CIK: 0001855571
申告総資産額
$6559.4万
| # | 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 | VONG | Vanguard Russell 1000 Growth | ETF-その他 | 15.36% | — | +27.21% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 14.70% | — | +0.32% | |
| 3 | VTV | Vanguard Value ETF | ETF-その他 | 13.98% | — | +4.92% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 13.47% | — | -24.30% | |
| 5 | BND | Vanguard Total Bond Market | ETF-その他 | 8.58% | — | -3.11% | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-その他 | 6.83% | — | -6.59% | |
| 7 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 5.17% | — | -11.67% | |
| 8 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 4.74% | — | -41.61% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 4.50% | — | -10.54% | |
| 10 | AAPL | Apple INC | 株式-IT | 1.74% | — | -79.76% | |
| 11 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 1.45% | — | -14.65% | |
| 12 | TJX | Tjx Companies INC | 株式-一般消費財 | 1.15% | — | -41.08% | |
| 13 | AMGN | Amgen INC | 株式-ヘルスケア | 0.71% | — | -86.35% | |
| 14 | MSFT | Microsoft CORP | 株式-IT | 0.67% | — | -92.99% | |
| 15 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.63% | — | -91.27% | |
| 16 | ALL | Allstate CORP | 株式-金融 | 0.63% | — | -91.86% | |
| 17 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.62% | — | -89.74% | |
| 18 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.56% | — | -82.30% | |
| 19 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.55% | — | +79.86% | |
| 20 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.54% | — | — | |
| 21 | V | Visa Inc-class A Shares | 株式-金融 | 0.54% | — | -89.79% | |
| 22 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.47% | — | -94.34% | |
| 23 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.43% | — | -90.30% | |
| 24 | HD | Home Depot INC | 株式-一般消費財 | 0.42% | — | -88.26% | |
| 25 | NVDA | Nvidia CORP | 株式-IT | 0.42% | — | -93.50% | |
| 26 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.41% | — | -92.89% | |
| 27 | CCFEUR | Chase CORP | 株式-その他 | 0.37% | — | — | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.37% | — | -80.54% |