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 | 21.41% | -5.33% | +6.46% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 6.44% | -0.83% | +15.30% | |
| 3 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 4.44% | -0.21% | +2.02% | |
| 4 | EVTR | Eaton Vance Total Return | ETF-その他 | 4.01% | -1.13% | +24.14% | |
| 5 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 3.94% | +0.17% | +40.88% | |
| 6 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 3.55% | +0.11% | +16.82% | |
| 7 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 3.19% | +0.17% | +3.40% | |
| 8 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 3.07% | +0.08% | +12.72% | |
| 9 | TPR | Tapestry INC | 株式-一般消費財 | 2.61% | +0.04% | -0.38% | |
| 10 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 2.43% | -0.08% | +32.13% | |
| 11 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 2.25% | +0.21% | +8.77% | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.16% | — | +2.30% | |
| 13 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 2.12% | -0.27% | +0.27% | |
| 14 | UNP | Union Pacific CORP | 株式-資本財 | 2.00% | -0.07% | +0.28% | |
| 15 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 1.97% | +0.33% | +18.48% | |
| 16 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.87% | +0.14% | +14.56% | |
| 17 | VTV | Vanguard Value ETF | ETF-その他 | 1.42% | — | -1.06% | |
| 18 | BOC | Boston Omaha Corp-cl A | 株式-その他 | 1.41% | — | +0.03% | |
| 19 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 1.39% | -0.21% | +3.55% | |
| 20 | AAPL | Apple INC | 株式-IT | 1.28% | — | +16.36% | |
| 21 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 1.26% | +0.03% | -0.04% | |
| 22 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 1.09% | — | -1.30% | |
| 23 | BND | Vanguard Total Bond Market | ETF-その他 | 1.02% | -0.38% | -17.41% | |
| 24 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.01% | +0.03% | +11.04% | |
| 25 | BKE | Buckle Inc/the | 株式-その他 | 0.86% | — | — | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.83% | — | +6.04% | |
| 27 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.82% | +0.52% | +708.10% | |
| 28 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.80% | -0.18% | +13.00% | |
| 29 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 0.74% | +0.03% | +7.58% | |
| 30 | MSFT | Microsoft CORP | 株式-IT | 0.68% | -0.19% | +35.99% | |
| 31 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.67% | +0.42% | +116.76% | |
| 32 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.64% | — | +1.39% | |
| 33 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.64% | — | +40.03% | |
| 34 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 0.61% | +0.12% | +6.85% | |
| 35 | NVDA | Nvidia CORP | 株式-IT | 0.59% | — | +3.32% | |
| 36 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.58% | — | +6.93% | |
| 37 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.57% | +0.13% | +5.93% | |
| 38 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 0.54% | — | -1.84% | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.52% | — | +1.94% | |
| 40 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.52% | +0.41% | +9.51% | |
| 41 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-その他 | 0.51% | — | +5.23% | |
| 42 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.51% | +0.27% | +399.83% | |
| 43 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.51% | — | +101.84% | |
| 44 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.49% | — | -2.61% | |
| 45 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.48% | +0.04% | +3.36% | |
| 46 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.45% | +0.13% | -0.30% | |
| 47 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 0.40% | +0.11% | +74.19% | |
| 48 | TSLA | Tesla INC | 株式-一般消費財 | 0.35% | — | +0.68% | |
| 49 | MA | Mastercard INC - A | 株式-金融 | 0.34% | — | +4.11% | |
| 50 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 0.33% | +0.09% | +1.22% |