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 | 13.29% | -0.62% | +2.12% | |
| 2 | PM | Philip Morris International | 株式-生活必需品 | 11.15% | +0.53% | +0.76% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 5.95% | -0.72% | -0.87% | |
| 4 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 5.41% | +0.04% | +1.12% | |
| 5 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 5.07% | +0.32% | +1.65% | |
| 6 | SCHV | Schwab US Large-cap Value | ETF-その他 | 4.72% | -0.09% | +2.55% | |
| 7 | VTV | Vanguard Value ETF | ETF-その他 | 3.55% | +0.43% | +4.34% | |
| 8 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 3.54% | +0.27% | -6.41% | |
| 9 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 2.71% | -0.12% | -12.45% | |
| 10 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 2.41% | — | +5.45% | |
| 11 | BAC | Bank Of America CORP | 株式-金融 | 2.21% | -0.17% | +0.51% | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.13% | — | -2.15% | |
| 13 | VUG | Vanguard Growth ETF | ETF-その他 | 2.11% | -0.22% | +11.61% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.01% | -0.25% | +11.84% | |
| 15 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 1.90% | — | +9.64% | |
| 16 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 1.79% | -0.11% | -17.58% | |
| 17 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.71% | -0.08% | -15.43% | |
| 18 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 1.64% | -0.11% | +0.42% | |
| 19 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 1.62% | — | -13.79% | |
| 20 | DUHP | Dimensional US High Profi Et | ETF-その他 | 1.31% | +0.09% | — | |
| 21 | DVY | Ishares Select Dividend ETF | ETF-その他 | 1.28% | -0.09% | -0.54% | |
| 22 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 1.17% | -0.10% | +0.34% | |
| 23 | DFAU | Dimensional US Core Equity M | ETF-その他 | 1.13% | +0.45% | — | |
| 24 | MO | Altria Group INC | 株式-生活必需品 | 1.01% | +0.13% | +0.04% | |
| 25 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.97% | — | +6.33% | |
| 26 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-その他 | 0.92% | — | -23.56% | |
| 27 | XYZ | Block INC | 株式-金融 | 0.87% | — | — | |
| 28 | PCG | P G & E CORP | 株式-公益事業 | 0.83% | — | — | |
| 29 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.79% | — | +0.42% | |
| 30 | AAPL | Apple INC | 株式-IT | 0.73% | -0.10% | +18.91% | |
| 31 | PFE | Pfizer INC | 株式-ヘルスケア | 0.72% | — | -0.86% | |
| 32 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 0.69% | — | -17.04% | |
| 33 | XLRE | Ss Real Estate Select Sector | ETF-その他 | 0.67% | — | -18.26% | |
| 34 | GE | General Electric | 株式-資本財 | 0.66% | -0.06% | +0.08% | |
| 35 | KMI | Kinder Morgan INC | 株式-エネルギー | 0.61% | +0.13% | -0.34% | |
| 36 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.56% | — | -3.53% | |
| 37 | DE | Deere & Co | 株式-資本財 | 0.52% | +0.09% | +0.25% | |
| 38 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.52% | — | +1.47% | |
| 39 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.48% | -0.75% | EXIT | |
| 40 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 0.46% | — | -32.59% | |
| 41 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 0.44% | — | -4.17% | |
| 42 | UTF | Cohen & Steers Infrastructur | 株式-その他 | 0.43% | — | — | |
| 43 | SHOP | Shopify INC - Class A | 株式-IT | 0.43% | -0.27% | — | |
| 44 | BP | Bp Plc-spons Adr | 株式-エネルギー | 0.39% | — | — | |
| 45 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.38% | -0.21% | — | |
| 46 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.34% | -0.03% | -2.93% | |
| 47 | ALB | Albemarle CORP | 株式-素材 | 0.34% | — | +0.08% | |
| 48 | ELV | Elevance Health INC | 株式-ヘルスケア | 0.33% | — | +0.29% | |
| 49 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.32% | — | -3.54% | |
| 50 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.28% | +0.06% | — |