CIK: 0001910475
申告総資産額
$107.0億
| # | 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 | VUG | Vanguard Growth ETF | ETF-その他 | 22.16% | — | +40.05% | |
| 2 | BND | Vanguard Total Bond Market | ETF-その他 | 20.81% | — | -4.95% | |
| 3 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 7.14% | — | +13.10% | |
| 4 | VTV | Vanguard Value ETF | ETF-その他 | 6.97% | — | -1.69% | |
| 5 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 6.43% | — | +1.14% | |
| 6 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 4.74% | — | +19.46% | |
| 7 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 4.29% | — | +2.73% | |
| 8 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 3.02% | — | -0.21% | |
| 9 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 2.80% | — | +18.61% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.67% | — | -0.47% | |
| 11 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 2.65% | — | +0.10% | |
| 12 | VUSB | Vanguard Ultra Short Bond Et | ETF-その他 | 2.38% | — | +19.26% | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.27% | — | +7.26% | |
| 14 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 2.19% | — | -8.02% | |
| 15 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.99% | — | — | |
| 16 | COMT | Ishares Gsci Commodity Dynam | ETF-コモディティ | 1.86% | — | +21.40% | |
| 17 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.68% | — | +0.57% | |
| 18 | AAPL | Apple INC | 株式-IT | 1.03% | — | -0.80% | |
| 19 | CVX | Chevron CORP | 株式-エネルギー | 0.59% | — | -1.68% | |
| 20 | INTU | Intuit INC | 株式-IT | 0.49% | — | +0.17% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.48% | — | +0.85% | |
| 22 | UBER | Uber Technologies INC | 株式-資本財 | 0.46% | — | — | |
| 23 | QCOM | Qualcomm INC | 株式-IT | 0.40% | — | +0.64% | |
| 24 | MSFT | Microsoft CORP | 株式-IT | 0.25% | — | -0.82% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.24% | — | — | |
| 26 | ✓ | Pavmed INC | 株式-その他 | 0.01% | — | — |