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 | 12.65% | -0.52% | +4.57% | |
| 2 | VUG | Vanguard Growth ETF | ETF-その他 | 11.32% | +0.36% | +2.83% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 6.37% | -0.14% | +1.46% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 4.33% | -0.18% | +1.45% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 3.80% | +0.29% | +0.72% | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-その他 | 3.51% | -0.12% | +3.66% | |
| 7 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 2.70% | +0.04% | +0.54% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.50% | -0.01% | +8.18% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.79% | -0.02% | +47.97% | |
| 10 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 1.77% | +0.02% | +10.45% | |
| 11 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.70% | +0.02% | +6.44% | |
| 12 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 1.64% | — | -3.61% | |
| 13 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.63% | -0.05% | +8.85% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.61% | — | +0.45% | |
| 15 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.60% | -0.03% | +1.07% | |
| 16 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 1.57% | +0.06% | -0.20% | |
| 17 | XLF | Ss Financial Select Sector | ETF-その他 | 1.47% | — | +2.85% | |
| 18 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.43% | -0.05% | -15.32% | |
| 19 | AAPL | Apple INC | 株式-IT | 1.43% | -0.03% | +1.45% | |
| 20 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.37% | — | -1.95% | |
| 21 | VXF | Vanguard Extended Market ETF | ETF-その他 | 1.24% | -0.01% | +3.32% | |
| 22 | IQLT | Ishares Msci International Q | ETF-その他 | 1.09% | -0.09% | +8.47% | |
| 23 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 1.06% | — | +18.42% | |
| 24 | SCHV | Schwab US Large-cap Value | ETF-その他 | 1.03% | +0.01% | +5.63% | |
| 25 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.02% | — | +1.01% | |
| 26 | BND | Vanguard Total Bond Market | ETF-その他 | 1.02% | — | +8.78% | |
| 27 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.92% | — | +0.72% | |
| 28 | IFRA | Ishares US Infrastructure | ETF-その他 | 0.87% | — | +0.67% | |
| 29 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.80% | — | +58.69% | |
| 30 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.76% | +0.02% | +8.48% | |
| 31 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.73% | — | +103.27% | |
| 32 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.72% | -0.02% | +1.73% | |
| 33 | IBM | Intl Business Machines CORP | 株式-IT | 0.66% | — | +0.06% | |
| 34 | VLUE | Ishares Msci USA Value Facto | ETF-その他 | 0.65% | +0.12% | +1.41% | |
| 35 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.65% | +0.05% | — | |
| 36 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.64% | — | +23.37% | |
| 37 | PFE | Pfizer INC | 株式-ヘルスケア | 0.64% | — | +4.19% | |
| 38 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.63% | — | +1.73% | |
| 39 | QQQE | Dirx Nasdaq-100eq Wi Etf-usd | ETF-テック型 | 0.63% | +0.04% | +28.55% | |
| 40 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.63% | — | +87.93% | |
| 41 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.62% | — | +0.97% | |
| 42 | MSFT | Microsoft CORP | 株式-IT | 0.60% | — | +3.83% | |
| 43 | VDE | Vanguard Energy ETF | ETF-その他 | 0.60% | — | +21.66% | |
| 44 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.57% | — | +14.27% | |
| 45 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 0.56% | — | +15.48% | |
| 46 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 0.56% | — | +18.75% | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.53% | — | — | |
| 48 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.48% | -0.02% | +1.43% | |
| 49 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 0.46% | — | +33.78% | |
| 50 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 0.41% | — | +1.53% |