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 | 28.45% | -5.33% | +4.03% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 10.42% | -0.83% | +0.79% | |
| 3 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 7.23% | -0.21% | +0.45% | |
| 4 | UNP | Union Pacific CORP | 株式-資本財 | 4.57% | -0.07% | +9.41% | |
| 5 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 3.83% | +0.17% | -1.56% | |
| 6 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 3.28% | -0.08% | +0.75% | |
| 7 | VTV | Vanguard Value ETF | ETF-その他 | 3.25% | — | -2.21% | |
| 8 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 3.14% | -0.21% | +0.74% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.87% | — | -0.84% | |
| 10 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 2.70% | +0.08% | +2.04% | |
| 11 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 2.24% | -0.27% | +2.33% | |
| 12 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 2.14% | +0.11% | -0.86% | |
| 13 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.86% | +0.14% | +107.72% | |
| 14 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 1.53% | +0.17% | +275.66% | |
| 15 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 1.39% | +0.33% | +5.43% | |
| 16 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 1.37% | +0.03% | +0.16% | |
| 17 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 1.31% | — | -0.65% | |
| 18 | AAPL | Apple INC | 株式-IT | 1.24% | — | +14.69% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.10% | — | -1.11% | |
| 20 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.92% | +0.04% | -1.44% | |
| 21 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.89% | -0.19% | +4.76% | |
| 22 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.84% | +0.03% | +3.15% | |
| 23 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 0.73% | +0.12% | +9.60% | |
| 24 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.72% | +0.41% | -6.67% | |
| 25 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 0.70% | — | +2.19% | |
| 26 | MSFT | Microsoft CORP | 株式-IT | 0.68% | -0.19% | +14.54% | |
| 27 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-その他 | 0.66% | — | +0.92% | |
| 28 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.63% | — | +12.12% | |
| 29 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.56% | — | -0.41% | |
| 30 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.54% | +0.13% | +3.35% | |
| 31 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 0.51% | +0.09% | +4.54% | |
| 32 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.49% | — | +1.32% | |
| 33 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 0.49% | +0.03% | -3.63% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.44% | — | -5.31% | |
| 35 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.37% | — | +114.61% | |
| 36 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.37% | — | +0.30% | |
| 37 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.36% | +0.70% | +7.47% | |
| 38 | TXN | Texas Instruments INC | 株式-IT | 0.35% | — | +1.22% | |
| 39 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.34% | +0.13% | +19.45% | |
| 40 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 0.32% | +0.11% | -1.20% | |
| 41 | NVDA | Nvidia CORP | 株式-IT | 0.31% | — | +2.96% | |
| 42 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.28% | — | +23.96% | |
| 43 | TSLA | Tesla INC | 株式-一般消費財 | 0.28% | — | +19.83% | |
| 44 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.28% | — | -1.42% | |
| 45 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.26% | — | +14.02% | |
| 46 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.23% | +0.43% | -4.98% | |
| 47 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.22% | — | +63.73% | |
| 48 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 0.21% | — | +13.89% | |
| 49 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.20% | — | +3.00% | |
| 50 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.20% | — | +6.57% |