CIK: 0001810023
申告総資産額
$8.1億
| # | 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 | AAPL | Apple INC | 株式-IT | 15.29% | -0.01% | +378.92% | |
| 2 | VTV | Vanguard Value ETF | ETF-その他 | 8.84% | -0.15% | +20.26% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 7.89% | -0.06% | +13.15% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 6.17% | — | +27.41% | |
| 5 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 5.35% | +0.05% | -12.21% | |
| 6 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 5.28% | +0.14% | -16.12% | |
| 7 | SCHV | Schwab US Large-cap Value | ETF-その他 | 3.63% | -0.01% | -14.01% | |
| 8 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 3.16% | — | +11.00% | |
| 9 | SLY | Spdr S&p 600 Small Cap ETF | ETF-中小型株 | 3.09% | — | -11.61% | |
| 10 | VUG | Vanguard Growth ETF | ETF-その他 | 2.36% | +0.62% | — | |
| 11 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.78% | +0.01% | -20.23% | |
| 12 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.77% | — | +7.91% | |
| 13 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.66% | +0.26% | +23.39% | |
| 14 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-大型株・グロース | 1.45% | — | -6.27% | |
| 15 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.40% | — | -0.85% | |
| 16 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.24% | +0.01% | -21.54% | |
| 17 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.19% | — | +0.76% | |
| 18 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 1.14% | +0.01% | +624.75% | |
| 19 | TSLA | Tesla INC | 株式-一般消費財 | 1.03% | +0.01% | -0.63% | |
| 20 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.99% | +0.02% | — | |
| 21 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.92% | — | -23.43% | |
| 22 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.91% | — | +48.89% | |
| 23 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 0.88% | — | +49.51% | |
| 24 | ESML | Ishares Esg Aware Msci USA S | ETF-その他 | 0.81% | — | +22.73% | |
| 25 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.76% | +0.01% | -1.04% | |
| 26 | MSFT | Microsoft CORP | 株式-IT | 0.75% | — | +1.11% | |
| 27 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.73% | +0.01% | -2.16% | |
| 28 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.70% | — | +5.10% | |
| 29 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.62% | — | -26.76% | |
| 30 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.60% | — | -0.28% | |
| 31 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.58% | — | +1.33% | |
| 32 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.56% | — | -9.42% | |
| 33 | EAGG | Ishares Esg Aware US Aggrega | ETF-その他 | 0.52% | -0.09% | +257.98% | |
| 34 | TWLO | Twilio INC - A | 株式-IT | 0.51% | — | +1.75% | |
| 35 | ESGE | Ishares INC Ishares Esg Awar | ETF-その他 | 0.50% | — | +53.20% | |
| 36 | MA | Mastercard INC - A | 株式-金融 | 0.47% | — | -11.55% | |
| 37 | ICF | Ishares Select U.s. Reit ETF | ETF-その他 | 0.47% | — | +81.42% | |
| 38 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.45% | — | -1.03% | |
| 39 | NFLX | Netflix INC | 株式-通信サービス | 0.44% | -0.09% | -2.36% | |
| 40 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-その他 | 0.43% | — | — | |
| 41 | V | Visa Inc-class A Shares | 株式-金融 | 0.41% | — | -2.62% | |
| 42 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 0.41% | +0.03% | +0.34% | |
| 43 | AME | Ametek INC | 株式-資本財 | 0.40% | — | — | |
| 44 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.39% | +0.07% | — | |
| 45 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.36% | — | -2.49% | |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.35% | +0.01% | +8.42% | |
| 47 | INTC | Intel CORP | 株式-IT | 0.35% | +0.08% | +20.31% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.33% | — | -0.42% | |
| 49 | RNG | Ringcentral Inc-class A | 株式-IT | 0.30% | — | -6.52% | |
| 50 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.28% | — | — |