CIK: 0001706327
申告総資産額
$15.0億
| # | 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 | VV | Vanguard Large-cap ETF | ETF-その他 | 41.45% | +1.92% | +1.53% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 14.71% | +1.45% | +2.83% | |
| 3 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 8.14% | -6.84% | -5.92% | |
| 4 | VB | Vanguard Small-cap ETF | ETF-その他 | 6.57% | +0.11% | +8.30% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 6.44% | -0.22% | +1.18% | |
| 6 | SCHC | Schwab Intl Small-cap Equity | ETF-その他 | 4.75% | -0.21% | +3.20% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 4.05% | +0.35% | +21.45% | |
| 8 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 3.51% | — | -0.43% | |
| 9 | EEMS | Ishares Msci Emerging Mkt Sm | ETF-新興国市場 | 1.55% | — | +2.15% | |
| 10 | MSTR | Strategy INC | 株式-IT | 1.41% | — | — | |
| 11 | CCL1EUR | Carnival CORP LTD | 株式-一般消費財 | 1.17% | — | — | |
| 12 | XYZ | Block INC | 株式-金融 | 0.92% | — | +41.60% | |
| 13 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.86% | +0.11% | +0.25% | |
| 14 | SHOP | Shopify INC - Class A | 株式-IT | 0.64% | — | +3689.33% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.43% | — | — | |
| 16 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.40% | — | — | |
| 17 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.33% | — | — | |
| 18 | AAPL | Apple INC | 株式-IT | 0.28% | +0.29% | +85.07% | |
| 19 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.27% | +0.07% | +370.88% | |
| 20 | DBC | Invesco Db Commodity Index T | ETF-コモディティ | 0.18% | — | -11.34% | |
| 21 | DNA4EUR | Ginkgo Bioworks Holdings INC | 株式-その他 | 0.17% | — | — | |
| 22 | SGHC | Super Group (SGHC) Limited | 株式-その他 | 0.12% | — | — | |
| 23 | MSFT | Microsoft CORP | 株式-IT | 0.11% | +0.13% | +78.22% | |
| 24 | BWX | State Street Spdr Bloomberg | ETF-その他 | 0.11% | — | -33.48% | |
| 25 | ECL | Ecolab INC | 株式-素材 | 0.10% | — | +0.26% | |
| 26 | HLF | Herbalife Ltd. | 株式-その他 | 0.10% | +0.08% | — | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.10% | -0.10% | — | |
| 28 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.10% | — | +3.44% | |
| 29 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 0.09% | — | — | |
| 30 | TSLA | Tesla INC | 株式-一般消費財 | 0.09% | +0.10% | — | |
| 31 | XLE | Ss Energy Select Sector | ETF-その他 | 0.07% | — | — | |
| 32 | ICLN | Ishares Global Clean Energy | ETF-その他 | 0.07% | +0.06% | NEW | |
| 33 | IVT | Inventrust Properties CORP | 株式-その他 | 0.06% | — | — | |
| 34 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.06% | — | — | |
| 35 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.06% | +0.17% | — | |
| 36 | SCHR | Schwab Intermediate-term US | ETF-その他 | 0.06% | — | +7.63% | |
| 37 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 0.06% | — | -30.13% | |
| 38 | EXPE | Expedia Group INC | 株式-一般消費財 | 0.05% | — | — | |
| 39 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 0.05% | -0.08% | +2.76% | |
| 40 | HOOD | Robinhood Markets INC - A | 株式-金融 | 0.04% | — | — | |
| 41 | PAYX | Paychex INC | 株式-IT | 0.04% | — | — | |
| 42 | DNABW | Ginkgo Bioworks -cw27 | 株式-その他 | 0.04% | — | — | |
| 43 | CSCO | Cisco Systems INC | 株式-IT | 0.04% | — | -55.49% | |
| 44 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.04% | — | +5.77% | |
| 45 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.03% | +0.06% | NEW | |
| 46 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.03% | — | — | |
| 47 | ✓ | Hydrofarms Hldgs Group INC | 株式-その他 | 0.03% | — | — |