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 | 23.00% | +1.07% | +2.11% | |
| 2 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 17.90% | -14.94% | +2.96% | |
| 3 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 9.65% | -0.44% | +1.95% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 9.00% | -0.03% | +5.00% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 5.42% | +0.03% | +4.27% | |
| 6 | VTIP | Vanguard Short-term Tips | ETF-その他 | 3.66% | +0.15% | +10.75% | |
| 7 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 2.73% | +0.04% | +2.02% | |
| 8 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 2.55% | -0.07% | +0.01% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.71% | — | +30.90% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.61% | — | +2.75% | |
| 11 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 1.50% | -0.03% | -0.18% | |
| 12 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-その他 | 1.43% | — | +0.19% | |
| 13 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.38% | +0.11% | +1.18% | |
| 14 | VTV | Vanguard Value ETF | ETF-その他 | 1.29% | +13.15% | +1.31% | |
| 15 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 1.19% | +0.15% | +0.65% | |
| 16 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.11% | -0.02% | -2.16% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.06% | +0.02% | +0.71% | |
| 18 | VONE | Vanguard Russell 1000 | ETF-その他 | 1.02% | +0.06% | +11.68% | |
| 19 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.92% | +0.09% | +7.31% | |
| 20 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.88% | -0.08% | -0.88% | |
| 21 | VONV | Vanguard Russell 1000 Value | ETF-その他 | 0.84% | +0.05% | -2.46% | |
| 22 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.76% | +0.07% | +1.49% | |
| 23 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.75% | — | +7.62% | |
| 24 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 0.73% | — | -1.75% | |
| 25 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.65% | +0.03% | -0.28% | |
| 26 | VUG | Vanguard Growth ETF | ETF-その他 | 0.59% | +0.02% | +6.94% | |
| 27 | BND | Vanguard Total Bond Market | ETF-その他 | 0.41% | — | +50.27% | |
| 28 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.40% | -0.01% | +3.40% | |
| 29 | AAPL | Apple INC | 株式-IT | 0.38% | — | +364.39% | |
| 30 | NVDA | Nvidia CORP | 株式-IT | 0.37% | — | +1.22% | |
| 31 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.36% | +0.62% | +13.58% | |
| 32 | ECL | Ecolab INC | 株式-素材 | 0.35% | — | — | |
| 33 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.34% | — | — | |
| 34 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.34% | — | — | |
| 35 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.33% | — | +28.59% | |
| 36 | MDT | Medtronic plc | 株式-ヘルスケア | 0.33% | — | +30.24% | |
| 37 | VXF | Vanguard Extended Market ETF | ETF-その他 | 0.32% | — | — | |
| 38 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.31% | — | +10.84% | |
| 39 | MMM | 3m Co | 株式-資本財 | 0.30% | — | -3.87% | |
| 40 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.30% | — | +1.24% | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.25% | — | — | |
| 42 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.24% | — | -10.61% | |
| 43 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.22% | +0.03% | +0.17% | |
| 44 | XLB | Ss Materials Select Sector | ETF-その他 | 0.20% | — | -39.49% | |
| 45 | COR | Cencora INC | 株式-ヘルスケア | 0.19% | — | +0.44% | |
| 46 | VCR | Vanguard Consumer Discre ETF | ETF-その他 | 0.19% | — | — | |
| 47 | MSFT | Microsoft CORP | 株式-IT | 0.18% | — | — | |
| 48 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.17% | — | — | |
| 49 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.17% | — | — |