CIK: 0001801101
申告総資産額
$4.5億
| # | 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 | VONG | Vanguard Russell 1000 Growth | ETF-その他 | 22.11% | +1.07% | +2.46% | |
| 2 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 18.79% | -14.94% | -1.82% | |
| 3 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 10.00% | -0.44% | -3.80% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 9.08% | -0.03% | -4.40% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 5.31% | +0.03% | -5.73% | |
| 6 | VTIP | Vanguard Short-term Tips | ETF-その他 | 3.67% | +0.15% | +9.30% | |
| 7 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 2.91% | +0.04% | -14.01% | |
| 8 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 2.79% | -0.07% | -4.70% | |
| 9 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 1.53% | -0.03% | -11.22% | |
| 10 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-その他 | 1.53% | — | -5.50% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.48% | — | -1.14% | |
| 12 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.47% | — | +9.56% | |
| 13 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.44% | +0.11% | -8.12% | |
| 14 | VTV | Vanguard Value ETF | ETF-その他 | 1.36% | +13.15% | +116.12% | |
| 15 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.21% | -0.02% | +97.58% | |
| 16 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 1.18% | +0.15% | +11.38% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.08% | +0.02% | +2.75% | |
| 18 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.94% | -0.08% | +115.25% | |
| 19 | VONE | Vanguard Russell 1000 | ETF-その他 | 0.93% | +0.06% | — | |
| 20 | VONV | Vanguard Russell 1000 Value | ETF-その他 | 0.92% | +0.05% | -5.85% | |
| 21 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.85% | +0.09% | +1.30% | |
| 22 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 0.83% | — | +3.03% | |
| 23 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.75% | +0.07% | +113.00% | |
| 24 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.73% | +0.03% | +34.08% | |
| 25 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.72% | — | -10.01% | |
| 26 | VUG | Vanguard Growth ETF | ETF-その他 | 0.54% | +0.02% | +9.05% | |
| 27 | ECL | Ecolab INC | 株式-素材 | 0.40% | — | -4.85% | |
| 28 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.37% | -0.01% | -2.65% | |
| 29 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.35% | — | -3.85% | |
| 30 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.35% | — | — | |
| 31 | MMM | 3m Co | 株式-資本財 | 0.35% | — | -3.69% | |
| 32 | XLB | Ss Materials Select Sector | ETF-その他 | 0.34% | — | -4.67% | |
| 33 | VXF | Vanguard Extended Market ETF | ETF-その他 | 0.32% | — | — | |
| 34 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.32% | — | +2.51% | |
| 35 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.31% | +0.62% | — | |
| 36 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.31% | — | — | |
| 37 | BND | Vanguard Total Bond Market | ETF-その他 | 0.31% | — | — | |
| 38 | AAPL | Apple INC | 株式-IT | 0.29% | — | — | |
| 39 | NVDA | Nvidia CORP | 株式-IT | 0.28% | — | +3.14% | |
| 40 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.28% | — | -2.11% | |
| 41 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.27% | — | -7.57% | |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.26% | — | +17.43% | |
| 43 | MDT | Medtronic plc | 株式-ヘルスケア | 0.26% | — | +1.32% | |
| 44 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.23% | +0.03% | — | |
| 45 | COR | Cencora INC | 株式-ヘルスケア | 0.23% | — | +0.44% |