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 | 30.06% | +0.76% | +39.42% | |
| 2 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 25.90% | -0.34% | +26.84% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 8.75% | -0.03% | +2.44% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 6.51% | — | -0.82% | |
| 5 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 5.57% | — | +1.04% | |
| 6 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 4.60% | -0.20% | -0.01% | |
| 7 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 2.88% | -0.25% | +29.22% | |
| 8 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 2.51% | +0.01% | -0.58% | |
| 9 | VIOO | Vanguard S&p Small-cap 600 E | ETF-その他 | 2.34% | +0.08% | +47.77% | |
| 10 | AAPL | Apple INC | 株式-IT | 1.97% | -0.13% | -0.97% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.39% | -0.02% | -2.10% | |
| 12 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.10% | -0.01% | -1.94% | |
| 13 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 1.08% | — | — | |
| 14 | MSFT | Microsoft CORP | 株式-IT | 0.99% | -0.08% | -1.55% | |
| 15 | VUG | Vanguard Growth ETF | ETF-その他 | 0.48% | +0.01% | — | |
| 16 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.47% | -0.01% | -0.92% | |
| 17 | HD | Home Depot INC | 株式-一般消費財 | 0.39% | -0.05% | — | |
| 18 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.37% | +0.01% | -10.50% | |
| 19 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.36% | -0.05% | — | |
| 20 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.35% | -0.03% | — | |
| 21 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.28% | — | — | |
| 22 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.28% | +0.02% | — | |
| 23 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.25% | — | +2.04% | |
| 24 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.25% | +0.01% | -0.99% | |
| 25 | NVDA | Nvidia CORP | 株式-IT | 0.23% | — | — | |
| 26 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.22% | +0.02% | — | |
| 27 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.22% | +0.01% | — | |
| 28 | IZEA | Izea Worldwide INC | 株式-その他 | 0.20% | — | — | |
| 29 | ONSGBP | Outlook Therapeutics INC | 株式-その他 | 0.01% | — | -40.00% |