CIK: 0001786241
申告総資産額
$1.7億
| # | 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 | XLRE | Ss Real Estate Select Sector | ETF-その他 | 20.16% | — | +2.70% | |
| 2 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 17.17% | +2.30% | — | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 14.47% | — | +2.44% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 9.99% | +1.55% | +8.08% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 5.62% | +1.70% | +11.17% | |
| 6 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 4.94% | +0.35% | -0.05% | |
| 7 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 4.54% | +0.42% | +13.58% | |
| 8 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 3.81% | +0.08% | -80.62% | |
| 9 | VO | Vanguard Mid-cap ETF | ETF-その他 | 3.52% | +0.35% | -0.65% | |
| 10 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 2.45% | +0.08% | -0.59% | |
| 11 | MGC | Vanguard Mega Cap ETF | ETF-その他 | 2.07% | +0.15% | -1.47% | |
| 12 | MGV | Vanguard Mega Cap Value ETF | ETF-その他 | 1.92% | +0.23% | -1.05% | |
| 13 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 1.91% | +0.34% | +5.34% | |
| 14 | SUSA | Ishares Esg Optimized Msci U | ETF-その他 | 1.15% | +0.36% | +12.32% | |
| 15 | ESGE | Ishares INC Ishares Esg Awar | ETF-その他 | 1.00% | +0.39% | +9.27% | |
| 16 | ESML | Ishares Esg Aware Msci USA S | ETF-その他 | 0.82% | — | +3.71% | |
| 17 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.68% | +0.12% | — | |
| 18 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.55% | — | +1.12% | |
| 19 | MSFT | Microsoft CORP | 株式-IT | 0.38% | -1.21% | — | |
| 20 | VUG | Vanguard Growth ETF | ETF-その他 | 0.37% | +0.03% | -0.12% | |
| 21 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.36% | +0.09% | — | |
| 22 | WMT | Walmart INC | 株式-生活必需品 | 0.28% | +0.13% | NEW | |
| 23 | VTR | Ventas INC | 株式-不動産 | 0.26% | +0.03% | — | |
| 24 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 0.26% | +0.27% | — | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.25% | +1.71% | — | |
| 26 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 0.23% | — | — | |
| 27 | RY | Royal Bank Of Canada | 株式-金融 | 0.22% | -0.10% | EXIT | |
| 28 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.21% | +0.02% | — | |
| 29 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.21% | -0.11% | EXIT | |
| 30 | DOC | Healthpeak Properties INC | 株式-不動産 | 0.21% | — | — |