CIK: 0001908885
申告総資産額
$1.2億
| # | 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 20.73% | — | +6.64% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 14.17% | — | +7.55% | |
| 3 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 12.20% | — | +4.97% | |
| 4 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 8.27% | — | +2.26% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 8.25% | — | +12.53% | |
| 6 | OUNZ | Vaneck Merk Gold ETF | ETF-コモディティ | 7.87% | — | +3.53% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 5.27% | — | +6.63% | |
| 8 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 4.16% | — | — | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 3.28% | — | +15.33% | |
| 10 | KORP | American Century Diversified | ETF-その他 | 2.86% | — | +12.49% | |
| 11 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.49% | — | +181.58% | |
| 12 | XLE | Ss Energy Select Sector | ETF-その他 | 2.21% | — | +11.28% | |
| 13 | JLL | Jones Lang Lasalle INC | 株式-不動産 | 1.46% | — | — | |
| 14 | JMST | JPM Ultra-short Muni Income | ETF-その他 | 1.36% | — | -9.67% | |
| 15 | NRG | Nrg Energy INC | 株式-公益事業 | 0.71% | — | +1.03% | |
| 16 | WTBA | West Bancorporation | 株式-その他 | 0.67% | — | — | |
| 17 | VGLT | Vanguard Long-term Treasury | ETF-政府公債 | 0.48% | — | — | |
| 18 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-その他 | 0.44% | — | — | |
| 19 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.43% | — | -96.94% | |
| 20 | AAPL | Apple INC | 株式-IT | 0.40% | — | +1.16% | |
| 21 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.34% | — | — | |
| 22 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.34% | — | +25.31% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.31% | — | +7.24% | |
| 24 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.30% | — | — | |
| 25 | PEP | Pepsico INC | 株式-生活必需品 | 0.29% | — | — | |
| 26 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.26% | — | — | |
| 27 | SLB | Slb LTD | 株式-エネルギー | 0.25% | — | — | |
| 28 | MSFT | Microsoft CORP | 株式-IT | 0.22% | — | — |