CIK: 0001743941
申告総資産額
$23.1億
| # | 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 15.43% | -2.18% | +11.51% | |
| 2 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 11.10% | -0.76% | +8.91% | |
| 3 | ELM | Elm Market Navigator ETF | ETF-その他 | 8.26% | +1.36% | -3.18% | |
| 4 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 7.54% | -1.00% | +2.89% | |
| 5 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 7.41% | +0.79% | +22.71% | |
| 6 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 4.94% | +0.70% | +0.11% | |
| 7 | VPL | Vanguard Ftse Pacific ETF | ETF-その他 | 4.94% | +0.06% | +8.13% | |
| 8 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 4.05% | -0.94% | -36.10% | |
| 9 | IEUR | Ishares Core Msci Europe ETF | ETF-その他 | 3.55% | +0.21% | +4.64% | |
| 10 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 2.99% | — | +7.42% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.77% | -0.74% | +5.20% | |
| 12 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 2.47% | -0.58% | +126.75% | |
| 13 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 2.29% | -1.19% | -0.89% | |
| 14 | BND | Vanguard Total Bond Market | ETF-その他 | 2.12% | -0.96% | +31.58% | |
| 15 | BBEU | Jpmorgan Betabuilders Europe | ETF-その他 | 1.74% | +0.07% | +38.68% | |
| 16 | IPAC | Ishares Core Msci Pacific Et | ETF-その他 | 1.74% | — | -0.74% | |
| 17 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 1.66% | -0.23% | +4.28% | |
| 18 | NVDA | Nvidia CORP | 株式-IT | 1.24% | -0.14% | +9.98% | |
| 19 | BBCA | Jpmorgan Betabuilders Canada | ETF-その他 | 1.20% | +0.02% | +5.30% | |
| 20 | VTV | Vanguard Value ETF | ETF-その他 | 1.07% | +0.07% | +80.22% | |
| 21 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.98% | +0.06% | +200.16% | |
| 22 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.91% | -0.14% | -3.96% | |
| 23 | SCHH | Schwab US Reit ETF | ETF-その他 | 0.61% | +0.34% | +63.14% | |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.49% | -0.04% | +3.60% | |
| 25 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.34% | -0.22% | -32.44% | |
| 26 | AAPL | Apple INC | 株式-IT | 0.32% | +0.04% | +237.00% | |
| 27 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.30% | — | +6.63% | |
| 28 | EWC | Ishares Msci Canada ETF | ETF-その他 | 0.29% | — | -1.14% | |
| 29 | MU | Micron Technology INC | 株式-IT | 0.28% | — | — | |
| 30 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.27% | +0.01% | -20.12% | |
| 31 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 0.26% | +0.01% | — | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.24% | — | +242.53% | |
| 33 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.23% | — | +20.00% | |
| 34 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 0.23% | — | -1.26% | |
| 35 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 0.22% | -0.06% | +1.04% | |
| 36 | COHR | Coherent CORP | 株式-IT | 0.22% | — | +100.01% | |
| 37 | AMD | Advanced Micro Devices | 株式-IT | 0.20% | — | +276.09% | |
| 38 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.18% | -0.03% | — | |
| 39 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.18% | +0.02% | +1.83% | |
| 40 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.18% | -0.16% | +6.43% | |
| 41 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.16% | -0.03% | +12.20% | |
| 42 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.16% | — | +161.67% | |
| 43 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.15% | +0.52% | +15.91% | |
| 44 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.15% | -0.04% | +8.03% | |
| 45 | IBM | Intl Business Machines CORP | 株式-IT | 0.15% | -0.03% | +9.67% | |
| 46 | VRT | Vertiv Holdings Co-a | 株式-資本財 | 0.14% | +0.05% | — | |
| 47 | MSFT | Microsoft CORP | 株式-IT | 0.14% | -0.04% | +276.60% | |
| 48 | VFH | Vanguard Financials ETF | ETF-その他 | 0.14% | -0.11% | +125.60% | |
| 49 | VCR | Vanguard Consumer Discre ETF | ETF-その他 | 0.13% | -0.03% | +4.18% | |
| 50 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.12% | — | +5.46% |