0.87% | |
| 23 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.90% | -0.08% | +2.41% | |
| 24 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.88% | — | -16.27% | |
| 25 | BSCP | Invesco Bulletshares 2025 Cb | ETF-その他 | 0.88% | — | +0.81% | |
| 26 | XLF | Ss Financial Select Sector | ETF-その他 | 0.87% | — | -11.05% | |
| 27 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 0.69% | -0.05% | -2.04% | |
| 28 | T | At&t INC | 株式-通信サービス | 0.65% | -0.14% | EXIT | |
| 29 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.62% | -0.02% | — | |
| 30 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-その他 | 0.60% | +0.14% | +2.08% | |
| 31 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 0.56% | -0.21% | +0.73% | |
| 32 | VZ | Verizon Communications INC | 株式-通信サービス | 0.55% | — | +5.28% | |
| 33 | BUD | Anheuser-busch Inbev-spn Adr | 株式-生活必需品 | 0.46% | — | +0.82% | |
| 34 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.43% | — | +7.95% | |
| 35 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.43% | — | +0.18% | |
| 36 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-その他 | 0.32% | — | +0.01% | |
| 37 | VTV | Vanguard Value ETF | ETF-その他 | 0.31% | -0.01% | +0.09% | |
| 38 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-その他 | 0.30% | — | -0.98% | |
| 39 | C | Citigroup INC | 株式-金融 | 0.29% | -0.06% | +9.76% | |
| 40 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.29% | -0.04% | -2.26% | |
| 41 | AXP | American Express Co | 株式-金融 | 0.26% | +0.03% | +1.19% | |
| 42 | PRFZ | Inv Rafi US 1500 Sm-usd INC | ETF-その他 | 0.25% | -0.07% | EXIT | |
| 43 | PXF | Invesco Rafi Developed Marke | ETF-その他 | 0.20% | — | -1.21% | |
| 44 | NEE | Nextera Energy INC | 株式-公益事業 | 0.14% | — | — |