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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 9.98% | +0.46% | +5.47% | |
| 2 | VUG | Vanguard Growth ETF | ETF-その他 | 9.58% | +0.62% | +1.85% | |
| 3 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 9.36% | -0.69% | +8.46% | |
| 4 | VTV | Vanguard Value ETF | ETF-その他 | 8.21% | -0.15% | +8.43% | |
| 5 | AAPL | Apple INC | 株式-IT | 6.18% | -0.01% | +1.27% | |
| 6 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 4.12% | -0.13% | +8.96% | |
| 7 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 3.50% | +0.26% | +101.44% | |
| 8 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 3.41% | +0.03% | +0.07% | |
| 9 | XLK | Ss Technology Select Sector | ETF-テック型 | 2.64% | +0.35% | +1.63% | |
| 10 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 2.44% | +0.27% | +7.41% | |
| 11 | OEF | Ishares S&p 100 ETF | ETF-その他 | 2.43% | -0.74% | +6.99% | |
| 12 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 2.29% | -0.34% | +33.39% | |
| 13 | CMF | Ishares California Muni Bond | ETF-その他 | 2.24% | — | +3.71% | |
| 14 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 1.75% | +0.14% | -0.86% | |
| 15 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 1.50% | +0.05% | -0.35% | |
| 16 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.47% | -0.01% | +13.59% | |
| 17 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 1.43% | -0.25% | -0.27% | |
| 18 | EAGG | Ishares Esg Aware US Aggrega | ETF-その他 | 1.39% | -0.09% | -2.30% | |
| 19 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 1.30% | -0.59% | +476.98% | |
| 20 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.13% | -0.06% | -10.85% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.88% | +0.07% | +0.44% | |
| 22 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.88% | +0.01% | — | |
| 23 | MSFT | Microsoft CORP | 株式-IT | 0.85% | — | +0.59% | |
| 24 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.76% | — | -5.45% | |
| 25 | U | Unity Software INC | 株式-IT | 0.69% | +0.07% | -16.36% | |
| 26 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.67% | -0.01% | -0.80% | |
| 27 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.59% | +0.07% | -4.12% | |
| 28 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.57% | +0.01% | -12.55% | |
| 29 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 0.54% | +0.01% | -63.58% | |
| 30 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.52% | +0.01% | -1.16% | |
| 31 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 0.51% | +0.01% | -1.93% | |
| 32 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.50% | — | +21.30% | |
| 33 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.47% | +0.02% | -9.02% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.47% | +0.01% | -0.15% | |
| 35 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.45% | — | +0.06% | |
| 36 | TSLA | Tesla INC | 株式-一般消費財 | 0.42% | +0.01% | -14.89% | |
| 37 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.38% | — | -8.09% | |
| 38 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.38% | +0.01% | -0.21% | |
| 39 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 0.36% | — | -0.47% | |
| 40 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.36% | -0.37% | — | |
| 41 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.33% | +0.02% | +2.85% | |
| 42 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.32% | — | -0.10% | |
| 43 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.32% | — | -0.61% | |
| 44 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.31% | — | -0.48% | |
| 45 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.31% | — | +0.74% | |
| 46 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.31% | +0.06% | +0.76% | |
| 47 | NFLX | Netflix INC | 株式-通信サービス | 0.30% | -0.09% | -4.41% | |
| 48 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.27% | — | +0.07% | |
| 49 | MA | Mastercard INC - A | 株式-金融 | 0.26% | — | — | |
| 50 | AME | Ametek INC | 株式-資本財 | 0.25% | — | — |