CIK: 0001845617
申告総資産額
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| # | 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 | VONV | Vanguard Russell 1000 Value | ETF-その他 | 9.55% | — | -1.04% | |
| 2 | EMQQ | Emg Mkt Internet Etf-usa INC | ETF-その他 | 9.07% | — | -4.68% | |
| 3 | FDN | First Trust Dj Internet Ind | ETF-その他 | 9.04% | — | +2.49% | |
| 4 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 7.37% | — | +7.30% | |
| 5 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 5.44% | — | +3.10% | |
| 6 | PNQI | Invesco Nasdaq Internet ETF | ETF-テック型 | 5.14% | — | +10.04% | |
| 7 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 4.63% | — | -5.78% | |
| 8 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 4.61% | — | -33.23% | |
| 9 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 4.31% | — | -12.20% | |
| 10 | VTWV | Vanguard Russell 2000 Value | ETF-中小型株 | 4.23% | — | +26.77% | |
| 11 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 3.37% | — | -5.85% | |
| 12 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 3.30% | — | -15.52% | |
| 13 | VONG | Vanguard Russell 1000 Growth | ETF-その他 | 3.12% | — | +37.61% | |
| 14 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 3.06% | — | -22.29% | |
| 15 | UBER | Uber Technologies INC | 株式-資本財 | 2.56% | — | +3.93% | |
| 16 | VTWG | Vanguard Russell 2000 Growth | ETF-中小型株 | 2.14% | — | +27.63% | |
| 17 | JNK | Ss Spdr Bb High Yield Bond | ETF-ハイイールド債 | 2.07% | — | -2.97% | |
| 18 | KWEB | Kranesh Csi China Internet | ETF-新興国市場 | 1.98% | — | +18.93% | |
| 19 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 1.80% | — | -21.92% | |
| 20 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.77% | — | -2.85% | |
| 21 | AMLP | Alerian Mlp ETF | ETF-その他 | 1.11% | — | -27.32% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.04% | — | -6.89% | |
| 23 | GSG | Ishares S&p Gsci Commodity I | ETF-コモディティ | 0.71% | — | -18.75% | |
| 24 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.59% | — | +1.11% | |
| 25 | XBI | Ss Spdr S&p Biotech ETF | ETF-テック型 | 0.57% | — | -1.85% | |
| 26 | AAPL | Apple INC | 株式-IT | 0.52% | — | +2.31% | |
| 27 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.45% | — | +117.71% | |
| 28 | IXJ | Ishares Global Healthcare Et | ETF-その他 | 0.40% | — | -14.40% | |
| 29 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-投資適格社債 | 0.39% | — | — | |
| 30 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 0.39% | — | +0.08% | |
| 31 | NVTA1EUR | Invitae CORP | 株式-その他 | 0.37% | — | — | |
| 32 | MSFT | Microsoft CORP | 株式-IT | 0.25% | — | +5.05% | |
| 33 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.24% | — | +1.33% | |
| 34 | TSLA | Tesla INC | 株式-一般消費財 | 0.24% | — | +1.64% | |
| 35 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.23% | — | -5.69% | |
| 36 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.23% | — | +1.42% | |
| 37 | SPOT | Spotify Technology S.A. | 株式-通信サービス | 0.21% | — | -35.93% | |
| 38 | INTU | Intuit INC | 株式-IT | 0.19% | — | -23.21% | |
| 39 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.18% | — | -72.45% | |
| 40 | JD | Jd.com Inc-adr | 株式-一般消費財 | 0.16% | — | -24.68% | |
| 41 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.15% | — | -2.01% | |
| 42 | NFLX | Netflix INC | 株式-通信サービス | 0.15% | — | -43.31% | |
| 43 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.14% | — | +7.60% | |
| 44 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.14% | — | — | |
| 45 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.14% | — | — | |
| 46 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.13% | — | — | |
| 47 | V | Visa Inc-class A Shares | 株式-金融 | 0.13% | — | +6.08% | |
| 48 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.12% | — | +46.36% | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.12% | — | +2.10% | |
| 50 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.11% | — | -67.19% |