CIK: 0001845838
申告総資産額
$1.6億
| # | 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 26.33% | +0.78% | -0.56% | |
| 2 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 11.29% | -0.10% | +0.24% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 10.53% | -0.28% | +0.27% | |
| 4 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 8.76% | -0.39% | +0.81% | |
| 5 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 6.44% | +0.16% | +1.33% | |
| 6 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 6.03% | -0.32% | +0.76% | |
| 7 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 4.59% | +0.04% | +1.81% | |
| 8 | GLD | Spdr Gold Shares | ETF-コモディティ | 4.56% | -1.55% | -0.28% | |
| 9 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 4.05% | -0.18% | -0.58% | |
| 10 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 2.49% | -0.01% | +0.78% | |
| 11 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 2.16% | -0.20% | +0.08% | |
| 12 | IAGG | Ishares Intl Aggregate Bond | ETF-その他 | 2.08% | -0.05% | +0.66% | |
| 13 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 1.56% | -0.04% | -0.03% | |
| 14 | VTV | Vanguard Value ETF | ETF-その他 | 1.18% | -0.04% | -0.23% | |
| 15 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 1.10% | -0.04% | -11.96% | |
| 16 | CDC | Victoryshares US Eq Income E | ETF-その他 | 0.82% | — | -0.01% | |
| 17 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.65% | -0.03% | -18.46% | |
| 18 | INTC | Intel CORP | 株式-IT | 0.48% | +0.38% | -3.64% | |
| 19 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.44% | — | — | |
| 20 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.43% | — | +3.58% | |
| 21 | VUG | Vanguard Growth ETF | ETF-その他 | 0.39% | +0.01% | -0.73% | |
| 22 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.33% | — | — | |
| 23 | AAPL | Apple INC | 株式-IT | 0.33% | +0.09% | +24.74% | |
| 24 | AOA | Ishares Core 80/20 Aggressiv | ETF-その他 | 0.27% | — | +28.93% | |
| 25 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.24% | — | — | |
| 26 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.24% | +0.01% | — | |
| 27 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.23% | — | — | |
| 28 | ICF | Ishares Select U.s. Reit ETF | ETF-その他 | 0.20% | — | — | |
| 29 | GBF | Ishares Government/credit Bo | ETF-政府公債 | 0.19% | — | — | |
| 30 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.18% | — | — | |
| 31 | AOR | Ishares Core 60/40 Balanced | ETF-その他 | 0.17% | — | — | |
| 32 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.16% | — | — | |
| 33 | FHLC | Fidelity Msci Health Care | ETF-その他 | 0.16% | — | -3.67% | |
| 34 | MSFT | Microsoft CORP | 株式-IT | 0.15% | +0.01% | +1.77% | |
| 35 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.15% | — | +1.68% | |
| 36 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 0.15% | +0.01% | — | |
| 37 | MMM | 3m Co | 株式-資本財 | 0.14% | — | — | |
| 38 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.14% | — | +10.06% | |
| 39 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.11% | +0.03% | — | |
| 40 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.11% | — | — | |
| 41 | NVTA1EUR | Invitae CORP | 株式-その他 | — | — | — |