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 | 15.63% | — | -4.97% | |
| 2 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 12.36% | — | -5.71% | |
| 3 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 7.12% | — | -2.74% | |
| 4 | GNR | State Street Spdr S&p Global | ETF-その他 | 6.85% | — | -5.57% | |
| 5 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 5.85% | — | +1.55% | |
| 6 | BND | Vanguard Total Bond Market | ETF-その他 | 4.63% | — | +1.23% | |
| 7 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-その他 | 4.45% | — | -5.37% | |
| 8 | GWX | State Street Spdr S&p Intern | ETF-その他 | 3.56% | — | -4.14% | |
| 9 | SCHO | Schwab Short-term US Treas | ETF-その他 | 3.18% | — | -8.84% | |
| 10 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 2.94% | — | -1.39% | |
| 11 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 2.90% | — | -5.29% | |
| 12 | RLY | Ss Multi-asset Real Ret ETF | ETF-その他 | 2.65% | — | -3.95% | |
| 13 | EEMS | Ishares Msci Emerging Mkt Sm | ETF-新興国市場 | 2.54% | — | -3.04% | |
| 14 | VTV | Vanguard Value ETF | ETF-その他 | 2.32% | — | -2.32% | |
| 15 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 2.11% | — | — | |
| 16 | AAPL | Apple INC | 株式-IT | 1.70% | — | -2.86% | |
| 17 | REET | Ishares Global Reit ETF | ETF-その他 | 1.62% | — | -6.05% | |
| 18 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 1.34% | — | +5.30% | |
| 19 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.09% | — | -9.17% | |
| 20 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 1.05% | — | -6.01% | |
| 21 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.00% | — | +2.04% | |
| 22 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.84% | — | -0.87% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.79% | — | -6.94% | |
| 24 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.78% | — | -1.97% | |
| 25 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.77% | — | -5.04% | |
| 26 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.70% | — | -7.40% | |
| 27 | CATH | Global X S&p 500 Ca Val ETF | ETF-大型株・グロース | 0.69% | — | +12.04% | |
| 28 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.68% | — | +0.16% | |
| 29 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 0.53% | — | +0.05% | |
| 30 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.46% | — | -13.34% | |
| 31 | AOA | Ishares Core 80/20 Aggressiv | ETF-その他 | 0.37% | — | -0.26% | |
| 32 | MSFT | Microsoft CORP | 株式-IT | 0.34% | — | -18.32% | |
| 33 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.30% | — | -18.48% | |
| 34 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 0.27% | — | +0.39% | |
| 35 | VSGX | Vanguard Esg Intl Stock ETF | ETF-その他 | 0.26% | — | +5.94% | |
| 36 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 0.24% | — | +4.51% | |
| 37 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.21% | — | -0.69% | |
| 38 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.19% | — | — | |
| 39 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.17% | — | -3.40% | |
| 40 | PFE | Pfizer INC | 株式-ヘルスケア | 0.17% | — | -14.98% | |
| 41 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.17% | — | -3.64% | |
| 42 | PM | Philip Morris International | 株式-生活必需品 | 0.17% | — | -1.25% | |
| 43 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.17% | — | +0.11% | |
| 44 | HD | Home Depot INC | 株式-一般消費財 | 0.16% | — | -7.98% | |
| 45 | EAGG | Ishares Esg Aware US Aggrega | ETF-その他 | 0.16% | — | +9.23% | |
| 46 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.15% | — | -0.66% | |
| 47 | TSLA | Tesla INC | 株式-一般消費財 | 0.15% | — | +0.30% | |
| 48 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.15% | — | -1.92% | |
| 49 | AOR | Ishares Core 60/40 Balanced | ETF-その他 | 0.14% | — | -3.50% | |
| 50 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.14% | — | -1.92% |