CIK: 0001965479
申告総資産額
$3.2億
| # | 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 | TFLO | Ishares Treasury Floating Ra | ETF-政府公債 | 12.27% | -0.11% | +22.87% | |
| 2 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 10.40% | -0.70% | -2.19% | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 10.31% | -1.08% | -12.40% | |
| 4 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 10.10% | +0.24% | +24.67% | |
| 5 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 6.97% | +0.03% | +18.47% | |
| 6 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 5.90% | +1.58% | +45.31% | |
| 7 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 5.32% | -0.18% | +5.48% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 4.50% | -0.82% | -20.91% | |
| 9 | QQQM | Invesco Nasdaq 100 ETF | ETF-テック型 | 4.35% | +1.62% | +46.85% | |
| 10 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 4.33% | +1.00% | +50.47% | |
| 11 | SCHR | Schwab Intermediate-term US | ETF-その他 | 4.03% | +0.06% | +25.19% | |
| 12 | FBND | Fidelity Total Bond ETF | ETF-その他 | 2.61% | -0.51% | -26.55% | |
| 13 | TBUX | T Rowe Price Ultra Short-ter | ETF-その他 | 2.21% | -0.32% | +16.21% | |
| 14 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 1.90% | -0.31% | -27.20% | |
| 15 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 1.48% | -0.21% | +16.14% | |
| 16 | VUSB | Vanguard Ultra Short Bond Et | ETF-その他 | 1.47% | -0.20% | +16.19% | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.44% | +0.31% | +49.31% | |
| 18 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 1.42% | -0.26% | -21.63% | |
| 19 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.41% | +0.43% | +49.08% | |
| 20 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-その他 | 1.19% | -0.17% | +15.54% | |
| 21 | MSFT | Microsoft CORP | 株式-IT | 0.99% | -0.12% | -19.35% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.82% | -0.15% | -30.91% | |
| 23 | AAPL | Apple INC | 株式-IT | 0.66% | -0.08% | -0.07% | |
| 24 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.61% | -0.06% | -31.12% | |
| 25 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.53% | -0.10% | -28.28% | |
| 26 | FSTA | Fidelity Msci Cons Stap Indx | ETF-その他 | 0.45% | -0.10% | -30.06% | |
| 27 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.35% | — | -1.15% | |
| 28 | WMT | Walmart INC | 株式-生活必需品 | 0.32% | +0.18% | -2.51% | |
| 29 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.20% | — | -5.36% | |
| 30 | SYY | Sysco CORP | 株式-生活必需品 | 0.17% | +0.01% | +0.19% | |
| 31 | VRSK | Verisk Analytics INC | 株式-資本財 | 0.16% | -0.13% | EXIT | |
| 32 | CVX | Chevron CORP | 株式-エネルギー | 0.15% | -0.04% | +88.81% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.14% | — | -2.70% | |
| 34 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.13% | — | -0.57% | |
| 35 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.12% | — | -3.19% | |
| 36 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.12% | -0.04% | -3.73% | |
| 37 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.11% | -0.02% | -15.07% | |
| 38 | NVDA | Nvidia CORP | 株式-IT | 0.09% | -0.08% | EXIT | |
| 39 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.09% | — | -1.50% | |
| 40 | AVGO | Broadcom INC | 株式-IT | 0.09% | — | — | |
| 41 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.08% | -0.03% | +1.73% |