CIK: 0001766995
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 | MGC | Vanguard Mega Cap ETF | ETF-その他 | 12.67% | -0.52% | -0.86% | |
| 2 | SCHV | Schwab US Large-cap Value | ETF-その他 | 11.90% | +0.65% | +2.47% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 11.74% | -1.19% | -1.66% | |
| 4 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 8.38% | -1.56% | +3.41% | |
| 5 | GLTR | Abrdn Precious Metals Basket | ETF-その他 | 6.80% | -0.10% | -7.12% | |
| 6 | DBMF | Imgp Dbi Managed Futures Str | ETF-その他 | 3.96% | +0.45% | +1.65% | |
| 7 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-その他 | 3.94% | +0.12% | +5.36% | |
| 8 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 3.89% | +0.23% | +0.53% | |
| 9 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 3.85% | +0.09% | +0.65% | |
| 10 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 2.95% | — | -2.51% | |
| 11 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.21% | -0.13% | -0.29% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.97% | -0.05% | +0.41% | |
| 13 | AAPL | Apple INC | 株式-IT | 1.58% | -0.09% | -10.69% | |
| 14 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.49% | -0.05% | +0.00% | |
| 15 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.36% | — | -0.48% | |
| 16 | MSFT | Microsoft CORP | 株式-IT | 1.26% | -0.24% | +0.98% | |
| 17 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.18% | -0.11% | -4.86% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.12% | -0.08% | +1.35% | |
| 19 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.10% | — | -10.49% | |
| 20 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.01% | +0.04% | +1.41% | |
| 21 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.00% | -0.08% | +0.85% | |
| 22 | TSLA | Tesla INC | 株式-一般消費財 | 0.72% | -0.13% | +2.72% | |
| 23 | VTV | Vanguard Value ETF | ETF-その他 | 0.65% | +0.11% | +9.33% | |
| 24 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.61% | -0.04% | -1.74% | |
| 25 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.55% | +0.05% | -2.67% | |
| 26 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.53% | -0.03% | +1.45% | |
| 27 | AVGO | Broadcom INC | 株式-IT | 0.52% | -0.05% | -0.22% | |
| 28 | NVDA | Nvidia CORP | 株式-IT | 0.50% | -0.05% | +1.56% | |
| 29 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 0.46% | — | -2.39% | |
| 30 | AAEQ | Alpha Architct US Eqty 2 ETF | ETF-その他 | 0.46% | — | — | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.45% | — | -1.57% | |
| 32 | VUG | Vanguard Growth ETF | ETF-その他 | 0.39% | -0.03% | +1.51% | |
| 33 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.36% | -0.03% | +6.35% | |
| 34 | SYLD | Cambria Shareholder Yield Et | ETF-その他 | 0.34% | +0.05% | +2.21% | |
| 35 | AAUS | Alpha Architect US Eqy ETF | ETF-その他 | 0.32% | — | — | |
| 36 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.26% | — | -2.01% | |
| 37 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.25% | -0.04% | +9.57% | |
| 38 | HD | Home Depot INC | 株式-一般消費財 | 0.22% | — | — | |
| 39 | CPRT | Copart INC | 株式-資本財 | 0.22% | -0.03% | — | |
| 40 | BAC | Bank Of America CORP | 株式-金融 | 0.20% | — | -1.61% | |
| 41 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.19% | — | +0.64% | |
| 42 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.18% | +0.06% | — | |
| 43 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.18% | — | +1.84% | |
| 44 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.16% | — | +0.01% | |
| 45 | RTX | Rtx CORP | 株式-資本財 | 0.16% | — | +0.38% | |
| 46 | ORLY | O'reilly Automotive INC | 株式-一般消費財 | 0.16% | — | +2.49% | |
| 47 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.16% | -0.03% | +22.27% | |
| 48 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.16% | — | +4.32% | |
| 49 | MA | Mastercard INC - A | 株式-金融 | 0.15% | — | +2.63% | |
| 50 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.15% | — | -1.70% |