CIK: 0002010145
申告総資産額
$1.1億
| # | 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 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 17.44% | -1.02% | +8.69% | |
| 2 | VUSB | Vanguard Ultra Short Bond Et | ETF-その他 | 12.77% | +0.87% | +226.10% | |
| 3 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 12.43% | -0.68% | +17.52% | |
| 4 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 11.52% | +1.00% | +19.58% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 9.12% | -0.81% | -39.80% | |
| 6 | VGLT | Vanguard Long-term Treasury | ETF-政府公債 | 5.97% | +0.04% | +28.36% | |
| 7 | IAU | Ishares Gold Trust | ETF-コモディティ | 5.95% | +0.37% | +20.73% | |
| 8 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-その他 | 5.80% | -0.06% | — | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 5.02% | -0.27% | +61.51% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 3.94% | +0.65% | +89.24% | |
| 11 | KMLM | Kraneshares Mt Lc Mn Ft Id S | ETF-その他 | 1.65% | -0.36% | EXIT | |
| 12 | VTV | Vanguard Value ETF | ETF-その他 | 1.14% | -0.34% | -2.43% | |
| 13 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.91% | -0.12% | +133.63% | |
| 14 | NVDA | Nvidia CORP | 株式-IT | 0.72% | +0.03% | — | |
| 15 | MSFT | Microsoft CORP | 株式-IT | 0.64% | -0.37% | — | |
| 16 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.51% | +0.52% | — | |
| 17 | CSX | Csx CORP | 株式-資本財 | 0.50% | +0.06% | +0.35% | |
| 18 | PHG | Koninklijke Philips Nvr- Ny | 株式-ヘルスケア | 0.47% | — | — | |
| 19 | VUG | Vanguard Growth ETF | ETF-その他 | 0.45% | -0.17% | — | |
| 20 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.45% | — | -17.78% | |
| 21 | AAPL | Apple INC | 株式-IT | 0.43% | -0.11% | — | |
| 22 | EBC | Eastern Bankshares INC | 株式-その他 | 0.43% | +0.03% | — | |
| 23 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.41% | +0.10% | — | |
| 24 | NN | Nextnav INC | 株式-その他 | 0.40% | -0.02% | — | |
| 25 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.40% | +0.26% | +1.07% | |
| 26 | ✓ | Tesla, Inc. | 株式-その他 | 0.27% | -0.21% | EXIT | |
| 27 | NNAVW | Nextnav INC | 株式-その他 | 0.18% | -0.02% | — | |
| 28 | ✓ | Orla Mining LTD | 株式-その他 | 0.06% | -0.15% | EXIT |