CIK: 0001904274
申告総資産額
$31.0億
上位200銘柄を表示中（全569銘柄）
| # | 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 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 9.56% | +0.81% | +0.44% | |
| 2 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 5.04% | +0.17% | +1.42% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 4.26% | +0.08% | +10.91% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 4.25% | -0.25% | +1.89% | |
| 5 | VTC | Vanguard Total Corporate Bnd | ETF-投資適格社債 | 3.77% | +0.26% | +23.26% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 3.66% | +0.04% | +79.07% | |
| 7 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 3.31% | +0.16% | +16.24% | |
| 8 | AAPL | Apple INC | 株式-IT | 2.93% | — | +16.65% | |
| 9 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 2.78% | +0.25% | +31.34% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 2.34% | -0.57% | +16.15% | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 2.23% | +0.04% | +44.96% | |
| 12 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.83% | — | +15.60% | |
| 13 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 1.40% | +0.01% | +14.83% | |
| 14 | NVDA | Nvidia CORP | 株式-IT | 1.32% | -0.35% | +21.33% | |
| 15 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.30% | -0.17% | +12.57% | |
| 16 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 1.14% | — | +10.03% | |
| 17 | SCMB | Schwab Municipal Bond ETF | ETF-その他 | 1.06% | — | +118.95% | |
| 18 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.92% | +0.43% | +6.86% | |
| 19 | USHY | Ishares Broad Usd High Yield | ETF-ハイイールド債 | 0.92% | — | +16.40% | |
| 20 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.91% | -0.12% | +12.63% | |
| 21 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.79% | -0.01% | +27.85% | |
| 22 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.78% | — | +1.65% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.73% | — | +14.56% | |
| 24 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.69% | +0.33% | +19.51% | |
| 25 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.64% | — | +9.05% | |
| 26 | TSLA | Tesla INC | 株式-一般消費財 | 0.61% | -0.20% | +8.48% | |
| 27 | AVUS | Avantis U.s. Equity ETF | ETF-その他 | 0.61% | — | -1.02% | |
| 28 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 0.60% | — | +7.26% | |
| 29 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.59% | +0.15% | -3.68% | |
| 30 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.57% | -0.10% | +10.47% | |
| 31 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.57% | — | +46.79% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.55% | — | -1.86% | |
| 33 | WFC | Wells Fargo & Co | 株式-金融 | 0.54% | -0.13% | +8.11% | |
| 34 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.50% | — | -1.94% | |
| 35 | IDEV | Ishares Core Msci Dev Mkts | ETF-その他 | 0.46% | — | +26.80% | |
| 36 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.43% | — | +15.35% | |
| 37 | VYMI | Vanguard Int High Dvd Yld In | ETF-その他 | 0.42% | — | +31.27% | |
| 38 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 0.35% | — | +30.13% | |
| 39 | VTV | Vanguard Value ETF | ETF-その他 | 0.35% | +0.18% | -0.61% | |
| 40 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.34% | — | +7.87% | |
| 41 | AVDE | Avantis International Equity | ETF-その他 | 0.34% | — | -0.50% | |
| 42 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.34% | — | +19.26% | |
| 43 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.33% | +0.05% | -2.23% | |
| 44 | AVGO | Broadcom INC | 株式-IT | 0.32% | — | +28.43% | |
| 45 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.31% | +0.07% | +4.29% | |
| 46 | SCHC | Schwab Intl Small-cap Equity | ETF-その他 | 0.31% | — | +4.65% | |
| 47 | AVDV | Avantis Intl S/c Value ETF | ETF-その他 | 0.31% | — | +4.29% | |
| 48 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.31% | — | -7.09% | |
| 49 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.31% | — | -5.02% | |
| 50 | V | Visa Inc-class A Shares | 株式-金融 | 0.30% | -0.08% | +13.75% |