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 | 29.02% | +0.78% | +1.35% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 11.44% | -0.28% | +6.46% | |
| 3 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 8.15% | -0.10% | +4.08% | |
| 4 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 7.89% | -0.39% | +3.51% | |
| 5 | GLD | Spdr Gold Shares | ETF-コモディティ | 7.23% | -1.55% | -0.53% | |
| 6 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 6.99% | +0.16% | +1.27% | |
| 7 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 5.60% | -0.18% | +1.93% | |
| 8 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 4.24% | -0.32% | +7.75% | |
| 9 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 4.19% | +0.04% | +4.26% | |
| 10 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 2.69% | -0.20% | +3.03% | |
| 11 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 2.15% | -0.01% | +3.31% | |
| 12 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 2.04% | -0.04% | +1.95% | |
| 13 | IAGG | Ishares Intl Aggregate Bond | ETF-その他 | 1.71% | -0.05% | +8.78% | |
| 14 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 1.16% | -0.04% | -7.19% | |
| 15 | VTV | Vanguard Value ETF | ETF-その他 | 0.78% | -0.04% | +0.13% | |
| 16 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.57% | -0.03% | -0.09% | |
| 17 | NVDA | Nvidia CORP | 株式-IT | 0.51% | -0.01% | -10.33% | |
| 18 | AAPL | Apple INC | 株式-IT | 0.49% | +0.09% | -18.23% | |
| 19 | MSFT | Microsoft CORP | 株式-IT | 0.47% | +0.01% | +21.86% | |
| 20 | VUG | Vanguard Growth ETF | ETF-その他 | 0.37% | +0.01% | +0.22% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.34% | -0.05% | — | |
| 22 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.32% | +0.03% | +1.09% | |
| 23 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.28% | +0.01% | +3.66% | |
| 24 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型株 | 0.25% | +0.01% | — | |
| 25 | INTC | Intel CORP | 株式-IT | 0.24% | +0.38% | -27.93% | |
| 26 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.24% | -0.02% | +9.97% | |
| 27 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.23% | — | -13.28% | |
| 28 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.21% | — | +0.81% | |
| 29 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.20% | -0.02% | — |