CIK: 0001846532
申告総資産額
$10.4億
| # | 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 | AAPL | Apple INC | 株式-IT | 7.86% | -0.02% | +6.75% | |
| 2 | TIPX | Ss Spdr Bb 1-10yr Tips ETF | ETF-その他 | 6.20% | — | +42.86% | |
| 3 | VXF | Vanguard Extended Market ETF | ETF-その他 | 4.07% | — | +17.35% | |
| 4 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-その他 | 3.51% | — | +1.79% | |
| 5 | VV | Vanguard Large-cap ETF | ETF-その他 | 2.89% | — | -0.80% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.20% | -0.17% | +19.97% | |
| 7 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 2.19% | — | +0.18% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 2.15% | -0.62% | +79.22% | |
| 9 | ARKK | Ark Innovation ETF | ETF-その他 | 2.14% | — | — | |
| 10 | AVDV | Avantis Intl S/c Value ETF | ETF-その他 | 2.00% | — | -1.57% | |
| 11 | BIV | Vanguard Intermediate-term B | ETF-その他 | 1.67% | — | +12.73% | |
| 12 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 1.65% | — | -9.08% | |
| 13 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.52% | — | +5.86% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.47% | +0.01% | +17.73% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.44% | — | -11.17% | |
| 16 | BND | Vanguard Total Bond Market | ETF-その他 | 1.42% | +0.04% | +5.56% | |
| 17 | TFX | Teleflex INC | 株式-ヘルスケア | 1.27% | — | — | |
| 18 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 1.27% | — | +0.82% | |
| 19 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.24% | — | +5.68% | |
| 20 | PDBC | Invesco Optimum Yield Divers | ETF-その他 | 1.20% | — | +2.16% | |
| 21 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.16% | — | +5.69% | |
| 22 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 1.13% | +0.22% | -4.83% | |
| 23 | IAGG | Ishares Intl Aggregate Bond | ETF-その他 | 1.10% | — | +6.66% | |
| 24 | PKE | Park Aerospace CORP | 株式-その他 | 1.00% | — | — | |
| 25 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.99% | — | +6.42% | |
| 26 | TDVG | T Rowe Price Dividend Growth | ETF-その他 | 0.97% | — | +438.10% | |
| 27 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.96% | — | +24.41% | |
| 28 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.93% | — | -0.12% | |
| 29 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.90% | — | +1.87% | |
| 30 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.83% | — | +23.14% | |
| 31 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 0.82% | — | +6.22% | |
| 32 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 0.79% | — | +571.38% | |
| 33 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.78% | — | -6.54% | |
| 34 | KOD | Kodiak Sciences INC | 株式-その他 | 0.77% | — | — | |
| 35 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.75% | — | -1.21% | |
| 36 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 0.75% | — | +14.84% | |
| 37 | VONG | Vanguard Russell 1000 Growth | ETF-その他 | 0.74% | — | +8.93% | |
| 38 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.70% | — | -1.82% | |
| 39 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.70% | — | -0.27% | |
| 40 | CVX | Chevron CORP | 株式-エネルギー | 0.70% | +0.11% | -6.25% | |
| 41 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.67% | — | +15.94% | |
| 42 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.67% | — | — | |
| 43 | PBA | Pembina Pipeline CORP | 株式-エネルギー | 0.65% | — | — | |
| 44 | GLDM1USD | Spdr Gold Minishares Trust | ETF-コモディティ | 0.65% | — | -75.58% | |
| 45 | WTRG | Essential Utilities INC | 株式-公益事業 | 0.64% | — | — | |
| 46 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-その他 | 0.64% | — | -55.81% | |
| 47 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 0.63% | — | -23.23% | |
| 48 | SPIP | Ss Spdr P Tips ETF | ETF-その他 | 0.60% | — | +4.94% | |
| 49 | TSLA | Tesla INC | 株式-一般消費財 | 0.59% | -0.09% | +8.23% | |
| 50 | VZ | Verizon Communications INC | 株式-通信サービス | 0.59% | — | -46.88% |