CIK: 0001894921
申告総資産額
$3.2億
| # | 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 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 16.43% | +1.66% | +1.73% | |
| 2 | QQQM | Invesco Nasdaq 100 ETF | ETF-テック型 | 16.36% | -0.94% | +8.82% | |
| 3 | VB | Vanguard Small-cap ETF | ETF-その他 | 14.77% | +0.07% | +8.57% | |
| 4 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 11.86% | +0.11% | +7.14% | |
| 5 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 10.84% | +0.05% | +1.49% | |
| 6 | BND | Vanguard Total Bond Market | ETF-その他 | 9.58% | +0.01% | -0.03% | |
| 7 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 8.91% | +6.58% | NEW | |
| 8 | VO | Vanguard Mid-cap ETF | ETF-その他 | 6.26% | +0.12% | +11.60% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.44% | — | +252.22% | |
| 10 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.70% | — | +136.42% | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 0.55% | -0.42% | +8.86% | |
| 12 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.52% | — | — | |
| 13 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.30% | — | -2.12% | |
| 14 | SCHH | Schwab US Reit ETF | ETF-その他 | 0.27% | — | +89.04% | |
| 15 | AAPL | Apple INC | 株式-IT | 0.24% | -0.15% | +90.09% | |
| 16 | HTLFEUR | Heartland Financial USA INC | 株式-その他 | 0.15% | — | — | |
| 17 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.15% | -0.04% | — | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.14% | +0.08% | +8.16% | |
| 19 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.14% | — | — | |
| 20 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.13% | — | — | |
| 21 | CSCO | Cisco Systems INC | 株式-IT | 0.13% | — | +0.45% | |
| 22 | TSLA | Tesla INC | 株式-一般消費財 | 0.13% | -0.05% | — |