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 | 16.69% | — | +1.13% | |
| 2 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 16.06% | — | +2.13% | |
| 3 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 7.10% | — | +0.94% | |
| 4 | GNR | State Street Spdr S&p Global | ETF-その他 | 6.44% | — | +0.76% | |
| 5 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-その他 | 5.95% | — | +5.89% | |
| 6 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 4.91% | — | +25.35% | |
| 7 | BND | Vanguard Total Bond Market | ETF-その他 | 4.40% | — | +10.51% | |
| 8 | GWX | State Street Spdr S&p Intern | ETF-その他 | 3.61% | — | +0.32% | |
| 9 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 2.93% | — | +2.52% | |
| 10 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 2.88% | — | +12.87% | |
| 11 | RLY | Ss Multi-asset Real Ret ETF | ETF-その他 | 2.76% | — | -2.79% | |
| 12 | EEMS | Ishares Msci Emerging Mkt Sm | ETF-新興国市場 | 2.57% | — | -0.72% | |
| 13 | VTV | Vanguard Value ETF | ETF-その他 | 2.22% | — | -0.64% | |
| 14 | AAPL | Apple INC | 株式-IT | 1.83% | — | +5.15% | |
| 15 | REET | Ishares Global Reit ETF | ETF-その他 | 1.81% | — | -0.86% | |
| 16 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 1.30% | — | +2.60% | |
| 17 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.20% | — | -0.37% | |
| 18 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 1.10% | — | +0.13% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.83% | — | -2.60% | |
| 20 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.82% | — | -0.77% | |
| 21 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.81% | — | +0.27% | |
| 22 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.75% | — | -1.15% | |
| 23 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.74% | — | +9.92% | |
| 24 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.74% | — | -2.19% | |
| 25 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.72% | — | -2.38% | |
| 26 | CATH | Global X S&p 500 Ca Val ETF | ETF-大型株・グロース | 0.60% | — | — | |
| 27 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 0.51% | — | -1.18% | |
| 28 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.42% | — | -6.60% | |
| 29 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.36% | — | -24.22% | |
| 30 | AOA | Ishares Core 80/20 Aggressiv | ETF-その他 | 0.35% | — | +4.25% | |
| 31 | MSFT | Microsoft CORP | 株式-IT | 0.34% | — | -57.51% | |
| 32 | TSLA | Tesla INC | 株式-一般消費財 | 0.28% | — | -2.12% | |
| 33 | VSGX | Vanguard Esg Intl Stock ETF | ETF-その他 | 0.26% | — | +7.12% | |
| 34 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 0.26% | — | +0.43% | |
| 35 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 0.24% | — | +10.51% | |
| 36 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.22% | — | +1708.92% | |
| 37 | TROW | T Rowe Price Group INC | 株式-金融 | 0.21% | — | — | |
| 38 | PFE | Pfizer INC | 株式-ヘルスケア | 0.20% | — | -26.13% | |
| 39 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.19% | — | +0.28% | |
| 40 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.19% | — | — | |
| 41 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.17% | — | -6.00% | |
| 42 | PM | Philip Morris International | 株式-生活必需品 | 0.16% | — | -6.89% | |
| 43 | WMT | Walmart INC | 株式-生活必需品 | 0.16% | — | +0.11% | |
| 44 | CWI | State Street Spdr Msci Acwi | ETF-その他 | 0.16% | — | -0.59% | |
| 45 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.16% | — | +0.07% | |
| 46 | VZ | Verizon Communications INC | 株式-通信サービス | 0.16% | — | -22.63% | |
| 47 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.16% | — | -26.31% | |
| 48 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.15% | — | -21.17% | |
| 49 | EAGG | Ishares Esg Aware US Aggrega | ETF-その他 | 0.14% | — | +11.18% | |
| 50 | HD | Home Depot INC | 株式-一般消費財 | 0.14% | — | -6.21% |