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 | 17.33% | -0.06% | +0.01% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 14.71% | +0.25% | +26.52% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 12.19% | -0.53% | +14.31% | |
| 4 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 8.68% | -0.08% | +3.77% | |
| 5 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 8.48% | -0.12% | +4.40% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 7.78% | +0.10% | +16.79% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 6.14% | -0.96% | -1.21% | |
| 8 | DBC | Invesco Db Commodity Index T | ETF-コモディティ | 5.50% | +1.05% | -11.54% | |
| 9 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 4.90% | +0.14% | -7.38% | |
| 10 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.98% | -0.09% | +281.26% | |
| 11 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.77% | -0.16% | -9.15% | |
| 12 | DFIV | Dimensional International Va | ETF-その他 | 1.66% | -0.05% | +24.06% | |
| 13 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.26% | +0.03% | -3.48% | |
| 14 | IDEV | Ishares Core Msci Dev Mkts | ETF-その他 | 1.18% | -0.03% | -9.94% | |
| 15 | IYR | Ishares US Real Estate ETF | ETF-その他 | 1.16% | -0.02% | -8.69% | |
| 16 | DFAE | Dimensional Emerging Core Eq | ETF-新興国市場 | 0.60% | — | +0.06% | |
| 17 | SCHH | Schwab US Reit ETF | ETF-その他 | 0.51% | — | -26.35% | |
| 18 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.48% | -0.11% | -0.22% | |
| 19 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.46% | — | +382.24% | |
| 20 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.34% | — | -20.67% | |
| 21 | INTC | Intel CORP | 株式-IT | 0.30% | -0.04% | +10.55% | |
| 22 | SPIP | Ss Spdr P Tips ETF | ETF-その他 | 0.25% | — | -24.32% | |
| 23 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.24% | -0.02% | -82.27% | |
| 24 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.20% | -0.01% | -48.45% | |
| 25 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 0.20% | -0.01% | — | |
| 26 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.19% | -0.02% | -64.99% | |
| 27 | ICF | Ishares Select U.s. Reit ETF | ETF-その他 | 0.18% | — | — | |
| 28 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 0.17% | +0.32% | +16.80% | |
| 29 | VTV | Vanguard Value ETF | ETF-その他 | 0.17% | — | — | |
| 30 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.14% | — | -9.47% | |
| 31 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.13% | — | -71.24% | |
| 32 | NNOX | Nano-X Imaging Ltd. | 株式-その他 | 0.09% | — | — | |
| 33 | GSG | Ishares S&p Gsci Commodity I | ETF-コモディティ | 0.08% | +0.01% | -14.05% | |
| 34 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.08% | — | -86.50% | |
| 35 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.07% | -0.01% | -5.77% | |
| 36 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.06% | — | — | |
| 37 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 0.06% | — | -88.34% | |
| 38 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.05% | — | -49.26% | |
| 39 | AAPL | Apple INC | 株式-IT | 0.05% | -0.01% | -83.52% | |
| 40 | DFEV | Dimensional Emrg Mrkt Val | ETF-その他 | 0.04% | +0.24% | — | |
| 41 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.04% | — | -11.59% | |
| 42 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.03% | — | -11.97% | |
| 43 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.02% | — | -97.42% | |
| 44 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.01% | — | -96.76% | |
| 45 | BND | Vanguard Total Bond Market | ETF-その他 | 0.01% | +0.06% | -83.52% | |
| 46 | NVDA | Nvidia CORP | 株式-IT | 0.01% | — | -63.04% | |
| 47 | FIS | Fidelity National Info Serv | 株式-IT | 0.01% | — | -19.51% | |
| 48 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.01% | — | — | |
| 49 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | — | — | — | |
| 50 | IBM | Intl Business Machines CORP | 株式-IT | — | — | -61.54% |