CIK: 0002016470
申告総資産額
$1.8億
| # | 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 | VV | Vanguard Large-cap ETF | ETF-その他 | 38.59% | -2.88% | +9.56% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 16.01% | +0.25% | +0.78% | |
| 3 | VPL | Vanguard Ftse Pacific ETF | ETF-その他 | 8.77% | +0.93% | +26.46% | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-その他 | 6.89% | -0.40% | +13.21% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 6.64% | -0.35% | +23.60% | |
| 6 | RWO | State Street Spdr Dow Jones | ETF-その他 | 4.26% | -0.11% | +19.01% | |
| 7 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 3.47% | -0.39% | +25.83% | |
| 8 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 3.12% | +0.16% | +2.58% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.75% | +1.07% | +26.40% | |
| 10 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 1.82% | -0.33% | +30.98% | |
| 11 | NMRA | Neumora Therapeutics INC | 株式-その他 | 1.28% | -0.04% | -45.54% | |
| 12 | ET | Energy Transfer LP | 株式-エネルギー | 1.05% | -0.09% | — | |
| 13 | TRGP | Targa Resources CORP | 株式-エネルギー | 0.80% | -0.02% | — | |
| 14 | OKE | Oneok INC | 株式-エネルギー | 0.56% | -0.06% | — | |
| 15 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.55% | -0.06% | — | |
| 16 | WMB | Williams Cos INC | 株式-エネルギー | 0.54% | -0.04% | — | |
| 17 | KMI | Kinder Morgan INC | 株式-エネルギー | 0.49% | -0.06% | — | |
| 18 | MPLX | Mplx LP | 株式-エネルギー | 0.48% | -0.04% | — | |
| 19 | AROC | Archrock INC | 株式-エネルギー | 0.45% | +0.03% | — | |
| 20 | FBIN | Fortune Brands Innovations I | 株式-資本財 | 0.45% | +0.06% | — | |
| 21 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.41% | — | -3.36% | |
| 22 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 0.35% | +0.01% | — | |
| 23 | EXC | Exelon CORP | 株式-公益事業 | 0.28% | -0.04% | — |