CIK: 0001810023
申告総資産額
$8.1億
| # | ティッカー | 発行体 | 資産子分類 | 比率 | 比率変動 | 持株数変化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | 株式-IT | 12.48% | -0.01% | -1.26% | |
| 2 | VTV | Vanguard Value ETF | ETF-その他 | 8.46% | -0.15% | -13.30% | |
| 3 | VUG | Vanguard Growth ETF | ETF-その他 | 8.36% | +0.62% | +2.71% | |
| 4 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 5.04% | — | +193.05% | |
| 5 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 4.70% | -0.69% | +300.50% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 4.69% | -0.06% | -25.06% | |
| 7 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 3.31% | +0.01% | -7.55% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 3.12% | +0.26% | +3.46% | |
| 9 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 2.47% | +0.27% | +279.46% | |
| 10 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 2.27% | -0.13% | +166.81% | |
| 11 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 2.02% | +0.05% | -4.53% | |
| 12 | U | Unity Software INC | 株式-IT | 1.98% | +0.07% | +4.23% | |
| 13 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.91% | — | -9.16% | |
| 14 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 1.79% | — | -24.95% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.53% | +0.02% | -33.16% | |
| 16 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 1.50% | +0.14% | -14.12% | |
| 17 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.44% | — | -31.02% | |
| 18 | SCHV | Schwab US Large-cap Value | ETF-その他 | 1.27% | -0.01% | -5.89% | |
| 19 | SUSA | Ishares Esg Optimized Msci U | ETF-その他 | 1.03% | — | +203.10% | |
| 20 | EUSB | Ishr Esg Advn Universal Bd-$ | ETF-その他 | 1.01% | — | +450.44% | |
| 21 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.95% | +0.01% | -2.35% | |
| 22 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.93% | — | -35.14% | |
| 23 | CMF | Ishares California Muni Bond | ETF-その他 | 0.91% | — | — | |
| 24 | MSFT | Microsoft CORP | 株式-IT | 0.89% | — | +1.04% | |
| 25 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 0.87% | — | — | |
| 26 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.80% | — | +0.27% | |
| 27 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.78% | +0.01% | +8.98% | |
| 28 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.78% | +0.07% | +0.96% | |
| 29 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.75% | — | -7.48% | |
| 30 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.74% | +0.35% | +176.04% | |
| 31 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-その他 | 0.74% | — | -32.97% | |
| 32 | SNPS | Synopsys INC | 株式-IT | 0.74% | — | -20.89% | |
| 33 | ESGE | Ishares INC Ishares Esg Awar | ETF-その他 | 0.68% | — | +13.47% | |
| 34 | TSLA | Tesla INC | 株式-一般消費財 | 0.67% | +0.01% | +9.86% | |
| 35 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.66% | — | -11.20% | |
| 36 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 0.66% | — | -31.02% | |
| 37 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.65% | — | -40.60% | |
| 38 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.64% | — | -11.97% | |
| 39 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.64% | — | -34.78% | |
| 40 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.63% | — | +198.61% | |
| 41 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.54% | — | +4.88% | |
| 42 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.51% | +0.01% | -11.21% | |
| 43 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.42% | +0.01% | +1.13% | |
| 44 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-大型株・グロース | 0.41% | — | -6.29% | |
| 45 | AME | Ametek INC | 株式-資本財 | 0.39% | — | — | |
| 46 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.38% | — | -7.44% | |
| 47 | PWZ | Invesco California Amt-free | ETF-その他 | 0.36% | +0.23% | — | |
| 48 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.36% | — | -0.86% | |
| 49 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.35% | — | -0.64% | |
| 50 | EAGG | Ishares Esg Aware US Aggrega | ETF-その他 | 0.34% | -0.09% | +11.64% |