CIK: 0001892929
申告総資産額
$10.3億
| # | 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 | XHLF | Bondbloxx Bbg 6 Mth US Treas | ETF-その他 | 14.61% | -1.68% | +2.34% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 8.63% | +0.05% | -0.79% | |
| 3 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 8.34% | +0.45% | — | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 7.73% | -0.24% | -40.63% | |
| 5 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 5.68% | -0.25% | +3.61% | |
| 6 | BKAG | Bny Mellon Core Bond ETF | ETF-その他 | 5.63% | -0.40% | +4.86% | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 4.44% | -0.31% | -0.33% | |
| 8 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 3.32% | — | -0.11% | |
| 9 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 3.11% | -0.16% | +2.08% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.91% | +0.05% | +1.66% | |
| 11 | AVUS | Avantis U.s. Equity ETF | ETF-その他 | 2.80% | -0.10% | -44.07% | |
| 12 | PFXF | Vaneck Pref Sec X-financials | ETF-その他 | 2.62% | +0.13% | -8.31% | |
| 13 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.42% | -0.34% | -6.62% | |
| 14 | VPL | Vanguard Ftse Pacific ETF | ETF-その他 | 2.38% | +0.29% | -1.65% | |
| 15 | PICB | Invesco International Corpor | ETF-その他 | 2.16% | +1.38% | +11.36% | |
| 16 | AAPL | Apple INC | 株式-IT | 2.13% | -0.16% | -4.65% | |
| 17 | BND | Vanguard Total Bond Market | ETF-その他 | 1.80% | -0.23% | +2.78% | |
| 18 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 1.59% | -0.16% | -6.50% | |
| 19 | 260 | Centessa Pharmaceuticals-adr | 株式-その他 | 1.30% | — | — | |
| 20 | MSFT | Microsoft CORP | 株式-IT | 1.20% | +0.35% | +6.00% | |
| 21 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.17% | — | -4.15% | |
| 22 | DFIS | Dimensional International Sm | ETF-その他 | 1.07% | +0.02% | +36.24% | |
| 23 | TAXX | Bblx Irm Tax-aware S Dur ETF | ETF-その他 | 0.82% | +0.17% | +12.69% | |
| 24 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 0.80% | — | -24.26% | |
| 25 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.74% | -0.17% | — | |
| 26 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.65% | — | +0.40% | |
| 27 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.60% | -0.10% | +3.12% | |
| 28 | XTEN | Bondbloxx Bbg 10y US Tsy ETF | ETF-その他 | 0.59% | -0.05% | -15.40% | |
| 29 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.56% | -0.08% | +2.29% | |
| 30 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.53% | +0.02% | -17.92% | |
| 31 | DEO | Diageo Plc-sponsored Adr | 株式-生活必需品 | 0.47% | — | +0.04% | |
| 32 | PM | Philip Morris International | 株式-生活必需品 | 0.46% | — | +0.05% | |
| 33 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.35% | — | -3.61% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.32% | — | -3.89% | |
| 35 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.31% | +0.01% | -1.43% | |
| 36 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.29% | -0.09% | — | |
| 37 | XONE | Bondbloxx Bbg 1 Dur US Treas | ETF-その他 | 0.21% | +0.78% | -1.93% | |
| 38 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.18% | -0.04% | +31.12% | |
| 39 | VANI | Vivani Medical INC | 株式-その他 | 0.17% | -0.03% | — | |
| 40 | DFSB | Dim Glb Sustain Fix INC ETF | ETF-その他 | 0.16% | — | +3.86% | |
| 41 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.15% | — | — | |
| 42 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.15% | — | +0.22% | |
| 43 | NVDA | Nvidia CORP | 株式-IT | 0.14% | +0.04% | +10.64% | |
| 44 | CVX | Chevron CORP | 株式-エネルギー | 0.13% | +0.02% | +6.54% | |
| 45 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.12% | — | -27.35% | |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.12% | — | +132.63% | |
| 47 | DFSU | Dimensional US Sus Core1 ETF | ETF-その他 | 0.12% | — | +2.80% | |
| 48 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.11% | — | +33.86% | |
| 49 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.11% | — | +66.45% | |
| 50 | COP | Conocophillips | 株式-エネルギー | 0.11% | +0.03% | +0.51% |