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 | 12.37% | -0.52% | -1.01% | |
| 2 | VUG | Vanguard Growth ETF | ETF-その他 | 10.27% | +0.36% | -5.99% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 5.88% | -0.14% | +1.45% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 3.67% | -0.18% | -5.23% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-その他 | 3.41% | -0.12% | -0.75% | |
| 6 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 3.20% | +0.04% | -1.86% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 3.19% | +0.29% | -4.68% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.85% | -0.01% | -3.10% | |
| 9 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 2.11% | +0.02% | +0.18% | |
| 10 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 2.03% | -0.05% | +5.58% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.81% | -0.05% | +480.31% | |
| 12 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 1.72% | — | +2.39% | |
| 13 | XLF | Ss Financial Select Sector | ETF-その他 | 1.71% | — | -3.88% | |
| 14 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.62% | +0.02% | -7.67% | |
| 15 | SCHV | Schwab US Large-cap Value | ETF-その他 | 1.61% | +0.01% | +6.47% | |
| 16 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.57% | — | +4.13% | |
| 17 | AAPL | Apple INC | 株式-IT | 1.51% | -0.03% | -2.61% | |
| 18 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.47% | -0.03% | -0.89% | |
| 19 | IQLT | Ishares Msci International Q | ETF-その他 | 1.44% | -0.09% | +1.85% | |
| 20 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 1.42% | — | +33.82% | |
| 21 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 1.41% | +0.06% | -0.74% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.35% | -0.02% | +0.04% | |
| 23 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.32% | — | +1.35% | |
| 24 | BND | Vanguard Total Bond Market | ETF-その他 | 1.31% | — | +2.02% | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.23% | — | -13.16% | |
| 26 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 1.21% | — | +0.75% | |
| 27 | VXF | Vanguard Extended Market ETF | ETF-その他 | 1.16% | -0.01% | -5.61% | |
| 28 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 1.02% | — | +0.81% | |
| 29 | IBM | Intl Business Machines CORP | 株式-IT | 0.85% | — | +6.46% | |
| 30 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.79% | — | — | |
| 31 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.69% | — | +8.71% | |
| 32 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.66% | -0.02% | +0.05% | |
| 33 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.65% | +0.02% | -1.11% | |
| 34 | IFRA | Ishares US Infrastructure | ETF-その他 | 0.64% | — | -15.75% | |
| 35 | QQQE | Dirx Nasdaq-100eq Wi Etf-usd | ETF-テック型 | 0.60% | +0.04% | -1.13% | |
| 36 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.58% | — | +0.08% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.56% | — | — | |
| 38 | VLUE | Ishares Msci USA Value Facto | ETF-その他 | 0.55% | +0.12% | — | |
| 39 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.54% | — | -2.09% | |
| 40 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.53% | — | -0.58% | |
| 41 | CGGR | Cap Group Growth Equity | ETF-その他 | 0.53% | +0.37% | +5.24% | |
| 42 | TCAF | T Rowe Prc Cap Appreciation | ETF-その他 | 0.50% | — | -2.95% | |
| 43 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 0.49% | — | -5.69% | |
| 44 | MSFT | Microsoft CORP | 株式-IT | 0.47% | — | — | |
| 45 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.47% | — | — | |
| 46 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.46% | -0.02% | — | |
| 47 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.44% | +0.01% | +2.53% | |
| 48 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 0.43% | — | +0.23% | |
| 49 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.41% | — | +3.32% | |
| 50 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.41% | +0.05% | +129.18% |