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 | 32.30% | -1.82% | +7.56% | |
| 2 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 15.56% | -0.46% | -5.58% | |
| 3 | VB | Vanguard Small-cap ETF | ETF-その他 | 11.42% | +2.19% | +4.57% | |
| 4 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 9.65% | +0.07% | -3.08% | |
| 5 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 8.62% | -0.22% | -9.55% | |
| 6 | IAGG | Ishares Intl Aggregate Bond | ETF-その他 | 4.42% | — | +74.49% | |
| 7 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 3.04% | — | -59.33% | |
| 8 | USRT | Ishares Core US Reit ETF | ETF-その他 | 2.36% | -0.12% | EXIT | |
| 9 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 1.40% | -0.05% | -2.46% | |
| 10 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 1.28% | — | +0.61% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.15% | -0.08% | — | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.12% | -0.07% | -0.40% | |
| 13 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.04% | -0.12% | — | |
| 14 | VONE | Vanguard Russell 1000 | ETF-その他 | 1.03% | +1.26% | +8.19% | |
| 15 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.98% | — | -3.43% | |
| 16 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.76% | — | -4.69% | |
| 17 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.59% | — | -68.60% | |
| 18 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型株 | 0.58% | — | -0.59% | |
| 19 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.57% | — | -93.99% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.40% | — | — | |
| 21 | SO | Southern Co/the | 株式-公益事業 | 0.35% | +0.01% | — | |
| 22 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.35% | +0.21% | NEW | |
| 23 | MKC | Mccormick & Co-non Vtg Shrs | 株式-生活必需品 | 0.30% | — | — | |
| 24 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.29% | +0.23% | -4.08% | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.23% | -0.01% | — | |
| 26 | L | Loews CORP | 株式-金融 | 0.21% | — | — |