CIK: 0001904274
申告総資産額
$31.0億
上位200銘柄を表示中（全788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 | 8.87% | +0.81% | +10.09% | |
| 2 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 5.73% | +0.17% | +8.15% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 4.86% | +0.08% | +8.34% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 3.91% | -0.25% | +10.10% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 3.69% | +0.04% | +0.03% | |
| 6 | NVDA | Nvidia CORP | 株式-IT | 3.18% | -0.35% | +7.62% | |
| 7 | VTC | Vanguard Total Corporate Bnd | ETF-投資適格社債 | 3.15% | +0.26% | +8.05% | |
| 8 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 2.92% | +0.16% | +11.07% | |
| 9 | AAPL | Apple INC | 株式-IT | 2.62% | — | +8.44% | |
| 10 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 2.24% | +0.25% | -9.31% | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 2.19% | -0.57% | +7.62% | |
| 12 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 2.15% | +0.04% | +1.67% | |
| 13 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.97% | — | +0.14% | |
| 14 | PLTR | Palantir Technologies Inc-a | 株式-IT | 1.81% | -0.46% | +518.26% | |
| 15 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.34% | -0.17% | +6.08% | |
| 16 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.30% | -0.12% | +4.28% | |
| 17 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 1.03% | +0.01% | +5.59% | |
| 18 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 0.99% | — | +1.06% | |
| 19 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.98% | +0.43% | +7.11% | |
| 20 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.92% | +0.33% | +5.19% | |
| 21 | AVGO | Broadcom INC | 株式-IT | 0.91% | — | +5.53% | |
| 22 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.88% | -0.01% | +3.08% | |
| 23 | ORCL | Oracle CORP | 株式-IT | 0.87% | -0.26% | +2.06% | |
| 24 | TSLA | Tesla INC | 株式-一般消費財 | 0.87% | -0.20% | +3.19% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.75% | — | +5.15% | |
| 26 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.60% | — | +3.18% | |
| 27 | USHY | Ishares Broad Usd High Yield | ETF-ハイイールド債 | 0.59% | — | +3.98% | |
| 28 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.59% | +0.15% | +22.97% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.55% | — | +19.43% | |
| 30 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.53% | — | -0.62% | |
| 31 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.53% | — | +4.70% | |
| 32 | WFC | Wells Fargo & Co | 株式-金融 | 0.48% | -0.13% | +5.10% | |
| 33 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.48% | — | -2.32% | |
| 34 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 0.47% | — | +1.99% | |
| 35 | SCMB | Schwab Municipal Bond ETF | ETF-その他 | 0.47% | — | -0.03% | |
| 36 | VTEC | Vanguard Ca Tax-ex Bond | ETF-その他 | 0.46% | +0.07% | +77.27% | |
| 37 | NFLX | Netflix INC | 株式-通信サービス | 0.46% | — | +2.72% | |
| 38 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.42% | -0.10% | -8.31% | |
| 39 | VYMI | Vanguard Int High Dvd Yld In | ETF-その他 | 0.42% | — | +1.89% | |
| 40 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.41% | — | -10.76% | |
| 41 | AVUS | Avantis U.s. Equity ETF | ETF-その他 | 0.37% | — | +0.03% | |
| 42 | V | Visa Inc-class A Shares | 株式-金融 | 0.36% | -0.08% | +2.27% | |
| 43 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.36% | — | +5.17% | |
| 44 | AVDV | Avantis Intl S/c Value ETF | ETF-その他 | 0.36% | — | +1.26% | |
| 45 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.36% | — | -2.12% | |
| 46 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.34% | — | -3.45% | |
| 47 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.32% | +0.23% | +29.78% | |
| 48 | CMF | Ishares California Muni Bond | ETF-その他 | 0.30% | — | — | |
| 49 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 0.28% | — | -1.39% | |
| 50 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.28% | +0.02% | +24.88% |