CIK: 0001990951
申告総資産額
$4.9億
| # | 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 | VUG | Vanguard Growth ETF | ETF-その他 | 18.73% | — | -8.76% | |
| 2 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 13.50% | — | +16089.99% | |
| 3 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 8.33% | — | -0.15% | |
| 4 | GNR | State Street Spdr S&p Global | ETF-その他 | 5.65% | — | -1.54% | |
| 5 | KOMP | Ss Spdr S&p Kensho Ne Comp | ETF-その他 | 5.12% | — | — | |
| 6 | XT | Ishar Fture Exp Tech Etf-usd | ETF-テック型 | 4.96% | — | — | |
| 7 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-その他 | 4.55% | — | — | |
| 8 | GWX | State Street Spdr S&p Intern | ETF-その他 | 4.41% | — | -1.51% | |
| 9 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 3.64% | — | -13.29% | |
| 10 | EEMS | Ishares Msci Emerging Mkt Sm | ETF-新興国市場 | 2.96% | — | -1.36% | |
| 11 | RLY | Ss Multi-asset Real Ret ETF | ETF-その他 | 2.62% | — | +3.15% | |
| 12 | VTV | Vanguard Value ETF | ETF-その他 | 2.17% | — | -0.31% | |
| 13 | REET | Ishares Global Reit ETF | ETF-その他 | 1.79% | — | +1.02% | |
| 14 | BND | Vanguard Total Bond Market | ETF-その他 | 1.75% | — | +896.38% | |
| 15 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 1.26% | — | -3.47% | |
| 16 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.25% | — | -1.04% | |
| 17 | AAPL | Apple INC | 株式-IT | 1.13% | — | +3.00% | |
| 18 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 1.08% | — | +20.50% | |
| 19 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 1.00% | — | +255.29% | |
| 20 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 1.00% | — | -4.81% | |
| 21 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.93% | — | -13.15% | |
| 22 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.93% | — | -3.61% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.82% | — | -6.90% | |
| 24 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.80% | — | -3.90% | |
| 25 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.80% | — | +0.54% | |
| 26 | CATH | Global X S&p 500 Ca Val ETF | ETF-大型株・グロース | 0.66% | — | -5.07% | |
| 27 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 0.62% | — | -1.75% | |
| 28 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.54% | — | +236.73% | |
| 29 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.44% | — | — | |
| 30 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.32% | — | +9.23% | |
| 31 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.28% | — | +13.36% | |
| 32 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 0.27% | — | -0.02% | |
| 33 | TSLA | Tesla INC | 株式-一般消費財 | 0.27% | — | — | |
| 34 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.27% | — | +8.40% | |
| 35 | MSFT | Microsoft CORP | 株式-IT | 0.25% | — | +2.52% | |
| 36 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.22% | — | +9.36% | |
| 37 | AOA | Ishares Core 80/20 Aggressiv | ETF-その他 | 0.19% | — | — | |
| 38 | CWI | State Street Spdr Msci Acwi | ETF-その他 | 0.18% | — | -2.19% | |
| 39 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.17% | — | +1.54% | |
| 40 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.17% | — | — | |
| 41 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.16% | — | +0.24% | |
| 42 | BRK-B | Berkshire Hathaway Inc. | 株式-その他 | 0.15% | — | — | |
| 43 | WMT | Walmart INC | 株式-生活必需品 | 0.15% | — | +14.00% | |
| 44 | HD | Home Depot INC | 株式-一般消費財 | 0.15% | — | +6.81% | |
| 45 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.15% | — | -1.70% | |
| 46 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.14% | — | +3.24% | |
| 47 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.14% | — | +0.07% | |
| 48 | VZ | Verizon Communications INC | 株式-通信サービス | 0.14% | — | +5.04% | |
| 49 | INTC | Intel CORP | 株式-IT | 0.14% | — | -1.53% | |
| 50 | PM | Philip Morris International | 株式-生活必需品 | 0.13% | — | -0.75% |