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 | 19.68% | +1.07% | +1.39% | |
| 2 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 17.53% | -14.94% | +1.63% | |
| 3 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 8.60% | -0.44% | -1.05% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 7.08% | — | -4.80% | |
| 5 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 5.34% | -0.37% | +10.98% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 4.14% | -0.03% | +2.79% | |
| 7 | VTIP | Vanguard Short-term Tips | ETF-その他 | 4.03% | +0.15% | +1.48% | |
| 8 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 2.41% | +0.04% | +1.32% | |
| 9 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 2.18% | +0.11% | +1.91% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.94% | +0.03% | +2.44% | |
| 11 | VTV | Vanguard Value ETF | ETF-その他 | 1.79% | +13.15% | +9.91% | |
| 12 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.63% | -0.07% | +2.28% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.43% | — | — | |
| 14 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 1.30% | +0.04% | +1.71% | |
| 15 | VONE | Vanguard Russell 1000 | ETF-その他 | 1.26% | +0.06% | +3.39% | |
| 16 | EELV | Invesco S&p Emerging Markets | ETF-新興国市場 | 1.24% | — | +2.60% | |
| 17 | ICVT | Ishares Convertible Bond ETF | ETF-その他 | 1.20% | — | +0.99% | |
| 18 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-その他 | 1.14% | — | +2.66% | |
| 19 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 1.10% | -0.08% | +4.62% | |
| 20 | JMST | JPM Ultra-short Muni Income | ETF-その他 | 1.02% | +0.12% | +87.53% | |
| 21 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 0.97% | -0.03% | +2.89% | |
| 22 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.96% | — | -5.87% | |
| 23 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.91% | -0.02% | +4.65% | |
| 24 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.87% | — | +57.17% | |
| 25 | VONV | Vanguard Russell 1000 Value | ETF-その他 | 0.66% | +0.05% | +1.83% | |
| 26 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.65% | +0.62% | +27.75% | |
| 27 | NVDA | Nvidia CORP | 株式-IT | 0.64% | — | +11.32% | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.61% | +0.02% | +11.39% | |
| 29 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.58% | +0.15% | -1.02% | |
| 30 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.44% | +0.09% | -1.44% | |
| 31 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.44% | +0.07% | +2.72% | |
| 32 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.39% | — | -3.66% | |
| 33 | AAPL | Apple INC | 株式-IT | 0.36% | — | +0.50% | |
| 34 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.36% | +0.03% | +36.18% | |
| 35 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.34% | — | +34.72% | |
| 36 | VUG | Vanguard Growth ETF | ETF-その他 | 0.33% | +0.02% | — | |
| 37 | XLE | Ss Energy Select Sector | ETF-その他 | 0.32% | — | +7.98% | |
| 38 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.32% | -0.01% | +0.65% | |
| 39 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.27% | — | — | |
| 40 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.23% | — | — | |
| 41 | VXF | Vanguard Extended Market ETF | ETF-その他 | 0.21% | — | — | |
| 42 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.20% | — | -3.34% | |
| 43 | AVGO | Broadcom INC | 株式-IT | 0.19% | +0.03% | — | |
| 44 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.17% | — | — | |
| 45 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.17% | +0.03% | — | |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.16% | — | — | |
| 47 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.16% | — | — | |
| 48 | VPU | Vanguard Utilities ETF | ETF-その他 | 0.13% | — | — | |
| 49 | VCR | Vanguard Consumer Discre ETF | ETF-その他 | 0.12% | — | — | |
| 50 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型株 | 0.12% | +0.05% | +15.30% |