CIK: 0001830942
申告総資産額
$2.5億
| # | 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 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 14.43% | -0.06% | +11.95% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 10.23% | +0.25% | +4.03% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 9.14% | -0.53% | +3.25% | |
| 4 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 7.69% | -0.12% | +12.73% | |
| 5 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 7.15% | -0.08% | +4.72% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 6.65% | -0.96% | -4.08% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 5.99% | +0.10% | +0.82% | |
| 8 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 4.69% | +0.14% | +9.01% | |
| 9 | DBC | Invesco Db Commodity Index T | ETF-コモディティ | 3.96% | +1.05% | -4.83% | |
| 10 | UI | Ubiquiti INC | 株式-IT | 2.38% | — | — | |
| 11 | SCHO | Schwab Short-term US Treas | ETF-その他 | 2.37% | — | +3.02% | |
| 12 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 2.13% | -0.16% | -5.05% | |
| 13 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.80% | -0.02% | -2.46% | |
| 14 | VCEL | Vericel CORP | 株式-その他 | 1.71% | — | — | |
| 15 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 1.52% | — | +8.63% | |
| 16 | IYR | Ishares US Real Estate ETF | ETF-その他 | 1.31% | -0.02% | — | |
| 17 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.29% | +0.03% | +11.88% | |
| 18 | ALGN | Align Technology INC | 株式-ヘルスケア | 0.98% | — | — | |
| 19 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.93% | — | +24059.38% | |
| 20 | MDXG | Mimedx Group INC | 株式-その他 | 0.88% | — | — | |
| 21 | INTC | Intel CORP | 株式-IT | 0.76% | -0.04% | +138.37% | |
| 22 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.73% | — | +9.32% | |
| 23 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.71% | — | -1.82% | |
| 24 | SCHH | Schwab US Reit ETF | ETF-その他 | 0.70% | — | -0.25% | |
| 25 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.68% | — | +15.76% | |
| 26 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.67% | -0.02% | -2.37% | |
| 27 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.58% | -0.11% | -1.83% | |
| 28 | IDEV | Ishares Core Msci Dev Mkts | ETF-その他 | 0.56% | -0.03% | -2.55% | |
| 29 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.53% | — | — | |
| 30 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.52% | -0.01% | -2.88% | |
| 31 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 0.52% | — | +2.35% | |
| 32 | BLKCHF | Blackrock INC | 株式-その他 | 0.51% | — | — | |
| 33 | NNOX | Nano-X Imaging Ltd. | 株式-その他 | 0.40% | — | — | |
| 34 | SPIP | Ss Spdr P Tips ETF | ETF-その他 | 0.37% | — | — | |
| 35 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型株 | 0.32% | — | — | |
| 36 | NUANEUR | Nuance Communications INC | 株式-その他 | 0.28% | — | — | |
| 37 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.27% | — | +5.65% | |
| 38 | WMB | Williams Cos INC | 株式-エネルギー | 0.20% | — | — | |
| 39 | ✓ | Veralto CORP | 株式-その他 | 0.16% | — | — | |
| 40 | C | Citigroup INC | 株式-金融 | 0.16% | — | — | |
| 41 | ICF | Ishares Select U.s. Reit ETF | ETF-その他 | 0.16% | — | — | |
| 42 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.16% | — | +0.14% | |
| 43 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.15% | -0.01% | -2.18% | |
| 44 | NVROEUR | Nevro CORP | 株式-その他 | 0.14% | — | — | |
| 45 | IRM | Iron Mountain INC | 株式-不動産 | 0.14% | — | — | |
| 46 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.14% | — | +4.86% | |
| 47 | VZ | Verizon Communications INC | 株式-通信サービス | 0.14% | — | — | |
| 48 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.14% | — | — | |
| 49 | ✓ | Cambium Networks CORP | 株式-その他 | 0.14% | — | — | |
| 50 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.13% | — | -0.27% |