CIK: 0001965271
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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 14.18% | +1.66% | +7.86% | |
| 2 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 4.09% | — | +1.11% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 3.92% | — | -0.24% | |
| 4 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 3.59% | — | -1.54% | |
| 5 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 3.12% | — | -1.04% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.03% | — | +6.49% | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.97% | -0.30% | +0.89% | |
| 8 | AAPL | Apple INC | 株式-IT | 2.68% | -0.17% | +10.57% | |
| 9 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 2.67% | — | +12.95% | |
| 10 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 2.53% | — | +7.14% | |
| 11 | DFAT | Dimensional US Target Value | ETF-その他 | 2.48% | — | +9.24% | |
| 12 | DFIV | Dimensional International Va | ETF-その他 | 2.44% | — | +18.72% | |
| 13 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 2.33% | — | +5.16% | |
| 14 | MUB | Ishares National Muni Bond E | ETF-その他 | 2.28% | -0.30% | +4.92% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.25% | — | -0.03% | |
| 16 | VV | Vanguard Large-cap ETF | ETF-その他 | 2.10% | -0.21% | +11.41% | |
| 17 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 2.03% | — | +2.05% | |
| 18 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 1.91% | — | -0.07% | |
| 19 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 1.81% | — | +4.57% | |
| 20 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.80% | -0.09% | +24.81% | |
| 21 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 1.77% | — | +15.49% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.69% | — | +8.15% | |
| 23 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 1.54% | — | +6.10% | |
| 24 | MSFT | Microsoft CORP | 株式-IT | 1.51% | -0.42% | +1.23% | |
| 25 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.51% | — | +10.95% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.40% | — | — | |
| 27 | IDEV | Ishares Core Msci Dev Mkts | ETF-その他 | 1.38% | — | +28.36% | |
| 28 | NVDA | Nvidia CORP | 株式-IT | 1.32% | -0.54% | +0.96% | |
| 29 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.12% | -0.10% | +0.02% | |
| 30 | BND | Vanguard Total Bond Market | ETF-その他 | 1.07% | — | -12.11% | |
| 31 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 1.02% | — | -0.01% | |
| 32 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.98% | — | -2.29% | |
| 33 | CAT | Caterpillar INC | 株式-資本財 | 0.96% | +0.25% | — | |
| 34 | TSLA | Tesla INC | 株式-一般消費財 | 0.95% | -0.13% | -2.84% | |
| 35 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 0.89% | -0.09% | +7.01% | |
| 36 | SCHH | Schwab US Reit ETF | ETF-その他 | 0.87% | — | -1.23% | |
| 37 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.86% | — | +4.13% | |
| 38 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.84% | — | +0.63% | |
| 39 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.83% | — | +3.93% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.74% | -0.12% | +0.74% | |
| 41 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.72% | — | +4.41% | |
| 42 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.68% | — | — | |
| 43 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.66% | -0.12% | +0.90% | |
| 44 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.63% | — | — | |
| 45 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.60% | — | +1.25% | |
| 46 | DGS | Wisdomtree Em Small Cap | ETF-中小型株 | 0.47% | — | -1.30% | |
| 47 | CRM | Salesforce INC | 株式-IT | 0.45% | -0.21% | EXIT | |
| 48 | SHOP | Shopify INC - Class A | 株式-IT | 0.42% | -0.17% | — | |
| 49 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.42% | — | +30.66% | |
| 50 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.41% | — | — |