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 | 25.66% | — | +1.76% | |
| 2 | BND | Vanguard Total Bond Market | ETF-その他 | 17.98% | — | +2.09% | |
| 3 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 7.27% | — | +2.66% | |
| 4 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 6.31% | — | +1.77% | |
| 5 | VTV | Vanguard Value ETF | ETF-その他 | 6.10% | — | +2.74% | |
| 6 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 4.78% | — | +2.42% | |
| 7 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 3.97% | — | +2.59% | |
| 8 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 2.92% | — | +2.82% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.70% | — | +3.94% | |
| 10 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 2.52% | — | +2.51% | |
| 11 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.27% | — | -0.09% | |
| 12 | VUSB | Vanguard Ultra Short Bond Et | ETF-その他 | 2.21% | — | +4.45% | |
| 13 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 2.16% | — | -5.28% | |
| 14 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.05% | — | +2.41% | |
| 15 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.83% | — | +0.21% | |
| 16 | COMT | Ishares Gsci Commodity Dynam | ETF-コモディティ | 1.43% | — | +1.93% | |
| 17 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.40% | — | -0.82% | |
| 18 | AAPL | Apple INC | 株式-IT | 1.29% | — | +1.00% | |
| 19 | UBER | Uber Technologies INC | 株式-資本財 | 0.68% | — | — | |
| 20 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.63% | — | +0.77% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.54% | — | +13.94% | |
| 22 | CVX | Chevron CORP | 株式-エネルギー | 0.44% | — | +0.99% | |
| 23 | INTU | Intuit INC | 株式-IT | 0.37% | — | +0.22% | |
| 24 | QCOM | Qualcomm INC | 株式-IT | 0.37% | — | +0.69% | |
| 25 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.30% | — | — | |
| 26 | TSLA | Tesla INC | 株式-一般消費財 | 0.25% | — | -5.05% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.23% | — | — | |
| 28 | MSFT | Microsoft CORP | 株式-IT | 0.22% | — | +0.14% | |
| 29 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.20% | — | -0.85% | |
| 30 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.19% | — | — | |
| 31 | ABNB | Airbnb Inc-class A | 株式-一般消費財 | 0.19% | — | -5.02% | |
| 32 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.18% | — | — | |
| 33 | JWNUSD | Nordstrom INC | 株式-その他 | 0.18% | — | — | |
| 34 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.18% | — | — | |
| 35 | ✓ | Pavmed INC | 株式-その他 | — | — | — |