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 | 12.34% | -0.01% | -6.14% | |
| 2 | VTV | Vanguard Value ETF | ETF-その他 | 10.90% | -0.15% | -6.33% | |
| 3 | VUG | Vanguard Growth ETF | ETF-その他 | 8.24% | +0.62% | -2.28% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 7.12% | -0.06% | -12.69% | |
| 5 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 3.76% | +0.01% | -4.11% | |
| 6 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 3.43% | +0.26% | +2.65% | |
| 7 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 2.61% | — | -12.24% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.55% | +0.02% | -11.54% | |
| 9 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 2.45% | — | +2.32% | |
| 10 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.43% | — | -14.63% | |
| 11 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 2.11% | +0.05% | +0.54% | |
| 12 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 1.83% | — | — | |
| 13 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 1.82% | +0.14% | -1.51% | |
| 14 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.64% | — | -8.52% | |
| 15 | U | Unity Software INC | 株式-IT | 1.63% | +0.07% | +5.06% | |
| 16 | SCHV | Schwab US Large-cap Value | ETF-その他 | 1.51% | -0.01% | -6.00% | |
| 17 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 1.37% | -0.69% | — | |
| 18 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-その他 | 1.28% | — | -12.64% | |
| 19 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.27% | — | -3.31% | |
| 20 | SLY | Spdr S&p 600 Small Cap ETF | ETF-中小型株 | 1.13% | — | -1.44% | |
| 21 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 1.12% | — | -7.72% | |
| 22 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 1.07% | — | -16.22% | |
| 23 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.99% | +0.01% | -0.65% | |
| 24 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.97% | -0.13% | — | |
| 25 | SNPS | Synopsys INC | 株式-IT | 0.96% | — | — | |
| 26 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.91% | — | -5.52% | |
| 27 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.86% | — | -0.36% | |
| 28 | MSFT | Microsoft CORP | 株式-IT | 0.85% | — | -1.36% | |
| 29 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.82% | — | -0.04% | |
| 30 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.82% | — | -2.97% | |
| 31 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.79% | +0.01% | -3.38% | |
| 32 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 0.73% | +0.27% | — | |
| 33 | ESGE | Ishares INC Ishares Esg Awar | ETF-その他 | 0.68% | — | +2.23% | |
| 34 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.65% | +0.07% | — | |
| 35 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.58% | +0.01% | -1.41% | |
| 36 | TSLA | Tesla INC | 株式-一般消費財 | 0.55% | +0.01% | -2.81% | |
| 37 | ESML | Ishares Esg Aware Msci USA S | ETF-その他 | 0.48% | — | -5.88% | |
| 38 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-大型株・グロース | 0.46% | — | +199.76% | |
| 39 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.46% | — | -2.45% | |
| 40 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.44% | — | +1.93% | |
| 41 | AME | Ametek INC | 株式-資本財 | 0.40% | — | — | |
| 42 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.39% | — | -3.63% | |
| 43 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.39% | — | -3.99% | |
| 44 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.39% | — | -7.48% | |
| 45 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.38% | — | -17.96% | |
| 46 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.38% | +0.01% | +2.44% | |
| 47 | SUSA | Ishares Esg Optimized Msci U | ETF-その他 | 0.37% | — | — | |
| 48 | EAGG | Ishares Esg Aware US Aggrega | ETF-その他 | 0.35% | -0.09% | -17.15% | |
| 49 | ICF | Ishares Select U.s. Reit ETF | ETF-その他 | 0.34% | — | -3.08% | |
| 50 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.33% | — | +0.18% |