CIK: 0001973921
申告総資産額
$2.4億
| # | 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 | BND | Vanguard Total Bond Market | ETF-その他 | 7.88% | — | +53.73% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 6.30% | -0.16% | -4.59% | |
| 3 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 5.86% | +0.76% | -1.76% | |
| 4 | AAPL | Apple INC | 株式-IT | 4.10% | -0.17% | +6.45% | |
| 5 | VOTE | Tcw Transform 500 ETF | ETF-その他 | 3.89% | -0.24% | +2.36% | |
| 6 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 3.85% | -0.10% | +3.70% | |
| 7 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 3.74% | +0.07% | -1.28% | |
| 8 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 3.52% | +0.34% | +7.85% | |
| 9 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 3.44% | +0.51% | -7.67% | |
| 10 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 3.02% | -0.12% | -3.05% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.67% | -0.15% | +7.80% | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.45% | -0.11% | -2.12% | |
| 13 | DMXF | Ishares Esg Advanc Msci Eafe | ETF-その他 | 2.09% | +0.34% | +24.60% | |
| 14 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.98% | — | +112.36% | |
| 15 | VXF | Vanguard Extended Market ETF | ETF-その他 | 1.90% | — | -4.20% | |
| 16 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 1.75% | — | — | |
| 17 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 1.74% | -0.08% | +197.04% | |
| 18 | MSFT | Microsoft CORP | 株式-IT | 1.68% | -0.38% | +6.15% | |
| 19 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.67% | -0.11% | +0.19% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.49% | — | — | |
| 21 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.39% | — | +196.22% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.10% | — | +0.37% | |
| 23 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.07% | -0.10% | -1.83% | |
| 24 | MKL | Markel Group INC | 株式-金融 | 1.06% | -0.18% | +76.45% | |
| 25 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 1.06% | — | +26.21% | |
| 26 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 1.06% | — | +212.56% | |
| 27 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.97% | -0.14% | +1.72% | |
| 28 | SUSL | Ishares Esg Msci USA Leaders | ETF-その他 | 0.90% | — | +22.18% | |
| 29 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 0.85% | — | +1.61% | |
| 30 | EMXF | Ishares Esg Adv Msci Em ETF | ETF-その他 | 0.82% | +0.18% | +14.33% | |
| 31 | IDEV | Ishares Core Msci Dev Mkts | ETF-その他 | 0.81% | +0.10% | NEW | |
| 32 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.81% | +0.16% | — | |
| 33 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.69% | +0.08% | -0.91% | |
| 34 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 0.63% | — | +864.90% | |
| 35 | FNDB | Schwab Fndmntl US Brd Mr ETF | ETF-その他 | 0.62% | — | +874.00% | |
| 36 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.60% | — | +94.35% | |
| 37 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 0.59% | +0.07% | +21.26% | |
| 38 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.58% | — | +0.30% | |
| 39 | EFAX | State Street Spdr Msci Eafe | ETF-その他 | 0.57% | -0.12% | — | |
| 40 | HD | Home Depot INC | 株式-一般消費財 | 0.54% | — | +19.90% | |
| 41 | NVDA | Nvidia CORP | 株式-IT | 0.50% | — | -25.10% | |
| 42 | MSI | Motorola Solutions INC | 株式-IT | 0.49% | — | — | |
| 43 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.44% | — | — | |
| 44 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.43% | -0.11% | +165.57% | |
| 45 | V | Visa Inc-class A Shares | 株式-金融 | 0.43% | -0.10% | -3.62% | |
| 46 | VTEC | Vanguard Ca Tax-ex Bond | ETF-その他 | 0.42% | +0.50% | NEW | |
| 47 | EW | Edwards Lifesciences CORP | 株式-ヘルスケア | 0.40% | — | +0.17% | |
| 48 | SCHH | Schwab US Reit ETF | ETF-その他 | 0.40% | — | -1.48% | |
| 49 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.39% | — | -1.72% | |
| 50 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.37% | — | +34.75% |