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 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 10.22% | -0.69% | +7.04% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 9.64% | +0.46% | +1.07% | |
| 3 | VUG | Vanguard Growth ETF | ETF-その他 | 9.09% | +0.62% | -6.18% | |
| 4 | VTV | Vanguard Value ETF | ETF-その他 | 8.29% | -0.15% | +23.42% | |
| 5 | AAPL | Apple INC | 株式-IT | 6.49% | -0.01% | +4.85% | |
| 6 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 3.91% | -0.13% | +10.24% | |
| 7 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 3.51% | +0.03% | +0.79% | |
| 8 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 2.46% | +0.27% | -18.24% | |
| 9 | XLK | Ss Technology Select Sector | ETF-テック型 | 2.35% | +0.35% | +1.11% | |
| 10 | OEF | Ishares S&p 100 ETF | ETF-その他 | 2.13% | -0.74% | +15.15% | |
| 11 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 1.93% | -0.34% | +16.07% | |
| 12 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 1.82% | -0.25% | +45.15% | |
| 13 | EAGG | Ishares Esg Aware US Aggrega | ETF-その他 | 1.74% | -0.09% | +2.76% | |
| 14 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.64% | +0.26% | +184.68% | |
| 15 | CMF | Ishares California Muni Bond | ETF-その他 | 1.61% | — | +17.05% | |
| 16 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 1.53% | +0.01% | -52.49% | |
| 17 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 1.52% | +0.14% | +24.92% | |
| 18 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 1.51% | +0.05% | -4.57% | |
| 19 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.40% | -0.01% | +7.29% | |
| 20 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.38% | -0.06% | -1.87% | |
| 21 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-その他 | 0.92% | — | +14.97% | |
| 22 | PWZ | Invesco California Amt-free | ETF-その他 | 0.86% | +0.23% | -9.48% | |
| 23 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.84% | +0.01% | -0.24% | |
| 24 | MSFT | Microsoft CORP | 株式-IT | 0.83% | — | +2.50% | |
| 25 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.79% | +0.07% | -1.45% | |
| 26 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.75% | -0.01% | -0.94% | |
| 27 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.64% | — | +0.53% | |
| 28 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.60% | — | +0.63% | |
| 29 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.59% | +0.01% | -0.22% | |
| 30 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.57% | +0.01% | +18.55% | |
| 31 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.57% | — | -46.54% | |
| 32 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.54% | +0.07% | +164.18% | |
| 33 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 0.54% | +0.01% | -43.09% | |
| 34 | U | Unity Software INC | 株式-IT | 0.52% | +0.07% | -10.85% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.47% | +0.01% | +0.47% | |
| 36 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.44% | -0.37% | +885.36% | |
| 37 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.44% | — | -4.62% | |
| 38 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.41% | +0.01% | +3.74% | |
| 39 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 0.40% | — | -4.81% | |
| 40 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.39% | +0.02% | -9.59% | |
| 41 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.37% | -0.14% | +53.72% | |
| 42 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.35% | +0.02% | -1.91% | |
| 43 | TSLA | Tesla INC | 株式-一般消費財 | 0.35% | +0.01% | +6.11% | |
| 44 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.34% | — | -2.95% | |
| 45 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.33% | — | -8.95% | |
| 46 | NFLX | Netflix INC | 株式-通信サービス | 0.32% | -0.09% | -0.06% | |
| 47 | IEV | Ishares Europe ETF | ETF-その他 | 0.31% | — | +6.78% | |
| 48 | SUSC | Ishares Esg Aware Usd Corpor | ETF-その他 | 0.31% | — | +56.51% | |
| 49 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.30% | — | +12.39% | |
| 50 | MA | Mastercard INC - A | 株式-金融 | 0.29% | — | +1.64% |