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 | 18.64% | — | -2.47% | |
| 2 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 13.08% | — | +5.99% | |
| 3 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 7.80% | — | -1.78% | |
| 4 | GNR | State Street Spdr S&p Global | ETF-その他 | 5.51% | — | +1.18% | |
| 5 | XT | Ishar Fture Exp Tech Etf-usd | ETF-テック型 | 5.17% | — | +6.71% | |
| 6 | KOMP | Ss Spdr S&p Kensho Ne Comp | ETF-その他 | 4.96% | — | +7.40% | |
| 7 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-その他 | 4.84% | — | +13.11% | |
| 8 | GWX | State Street Spdr S&p Intern | ETF-その他 | 4.08% | — | -2.34% | |
| 9 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 3.46% | — | -1.49% | |
| 10 | EEMS | Ishares Msci Emerging Mkt Sm | ETF-新興国市場 | 2.86% | — | -2.98% | |
| 11 | RLY | Ss Multi-asset Real Ret ETF | ETF-その他 | 2.57% | — | +0.08% | |
| 12 | BND | Vanguard Total Bond Market | ETF-その他 | 2.33% | — | +43.74% | |
| 13 | VTV | Vanguard Value ETF | ETF-その他 | 2.06% | — | -0.94% | |
| 14 | REET | Ishares Global Reit ETF | ETF-その他 | 1.79% | — | +0.34% | |
| 15 | AAPL | Apple INC | 株式-IT | 1.39% | — | +20.05% | |
| 16 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 1.27% | — | +39.51% | |
| 17 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.24% | — | +0.28% | |
| 18 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 1.20% | — | -0.10% | |
| 19 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 1.13% | — | +12.69% | |
| 20 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.94% | — | +123.34% | |
| 21 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.94% | — | -0.49% | |
| 22 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.93% | — | -1.74% | |
| 23 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.81% | — | -8.00% | |
| 24 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.81% | — | -1.71% | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.79% | — | -2.60% | |
| 26 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.75% | — | -2.16% | |
| 27 | CATH | Global X S&p 500 Ca Val ETF | ETF-大型株・グロース | 0.65% | — | — | |
| 28 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 0.57% | — | -3.34% | |
| 29 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.56% | — | +7.98% | |
| 30 | AOA | Ishares Core 80/20 Aggressiv | ETF-その他 | 0.33% | — | +76.51% | |
| 31 | TROW | T Rowe Price Group INC | 株式-金融 | 0.31% | — | — | |
| 32 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.29% | — | -1.01% | |
| 33 | MSFT | Microsoft CORP | 株式-IT | 0.28% | — | +5.50% | |
| 34 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.27% | — | — | |
| 35 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.26% | — | +15.70% | |
| 36 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 0.26% | — | +0.28% | |
| 37 | TSLA | Tesla INC | 株式-一般消費財 | 0.25% | — | — | |
| 38 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.24% | — | +0.62% | |
| 39 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.19% | — | — | |
| 40 | CWI | State Street Spdr Msci Acwi | ETF-その他 | 0.17% | — | -0.10% | |
| 41 | BRK-B | Berkshire Hathaway Inc. | 株式-その他 | 0.16% | — | +2.30% | |
| 42 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.14% | — | -1.01% | |
| 43 | HD | Home Depot INC | 株式-一般消費財 | 0.14% | — | +0.14% | |
| 44 | WMT | Walmart INC | 株式-生活必需品 | 0.14% | — | +0.03% | |
| 45 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.14% | — | -5.10% | |
| 46 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.14% | — | -1.82% | |
| 47 | VSGX | Vanguard Esg Intl Stock ETF | ETF-その他 | 0.14% | — | +37.60% | |
| 48 | AOR | Ishares Core 60/40 Balanced | ETF-その他 | 0.14% | — | +43.39% | |
| 49 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.13% | — | +0.32% | |
| 50 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.13% | — | — |