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 | 29.93% | +0.78% | -0.87% | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 8.11% | -0.39% | -2.23% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 7.83% | -0.28% | +4.13% | |
| 4 | GLD | Spdr Gold Shares | ETF-コモディティ | 7.33% | -1.55% | -4.38% | |
| 5 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 6.43% | +0.26% | +1.07% | |
| 6 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 4.81% | +0.04% | -1.64% | |
| 7 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 4.40% | -0.18% | +0.54% | |
| 8 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 4.06% | -0.32% | +1.03% | |
| 9 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 4.06% | -0.10% | +0.45% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 3.65% | +0.36% | +2.32% | |
| 11 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 3.61% | +0.16% | -2.54% | |
| 12 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 3.08% | -0.20% | +2.75% | |
| 13 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 2.39% | -0.04% | +3.06% | |
| 14 | IAGG | Ishares Intl Aggregate Bond | ETF-その他 | 1.57% | -0.05% | +6.12% | |
| 15 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 1.45% | +0.06% | +2.26% | |
| 16 | NVDA | Nvidia CORP | 株式-IT | 0.75% | -0.01% | +0.13% | |
| 17 | INTC | Intel CORP | 株式-IT | 0.51% | +0.38% | — | |
| 18 | VTV | Vanguard Value ETF | ETF-その他 | 0.47% | -0.04% | — | |
| 19 | AAPL | Apple INC | 株式-IT | 0.43% | +0.09% | — | |
| 20 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 0.40% | -0.04% | -0.02% | |
| 21 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.35% | -0.03% | — | |
| 22 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 0.32% | +0.01% | +7.30% | |
| 23 | SUSA | Ishares Esg Optimized Msci U | ETF-その他 | 0.32% | +0.01% | +7.25% | |
| 24 | MSFT | Microsoft CORP | 株式-IT | 0.32% | +0.01% | -1.03% | |
| 25 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.31% | +0.01% | — | |
| 26 | MU | Micron Technology INC | 株式-IT | 0.30% | +0.34% | +2.87% | |
| 27 | VUG | Vanguard Growth ETF | ETF-その他 | 0.26% | +0.01% | — | |
| 28 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.25% | +0.05% | +0.42% | |
| 29 | EMNT | Pimco Enhcd St M-active Esg | ETF-その他 | 0.25% | -0.03% | +6.59% | |
| 30 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.24% | +0.03% | +0.37% | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.22% | -0.05% | +0.41% | |
| 32 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型株 | 0.20% | +0.01% | — | |
| 33 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 0.17% | — | +9.61% | |
| 34 | TSLA | Tesla INC | 株式-一般消費財 | 0.16% | +0.04% | +46.30% | |
| 35 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.16% | -0.02% | +0.44% | |
| 36 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.16% | -0.02% | — | |
| 37 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.16% | — | — | |
| 38 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.15% | -0.01% | — | |
| 39 | GDX | Vaneck Gold Miners ETF | ETF-コモディティ | 0.14% | -0.14% | EXIT | |
| 40 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.14% | -0.01% | -5.57% | |
| 41 | AOA | Ishares Core 80/20 Aggressiv | ETF-その他 | 0.14% | — | -0.04% |