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 | 20.58% | +1.07% | -7.67% | |
| 2 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 17.16% | -14.94% | +0.95% | |
| 3 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 8.42% | -0.44% | -0.79% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 4.27% | -0.03% | +19.28% | |
| 5 | VTIP | Vanguard Short-term Tips | ETF-その他 | 3.88% | +0.15% | +15.29% | |
| 6 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 3.35% | — | +714.38% | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 3.22% | — | -41.15% | |
| 8 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 2.98% | -0.37% | +11.59% | |
| 9 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 2.27% | +0.04% | +6.46% | |
| 10 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 2.18% | +0.11% | +1.07% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.95% | +0.03% | +12.91% | |
| 12 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.86% | — | -7.68% | |
| 13 | VONE | Vanguard Russell 1000 | ETF-その他 | 1.76% | +0.06% | -3.65% | |
| 14 | VTV | Vanguard Value ETF | ETF-その他 | 1.65% | +13.15% | -1.54% | |
| 15 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.64% | -0.07% | +9.18% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.32% | — | -0.59% | |
| 17 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 1.29% | +0.04% | +13.53% | |
| 18 | EELV | Invesco S&p Emerging Markets | ETF-新興国市場 | 1.25% | — | +20.62% | |
| 19 | NVDA | Nvidia CORP | 株式-IT | 1.25% | — | -4.51% | |
| 20 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 1.22% | — | +2.44% | |
| 21 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-その他 | 1.15% | — | +24.25% | |
| 22 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 1.11% | -0.08% | +1.18% | |
| 23 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 0.96% | -0.03% | +14.86% | |
| 24 | JMST | JPM Ultra-short Muni Income | ETF-その他 | 0.84% | +0.12% | +7.68% | |
| 25 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.81% | -0.02% | -0.90% | |
| 26 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.64% | +0.62% | -0.99% | |
| 27 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.63% | +0.15% | -1.06% | |
| 28 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.62% | — | +216.95% | |
| 29 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.62% | +0.02% | -9.39% | |
| 30 | VONV | Vanguard Russell 1000 Value | ETF-その他 | 0.51% | +0.05% | -11.53% | |
| 31 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.45% | -0.01% | — | |
| 32 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.43% | +0.09% | +0.03% | |
| 33 | AVGO | Broadcom INC | 株式-IT | 0.41% | +0.03% | -2.97% | |
| 34 | VUG | Vanguard Growth ETF | ETF-その他 | 0.36% | +0.02% | — | |
| 35 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.36% | +0.07% | -2.10% | |
| 36 | AAPL | Apple INC | 株式-IT | 0.33% | — | -0.61% | |
| 37 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.32% | — | +13.81% | |
| 38 | TSLA | Tesla INC | 株式-一般消費財 | 0.29% | +0.03% | -1.45% | |
| 39 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.28% | — | +0.02% | |
| 40 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.27% | +0.03% | +1.48% | |
| 41 | VOX | Vanguard Communication Servi | ETF-その他 | 0.26% | — | +2.44% | |
| 42 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.24% | — | +4.55% | |
| 43 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.22% | — | — | |
| 44 | ICVT | Ishares Convertible Bond ETF | ETF-その他 | 0.22% | — | -77.61% | |
| 45 | VXF | Vanguard Extended Market ETF | ETF-その他 | 0.21% | — | — | |
| 46 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.21% | — | — | |
| 47 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.21% | — | -6.81% | |
| 48 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.19% | — | — | |
| 49 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.19% | — | +3.63% | |
| 50 | XLE | Ss Energy Select Sector | ETF-その他 | 0.18% | — | -33.06% |