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 | VUG | Vanguard Growth ETF | ETF-その他 | 9.04% | +0.62% | +2.05% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 8.58% | +0.46% | +27.16% | |
| 3 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 8.13% | -0.69% | +30.11% | |
| 4 | AAPL | Apple INC | 株式-IT | 7.59% | -0.01% | -6.09% | |
| 5 | VTV | Vanguard Value ETF | ETF-その他 | 7.10% | -0.15% | -3.40% | |
| 6 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 4.07% | -0.13% | +18.42% | |
| 7 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 3.31% | +0.03% | +13.74% | |
| 8 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 3.00% | +0.27% | +19.19% | |
| 9 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 2.53% | +0.01% | +35.94% | |
| 10 | XLK | Ss Technology Select Sector | ETF-テック型 | 2.19% | +0.35% | +22.05% | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.77% | -0.06% | -29.78% | |
| 12 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 1.72% | +0.05% | -0.39% | |
| 13 | OEF | Ishares S&p 100 ETF | ETF-その他 | 1.68% | -0.74% | +14.80% | |
| 14 | EAGG | Ishares Esg Aware US Aggrega | ETF-その他 | 1.50% | -0.09% | +10.32% | |
| 15 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 1.45% | -0.34% | +26.36% | |
| 16 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 1.36% | -0.25% | +46.43% | |
| 17 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.35% | -0.01% | +557.38% | |
| 18 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 1.32% | +0.01% | -21.53% | |
| 19 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 1.24% | +0.14% | -8.70% | |
| 20 | CMF | Ishares California Muni Bond | ETF-その他 | 1.23% | — | +47.59% | |
| 21 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.01% | +0.07% | -3.83% | |
| 22 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.99% | — | -17.19% | |
| 23 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.96% | -0.01% | -1.29% | |
| 24 | PWZ | Invesco California Amt-free | ETF-その他 | 0.96% | +0.23% | +1.28% | |
| 25 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.93% | +0.01% | — | |
| 26 | U | Unity Software INC | 株式-IT | 0.93% | +0.07% | -3.49% | |
| 27 | MSFT | Microsoft CORP | 株式-IT | 0.91% | — | -1.03% | |
| 28 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.81% | +0.26% | -35.97% | |
| 29 | XLE | Ss Energy Select Sector | ETF-その他 | 0.80% | — | +43.95% | |
| 30 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.72% | — | -30.15% | |
| 31 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.70% | +0.01% | -0.02% | |
| 32 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.65% | — | -6.23% | |
| 33 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.61% | — | -0.05% | |
| 34 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 0.59% | — | -7.54% | |
| 35 | SNPS | Synopsys INC | 株式-IT | 0.57% | — | — | |
| 36 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.53% | +0.01% | -0.89% | |
| 37 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.51% | +0.02% | +0.81% | |
| 38 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.49% | +0.02% | -41.17% | |
| 39 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.49% | — | -0.89% | |
| 40 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.47% | — | -14.45% | |
| 41 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.44% | — | -6.98% | |
| 42 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.44% | +0.01% | -1.15% | |
| 43 | AME | Ametek INC | 株式-資本財 | 0.36% | — | — | |
| 44 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.36% | — | -49.99% | |
| 45 | TSLA | Tesla INC | 株式-一般消費財 | 0.34% | +0.01% | -1.84% | |
| 46 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 0.33% | — | -25.07% | |
| 47 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.32% | — | — | |
| 48 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.32% | — | -0.30% | |
| 49 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.30% | — | -0.44% | |
| 50 | MA | Mastercard INC - A | 株式-金融 | 0.30% | — | -0.75% |