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 | VTV | Vanguard Value ETF | ETF-その他 | 13.02% | -0.15% | -2.84% | |
| 2 | AAPL | Apple INC | 株式-IT | 11.41% | -0.01% | -3.29% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 8.29% | -0.06% | -1.71% | |
| 4 | VUG | Vanguard Growth ETF | ETF-その他 | 7.94% | +0.62% | +3.63% | |
| 5 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 3.97% | +0.01% | +5.15% | |
| 6 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 3.52% | +0.26% | +4.75% | |
| 7 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 3.17% | — | -1.98% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 3.11% | +0.02% | -2.29% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 3.06% | — | -22.24% | |
| 10 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 2.59% | — | -33.34% | |
| 11 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 1.97% | +0.05% | -6.89% | |
| 12 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.96% | — | +14.57% | |
| 13 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 1.86% | +0.14% | -1.74% | |
| 14 | SCHV | Schwab US Large-cap Value | ETF-その他 | 1.79% | -0.01% | +4.81% | |
| 15 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-その他 | 1.59% | — | -2.58% | |
| 16 | U | Unity Software INC | 株式-IT | 1.51% | +0.07% | +20.45% | |
| 17 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.42% | — | -33.16% | |
| 18 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 1.30% | — | +0.03% | |
| 19 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 1.29% | — | -1.79% | |
| 20 | SLY | Spdr S&p 600 Small Cap ETF | ETF-中小型株 | 1.23% | — | -0.96% | |
| 21 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.98% | — | +0.18% | |
| 22 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.96% | +0.01% | -0.46% | |
| 23 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.90% | — | +3.06% | |
| 24 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.90% | +0.01% | — | |
| 25 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.89% | — | +0.01% | |
| 26 | SNPS | Synopsys INC | 株式-IT | 0.87% | — | — | |
| 27 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.84% | — | +27.12% | |
| 28 | MSFT | Microsoft CORP | 株式-IT | 0.79% | — | -0.25% | |
| 29 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.76% | +0.07% | +0.08% | |
| 30 | ESGE | Ishares INC Ishares Esg Awar | ETF-その他 | 0.70% | — | +3.62% | |
| 31 | ESML | Ishares Esg Aware Msci USA S | ETF-その他 | 0.54% | — | -5.46% | |
| 32 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.54% | +0.01% | +0.03% | |
| 33 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.50% | — | +4.19% | |
| 34 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.50% | — | +15.49% | |
| 35 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-大型株・グロース | 0.47% | — | -0.93% | |
| 36 | EAGG | Ishares Esg Aware US Aggrega | ETF-その他 | 0.46% | -0.09% | -1.92% | |
| 37 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.45% | — | — | |
| 38 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.44% | — | — | |
| 39 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.44% | — | — | |
| 40 | AME | Ametek INC | 株式-資本財 | 0.42% | — | — | |
| 41 | ICF | Ishares Select U.s. Reit ETF | ETF-その他 | 0.38% | — | -0.44% | |
| 42 | TSLA | Tesla INC | 株式-一般消費財 | 0.37% | +0.01% | -2.54% | |
| 43 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.37% | — | -3.46% | |
| 44 | MA | Mastercard INC - A | 株式-金融 | 0.35% | — | -0.94% | |
| 45 | DE | Deere & Co | 株式-資本財 | 0.34% | — | +0.09% | |
| 46 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.33% | +0.01% | +1.45% | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.30% | — | -1.73% | |
| 48 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.29% | — | -0.52% | |
| 49 | CDNS | Cadence Design Sys INC | 株式-IT | 0.27% | — | — | |
| 50 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.27% | — | +9.65% |