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 | 14.84% | -0.01% | +1.70% | |
| 2 | VTV | Vanguard Value ETF | ETF-その他 | 12.31% | -0.15% | +5.98% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 8.39% | -0.06% | +8.39% | |
| 4 | VUG | Vanguard Growth ETF | ETF-その他 | 8.30% | +0.62% | +26.10% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 4.03% | — | -24.06% | |
| 6 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 3.22% | — | +8.89% | |
| 7 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 3.08% | +0.01% | +4.39% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 3.00% | +0.02% | +16.97% | |
| 9 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 2.77% | +0.26% | +62.05% | |
| 10 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 2.41% | +0.05% | +93.45% | |
| 11 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 2.22% | +0.14% | -19.26% | |
| 12 | U | Unity Software INC | 株式-IT | 1.67% | +0.07% | +25.99% | |
| 13 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.60% | — | +5.93% | |
| 14 | SCHV | Schwab US Large-cap Value | ETF-その他 | 1.54% | -0.01% | -2.65% | |
| 15 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-その他 | 1.38% | — | +24.82% | |
| 16 | SLY | Spdr S&p 600 Small Cap ETF | ETF-中小型株 | 1.34% | — | -11.65% | |
| 17 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.14% | +0.01% | -0.55% | |
| 18 | TSLA | Tesla INC | 株式-一般消費財 | 1.06% | +0.01% | +0.57% | |
| 19 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 1.01% | — | -4.26% | |
| 20 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.96% | — | — | |
| 21 | SNPS | Synopsys INC | 株式-IT | 0.96% | — | — | |
| 22 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.95% | — | -8.78% | |
| 23 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.91% | — | -3.98% | |
| 24 | MSFT | Microsoft CORP | 株式-IT | 0.91% | — | -8.60% | |
| 25 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.91% | +0.01% | +1.76% | |
| 26 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.80% | — | -2.31% | |
| 27 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.72% | — | -6.19% | |
| 28 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-大型株・グロース | 0.72% | — | -6.59% | |
| 29 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.67% | +0.01% | -0.20% | |
| 30 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.60% | +0.01% | -4.41% | |
| 31 | ESGE | Ishares INC Ishares Esg Awar | ETF-その他 | 0.57% | — | -2.02% | |
| 32 | ESML | Ishares Esg Aware Msci USA S | ETF-その他 | 0.52% | — | -12.51% | |
| 33 | EAGG | Ishares Esg Aware US Aggrega | ETF-その他 | 0.50% | -0.09% | -23.11% | |
| 34 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.49% | +0.07% | — | |
| 35 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.48% | — | +1.77% | |
| 36 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.47% | — | +0.44% | |
| 37 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.46% | — | +2.14% | |
| 38 | ICF | Ishares Select U.s. Reit ETF | ETF-その他 | 0.45% | — | +1.51% | |
| 39 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.42% | — | -5.13% | |
| 40 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.36% | — | -1.21% | |
| 41 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.36% | — | -8.51% | |
| 42 | AME | Ametek INC | 株式-資本財 | 0.34% | — | — | |
| 43 | MA | Mastercard INC - A | 株式-金融 | 0.33% | — | -13.33% | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.31% | — | -13.74% | |
| 45 | DE | Deere & Co | 株式-資本財 | 0.30% | — | +0.09% | |
| 46 | NFLX | Netflix INC | 株式-通信サービス | 0.30% | -0.09% | +31.77% | |
| 47 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.29% | — | -33.63% | |
| 48 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 0.28% | +0.03% | -0.43% | |
| 49 | FTSM | First Trust Enh Short Mat Fd | ETF-その他 | 0.28% | — | -10.34% | |
| 50 | CDNS | Cadence Design Sys INC | 株式-IT | 0.27% | — | — |