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 | 19.53% | +1.07% | -5.79% | |
| 2 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 17.87% | -14.94% | +0.64% | |
| 3 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 9.17% | -0.44% | +6.57% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 7.64% | — | +32.69% | |
| 5 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 4.72% | -0.37% | +39.48% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 4.21% | -0.03% | -8.19% | |
| 7 | VTIP | Vanguard Short-term Tips | ETF-その他 | 3.91% | +0.15% | +3.53% | |
| 8 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 2.55% | +0.04% | -13.58% | |
| 9 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 2.26% | +0.11% | +5.09% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.96% | +0.03% | +0.14% | |
| 11 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.78% | -0.07% | +11.23% | |
| 12 | VTV | Vanguard Value ETF | ETF-その他 | 1.67% | +13.15% | +11.49% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.38% | — | — | |
| 14 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 1.33% | +0.04% | -0.74% | |
| 15 | EELV | Invesco S&p Emerging Markets | ETF-新興国市場 | 1.26% | — | -0.81% | |
| 16 | VONE | Vanguard Russell 1000 | ETF-その他 | 1.24% | +0.06% | -0.28% | |
| 17 | ICVT | Ishares Convertible Bond ETF | ETF-その他 | 1.21% | — | +1.98% | |
| 18 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-その他 | 1.15% | — | +14.45% | |
| 19 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 1.12% | -0.08% | +15.56% | |
| 20 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.05% | — | +13.44% | |
| 21 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 0.98% | -0.03% | -4.42% | |
| 22 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.91% | -0.02% | +4.82% | |
| 23 | VONV | Vanguard Russell 1000 Value | ETF-その他 | 0.67% | +0.05% | +5.19% | |
| 24 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.61% | +0.15% | -7.92% | |
| 25 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.58% | — | -2.96% | |
| 26 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.56% | +0.02% | -0.88% | |
| 27 | JMST | JPM Ultra-short Muni Income | ETF-その他 | 0.54% | +0.12% | +164.62% | |
| 28 | NVDA | Nvidia CORP | 株式-IT | 0.53% | — | -6.70% | |
| 29 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.51% | +0.62% | +24.55% | |
| 30 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.46% | +0.09% | -1.68% | |
| 31 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.44% | +0.07% | -0.71% | |
| 32 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.41% | — | -6.22% | |
| 33 | AAPL | Apple INC | 株式-IT | 0.39% | — | — | |
| 34 | VUG | Vanguard Growth ETF | ETF-その他 | 0.33% | +0.02% | +0.23% | |
| 35 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.31% | -0.01% | +21.06% | |
| 36 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.27% | +0.03% | -2.36% | |
| 37 | XLE | Ss Energy Select Sector | ETF-その他 | 0.26% | — | +6.90% | |
| 38 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.26% | — | -1.81% | |
| 39 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.23% | — | +5.71% | |
| 40 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.23% | — | — | |
| 41 | VXF | Vanguard Extended Market ETF | ETF-その他 | 0.21% | — | +0.87% | |
| 42 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.21% | — | +5.28% | |
| 43 | AVGO | Broadcom INC | 株式-IT | 0.19% | +0.03% | — | |
| 44 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.18% | +0.03% | -2.81% | |
| 45 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.18% | — | — | |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.17% | — | — | |
| 47 | VPU | Vanguard Utilities ETF | ETF-その他 | 0.15% | — | — | |
| 48 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.14% | — | — | |
| 49 | IYF | Ishares US Financials ETF | ETF-その他 | 0.13% | — | -32.97% | |
| 50 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.13% | +0.06% | — |