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 | 19.02% | — | -1.42% | |
| 2 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 12.47% | — | +1.74% | |
| 3 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 7.12% | — | +0.63% | |
| 4 | GNR | State Street Spdr S&p Global | ETF-その他 | 5.42% | — | +2.08% | |
| 5 | XT | Ishar Fture Exp Tech Etf-usd | ETF-テック型 | 5.23% | — | +1.91% | |
| 6 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-その他 | 4.64% | — | +2.38% | |
| 7 | KOMP | Ss Spdr S&p Kensho Ne Comp | ETF-その他 | 4.29% | — | +1.63% | |
| 8 | GWX | State Street Spdr S&p Intern | ETF-その他 | 3.75% | — | +0.41% | |
| 9 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 3.17% | — | +0.65% | |
| 10 | BND | Vanguard Total Bond Market | ETF-その他 | 2.70% | — | +12.57% | |
| 11 | EEMS | Ishares Msci Emerging Mkt Sm | ETF-新興国市場 | 2.61% | — | +1.15% | |
| 12 | RLY | Ss Multi-asset Real Ret ETF | ETF-その他 | 2.29% | — | +1.24% | |
| 13 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 2.24% | — | +54.43% | |
| 14 | VTV | Vanguard Value ETF | ETF-その他 | 2.04% | — | -0.49% | |
| 15 | REET | Ishares Global Reit ETF | ETF-その他 | 1.85% | — | -0.60% | |
| 16 | AAPL | Apple INC | 株式-IT | 1.69% | — | +0.02% | |
| 17 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 1.46% | — | +14.37% | |
| 18 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.24% | — | -0.75% | |
| 19 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 1.10% | — | +0.58% | |
| 20 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 1.09% | — | +1.36% | |
| 21 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.99% | — | -0.19% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.87% | — | -0.39% | |
| 23 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.86% | — | +0.72% | |
| 24 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.83% | — | -3.14% | |
| 25 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.77% | — | -1.05% | |
| 26 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.72% | — | -0.30% | |
| 27 | CATH | Global X S&p 500 Ca Val ETF | ETF-大型株・グロース | 0.68% | — | — | |
| 28 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 0.56% | — | -0.09% | |
| 29 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.54% | — | +1.73% | |
| 30 | TSLA | Tesla INC | 株式-一般消費財 | 0.36% | — | -3.35% | |
| 31 | AOA | Ishares Core 80/20 Aggressiv | ETF-その他 | 0.34% | — | +10.55% | |
| 32 | MSFT | Microsoft CORP | 株式-IT | 0.32% | — | +0.06% | |
| 33 | TROW | T Rowe Price Group INC | 株式-金融 | 0.29% | — | — | |
| 34 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.27% | — | +0.59% | |
| 35 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 0.25% | — | +1.89% | |
| 36 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.25% | — | — | |
| 37 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.25% | — | -7.55% | |
| 38 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.24% | — | -2.92% | |
| 39 | VSGX | Vanguard Esg Intl Stock ETF | ETF-その他 | 0.22% | — | +54.63% | |
| 40 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 0.21% | — | +86.16% | |
| 41 | HD | Home Depot INC | 株式-一般消費財 | 0.18% | — | +6.57% | |
| 42 | PFE | Pfizer INC | 株式-ヘルスケア | 0.18% | — | +6.86% | |
| 43 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.18% | — | — | |
| 44 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.16% | — | +0.24% | |
| 45 | CWI | State Street Spdr Msci Acwi | ETF-その他 | 0.16% | — | +0.49% | |
| 46 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.15% | — | -5.93% | |
| 47 | WMT | Walmart INC | 株式-生活必需品 | 0.15% | — | — | |
| 48 | AOR | Ishares Core 60/40 Balanced | ETF-その他 | 0.14% | — | +10.83% | |
| 49 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.14% | — | -5.37% | |
| 50 | VZ | Verizon Communications INC | 株式-通信サービス | 0.13% | — | +10.81% |