CIK: 0002083456
申告総資産額
$1.3億
| # | 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 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 18.17% | -0.25% | +6.01% | |
| 2 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 5.36% | -0.17% | +190.70% | |
| 3 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 4.96% | -0.63% | +8.17% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 4.41% | -0.17% | +15.50% | |
| 5 | NVDA | Nvidia CORP | 株式-IT | 3.65% | -0.09% | — | |
| 6 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 3.57% | -0.21% | +42.91% | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 3.56% | -0.25% | -0.06% | |
| 8 | XLK | Ss Technology Select Sector | ETF-テック型 | 3.07% | +0.63% | -0.01% | |
| 9 | AAPL | Apple INC | 株式-IT | 2.97% | -0.07% | — | |
| 10 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 2.73% | -0.17% | — | |
| 11 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型株 | 2.58% | — | -2.74% | |
| 12 | VTV | Vanguard Value ETF | ETF-その他 | 2.37% | -0.14% | — | |
| 13 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 2.31% | +0.09% | -0.74% | |
| 14 | MSFT | Microsoft CORP | 株式-IT | 1.73% | — | -5.43% | |
| 15 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.71% | -0.10% | — | |
| 16 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.70% | -0.01% | -0.21% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.65% | -0.13% | +10.36% | |
| 18 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.49% | +0.09% | — | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.43% | -0.02% | +0.38% | |
| 20 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 1.12% | — | +2.36% | |
| 21 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.11% | -0.02% | — | |
| 22 | XLI | Ss Industrial Select Sector | ETF-その他 | 1.11% | -0.01% | -0.49% | |
| 23 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.97% | +0.01% | — | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.96% | — | — | |
| 25 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.96% | +0.05% | — | |
| 26 | XLF | Ss Financial Select Sector | ETF-その他 | 0.95% | — | -2.67% | |
| 27 | CMF | Ishares California Muni Bond | ETF-その他 | 0.95% | — | +8.23% | |
| 28 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.90% | — | +3.64% | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.88% | -0.02% | +0.13% | |
| 30 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.86% | — | +25.52% | |
| 31 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.85% | — | +5.66% | |
| 32 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.77% | — | +0.87% | |
| 33 | AVGO | Broadcom INC | 株式-IT | 0.74% | +0.03% | +1.25% | |
| 34 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.74% | — | — | |
| 35 | TSLA | Tesla INC | 株式-一般消費財 | 0.71% | -0.01% | — | |
| 36 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.70% | — | — | |
| 37 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.69% | — | +6.14% | |
| 38 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.67% | +0.28% | — | |
| 39 | V | Visa Inc-class A Shares | 株式-金融 | 0.67% | — | +0.16% | |
| 40 | DFAT | Dimensional US Target Value | ETF-その他 | 0.67% | — | — | |
| 41 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.61% | +0.06% | — | |
| 42 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 0.59% | — | — | |
| 43 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.57% | — | — | |
| 44 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.46% | — | +0.03% | |
| 45 | DFAX | Dimensional World Ex US Core | ETF-その他 | 0.41% | — | — | |
| 46 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.39% | — | -6.53% | |
| 47 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.38% | — | — | |
| 48 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.37% | — | +0.81% | |
| 49 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.34% | — | +1.02% | |
| 50 | BAC | Bank Of America CORP | 株式-金融 | 0.34% | — | +3.42% |