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 | 12.72% | -0.01% | -1.51% | |
| 2 | VTV | Vanguard Value ETF | ETF-その他 | 10.74% | -0.15% | +2.47% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 8.31% | -0.06% | +2.26% | |
| 4 | VUG | Vanguard Growth ETF | ETF-その他 | 6.45% | +0.62% | +9.88% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 5.98% | — | +7.93% | |
| 6 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 3.14% | +0.05% | -3.58% | |
| 7 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 3.10% | +0.14% | -13.04% | |
| 8 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 3.09% | — | -0.39% | |
| 9 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 2.79% | +0.01% | +11.00% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.46% | +0.02% | +10.27% | |
| 11 | U | Unity Software INC | 株式-IT | 2.22% | +0.07% | +38.09% | |
| 12 | SCHV | Schwab US Large-cap Value | ETF-その他 | 1.89% | -0.01% | -6.34% | |
| 13 | SLY | Spdr S&p 600 Small Cap ETF | ETF-中小型株 | 1.84% | — | -10.77% | |
| 14 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.70% | +0.26% | +3.01% | |
| 15 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.47% | — | -2.50% | |
| 16 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.25% | +0.01% | -7.74% | |
| 17 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 1.16% | — | +8.45% | |
| 18 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.16% | — | +2.26% | |
| 19 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 1.07% | — | +6.33% | |
| 20 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-その他 | 1.02% | — | +32.77% | |
| 21 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.99% | — | -1.41% | |
| 22 | MSFT | Microsoft CORP | 株式-IT | 0.98% | — | -1.50% | |
| 23 | SNPS | Synopsys INC | 株式-IT | 0.92% | — | -24.14% | |
| 24 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.91% | +0.01% | -10.38% | |
| 25 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-大型株・グロース | 0.85% | — | -7.93% | |
| 26 | TSLA | Tesla INC | 株式-一般消費財 | 0.81% | +0.01% | -1.79% | |
| 27 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.71% | +0.01% | +2.48% | |
| 28 | EAGG | Ishares Esg Aware US Aggrega | ETF-その他 | 0.67% | -0.09% | +13.28% | |
| 29 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.66% | — | +73.61% | |
| 30 | ESML | Ishares Esg Aware Msci USA S | ETF-その他 | 0.66% | — | -5.03% | |
| 31 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.65% | +0.01% | +2.07% | |
| 32 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.63% | — | +3.57% | |
| 33 | ESGE | Ishares INC Ishares Esg Awar | ETF-その他 | 0.61% | — | +11.21% | |
| 34 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.58% | — | -3.88% | |
| 35 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.52% | — | +0.74% | |
| 36 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.51% | — | +1.60% | |
| 37 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.50% | — | -3.74% | |
| 38 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.46% | — | -5.75% | |
| 39 | ICF | Ishares Select U.s. Reit ETF | ETF-その他 | 0.45% | — | +0.58% | |
| 40 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.43% | +0.07% | — | |
| 41 | NFLX | Netflix INC | 株式-通信サービス | 0.40% | -0.09% | -1.74% | |
| 42 | MA | Mastercard INC - A | 株式-金融 | 0.40% | — | +3.34% | |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.38% | +0.01% | +4.19% | |
| 44 | V | Visa Inc-class A Shares | 株式-金融 | 0.37% | — | +4.31% | |
| 45 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.35% | — | -2.57% | |
| 46 | AME | Ametek INC | 株式-資本財 | 0.34% | — | — | |
| 47 | FTSM | First Trust Enh Short Mat Fd | ETF-その他 | 0.32% | — | +62.92% | |
| 48 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.30% | — | -1.96% | |
| 49 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 0.30% | +0.03% | -13.08% | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.30% | — | -8.90% |