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 | 29.19% | +0.78% | +1.10% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 11.03% | -0.28% | +3.93% | |
| 3 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 8.52% | -0.39% | +1.37% | |
| 4 | GLD | Spdr Gold Shares | ETF-コモディティ | 7.44% | -1.55% | -2.84% | |
| 5 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 7.26% | -0.10% | -0.47% | |
| 6 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 6.20% | +0.16% | -1.22% | |
| 7 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 4.69% | -0.18% | -5.22% | |
| 8 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 4.59% | -0.32% | +0.44% | |
| 9 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 4.52% | +0.04% | +2.35% | |
| 10 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 2.81% | -0.20% | +5.48% | |
| 11 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 2.08% | -0.04% | +7.26% | |
| 12 | IAGG | Ishares Intl Aggregate Bond | ETF-その他 | 1.71% | -0.05% | +6.28% | |
| 13 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 1.68% | -0.01% | -4.12% | |
| 14 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.07% | +0.26% | +97.23% | |
| 15 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 0.75% | -0.04% | -14.29% | |
| 16 | VTV | Vanguard Value ETF | ETF-その他 | 0.72% | -0.04% | — | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.71% | +0.36% | +85.34% | |
| 18 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.50% | -0.03% | +0.02% | |
| 19 | NVDA | Nvidia CORP | 株式-IT | 0.49% | -0.01% | -9.47% | |
| 20 | MSFT | Microsoft CORP | 株式-IT | 0.48% | +0.01% | +0.88% | |
| 21 | AAPL | Apple INC | 株式-IT | 0.39% | +0.09% | +0.79% | |
| 22 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.35% | +0.06% | — | |
| 23 | VUG | Vanguard Growth ETF | ETF-その他 | 0.35% | +0.01% | — | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.32% | -0.05% | — | |
| 25 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.26% | +0.01% | -2.07% | |
| 26 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.25% | +0.03% | — | |
| 27 | INTC | Intel CORP | 株式-IT | 0.25% | +0.38% | -0.01% | |
| 28 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.24% | -0.02% | — | |
| 29 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.23% | — | — | |
| 30 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型株 | 0.22% | +0.01% | — | |
| 31 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.20% | — | — | |
| 32 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.19% | -0.02% | — | |
| 33 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.17% | -0.01% | — | |
| 34 | QQQM | Invesco Nasdaq 100 ETF | ETF-テック型 | 0.17% | — | — |