CIK: 0001927175
申告総資産額
$3.4億
| # | 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 | VTV | Vanguard Value ETF | ETF-その他 | 14.59% | -0.52% | +2.23% | |
| 2 | VUG | Vanguard Growth ETF | ETF-その他 | 11.80% | +0.36% | +5.96% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 6.19% | -0.14% | +1.55% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 4.89% | -0.18% | +11.01% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-その他 | 3.97% | -0.12% | +3.74% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 3.86% | +0.29% | +8.20% | |
| 7 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 2.51% | — | -2.35% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.40% | -0.01% | +3.58% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.28% | -0.05% | +3.23% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.06% | — | +12.62% | |
| 11 | XLF | Ss Financial Select Sector | ETF-その他 | 2.02% | — | -2.82% | |
| 12 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.94% | — | +2.77% | |
| 13 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 1.88% | +0.02% | -0.17% | |
| 14 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.73% | +0.02% | -0.84% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.54% | -0.02% | +117.29% | |
| 16 | PFE | Pfizer INC | 株式-ヘルスケア | 1.37% | — | — | |
| 17 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.35% | — | -27.77% | |
| 18 | VXF | Vanguard Extended Market ETF | ETF-その他 | 1.34% | -0.01% | +7.05% | |
| 19 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 1.34% | +0.06% | -1.94% | |
| 20 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 1.33% | +0.04% | +9.85% | |
| 21 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.33% | — | — | |
| 22 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.25% | -0.03% | +2.74% | |
| 23 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.16% | -0.05% | +115.83% | |
| 24 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 1.09% | — | +0.24% | |
| 25 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 1.02% | -0.02% | +27.53% | |
| 26 | IBM | Intl Business Machines CORP | 株式-IT | 0.93% | — | +427.30% | |
| 27 | IFRA | Ishares US Infrastructure | ETF-その他 | 0.91% | — | +3.78% | |
| 28 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.88% | — | +131.72% | |
| 29 | BND | Vanguard Total Bond Market | ETF-その他 | 0.85% | — | +0.01% | |
| 30 | VDE | Vanguard Energy ETF | ETF-その他 | 0.79% | — | +10.98% | |
| 31 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.76% | — | +0.41% | |
| 32 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.74% | +0.01% | +2.16% | |
| 33 | ICLN | Ishares Global Clean Energy | ETF-その他 | 0.72% | — | +1.33% | |
| 34 | AAPL | Apple INC | 株式-IT | 0.72% | -0.03% | +2.06% | |
| 35 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.70% | -0.02% | +1900.00% | |
| 36 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.68% | — | +14.50% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.65% | — | +4.64% | |
| 38 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.63% | — | +32.95% | |
| 39 | MSFT | Microsoft CORP | 株式-IT | 0.63% | — | +37.29% | |
| 40 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.62% | — | +23.02% | |
| 41 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.61% | — | +410.89% | |
| 42 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.60% | — | +2.81% | |
| 43 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 0.60% | — | — | |
| 44 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.56% | +0.02% | +24.38% | |
| 45 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 0.52% | — | -25.13% | |
| 46 | SUSA | Ishares Esg Optimized Msci U | ETF-その他 | 0.50% | — | +23.11% | |
| 47 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.44% | — | — | |
| 48 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.44% | — | +0.69% | |
| 49 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 0.43% | — | +14.19% | |
| 50 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.43% | — | +83.40% |