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 | 20.43% | +1.07% | +1.11% | |
| 2 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 18.71% | -14.94% | +1.68% | |
| 3 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 9.70% | -0.44% | -0.16% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 5.39% | — | -6.50% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 5.25% | -0.03% | -0.59% | |
| 6 | VTIP | Vanguard Short-term Tips | ETF-その他 | 4.70% | +0.15% | -1.59% | |
| 7 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 3.04% | +0.04% | +8.55% | |
| 8 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 2.50% | +0.11% | +0.00% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.37% | +0.03% | -1.43% | |
| 10 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.79% | -0.07% | +1.40% | |
| 11 | ICVT | Ishares Convertible Bond ETF | ETF-その他 | 1.71% | — | +3.16% | |
| 12 | VTV | Vanguard Value ETF | ETF-その他 | 1.62% | +13.15% | -2.30% | |
| 13 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 1.59% | +0.04% | +1.86% | |
| 14 | EELV | Invesco S&p Emerging Markets | ETF-新興国市場 | 1.53% | — | +2.15% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.42% | — | — | |
| 16 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-その他 | 1.22% | — | +2.18% | |
| 17 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 1.20% | -0.03% | +1.79% | |
| 18 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 1.17% | -0.37% | +789.77% | |
| 19 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 1.07% | -0.08% | +28.71% | |
| 20 | VONE | Vanguard Russell 1000 | ETF-その他 | 1.02% | +0.06% | -1.51% | |
| 21 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.95% | -0.02% | -1.15% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.82% | +0.02% | +8.10% | |
| 23 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.82% | — | -1.77% | |
| 24 | VONV | Vanguard Russell 1000 Value | ETF-その他 | 0.75% | +0.05% | -4.24% | |
| 25 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.63% | +0.15% | -4.83% | |
| 26 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.56% | +0.09% | -0.30% | |
| 27 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.53% | +0.07% | +0.98% | |
| 28 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.45% | — | +18.84% | |
| 29 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.43% | — | +39.18% | |
| 30 | VUG | Vanguard Growth ETF | ETF-その他 | 0.43% | +0.02% | +44.01% | |
| 31 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.43% | +0.03% | -34.71% | |
| 32 | AAPL | Apple INC | 株式-IT | 0.40% | — | +2.13% | |
| 33 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.37% | +0.62% | -22.57% | |
| 34 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.36% | — | -27.49% | |
| 35 | BND | Vanguard Total Bond Market | ETF-その他 | 0.35% | — | +143.03% | |
| 36 | VXF | Vanguard Extended Market ETF | ETF-その他 | 0.26% | — | +7.44% | |
| 37 | USB | US Bancorp | 株式-金融 | 0.25% | — | — | |
| 38 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.25% | — | — | |
| 39 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.24% | — | +1900.00% | |
| 40 | NVDA | Nvidia CORP | 株式-IT | 0.23% | — | — | |
| 41 | XLE | Ss Energy Select Sector | ETF-その他 | 0.22% | — | +8.86% | |
| 42 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.21% | — | — | |
| 43 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.21% | +0.06% | — | |
| 44 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.20% | — | +3.64% | |
| 45 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.19% | — | — | |
| 46 | MMM | 3m Co | 株式-資本財 | 0.19% | — | -15.05% | |
| 47 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.18% | +0.03% | — | |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.18% | — | — | |
| 49 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.18% | -0.01% | — | |
| 50 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.17% | — | -22.65% |