CIK: 0001904274
申告総資産額
$31.0億
上位200銘柄を表示中（全701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 | 7.85% | +0.81% | -1.09% | |
| 2 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 5.12% | +0.17% | +9.04% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 5.10% | +0.08% | +13.37% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 4.70% | -0.25% | +9.08% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 3.66% | +0.04% | +41.38% | |
| 6 | VTC | Vanguard Total Corporate Bnd | ETF-投資適格社債 | 3.64% | +0.26% | +13.65% | |
| 7 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 3.24% | +0.16% | +15.33% | |
| 8 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 3.19% | +0.25% | +14.51% | |
| 9 | AAPL | Apple INC | 株式-IT | 3.13% | — | +9.21% | |
| 10 | NVDA | Nvidia CORP | 株式-IT | 2.88% | -0.35% | +6.69% | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 2.23% | -0.57% | +10.61% | |
| 12 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.91% | +0.04% | +12.33% | |
| 13 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.64% | — | +36.89% | |
| 14 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.62% | -0.17% | +7.70% | |
| 15 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.41% | -0.12% | +5.89% | |
| 16 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 1.23% | +0.01% | +9.74% | |
| 17 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 0.96% | — | +5.78% | |
| 18 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.93% | — | +21.23% | |
| 19 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.91% | +0.43% | +6.06% | |
| 20 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.87% | +0.33% | +9.70% | |
| 21 | TSLA | Tesla INC | 株式-一般消費財 | 0.84% | -0.20% | +3.11% | |
| 22 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.78% | — | +8.61% | |
| 23 | USHY | Ishares Broad Usd High Yield | ETF-ハイイールド債 | 0.77% | — | +5.03% | |
| 24 | ORCL | Oracle CORP | 株式-IT | 0.74% | -0.26% | +2.02% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.69% | — | -6.23% | |
| 26 | SCMB | Schwab Municipal Bond ETF | ETF-その他 | 0.67% | — | +100.89% | |
| 27 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.64% | -0.01% | +95.89% | |
| 28 | WFC | Wells Fargo & Co | 株式-金融 | 0.60% | -0.13% | +1.63% | |
| 29 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.60% | -0.10% | +8.82% | |
| 30 | AVGO | Broadcom INC | 株式-IT | 0.59% | — | +10.61% | |
| 31 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 0.53% | — | +5.23% | |
| 32 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.52% | — | +11.22% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.49% | — | -1.25% | |
| 34 | AVUS | Avantis U.s. Equity ETF | ETF-その他 | 0.47% | — | +0.05% | |
| 35 | VYMI | Vanguard Int High Dvd Yld In | ETF-その他 | 0.43% | — | +20.77% | |
| 36 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 0.42% | — | +12.80% | |
| 37 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.41% | — | +0.54% | |
| 38 | NFLX | Netflix INC | 株式-通信サービス | 0.41% | — | +2.19% | |
| 39 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.40% | +0.15% | -19.96% | |
| 40 | V | Visa Inc-class A Shares | 株式-金融 | 0.40% | -0.08% | +9.62% | |
| 41 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.37% | — | +1.04% | |
| 42 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.36% | — | +17.71% | |
| 43 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.35% | — | +4.08% | |
| 44 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.33% | +0.07% | +0.84% | |
| 45 | AVDV | Avantis Intl S/c Value ETF | ETF-その他 | 0.32% | — | +9.11% | |
| 46 | WMT | Walmart INC | 株式-生活必需品 | 0.31% | +0.02% | +14.47% | |
| 47 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.29% | — | +32.38% | |
| 48 | VTEC | Vanguard Ca Tax-ex Bond | ETF-その他 | 0.29% | +0.07% | -0.93% | |
| 49 | CRM | Salesforce INC | 株式-IT | 0.28% | -0.08% | -1.86% | |
| 50 | HD | Home Depot INC | 株式-一般消費財 | 0.28% | — | +12.48% |