CIK: 0001843853
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 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 29.15% | -1.82% | +1.45% | |
| 2 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 17.16% | -0.46% | -3.57% | |
| 3 | VB | Vanguard Small-cap ETF | ETF-その他 | 10.91% | +2.19% | +1.35% | |
| 4 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 10.01% | +0.07% | -1.93% | |
| 5 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 9.10% | -0.22% | +8.62% | |
| 6 | IAGG | Ishares Intl Aggregate Bond | ETF-その他 | 4.28% | — | +1.56% | |
| 7 | USRT | Ishares Core US Reit ETF | ETF-その他 | 2.57% | -0.12% | EXIT | |
| 8 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 1.90% | — | -6.14% | |
| 9 | BND | Vanguard Total Bond Market | ETF-その他 | 1.77% | — | -88.30% | |
| 10 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.47% | -0.12% | -8.83% | |
| 11 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 1.46% | -0.05% | — | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.16% | -0.07% | -0.32% | |
| 13 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 1.15% | — | -5.83% | |
| 14 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 1.15% | — | — | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.08% | -0.08% | +14.54% | |
| 16 | VONE | Vanguard Russell 1000 | ETF-その他 | 1.03% | +1.26% | — | |
| 17 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.99% | — | -6.13% | |
| 18 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.90% | — | — | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.42% | — | — | |
| 20 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.32% | +0.23% | — | |
| 21 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.31% | +0.21% | NEW | |
| 22 | MKC | Mccormick & Co-non Vtg Shrs | 株式-生活必需品 | 0.29% | — | — | |
| 23 | SO | Southern Co/the | 株式-公益事業 | 0.28% | +0.01% | — | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.24% | -0.01% | — | |
| 25 | AAPL | Apple INC | 株式-IT | 0.24% | -0.15% | — | |
| 26 | VFC | Vf CORP | 株式-一般消費財 | 0.24% | — | — | |
| 27 | BBBY | Bed Bath & Beyond INC | 株式-その他 | 0.24% | — | — | |
| 28 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型株 | 0.21% | — | — |