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 | 27.53% | -5.33% | +3.23% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 8.61% | -0.83% | -16.51% | |
| 3 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 6.30% | -0.21% | -11.49% | |
| 4 | BND | Vanguard Total Bond Market | ETF-その他 | 4.60% | -0.38% | — | |
| 5 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 3.69% | +0.08% | +33.02% | |
| 6 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 3.60% | +0.17% | -0.65% | |
| 7 | UNP | Union Pacific CORP | 株式-資本財 | 3.16% | -0.07% | -35.74% | |
| 8 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 2.96% | +0.11% | +48.39% | |
| 9 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 2.72% | -0.27% | +26.46% | |
| 10 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 2.69% | -0.08% | -20.79% | |
| 11 | VTV | Vanguard Value ETF | ETF-その他 | 2.50% | — | -27.42% | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.48% | — | -12.02% | |
| 13 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 2.28% | -0.21% | -29.83% | |
| 14 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 2.10% | +0.14% | +19.62% | |
| 15 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 1.92% | +0.17% | +27.32% | |
| 16 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 1.76% | +0.33% | +35.64% | |
| 17 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 1.69% | +0.03% | +29.31% | |
| 18 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 1.49% | — | +23.02% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.24% | — | -7.87% | |
| 20 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.14% | +0.03% | +40.36% | |
| 21 | AAPL | Apple INC | 株式-IT | 0.95% | — | -17.41% | |
| 22 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.83% | -0.19% | -11.10% | |
| 23 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 0.79% | +0.12% | +12.58% | |
| 24 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-その他 | 0.79% | — | +20.94% | |
| 25 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.78% | — | +123.66% | |
| 26 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.77% | +0.04% | -17.38% | |
| 27 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 0.73% | — | +5.98% | |
| 28 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 0.69% | +0.03% | +47.46% | |
| 29 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.66% | — | +18.76% | |
| 30 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.65% | +0.41% | -18.38% | |
| 31 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.57% | +0.13% | -5.53% | |
| 32 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.53% | — | -6.76% | |
| 33 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 0.51% | +0.09% | +5.84% | |
| 34 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.50% | — | -10.19% | |
| 35 | MSFT | Microsoft CORP | 株式-IT | 0.42% | -0.19% | -33.55% | |
| 36 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.39% | +0.70% | +8.30% | |
| 37 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.39% | — | +4.91% | |
| 38 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 0.35% | +0.11% | +16.15% | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.34% | — | -20.55% | |
| 40 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.30% | +0.13% | -13.65% | |
| 41 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.26% | — | +1.39% | |
| 42 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.26% | +0.43% | +2.98% | |
| 43 | TSLA | Tesla INC | 株式-一般消費財 | 0.25% | — | +33.23% | |
| 44 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.21% | — | -15.87% | |
| 45 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.20% | — | -26.47% | |
| 46 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.20% | — | -4.20% | |
| 47 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.20% | — | +4.27% | |
| 48 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.20% | — | +74.58% | |
| 49 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 0.18% | — | -17.54% | |
| 50 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.16% | +0.42% | +38.11% |