CIK: 0001965176
申告総資産額
$4.2億
| # | 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 | VUG | Vanguard Growth ETF | ETF-その他 | 20.02% | -5.33% | +3.46% | |
| 2 | VTV | Vanguard Value ETF | ETF-その他 | 8.99% | — | -17.30% | |
| 3 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 8.87% | -0.21% | +32.79% | |
| 4 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 7.76% | -0.21% | -11.16% | |
| 5 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 6.95% | -0.08% | -21.22% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 6.14% | -0.83% | +21.00% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 3.66% | — | +17.06% | |
| 8 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 3.30% | +0.17% | +6.93% | |
| 9 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 3.15% | +0.08% | +7.99% | |
| 10 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 2.45% | +0.11% | +4.66% | |
| 11 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 2.31% | -0.27% | +21.51% | |
| 12 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 2.17% | +0.03% | +23.85% | |
| 13 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 1.83% | — | +41.91% | |
| 14 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.68% | +0.14% | +42.80% | |
| 15 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 1.46% | +0.33% | +27.70% | |
| 16 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 1.39% | +0.17% | +7.31% | |
| 17 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.32% | +0.04% | -18.80% | |
| 18 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.15% | +0.03% | +18.89% | |
| 19 | AAPL | Apple INC | 株式-IT | 1.13% | — | +6.93% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.10% | — | +1.68% | |
| 21 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.99% | +0.41% | -5.01% | |
| 22 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-その他 | 0.98% | — | +2.65% | |
| 23 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.87% | +0.13% | -9.96% | |
| 24 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.85% | — | -12.99% | |
| 25 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 0.83% | — | -1.70% | |
| 26 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 0.78% | +0.03% | +16.16% | |
| 27 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.76% | — | +16.99% | |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.55% | — | +8.05% | |
| 29 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.53% | — | +4.98% | |
| 30 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 0.51% | +0.12% | +6.94% | |
| 31 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 0.47% | +0.11% | +19.86% | |
| 32 | MSFT | Microsoft CORP | 株式-IT | 0.44% | -0.19% | +13.09% | |
| 33 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.43% | — | +0.54% | |
| 34 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.39% | — | -6.02% | |
| 35 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.33% | +0.52% | -13.15% | |
| 36 | UNP | Union Pacific CORP | 株式-資本財 | 0.31% | -0.07% | -3.37% | |
| 37 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.31% | +0.70% | +25.41% | |
| 38 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.31% | — | +4.27% | |
| 39 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.30% | — | -22.33% | |
| 40 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.29% | +0.43% | -13.47% | |
| 41 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.26% | — | +9.55% | |
| 42 | TSLA | Tesla INC | 株式-一般消費財 | 0.22% | — | +4.27% | |
| 43 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.20% | — | +1.59% | |
| 44 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 0.20% | +0.21% | -39.18% | |
| 45 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.19% | — | +16.99% | |
| 46 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.18% | — | — | |
| 47 | MLPA | Global X Mlp ETF | ETF-その他 | 0.18% | +0.23% | NEW | |
| 48 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.17% | +0.42% | — | |
| 49 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.16% | — | — | |
| 50 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.15% | — | — |