CIK: 0001904274
申告総資産額
$31.0億
上位200銘柄を表示中（全806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% | +9.39% | |
| 2 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 5.81% | +0.17% | +7.33% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 5.03% | +0.08% | +7.30% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 4.14% | -0.25% | +9.84% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 3.52% | +0.04% | -1.69% | |
| 6 | VTC | Vanguard Total Corporate Bnd | ETF-投資適格社債 | 3.11% | +0.26% | +6.21% | |
| 7 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 3.07% | +0.16% | +12.29% | |
| 8 | NVDA | Nvidia CORP | 株式-IT | 3.01% | -0.35% | -0.90% | |
| 9 | AAPL | Apple INC | 株式-IT | 2.56% | — | +2.85% | |
| 10 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 2.32% | +0.25% | +9.82% | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 2.10% | +0.04% | -0.01% | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 1.85% | -0.57% | -2.14% | |
| 13 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.74% | — | -6.37% | |
| 14 | PLTR | Palantir Technologies Inc-a | 株式-IT | 1.66% | -0.46% | -1.52% | |
| 15 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.38% | -0.17% | +0.85% | |
| 16 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.19% | +0.43% | +0.05% | |
| 17 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.19% | +0.33% | +4.79% | |
| 18 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.06% | -0.12% | -3.97% | |
| 19 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 1.05% | +0.01% | +11.86% | |
| 20 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 0.95% | — | +0.19% | |
| 21 | AVGO | Broadcom INC | 株式-IT | 0.93% | — | +6.16% | |
| 22 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.89% | -0.01% | +3.43% | |
| 23 | TSLA | Tesla INC | 株式-一般消費財 | 0.82% | -0.20% | +1.42% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.64% | — | -7.99% | |
| 25 | USHY | Ishares Broad Usd High Yield | ETF-ハイイールド債 | 0.58% | — | +4.56% | |
| 26 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.57% | +0.15% | +0.83% | |
| 27 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.57% | — | +0.44% | |
| 28 | ORCL | Oracle CORP | 株式-IT | 0.56% | -0.26% | +2.43% | |
| 29 | VTEC | Vanguard Ca Tax-ex Bond | ETF-その他 | 0.56% | +0.07% | +27.64% | |
| 30 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.56% | -0.10% | +7.73% | |
| 31 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.54% | — | +3.67% | |
| 32 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.54% | — | +2.38% | |
| 33 | WFC | Wells Fargo & Co | 株式-金融 | 0.52% | -0.13% | -0.03% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.50% | — | -5.33% | |
| 35 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.46% | — | +1.11% | |
| 36 | SCMB | Schwab Municipal Bond ETF | ETF-その他 | 0.44% | — | +0.62% | |
| 37 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 0.44% | — | -1.92% | |
| 38 | VYMI | Vanguard Int High Dvd Yld In | ETF-その他 | 0.44% | — | +4.45% | |
| 39 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.40% | — | +0.29% | |
| 40 | AVDV | Avantis Intl S/c Value ETF | ETF-その他 | 0.37% | — | +1.23% | |
| 41 | AVUS | Avantis U.s. Equity ETF | ETF-その他 | 0.36% | — | +0.03% | |
| 42 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.36% | +0.02% | +31.09% | |
| 43 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.35% | — | +1.07% | |
| 44 | NFLX | Netflix INC | 株式-通信サービス | 0.34% | — | +938.64% | |
| 45 | V | Visa Inc-class A Shares | 株式-金融 | 0.34% | -0.08% | -0.81% | |
| 46 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.34% | — | -0.01% | |
| 47 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.33% | — | +73.02% | |
| 48 | CMF | Ishares California Muni Bond | ETF-その他 | 0.32% | — | +9.92% | |
| 49 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.31% | — | -2.58% | |
| 50 | WMT | Walmart INC | 株式-生活必需品 | 0.29% | +0.02% | +3.66% |