CIK: 0002041800
申告総資産額
$1.9億
| # | 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 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 5.20% | -1.15% | +114.27% | |
| 2 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 4.59% | +0.35% | +58.47% | |
| 3 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 3.54% | +0.74% | +9.63% | |
| 4 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 3.16% | -0.01% | +9.76% | |
| 5 | TCAF | T Rowe Prc Cap Appreciation | ETF-その他 | 2.79% | -0.16% | -2.97% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.69% | +0.10% | +592.32% | |
| 7 | DFAE | Dimensional Emerging Core Eq | ETF-新興国市場 | 2.68% | +0.12% | +26.81% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.64% | — | +461.17% | |
| 9 | IQLT | Ishares Msci International Q | ETF-その他 | 2.51% | +0.01% | +5.13% | |
| 10 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 2.25% | +0.30% | -6.45% | |
| 11 | QLTY | Gmo U.s. Quality ETF | ETF-その他 | 2.17% | -0.15% | -1.45% | |
| 12 | VTIP | Vanguard Short-term Tips | ETF-その他 | 2.00% | +0.36% | — | |
| 13 | FBND | Fidelity Total Bond ETF | ETF-その他 | 1.97% | +0.30% | +67.01% | |
| 14 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 1.85% | +0.01% | +1.89% | |
| 15 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 1.83% | — | +0.01% | |
| 16 | VUG | Vanguard Growth ETF | ETF-その他 | 1.81% | — | -3.74% | |
| 17 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.80% | -0.25% | -2.03% | |
| 18 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.75% | +0.75% | +17.27% | |
| 19 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 1.67% | — | +0.04% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.56% | -0.25% | -3.67% | |
| 21 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.54% | +0.01% | — | |
| 22 | VUSB | Vanguard Ultra Short Bond Et | ETF-その他 | 1.44% | +0.06% | +22.69% | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.43% | — | +0.06% | |
| 24 | CRMD | Cormedix INC | 株式-その他 | 1.42% | -0.36% | +2.79% | |
| 25 | EAGG | Ishares Esg Aware US Aggrega | ETF-その他 | 1.41% | — | -10.68% | |
| 26 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 1.41% | -0.11% | +0.24% | |
| 27 | BSCS | Invesco Bulletshares 2028 Cb | ETF-その他 | 1.38% | — | +0.81% | |
| 28 | VTV | Vanguard Value ETF | ETF-その他 | 1.33% | — | +35.44% | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.32% | — | +5.00% | |
| 30 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.29% | — | +0.14% | |
| 31 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.23% | -0.37% | -10.37% | |
| 32 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.23% | — | +2.01% | |
| 33 | BSCR | Invesco Bulletshares 2027 Cb | ETF-その他 | 1.21% | — | +4.67% | |
| 34 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-その他 | 1.18% | — | +0.78% | |
| 35 | AAPL | Apple INC | 株式-IT | 1.10% | -0.18% | -8.03% | |
| 36 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.05% | — | -4.77% | |
| 37 | BSCT | Invesco Bulletshares 2029 Cb | ETF-その他 | 1.03% | — | +0.82% | |
| 38 | CVX | Chevron CORP | 株式-エネルギー | 1.03% | +0.23% | +5.42% | |
| 39 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 0.98% | +0.04% | +7.38% | |
| 40 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型株・グロース | 0.95% | +0.11% | +20.99% | |
| 41 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.95% | — | +21.78% | |
| 42 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-その他 | 0.86% | -0.26% | +0.12% | |
| 43 | MSFT | Microsoft CORP | 株式-IT | 0.85% | -0.17% | +7.13% | |
| 44 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.80% | — | -1.91% | |
| 45 | MRSH | Marsh & Mclennan Cos | 株式-金融 | 0.78% | — | — | |
| 46 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.72% | — | +42.89% | |
| 47 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.69% | — | — | |
| 48 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.62% | — | +5.53% | |
| 49 | BND | Vanguard Total Bond Market | ETF-その他 | 0.61% | — | — | |
| 50 | PM | Philip Morris International | 株式-生活必需品 | 0.60% | — | — |