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 | 14.62% | +1.66% | -0.68% | |
| 2 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 3.58% | — | -1.07% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 3.34% | — | -0.68% | |
| 4 | DFAT | Dimensional US Target Value | ETF-その他 | 3.17% | — | +2.13% | |
| 5 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.88% | — | -1.28% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.86% | — | -4.98% | |
| 7 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 2.68% | — | -0.14% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.50% | -0.30% | +5.98% | |
| 9 | DFIV | Dimensional International Va | ETF-その他 | 2.48% | — | -2.21% | |
| 10 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 2.46% | — | -0.06% | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 2.41% | — | -1.18% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.15% | — | +2.61% | |
| 13 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 2.15% | — | -0.94% | |
| 14 | MUB | Ishares National Muni Bond E | ETF-その他 | 2.07% | -0.30% | +5.92% | |
| 15 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 2.01% | — | +0.55% | |
| 16 | VV | Vanguard Large-cap ETF | ETF-その他 | 1.98% | -0.21% | +0.47% | |
| 17 | AAPL | Apple INC | 株式-IT | 1.92% | -0.17% | -25.42% | |
| 18 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 1.84% | — | +0.57% | |
| 19 | NVDA | Nvidia CORP | 株式-IT | 1.74% | -0.54% | -8.49% | |
| 20 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 1.73% | — | -0.70% | |
| 21 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.69% | — | +2.27% | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.67% | — | -2.88% | |
| 23 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 1.66% | — | -1.46% | |
| 24 | IDEV | Ishares Core Msci Dev Mkts | ETF-その他 | 1.58% | — | +2.70% | |
| 25 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.52% | -0.09% | +3.34% | |
| 26 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.48% | — | +0.40% | |
| 27 | MSFT | Microsoft CORP | 株式-IT | 1.39% | -0.42% | -6.53% | |
| 28 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 1.37% | — | +1.02% | |
| 29 | TSLA | Tesla INC | 株式-一般消費財 | 1.09% | -0.13% | — | |
| 30 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.09% | -0.10% | -11.17% | |
| 31 | CAT | Caterpillar INC | 株式-資本財 | 1.05% | +0.25% | — | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.90% | — | -11.85% | |
| 33 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.89% | — | -1.68% | |
| 34 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.85% | — | +33.43% | |
| 35 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 0.82% | -0.09% | +4.11% | |
| 36 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.79% | — | -4.65% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.77% | -0.12% | +1.30% | |
| 38 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.77% | — | — | |
| 39 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.77% | — | +17.81% | |
| 40 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.75% | — | +24.15% | |
| 41 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.75% | — | -0.63% | |
| 42 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.70% | — | -2.05% | |
| 43 | V | Visa Inc-class A Shares | 株式-金融 | 0.67% | -0.09% | — | |
| 44 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.65% | — | +0.67% | |
| 45 | SCHH | Schwab US Reit ETF | ETF-その他 | 0.63% | — | +0.03% | |
| 46 | BND | Vanguard Total Bond Market | ETF-その他 | 0.52% | — | -1.17% | |
| 47 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.50% | -0.12% | -36.52% | |
| 48 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.50% | +0.05% | +88.20% | |
| 49 | VTV | Vanguard Value ETF | ETF-その他 | 0.48% | -0.36% | +30.83% | |
| 50 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.48% | — | -4.82% |