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 | 9.77% | +0.46% | +6.74% | |
| 2 | VUG | Vanguard Growth ETF | ETF-その他 | 9.13% | +0.62% | +4.78% | |
| 3 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 8.93% | -0.69% | +6.40% | |
| 4 | AAPL | Apple INC | 株式-IT | 8.45% | -0.01% | +43.63% | |
| 5 | VTV | Vanguard Value ETF | ETF-その他 | 8.02% | -0.15% | +5.84% | |
| 6 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 4.10% | -0.13% | +5.47% | |
| 7 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 3.55% | +0.26% | +11.78% | |
| 8 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 3.10% | +0.03% | -0.74% | |
| 9 | XLK | Ss Technology Select Sector | ETF-テック型 | 2.50% | +0.35% | +108.63% | |
| 10 | OEF | Ishares S&p 100 ETF | ETF-その他 | 2.33% | -0.74% | +3.78% | |
| 11 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 2.26% | +0.27% | +4.51% | |
| 12 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 2.24% | -0.59% | +90.95% | |
| 13 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 2.21% | -0.34% | +8.71% | |
| 14 | CMF | Ishares California Muni Bond | ETF-その他 | 2.14% | — | +5.56% | |
| 15 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 1.59% | +0.14% | -0.68% | |
| 16 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.47% | -0.01% | +9.59% | |
| 17 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 1.31% | +0.05% | -4.57% | |
| 18 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 1.30% | -0.25% | +1.41% | |
| 19 | EAGG | Ishares Esg Aware US Aggrega | ETF-その他 | 1.25% | -0.09% | +0.48% | |
| 20 | MSFT | Microsoft CORP | 株式-IT | 1.04% | — | +44.57% | |
| 21 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.98% | -0.06% | -5.53% | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.82% | +0.07% | +1.53% | |
| 23 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.79% | +0.01% | — | |
| 24 | U | Unity Software INC | 株式-IT | 0.70% | +0.07% | +0.03% | |
| 25 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.69% | +0.07% | +0.02% | |
| 26 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.64% | — | +2.28% | |
| 27 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.59% | -0.01% | -3.79% | |
| 28 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.54% | +0.02% | -1.31% | |
| 29 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.51% | +0.01% | -2.18% | |
| 30 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.48% | +0.01% | -1.19% | |
| 31 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.46% | — | +2.07% | |
| 32 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 0.46% | +0.01% | -1.58% | |
| 33 | NVDA | Nvidia CORP | 株式-IT | 0.44% | +0.08% | +101.24% | |
| 34 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.42% | — | +2.20% | |
| 35 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 0.42% | +0.01% | -19.71% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.41% | +0.01% | -3.24% | |
| 37 | TSLA | Tesla INC | 株式-一般消費財 | 0.41% | +0.01% | +5.21% | |
| 38 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.37% | +0.01% | +4.21% | |
| 39 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.36% | -0.37% | +1.88% | |
| 40 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.35% | +0.03% | +37.44% | |
| 41 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.32% | — | +11.48% | |
| 42 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.32% | — | -7.43% | |
| 43 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.30% | +0.02% | — | |
| 44 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.29% | — | +0.02% | |
| 45 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 0.29% | — | -11.42% | |
| 46 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.29% | -0.14% | +49.06% | |
| 47 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.28% | +0.06% | +3.06% | |
| 48 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.28% | — | -0.51% | |
| 49 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.28% | — | +0.10% | |
| 50 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.27% | — | +7.93% |