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 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 22.42% | -0.82% | +12.28% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 20.64% | -1.08% | +7.67% | |
| 3 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 19.57% | -0.70% | +10.80% | |
| 4 | FBND | Fidelity Total Bond ETF | ETF-その他 | 9.63% | -0.51% | +11.28% | |
| 5 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 8.49% | +0.03% | +11.46% | |
| 6 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 3.46% | -0.31% | +8.18% | |
| 7 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 2.78% | -0.26% | +9.81% | |
| 8 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 2.61% | -0.18% | +10.81% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.98% | -0.15% | -4.26% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 1.51% | -0.12% | -7.10% | |
| 11 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.17% | -0.10% | +4.96% | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.07% | -0.06% | -8.06% | |
| 13 | FSTA | Fidelity Msci Cons Stap Indx | ETF-その他 | 1.04% | -0.10% | +7.15% | |
| 14 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.47% | — | -1.99% | |
| 15 | AAPL | Apple INC | 株式-IT | 0.39% | -0.08% | +10.81% | |
| 16 | WMT | Walmart INC | 株式-生活必需品 | 0.37% | +0.18% | +0.21% | |
| 17 | VRSK | Verisk Analytics INC | 株式-資本財 | 0.31% | -0.13% | EXIT | |
| 18 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.23% | — | -1.88% | |
| 19 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.21% | -0.02% | -5.59% | |
| 20 | SYY | Sysco CORP | 株式-生活必需品 | 0.18% | +0.01% | — | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.17% | — | +12.17% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.15% | — | — | |
| 23 | CVX | Chevron CORP | 株式-エネルギー | 0.15% | -0.04% | -16.07% | |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.15% | — | — | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.14% | -0.04% | +0.20% | |
| 26 | TBUX | T Rowe Price Ultra Short-ter | ETF-その他 | 0.13% | -0.32% | — | |
| 27 | TFLO | Ishares Treasury Floating Ra | ETF-政府公債 | 0.13% | -0.11% | — | |
| 28 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.12% | — | — | |
| 29 | KR | Kroger Co | 株式-生活必需品 | 0.12% | -0.08% | EXIT | |
| 30 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.11% | — | -2.46% | |
| 31 | HD | Home Depot INC | 株式-一般消費財 | 0.11% | -0.01% | +0.71% |