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 | 19.08% | +1.66% | +3.06% | |
| 2 | QQQM | Invesco Nasdaq 100 ETF | ETF-テック型 | 18.95% | -0.94% | -0.51% | |
| 3 | VB | Vanguard Small-cap ETF | ETF-その他 | 12.89% | +0.07% | +2.94% | |
| 4 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 9.23% | +0.11% | +5.66% | |
| 5 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 8.78% | +0.05% | +2.16% | |
| 6 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 7.66% | +6.58% | NEW | |
| 7 | BND | Vanguard Total Bond Market | ETF-その他 | 7.55% | +0.01% | +3.45% | |
| 8 | VO | Vanguard Mid-cap ETF | ETF-その他 | 5.58% | +0.12% | +2.79% | |
| 9 | AAPL | Apple INC | 株式-IT | 1.74% | -0.15% | +4.96% | |
| 10 | IOO | Ishares Global 100 ETF | ETF-その他 | 1.29% | +0.05% | +23.62% | |
| 11 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.85% | — | -6.00% | |
| 12 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.81% | -0.06% | +4.34% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.80% | — | +4.39% | |
| 14 | IWY | Ishares Russell Top 200 Grow | ETF-その他 | 0.61% | -0.09% | -0.27% | |
| 15 | MSFT | Microsoft CORP | 株式-IT | 0.38% | -0.42% | +13.42% | |
| 16 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.35% | -0.10% | +9.29% | |
| 17 | SDG | Ish Msci Glob Sust Deve Goal | ETF-その他 | 0.34% | — | -10.45% | |
| 18 | CVX | Chevron CORP | 株式-エネルギー | 0.34% | +0.07% | +116.66% | |
| 19 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.32% | -0.04% | +12.56% | |
| 20 | SCHH | Schwab US Reit ETF | ETF-その他 | 0.26% | — | -5.19% | |
| 21 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.26% | — | -8.89% | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.22% | +0.08% | +3.22% | |
| 23 | HTLFEUR | Heartland Financial USA INC | 株式-その他 | 0.21% | — | +0.37% | |
| 24 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.21% | — | +10.61% | |
| 25 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.17% | — | +2.11% | |
| 26 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.16% | -0.06% | +3.96% | |
| 27 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.15% | +0.06% | +15.70% | |
| 28 | NVDA | Nvidia CORP | 株式-IT | 0.15% | +0.43% | +31.76% | |
| 29 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.15% | — | -14.20% | |
| 30 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.15% | — | — | |
| 31 | CSCO | Cisco Systems INC | 株式-IT | 0.12% | — | +1.79% | |
| 32 | TSLA | Tesla INC | 株式-一般消費財 | 0.12% | -0.05% | +15.38% | |
| 33 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.11% | — | — | |
| 34 | SENS1GBP | Senseonics Holdings INC | 株式-その他 | 0.02% | — | -0.08% |