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 | 9.56% | — | -20.56% | |
| 2 | VONG | Vanguard Russell 1000 Growth | ETF-その他 | 9.00% | — | +41.99% | |
| 3 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 7.29% | — | -9.11% | |
| 4 | VTWG | Vanguard Russell 2000 Growth | ETF-中小型株 | 6.75% | — | +79.49% | |
| 5 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 6.32% | — | +3.57% | |
| 6 | EMQQ | Emg Mkt Internet Etf-usa INC | ETF-その他 | 5.30% | — | -2.59% | |
| 7 | XLK | Ss Technology Select Sector | ETF-テック型 | 5.04% | — | +38.87% | |
| 8 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 4.81% | — | -2.16% | |
| 9 | XOP | Ss Spdr S&p Og Exp & Prod | ETF-その他 | 4.62% | — | +185.88% | |
| 10 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 4.26% | — | -0.00% | |
| 11 | VTWV | Vanguard Russell 2000 Value | ETF-中小型株 | 3.85% | — | -20.02% | |
| 12 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 3.29% | — | -4.73% | |
| 13 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.97% | — | -12.57% | |
| 14 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 2.27% | — | -12.94% | |
| 15 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 1.82% | — | -25.28% | |
| 16 | FDN | First Trust Dj Internet Ind | ETF-その他 | 1.81% | — | -25.30% | |
| 17 | KWEB | Kranesh Csi China Internet | ETF-新興国市場 | 1.55% | — | -20.65% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.39% | — | +16.20% | |
| 19 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.25% | — | -16.35% | |
| 20 | JNK | Ss Spdr Bb High Yield Bond | ETF-ハイイールド債 | 1.15% | — | -4.48% | |
| 21 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.11% | — | +4.88% | |
| 22 | EWX | State Street Spdr S&p Emergi | ETF-その他 | 0.97% | — | — | |
| 23 | UBER | Uber Technologies INC | 株式-資本財 | 0.81% | — | -5.15% | |
| 24 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.78% | — | +125.02% | |
| 25 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 0.78% | — | +48.41% | |
| 26 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 0.73% | — | -20.45% | |
| 27 | PNQI | Invesco Nasdaq Internet ETF | ETF-テック型 | 0.73% | — | -28.09% | |
| 28 | GSG | Ishares S&p Gsci Commodity I | ETF-コモディティ | 0.70% | — | -44.40% | |
| 29 | XBI | Ss Spdr S&p Biotech ETF | ETF-テック型 | 0.68% | — | -58.58% | |
| 30 | AMLP | Alerian Mlp ETF | ETF-その他 | 0.50% | — | -8.52% | |
| 31 | NU | Nu Holdings Ltd. | 株式-金融 | 0.48% | — | +362.32% | |
| 32 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-投資適格社債 | 0.48% | — | +41.34% | |
| 33 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 0.46% | — | — | |
| 34 | USXF | Ishares Esg Advance Msci USA | ETF-その他 | 0.43% | — | +406.83% | |
| 35 | IXJ | Ishares Global Healthcare Et | ETF-その他 | 0.41% | — | +270.87% | |
| 36 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 0.39% | — | -29.43% | |
| 37 | FRSH | Freshworks Inc-cl A | 株式-その他 | 0.38% | — | +50.64% | |
| 38 | TOST | Toast Inc-class A | 株式-IT | 0.37% | — | -47.26% | |
| 39 | SNOW | Snowflake INC | 株式-IT | 0.35% | — | — | |
| 40 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.35% | — | -9.32% | |
| 41 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.31% | — | -33.12% | |
| 42 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.30% | — | +1874.56% | |
| 43 | AAPL | Apple INC | 株式-IT | 0.30% | — | -32.04% | |
| 44 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 0.29% | — | -54.14% | |
| 45 | MSFT | Microsoft CORP | 株式-IT | 0.25% | — | -24.88% | |
| 46 | ESML | Ishares Esg Aware Msci USA S | ETF-その他 | 0.19% | — | -14.07% | |
| 47 | RBLX | Roblox CORP -class A | 株式-通信サービス | 0.19% | — | — | |
| 48 | IYR | Ishares US Real Estate ETF | ETF-その他 | 0.19% | — | +138.00% | |
| 49 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.16% | — | -3.04% | |
| 50 | DMXF | Ishares Esg Advanc Msci Eafe | ETF-その他 | 0.16% | — | +0.61% |