CIK: 0001801573
申告総資産額
$2.0億
| # | 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 | VB | Vanguard Small-cap ETF | ETF-その他 | 24.27% | -0.72% | -0.08% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 24.03% | -1.94% | -1.69% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 17.75% | -0.55% | -0.68% | |
| 4 | STX | Seagate Technology Holdings plc | 株式-IT | 5.44% | +3.34% | -0.24% | |
| 5 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 4.59% | -0.40% | +0.03% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.55% | -0.26% | -0.09% | |
| 7 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 2.46% | -0.08% | +0.94% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.30% | -0.16% | -1.92% | |
| 9 | CCI | Crown Castle INC | 株式-不動産 | 1.94% | -0.18% | — | |
| 10 | RVTY | Revvity INC | 株式-ヘルスケア | 1.82% | -0.05% | — | |
| 11 | AAPL | Apple INC | 株式-IT | 1.25% | -0.12% | -0.54% | |
| 12 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.88% | -0.13% | +3.12% | |
| 13 | BND | Vanguard Total Bond Market | ETF-その他 | 0.76% | — | -6.26% | |
| 14 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.69% | +0.16% | -6.13% | |
| 15 | MSFT | Microsoft CORP | 株式-IT | 0.69% | -0.21% | -4.91% | |
| 16 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.60% | -0.01% | +1.11% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.56% | -0.05% | -1.99% | |
| 18 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.51% | — | +0.36% | |
| 19 | ESML | Ishares Esg Aware Msci USA S | ETF-その他 | 0.46% | -0.01% | +3.65% | |
| 20 | ALTO | Alto Ingredients INC | 株式-その他 | 0.46% | — | +11.64% | |
| 21 | USXF | Ishares Esg Advance Msci USA | ETF-その他 | 0.42% | — | -1.73% | |
| 22 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 0.41% | — | +0.19% | |
| 23 | MTX | Minerals Technologies INC | 株式-その他 | 0.40% | +0.13% | +0.10% | |
| 24 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.40% | +0.02% | -19.27% | |
| 25 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-テック型 | 0.34% | -0.02% | — | |
| 26 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.33% | — | +0.20% | |
| 27 | COP | Conocophillips | 株式-エネルギー | 0.28% | +0.04% | -5.59% | |
| 28 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.28% | -0.03% | -5.73% | |
| 29 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.27% | -0.05% | — | |
| 30 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.26% | -0.04% | -13.17% | |
| 31 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.25% | -0.11% | EXIT | |
| 32 | CVX | Chevron CORP | 株式-エネルギー | 0.23% | +0.07% | -3.12% | |
| 33 | PPL | Ppl CORP | 株式-公益事業 | 0.23% | +0.01% | -1.32% | |
| 34 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.22% | — | — | |
| 35 | PAYX | Paychex INC | 株式-IT | 0.22% | -0.04% | — | |
| 36 | EFAX | State Street Spdr Msci Eafe | ETF-その他 | 0.20% | — | +1.93% | |
| 37 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.20% | — | +1.23% | |
| 38 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.19% | -0.03% | +0.38% | |
| 39 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.18% | -0.03% | — | |
| 40 | PEP | Pepsico INC | 株式-生活必需品 | 0.18% | +0.01% | — | |
| 41 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 0.18% | +1.26% | -5.07% | |
| 42 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 0.18% | — | +1.09% | |
| 43 | INTC | Intel CORP | 株式-IT | 0.17% | — | -24.82% |