CIK: 0002033388
申告総資産額
$1.6億
| # | 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 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 8.78% | -0.16% | — | |
| 2 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 7.70% | +0.34% | — | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 6.65% | -0.26% | — | |
| 4 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 6.45% | -1.25% | — | |
| 5 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 5.17% | -0.50% | — | |
| 6 | AAPL | Apple INC | 株式-IT | 4.72% | -0.31% | — | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 4.00% | +0.22% | — | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 3.15% | -0.53% | — | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.82% | +0.29% | — | |
| 10 | TDVG | T Rowe Price Dividend Growth | ETF-その他 | 2.77% | -0.24% | — | |
| 11 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 2.54% | +0.36% | — | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.29% | — | — | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.06% | -0.06% | — | |
| 14 | MUB | Ishares National Muni Bond E | ETF-その他 | 2.04% | — | — | |
| 15 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.74% | -0.09% | — | |
| 16 | XBXMX | Nuveen S&p 500 Buy-wr INC | 株式-その他 | 1.65% | -1.12% | EXIT | |
| 17 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 1.59% | — | — | |
| 18 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 1.56% | +0.42% | — | |
| 19 | EOI | Eaton Vance Enhanced Eq Incm | 株式-その他 | 1.54% | -0.28% | — | |
| 20 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.42% | -0.12% | — | |
| 21 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.33% | +0.06% | — | |
| 22 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 1.28% | +0.08% | — | |
| 23 | SMOT | Vaneck Morningstar Smid Moat | ETF-その他 | 1.25% | -0.34% | — | |
| 24 | IHI | Ishares U.s. Medical Devices | ETF-その他 | 1.24% | -0.30% | — | |
| 25 | BND | Vanguard Total Bond Market | ETF-その他 | 1.03% | — | — | |
| 26 | IAU | Ishares Gold Trust | ETF-コモディティ | 1.03% | -0.13% | — | |
| 27 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.97% | — | — | |
| 28 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 0.95% | — | — | |
| 29 | CIBR | First Trust Nasdaq Cybersecu | ETF-テック型 | 0.93% | -0.07% | — | |
| 30 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.85% | +0.07% | — | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.81% | — | — | |
| 32 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 0.80% | — | — | |
| 33 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.76% | -0.08% | — | |
| 34 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.69% | — | — | |
| 35 | NVDA | Nvidia CORP | 株式-IT | 0.64% | — | — | |
| 36 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 0.55% | — | — | |
| 37 | ✓ | ETF Ser Solutions | 株式-その他 | 0.53% | — | — | |
| 38 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.51% | — | — | |
| 39 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.50% | — | — | |
| 40 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 0.48% | — | — | |
| 41 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.48% | -0.07% | — | |
| 42 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.46% | — | — | |
| 43 | IBMP | Ishares Ibonds Dec 2027 Term | ETF-その他 | 0.45% | — | — | |
| 44 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.45% | -0.05% | — | |
| 45 | IBMO | Ishares Ibonds Dec 2026 Term | ETF-その他 | 0.44% | — | — | |
| 46 | IBMQ | Ishares Ibonds Dec 2028 Muni | ETF-その他 | 0.39% | — | — | |
| 47 | HD | Home Depot INC | 株式-一般消費財 | 0.39% | — | — | |
| 48 | WMT | Walmart INC | 株式-生活必需品 | 0.38% | +0.06% | — | |
| 49 | IYJ | Ishares U.s. Industrials ETF | ETF-その他 | 0.36% | — | — | |
| 50 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.34% | — | — |