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 | 12.47% | -0.52% | +1.73% | |
| 2 | VUG | Vanguard Growth ETF | ETF-その他 | 11.18% | +0.36% | +0.34% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 6.08% | -0.14% | +2.32% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 4.15% | -0.18% | +0.71% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 3.59% | +0.29% | -1.90% | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-その他 | 3.44% | -0.12% | +2.48% | |
| 7 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 2.92% | +0.04% | +8.83% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.80% | -0.01% | +14.31% | |
| 9 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 1.89% | +0.02% | +7.50% | |
| 10 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.79% | -0.05% | +17.39% | |
| 11 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.72% | +0.02% | +5.88% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.57% | — | +0.03% | |
| 13 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.57% | -0.03% | +3.85% | |
| 14 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 1.55% | — | +2.31% | |
| 15 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 1.51% | +0.06% | +0.19% | |
| 16 | XLF | Ss Financial Select Sector | ETF-その他 | 1.46% | — | -0.37% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.45% | -0.02% | -17.15% | |
| 18 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.33% | — | +0.41% | |
| 19 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.29% | -0.05% | -0.09% | |
| 20 | IQLT | Ishares Msci International Q | ETF-その他 | 1.29% | -0.09% | +26.53% | |
| 21 | VXF | Vanguard Extended Market ETF | ETF-その他 | 1.25% | -0.01% | +6.13% | |
| 22 | SCHV | Schwab US Large-cap Value | ETF-その他 | 1.19% | +0.01% | +19.51% | |
| 23 | AAPL | Apple INC | 株式-IT | 1.13% | -0.03% | +0.08% | |
| 24 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.04% | — | +7.68% | |
| 25 | BND | Vanguard Total Bond Market | ETF-その他 | 1.03% | — | +14.98% | |
| 26 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 1.03% | — | +4.76% | |
| 27 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.88% | — | +26.25% | |
| 28 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.86% | — | — | |
| 29 | IFRA | Ishares US Infrastructure | ETF-その他 | 0.84% | — | +1.09% | |
| 30 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 0.79% | — | +45.63% | |
| 31 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.74% | +0.02% | +0.34% | |
| 32 | QQQE | Dirx Nasdaq-100eq Wi Etf-usd | ETF-テック型 | 0.70% | +0.04% | +18.50% | |
| 33 | IBM | Intl Business Machines CORP | 株式-IT | 0.69% | — | +0.06% | |
| 34 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.68% | -0.02% | +1.21% | |
| 35 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.66% | — | +2.91% | |
| 36 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.63% | — | +6.20% | |
| 37 | VLUE | Ishares Msci USA Value Facto | ETF-その他 | 0.63% | +0.12% | +0.43% | |
| 38 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.61% | — | +0.05% | |
| 39 | VDE | Vanguard Energy ETF | ETF-その他 | 0.59% | — | -0.51% | |
| 40 | MSFT | Microsoft CORP | 株式-IT | 0.58% | — | -1.77% | |
| 41 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.57% | — | +2.77% | |
| 42 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 0.57% | — | +7.75% | |
| 43 | SCTXX | Schwab Amt Tax Fr Mny-ultra | 株式-その他 | 0.56% | — | +1086.44% | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.55% | — | — | |
| 45 | PFE | Pfizer INC | 株式-ヘルスケア | 0.54% | — | -2.01% | |
| 46 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.50% | -0.02% | -1.87% | |
| 47 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.47% | — | -2.48% | |
| 48 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 0.46% | — | +8.73% | |
| 49 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.42% | +0.08% | +14.70% | |
| 50 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.42% | — | -24.64% |