CIK: 0001867570
申告総資産額
$1.5億
| # | 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 | 6.08% | -0.15% | +1.63% | |
| 2 | VTV | Vanguard Value ETF | ETF-その他 | 5.25% | -0.42% | +3.95% | |
| 3 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 4.89% | -0.21% | +43.57% | |
| 4 | IYE | Ishares U.s. Energy ETF | ETF-その他 | 3.83% | — | +4.71% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 3.59% | -0.55% | +0.40% | |
| 6 | ILCV | Ishares Morningstar Value Et | ETF-その他 | 3.25% | +0.27% | +0.40% | |
| 7 | ILCG | Ishares Morningstar Growth E | ETF-その他 | 3.06% | +0.16% | -1.98% | |
| 8 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.93% | +0.13% | -4.70% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.78% | +0.23% | +27.07% | |
| 10 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 2.65% | +0.18% | +289.05% | |
| 11 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 2.28% | -0.19% | +274.19% | |
| 12 | GNR | State Street Spdr S&p Global | ETF-その他 | 2.23% | — | -8.70% | |
| 13 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-その他 | 2.19% | — | — | |
| 14 | HD | Home Depot INC | 株式-一般消費財 | 1.96% | -0.20% | +0.52% | |
| 15 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 1.93% | -0.12% | -1.86% | |
| 16 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 1.93% | -0.16% | +0.19% | |
| 17 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 1.89% | — | +21.17% | |
| 18 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.79% | — | +6.22% | |
| 19 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.69% | — | -7.06% | |
| 20 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.65% | -0.50% | +2.71% | |
| 21 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 1.65% | — | +0.41% | |
| 22 | VV | Vanguard Large-cap ETF | ETF-その他 | 1.61% | -0.67% | +0.38% | |
| 23 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 1.46% | — | +16.96% | |
| 24 | IYH | Ishares U.s. Healthcare ETF | ETF-その他 | 1.43% | -0.21% | +0.50% | |
| 25 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.39% | — | +182.56% | |
| 26 | IXN | Ishares Global Tech ETF | ETF-テック型 | 1.35% | — | -7.00% | |
| 27 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.25% | — | +1.12% | |
| 28 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.21% | — | +0.39% | |
| 29 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.15% | — | +5.48% | |
| 30 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.12% | -0.06% | +0.19% | |
| 31 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 1.12% | -0.02% | -1.51% | |
| 32 | OEF | Ishares S&p 100 ETF | ETF-その他 | 1.12% | -0.07% | +47.89% | |
| 33 | VHT | Vanguard Health Care ETF | ETF-その他 | 1.08% | — | +0.34% | |
| 34 | MSFT | Microsoft CORP | 株式-IT | 1.03% | -0.14% | EXIT | |
| 35 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 1.01% | — | -14.71% | |
| 36 | HWC | Hancock Whitney CORP | 株式-金融 | 0.99% | — | — | |
| 37 | AAPL | Apple INC | 株式-IT | 0.86% | — | — | |
| 38 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.84% | — | +40.00% | |
| 39 | ILCB | Ishares Morningstar U.s. Equ | ETF-その他 | 0.81% | — | +0.48% | |
| 40 | VCR | Vanguard Consumer Discre ETF | ETF-その他 | 0.80% | — | +0.23% | |
| 41 | IEV | Ishares Europe ETF | ETF-その他 | 0.80% | — | +131.61% | |
| 42 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.73% | — | +8.01% | |
| 43 | IVLU | Ishares Msci International V | ETF-その他 | 0.66% | — | — | |
| 44 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.63% | — | -2.64% | |
| 45 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.59% | -0.13% | EXIT | |
| 46 | AJG | Arthur J Gallagher & Co | 株式-金融 | 0.57% | — | — | |
| 47 | VAW | Vanguard Materials ETF | ETF-その他 | 0.55% | — | +0.42% | |
| 48 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.55% | — | +9.92% | |
| 49 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.54% | — | +13.97% | |
| 50 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 0.53% | — | +52.10% |