CIK: 0002051705
申告総資産額
$2.7億
| # | 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 20.45% | -0.62% | +3.17% | |
| 2 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 10.65% | -0.72% | +100.72% | |
| 3 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 7.62% | +0.04% | +107.96% | |
| 4 | SCHV | Schwab US Large-cap Value | ETF-その他 | 6.26% | -0.09% | -1.80% | |
| 5 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 5.83% | +0.32% | +3.38% | |
| 6 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 4.96% | -0.12% | -3.89% | |
| 7 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 4.63% | +0.27% | -5.59% | |
| 8 | VTV | Vanguard Value ETF | ETF-その他 | 4.52% | +0.43% | +1.90% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.57% | — | -15.08% | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 3.24% | -0.08% | -0.10% | |
| 11 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 3.12% | — | -7.21% | |
| 12 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 2.89% | — | +3.11% | |
| 13 | VUG | Vanguard Growth ETF | ETF-その他 | 2.59% | -0.22% | +6.68% | |
| 14 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 2.38% | -0.11% | +1.76% | |
| 15 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 2.23% | -0.11% | +14.35% | |
| 16 | DVY | Ishares Select Dividend ETF | ETF-その他 | 1.92% | -0.09% | -6.45% | |
| 17 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-その他 | 1.90% | — | -3.75% | |
| 18 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 1.53% | — | +48.31% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.28% | -0.25% | -1.43% | |
| 20 | AAPL | Apple INC | 株式-IT | 1.08% | -0.10% | -2.41% | |
| 21 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.04% | — | +0.97% | |
| 22 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 0.92% | — | +18.34% | |
| 23 | XLRE | Ss Real Estate Select Sector | ETF-その他 | 0.91% | — | +38.17% | |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.68% | -0.75% | EXIT | |
| 25 | RBLX | Roblox CORP -class A | 株式-通信サービス | 0.57% | -0.11% | — | |
| 26 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 0.46% | — | +52.67% | |
| 27 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 0.42% | — | — | |
| 28 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.40% | — | +68.31% | |
| 29 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 0.35% | — | +84.83% | |
| 30 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 0.35% | — | +0.27% | |
| 31 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.35% | — | +0.14% | |
| 32 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.28% | — | +4.50% | |
| 33 | TSLA | Tesla INC | 株式-一般消費財 | 0.26% | — | +2.18% | |
| 34 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-その他 | 0.20% | — | -4.24% | |
| 35 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.18% | — | +1.80% |