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 | 14.26% | — | +7.79% | |
| 2 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 8.05% | — | -0.66% | |
| 3 | VTWV | Vanguard Russell 2000 Value | ETF-中小型株 | 5.85% | — | +7.48% | |
| 4 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 5.31% | — | +0.17% | |
| 5 | VONG | Vanguard Russell 1000 Growth | ETF-その他 | 5.27% | — | +15.57% | |
| 6 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 5.12% | — | +42.44% | |
| 7 | EMQQ | Emg Mkt Internet Etf-usa INC | ETF-その他 | 5.10% | — | +15.03% | |
| 8 | FDN | First Trust Dj Internet Ind | ETF-その他 | 4.26% | — | -10.47% | |
| 9 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 3.92% | — | -0.32% | |
| 10 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 3.61% | — | +0.42% | |
| 11 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 2.75% | — | -11.32% | |
| 12 | XLK | Ss Technology Select Sector | ETF-テック型 | 2.71% | — | +83.05% | |
| 13 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 2.70% | — | +5.23% | |
| 14 | VTWG | Vanguard Russell 2000 Growth | ETF-中小型株 | 2.55% | — | +21.07% | |
| 15 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 2.50% | — | -1.01% | |
| 16 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.98% | — | -12.76% | |
| 17 | PNQI | Invesco Nasdaq Internet ETF | ETF-テック型 | 1.94% | — | -12.95% | |
| 18 | KWEB | Kranesh Csi China Internet | ETF-新興国市場 | 1.72% | — | -9.99% | |
| 19 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 1.65% | — | -23.55% | |
| 20 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 1.36% | — | — | |
| 21 | XBI | Ss Spdr S&p Biotech ETF | ETF-テック型 | 1.33% | — | +808.61% | |
| 22 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.20% | — | +14.96% | |
| 23 | JNK | Ss Spdr Bb High Yield Bond | ETF-ハイイールド債 | 1.14% | — | -10.92% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.08% | — | +1.91% | |
| 25 | EWX | State Street Spdr S&p Emergi | ETF-その他 | 1.00% | — | — | |
| 26 | UBER | Uber Technologies INC | 株式-資本財 | 0.97% | — | -0.62% | |
| 27 | USO | United States Oil Fund LP | ETF-その他 | 0.86% | — | — | |
| 28 | AMLP | Alerian Mlp ETF | ETF-その他 | 0.69% | — | -22.31% | |
| 29 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 0.67% | — | — | |
| 30 | AAPL | Apple INC | 株式-IT | 0.51% | — | -12.29% | |
| 31 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 0.49% | — | -18.97% | |
| 32 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.46% | — | -12.98% | |
| 33 | XME | Ss Spdr S&p Metals Mining | ETF-その他 | 0.45% | — | — | |
| 34 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 0.41% | — | -49.39% | |
| 35 | GSG | Ishares S&p Gsci Commodity I | ETF-コモディティ | 0.40% | — | -1.74% | |
| 36 | MSFT | Microsoft CORP | 株式-IT | 0.40% | — | +6.94% | |
| 37 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.37% | — | -1.72% | |
| 38 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-投資適格社債 | 0.31% | — | — | |
| 39 | SMH | Vaneck Semiconductor ETF | ETF-その他 | 0.28% | — | -34.68% | |
| 40 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.24% | — | -0.48% | |
| 41 | RBLX | Roblox CORP -class A | 株式-通信サービス | 0.21% | — | -6.06% | |
| 42 | SUSA | Ishares Esg Optimized Msci U | ETF-その他 | 0.20% | — | -2.31% | |
| 43 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.20% | — | -6.89% | |
| 44 | CROX | Crocs INC | 株式-一般消費財 | 0.20% | — | — | |
| 45 | NET | Cloudflare INC - Class A | 株式-IT | 0.18% | — | -28.22% | |
| 46 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.16% | — | -5.91% | |
| 47 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.15% | — | +38.81% | |
| 48 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 0.15% | — | -0.52% | |
| 49 | ESML | Ishares Esg Aware Msci USA S | ETF-その他 | 0.14% | — | +27.16% | |
| 50 | JD | Jd.com Inc-adr | 株式-一般消費財 | 0.13% | — | -0.28% |