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 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 18.25% | +2.30% | +5.17% | |
| 2 | XLRE | Ss Real Estate Select Sector | ETF-その他 | 15.33% | — | -18.21% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 12.59% | — | -12.59% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 7.82% | +1.55% | -16.76% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 4.50% | +1.70% | -13.33% | |
| 6 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 4.33% | +0.35% | -11.15% | |
| 7 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 4.20% | +0.42% | -9.26% | |
| 8 | FREL | Fidelity Msci Rl Est Indx | ETF-その他 | 3.85% | — | — | |
| 9 | VO | Vanguard Mid-cap ETF | ETF-その他 | 3.53% | +0.35% | -0.45% | |
| 10 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 3.20% | +0.08% | -17.02% | |
| 11 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 2.48% | +0.08% | -0.12% | |
| 12 | IDEV | Ishares Core Msci Dev Mkts | ETF-その他 | 2.24% | +0.24% | — | |
| 13 | VB | Vanguard Small-cap ETF | ETF-その他 | 2.08% | — | — | |
| 14 | MGC | Vanguard Mega Cap ETF | ETF-その他 | 2.05% | +0.15% | -0.55% | |
| 15 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 1.89% | +0.34% | +4.90% | |
| 16 | MGV | Vanguard Mega Cap Value ETF | ETF-その他 | 1.87% | +0.23% | -1.06% | |
| 17 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 0.96% | +0.25% | — | |
| 18 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 0.89% | +0.27% | +250.04% | |
| 19 | ESGE | Ishares INC Ishares Esg Awar | ETF-その他 | 0.89% | +0.39% | -1.21% | |
| 20 | ESML | Ishares Esg Aware Msci USA S | ETF-その他 | 0.73% | — | -13.00% | |
| 21 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.73% | +0.19% | — | |
| 22 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.69% | +0.12% | — | |
| 23 | SUSA | Ishares Esg Optimized Msci U | ETF-その他 | 0.63% | +0.36% | -44.86% | |
| 24 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.52% | — | — | |
| 25 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 0.51% | — | — | |
| 26 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.46% | -0.05% | — | |
| 27 | VUG | Vanguard Growth ETF | ETF-その他 | 0.38% | +0.03% | — | |
| 28 | MSFT | Microsoft CORP | 株式-IT | 0.36% | -1.21% | — | |
| 29 | VTV | Vanguard Value ETF | ETF-その他 | 0.36% | — | — | |
| 30 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.35% | +0.09% | — | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.25% | +1.71% | — | |
| 32 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 0.23% | — | -0.16% | |
| 33 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.22% | -0.11% | EXIT | |
| 34 | RY | Royal Bank Of Canada | 株式-金融 | 0.22% | -0.10% | EXIT | |
| 35 | VTR | Ventas INC | 株式-不動産 | 0.22% | +0.03% | — | |
| 36 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.21% | +0.02% | — |