CIK: 0002031235
申告総資産額
$1.8億
| # | 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 | VV | Vanguard Large-cap ETF | ETF-その他 | 11.76% | +0.25% | +0.28% | |
| 2 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 7.06% | +0.26% | +188.30% | |
| 3 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 6.40% | +0.39% | +4.50% | |
| 4 | AAPL | Apple INC | 株式-IT | 5.19% | +0.13% | +0.05% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-その他 | 4.70% | +0.03% | -0.07% | |
| 6 | VB | Vanguard Small-cap ETF | ETF-その他 | 4.52% | +0.14% | +0.32% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 4.22% | +0.04% | +2.15% | |
| 8 | BND | Vanguard Total Bond Market | ETF-その他 | 3.89% | -0.09% | +16.39% | |
| 9 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 3.81% | -0.18% | +13.07% | |
| 10 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 3.37% | -0.18% | -1.53% | |
| 11 | VSGX | Vanguard Esg Intl Stock ETF | ETF-その他 | 3.17% | +0.26% | +5.02% | |
| 12 | L | Loews CORP | 株式-金融 | 2.74% | -0.16% | — | |
| 13 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 2.53% | — | -3.96% | |
| 14 | MSFT | Microsoft CORP | 株式-IT | 2.49% | -0.12% | +2.07% | |
| 15 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 2.47% | -0.40% | +0.34% | |
| 16 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.36% | -0.03% | -0.01% | |
| 17 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 2.25% | — | +10.51% | |
| 18 | IAU | Ishares Gold Trust | ETF-コモディティ | 1.74% | -0.67% | -0.30% | |
| 19 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 1.58% | +0.36% | +2.04% | |
| 20 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.57% | +0.07% | -0.04% | |
| 21 | VTIP | Vanguard Short-term Tips | ETF-その他 | 1.54% | -0.11% | +10.66% | |
| 22 | PFF | Ishares Preferred & Income S | ETF-その他 | 1.35% | -0.08% | +3.97% | |
| 23 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 1.34% | -0.06% | +11.74% | |
| 24 | VCLT | Vanguard Long-term CORP Bond | ETF-投資適格社債 | 1.29% | -0.16% | +12.67% | |
| 25 | VAW | Vanguard Materials ETF | ETF-その他 | 0.95% | — | +5.36% | |
| 26 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 0.82% | +0.05% | -3.58% | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.80% | +0.04% | +3.26% | |
| 28 | NYF | Ishares New York Muni Bond E | ETF-その他 | 0.78% | — | +1.06% | |
| 29 | FEX | First Trust Large Cap Core A | ETF-大型株・グロース | 0.74% | +0.02% | -4.47% | |
| 30 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.70% | — | -2.72% | |
| 31 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.69% | — | +1.18% | |
| 32 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 0.68% | +0.07% | +5.30% | |
| 33 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.58% | — | -2.95% | |
| 34 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 0.53% | +0.01% | -0.31% | |
| 35 | CEMB | Ishares Jp Morgan Em Corpora | ETF-その他 | 0.51% | — | +16.58% | |
| 36 | MSTR | Strategy INC | 株式-IT | 0.48% | — | +1044.95% | |
| 37 | EUSA | Ishares Msci USA Equal Weigh | ETF-その他 | 0.47% | — | -1.72% | |
| 38 | CB | Chubb Limited | 株式-金融 | 0.45% | — | +0.66% | |
| 39 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 0.43% | — | -5.93% | |
| 40 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.43% | +0.02% | +1.17% | |
| 41 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.37% | — | +0.23% | |
| 42 | VUG | Vanguard Growth ETF | ETF-その他 | 0.37% | +0.02% | +1.52% | |
| 43 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 0.35% | — | — | |
| 44 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.34% | -0.15% | +3.65% | |
| 45 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.33% | — | +0.87% | |
| 46 | CRM | Salesforce INC | 株式-IT | 0.33% | — | +0.07% | |
| 47 | NVDA | Nvidia CORP | 株式-IT | 0.32% | +0.03% | +10.27% | |
| 48 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.32% | +0.02% | +2.52% | |
| 49 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.30% | -0.10% | +0.03% | |
| 50 | VEGI | Ishares Msci Agriculture Pro | ETF-その他 | 0.29% | — | -0.85% |