CIK: 0001892929
申告総資産額
$11.5億
| # | 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 13.98% | +0.23% | +1.17% | |
| 2 | XTEN | Bondbloxx Bbg 10y US Tsy ETF | ETF-その他 | 9.88% | — | +7.65% | |
| 3 | XHLF | Bondbloxx Bbg 6 Mth US Treas | ETF-その他 | 9.19% | -2.87% | +5.55% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 8.66% | -0.34% | +8.74% | |
| 5 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 5.82% | -0.19% | +0.71% | |
| 6 | BKAG | Bny Mellon Core Bond ETF | ETF-その他 | 3.37% | -1.20% | +10.28% | |
| 7 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 3.36% | -0.03% | +3.84% | |
| 8 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 3.26% | -0.05% | +7.82% | |
| 9 | PFXF | Vaneck Pref Sec X-financials | ETF-その他 | 3.11% | -0.31% | +7.89% | |
| 10 | AVUS | Avantis U.s. Equity ETF | ETF-その他 | 3.02% | +0.03% | +10.39% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.98% | -0.02% | +5.86% | |
| 12 | AAPL | Apple INC | 株式-IT | 2.84% | -0.25% | +0.29% | |
| 13 | VPL | Vanguard Ftse Pacific ETF | ETF-その他 | 2.71% | +0.28% | +4.68% | |
| 14 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.53% | +0.75% | -16.71% | |
| 15 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.29% | -0.47% | +13.89% | |
| 16 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 2.16% | — | +6.85% | |
| 17 | PICB | Invesco International Corpor | ETF-その他 | 1.79% | +0.85% | +2.79% | |
| 18 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 1.77% | +0.07% | +0.88% | |
| 19 | 260 | Centessa Pharmaceuticals-adr | 株式-その他 | 1.50% | — | — | |
| 20 | EMLC | Vaneck JPM Em Local Curr Bnd | ETF-その他 | 1.42% | — | +8.14% | |
| 21 | MSFT | Microsoft CORP | 株式-IT | 1.31% | — | +2.21% | |
| 22 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.25% | -0.06% | +1.10% | |
| 23 | BND | Vanguard Total Bond Market | ETF-その他 | 1.00% | -0.48% | -4.37% | |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.00% | +0.02% | -4.09% | |
| 25 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.88% | +0.02% | -4.30% | |
| 26 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.77% | — | -19.37% | |
| 27 | DEO | Diageo Plc-sponsored Adr | 株式-生活必需品 | 0.65% | -0.04% | -0.04% | |
| 28 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.55% | +0.15% | +1.97% | |
| 29 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.52% | — | +1.15% | |
| 30 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.37% | — | +2.48% | |
| 31 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.35% | +0.01% | -1.17% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.30% | — | +6.96% | |
| 33 | VANI | Vivani Medical INC | 株式-その他 | 0.21% | — | — | |
| 34 | TAXX | Bblx Irm Tax-aware S Dur ETF | ETF-その他 | 0.20% | — | +339.65% | |
| 35 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.16% | — | — | |
| 36 | LEMB | Ishares Jp Morgan Em Local C | ETF-その他 | 0.15% | — | -2.85% | |
| 37 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.15% | — | +1.25% | |
| 38 | NVDA | Nvidia CORP | 株式-IT | 0.14% | +0.04% | -4.60% | |
| 39 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.14% | — | +1.81% | |
| 40 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.13% | — | +72.42% | |
| 41 | AXP | American Express Co | 株式-金融 | 0.12% | +0.03% | -0.32% | |
| 42 | VONV | Vanguard Russell 1000 Value | ETF-その他 | 0.12% | — | — | |
| 43 | COP | Conocophillips | 株式-エネルギー | 0.12% | — | -0.58% | |
| 44 | BGRN | Ishares Usd Green Bond ETF | ETF-その他 | 0.11% | — | +29.95% | |
| 45 | VXF | Vanguard Extended Market ETF | ETF-その他 | 0.11% | — | — | |
| 46 | CVX | Chevron CORP | 株式-エネルギー | 0.11% | -0.05% | +5.03% | |
| 47 | DFAE | Dimensional Emerging Core Eq | ETF-新興国市場 | 0.11% | — | -3.95% | |
| 48 | PCOR | Procore Technologies INC | 株式-IT | 0.11% | — | +1.34% | |
| 49 | DFSU | Dimensional US Sus Core1 ETF | ETF-その他 | 0.11% | — | -0.27% | |
| 50 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.10% | — | -0.46% |