CIK: 0001808394
申告総資産額
$2.3億
| # | 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 | VONE | Vanguard Russell 1000 | ETF-その他 | 25.35% | +0.76% | +6.06% | |
| 2 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 24.32% | -0.34% | +5.96% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 10.06% | -0.03% | -1.44% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 7.70% | — | -2.43% | |
| 5 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 6.54% | — | -19.59% | |
| 6 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 5.49% | -0.20% | -2.71% | |
| 7 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 2.96% | +0.01% | -1.31% | |
| 8 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 2.64% | -0.25% | +6.39% | |
| 9 | AAPL | Apple INC | 株式-IT | 2.55% | -0.13% | +19.55% | |
| 10 | VIOO | Vanguard S&p Small-cap 600 E | ETF-その他 | 1.89% | +0.08% | +12.88% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.71% | -0.02% | -18.50% | |
| 12 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.34% | -0.01% | -13.80% | |
| 13 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 1.27% | — | -1.09% | |
| 14 | MSFT | Microsoft CORP | 株式-IT | 1.23% | -0.08% | +73.37% | |
| 15 | VUG | Vanguard Growth ETF | ETF-その他 | 0.57% | +0.01% | -2.98% | |
| 16 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.56% | -0.01% | -4.94% | |
| 17 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.49% | +0.01% | +5.66% | |
| 18 | HD | Home Depot INC | 株式-一般消費財 | 0.46% | -0.05% | — | |
| 19 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.41% | -0.03% | +15.25% | |
| 20 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.37% | -0.05% | +8.07% | |
| 21 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.34% | — | — | |
| 22 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.33% | +0.02% | — | |
| 23 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.30% | +0.01% | -5.69% | |
| 24 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.29% | — | +2.82% | |
| 25 | NVDA | Nvidia CORP | 株式-IT | 0.26% | — | — | |
| 26 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.25% | +0.01% | — | |
| 27 | TSLA | Tesla INC | 株式-一般消費財 | 0.24% | — | — | |
| 28 | ONSGBP | Outlook Therapeutics INC | 株式-その他 | 0.10% | — | -7.42% |