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 | 13.53% | -0.62% | +0.76% | |
| 2 | PM | Philip Morris International | 株式-生活必需品 | 9.85% | +0.53% | -2.86% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 6.60% | -0.72% | -0.11% | |
| 4 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 5.50% | +0.04% | +0.52% | |
| 5 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 4.82% | +0.32% | +0.63% | |
| 6 | SCHV | Schwab US Large-cap Value | ETF-その他 | 4.47% | -0.09% | +0.79% | |
| 7 | VTV | Vanguard Value ETF | ETF-その他 | 3.37% | +0.43% | +1.80% | |
| 8 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 3.17% | +0.27% | -4.62% | |
| 9 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 2.56% | -0.12% | -4.48% | |
| 10 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 2.51% | — | +1.60% | |
| 11 | VUG | Vanguard Growth ETF | ETF-その他 | 2.38% | -0.22% | +2.04% | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.13% | — | -1.98% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.03% | -0.25% | +0.15% | |
| 14 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 1.84% | — | +2.21% | |
| 15 | BAC | Bank Of America CORP | 株式-金融 | 1.77% | -0.17% | -2.17% | |
| 16 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 1.75% | -0.11% | -4.79% | |
| 17 | DUHP | Dimensional US High Profi Et | ETF-その他 | 1.74% | +0.09% | +34.14% | |
| 18 | DFAU | Dimensional US Core Equity M | ETF-その他 | 1.71% | +0.45% | +49.43% | |
| 19 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 1.61% | — | -4.07% | |
| 20 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.59% | -0.08% | -4.82% | |
| 21 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 1.54% | -0.11% | +0.14% | |
| 22 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 1.31% | -0.10% | -5.16% | |
| 23 | DVY | Ishares Select Dividend ETF | ETF-その他 | 1.19% | -0.09% | +0.86% | |
| 24 | MO | Altria Group INC | 株式-生活必需品 | 0.95% | +0.13% | +1.38% | |
| 25 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.95% | — | +1.29% | |
| 26 | XYZ | Block INC | 株式-金融 | 0.90% | — | — | |
| 27 | AAPL | Apple INC | 株式-IT | 0.88% | -0.10% | -0.63% | |
| 28 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-その他 | 0.83% | — | -6.81% | |
| 29 | PCG | P G & E CORP | 株式-公益事業 | 0.78% | — | — | |
| 30 | GE | General Electric | 株式-資本財 | 0.72% | -0.06% | +0.09% | |
| 31 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.66% | — | +0.17% | |
| 32 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 0.64% | — | -12.38% | |
| 33 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.63% | -0.21% | — | |
| 34 | XLRE | Ss Real Estate Select Sector | ETF-その他 | 0.60% | — | -6.37% | |
| 35 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.60% | -0.75% | EXIT | |
| 36 | KMI | Kinder Morgan INC | 株式-エネルギー | 0.56% | +0.13% | +0.40% | |
| 37 | SHOP | Shopify INC - Class A | 株式-IT | 0.56% | -0.27% | — | |
| 38 | PFE | Pfizer INC | 株式-ヘルスケア | 0.55% | — | — | |
| 39 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.51% | — | — | |
| 40 | DE | Deere & Co | 株式-資本財 | 0.48% | +0.09% | +0.30% | |
| 41 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 0.44% | — | +0.28% | |
| 42 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.42% | — | -12.46% | |
| 43 | UTF | Cohen & Steers Infrastructur | 株式-その他 | 0.41% | — | — | |
| 44 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 0.40% | — | -8.26% | |
| 45 | BP | Bp Plc-spons Adr | 株式-エネルギー | 0.40% | — | — | |
| 46 | DFAT | Dimensional US Target Value | ETF-その他 | 0.38% | +0.28% | +97.63% | |
| 47 | RBLX | Roblox CORP -class A | 株式-通信サービス | 0.38% | -0.11% | — | |
| 48 | DFAI | Dimensional International Co | ETF-その他 | 0.36% | +0.20% | +141.15% | |
| 49 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.33% | -0.03% | +5.24% | |
| 50 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.33% | — | — |