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 | 13.75% | -0.62% | +1.35% | |
| 2 | PM | Philip Morris International | 株式-生活必需品 | 10.21% | +0.53% | +0.57% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 6.79% | -0.72% | +2.20% | |
| 4 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 5.65% | +0.04% | +3.68% | |
| 5 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 5.07% | +0.32% | +10.51% | |
| 6 | SCHV | Schwab US Large-cap Value | ETF-その他 | 4.59% | -0.09% | +1.64% | |
| 7 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 3.83% | +0.27% | +9.83% | |
| 8 | VTV | Vanguard Value ETF | ETF-その他 | 3.37% | +0.43% | +3.11% | |
| 9 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 3.21% | -0.12% | -1.96% | |
| 10 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 2.32% | -0.11% | +6.00% | |
| 11 | BAC | Bank Of America CORP | 株式-金融 | 2.26% | -0.17% | -1.50% | |
| 12 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 2.25% | — | +6.59% | |
| 13 | VUG | Vanguard Growth ETF | ETF-その他 | 2.13% | -0.22% | +16.07% | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.13% | — | -4.60% | |
| 15 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.06% | -0.08% | -2.49% | |
| 16 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 1.99% | — | +7.01% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.89% | -0.25% | +0.05% | |
| 18 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 1.83% | — | +20.39% | |
| 19 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 1.71% | -0.11% | +1.06% | |
| 20 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 1.29% | -0.10% | — | |
| 21 | DVY | Ishares Select Dividend ETF | ETF-その他 | 1.29% | -0.09% | -1.59% | |
| 22 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-その他 | 1.21% | — | -3.54% | |
| 23 | MO | Altria Group INC | 株式-生活必需品 | 1.00% | +0.13% | -6.04% | |
| 24 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.92% | — | +104.84% | |
| 25 | XLRE | Ss Real Estate Select Sector | ETF-その他 | 0.90% | — | +5.88% | |
| 26 | XYZ | Block INC | 株式-金融 | 0.86% | — | — | |
| 27 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.84% | — | +0.29% | |
| 28 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 0.81% | — | +1.09% | |
| 29 | AAPL | Apple INC | 株式-IT | 0.74% | -0.10% | -1.35% | |
| 30 | PCG | P G & E CORP | 株式-公益事業 | 0.71% | — | -34.83% | |
| 31 | PFE | Pfizer INC | 株式-ヘルスケア | 0.70% | — | +0.92% | |
| 32 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 0.68% | — | +9.79% | |
| 33 | KMI | Kinder Morgan INC | 株式-エネルギー | 0.64% | +0.13% | -21.11% | |
| 34 | GE | General Electric | 株式-資本財 | 0.55% | -0.06% | -16.07% | |
| 35 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.51% | — | +0.69% | |
| 36 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.51% | — | +3.66% | |
| 37 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.50% | -0.75% | EXIT | |
| 38 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.48% | -0.21% | — | |
| 39 | UTF | Cohen & Steers Infrastructur | 株式-その他 | 0.47% | — | -10.44% | |
| 40 | ALB | Albemarle CORP | 株式-素材 | 0.46% | — | +23.64% | |
| 41 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 0.46% | — | +21.57% | |
| 42 | DE | Deere & Co | 株式-資本財 | 0.46% | +0.09% | +0.36% | |
| 43 | SHOP | Shopify INC - Class A | 株式-IT | 0.37% | -0.27% | — | |
| 44 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.37% | — | +3.68% | |
| 45 | RBLX | Roblox CORP -class A | 株式-通信サービス | 0.36% | -0.11% | — | |
| 46 | BP | Bp Plc-spons Adr | 株式-エネルギー | 0.36% | — | -44.23% | |
| 47 | ELV | Elevance Health INC | 株式-ヘルスケア | 0.33% | — | +0.29% | |
| 48 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.31% | -0.03% | — | |
| 49 | RFI | Cohen & Steers Tot Ret Rlty | 株式-その他 | 0.29% | — | — | |
| 50 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.28% | — | +0.69% |