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 | 9.68% | +0.62% | +6.08% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 9.36% | +0.46% | +2.29% | |
| 3 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 9.07% | -0.69% | +7.20% | |
| 4 | AAPL | Apple INC | 株式-IT | 7.29% | -0.01% | -0.89% | |
| 5 | VTV | Vanguard Value ETF | ETF-その他 | 6.96% | -0.15% | +2.10% | |
| 6 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 3.70% | +0.03% | +6.56% | |
| 7 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 3.64% | -0.13% | -6.25% | |
| 8 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 3.24% | +0.01% | +11.98% | |
| 9 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 3.12% | +0.27% | +4.13% | |
| 10 | XLK | Ss Technology Select Sector | ETF-テック型 | 2.37% | +0.35% | +5.70% | |
| 11 | OEF | Ishares S&p 100 ETF | ETF-その他 | 1.81% | -0.74% | +4.34% | |
| 12 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 1.67% | +0.05% | -0.45% | |
| 13 | EAGG | Ishares Esg Aware US Aggrega | ETF-その他 | 1.66% | -0.09% | +18.70% | |
| 14 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 1.62% | -0.34% | +11.63% | |
| 15 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.50% | -0.06% | -3.52% | |
| 16 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.35% | -0.01% | +8.78% | |
| 17 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 1.26% | +0.14% | -9.02% | |
| 18 | CMF | Ishares California Muni Bond | ETF-その他 | 1.15% | — | -1.88% | |
| 19 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 1.11% | +0.01% | -10.56% | |
| 20 | PWZ | Invesco California Amt-free | ETF-その他 | 1.09% | +0.23% | — | |
| 21 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.98% | — | +6.82% | |
| 22 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.95% | -0.25% | -4.67% | |
| 23 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.94% | +0.07% | -5.36% | |
| 24 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.90% | +0.01% | -0.44% | |
| 25 | MSFT | Microsoft CORP | 株式-IT | 0.87% | — | +7.77% | |
| 26 | XLE | Ss Energy Select Sector | ETF-その他 | 0.82% | — | +11.98% | |
| 27 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.81% | -0.01% | -7.86% | |
| 28 | U | Unity Software INC | 株式-IT | 0.67% | +0.07% | -0.13% | |
| 29 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.65% | +0.26% | -6.12% | |
| 30 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.65% | — | -0.17% | |
| 31 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.63% | +0.01% | -2.56% | |
| 32 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.57% | — | -0.13% | |
| 33 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.55% | — | -6.82% | |
| 34 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 0.51% | — | -0.83% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.51% | +0.01% | -0.63% | |
| 36 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.50% | +0.01% | -0.07% | |
| 37 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-その他 | 0.49% | — | +183.62% | |
| 38 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.47% | +0.02% | +0.06% | |
| 39 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.43% | +0.02% | -2.06% | |
| 40 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.41% | — | -6.91% | |
| 41 | TSLA | Tesla INC | 株式-一般消費財 | 0.40% | +0.01% | -6.21% | |
| 42 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.38% | +0.01% | -1.10% | |
| 43 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.38% | — | -0.78% | |
| 44 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.36% | — | -13.40% | |
| 45 | SNPS | Synopsys INC | 株式-IT | 0.36% | — | — | |
| 46 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.29% | — | — | |
| 47 | AME | Ametek INC | 株式-資本財 | 0.29% | — | — | |
| 48 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.28% | — | -6.38% | |
| 49 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.27% | — | -0.62% | |
| 50 | MA | Mastercard INC - A | 株式-金融 | 0.27% | — | +1.80% |