CIK: 0002039437
申告総資産額
$5.9億
| # | 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 | BND | Vanguard Total Bond Market | ETF-その他 | 19.39% | — | +4.42% | |
| 2 | VUG | Vanguard Growth ETF | ETF-その他 | 16.46% | -1.58% | +2.31% | |
| 3 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 15.99% | +0.75% | +0.70% | |
| 4 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 11.01% | +0.62% | +4.04% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 7.41% | -0.11% | +0.94% | |
| 6 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 5.17% | — | +95.50% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 4.08% | -0.16% | +1.00% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.74% | -0.03% | +2.09% | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.77% | -0.14% | -0.09% | |
| 10 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.63% | +0.02% | -18.40% | |
| 11 | VTV | Vanguard Value ETF | ETF-その他 | 1.33% | — | -1.79% | |
| 12 | HYLB | Xtrackers Usd High Yield Cor | ETF-ハイイールド債 | 1.28% | — | +1.63% | |
| 13 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.13% | — | +8.16% | |
| 14 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.07% | — | +103.64% | |
| 15 | EMLC | Vaneck JPM Em Local Curr Bnd | ETF-その他 | 0.79% | -0.01% | +7.57% | |
| 16 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.77% | — | -0.25% | |
| 17 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.71% | — | -2.80% | |
| 18 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.68% | -0.11% | +8.10% | |
| 19 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.63% | +0.02% | -1.94% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.58% | -0.02% | +3.60% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.58% | -0.14% | -1.00% | |
| 22 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.56% | — | +238.13% | |
| 23 | HYD | Vaneck High Yield Muni ETF | ETF-ハイイールド債 | 0.49% | — | -5.77% | |
| 24 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.39% | -0.32% | +170.14% | |
| 25 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.34% | -0.02% | +15.20% | |
| 26 | BCI | Abrdn Bloomberg All Commodit | ETF-その他 | 0.32% | — | +5.29% | |
| 27 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.26% | — | +0.50% | |
| 28 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.22% | — | +3.68% | |
| 29 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.21% | -0.02% | +4.93% | |
| 30 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-その他 | 0.19% | — | +45.66% | |
| 31 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.17% | -0.04% | +15.29% | |
| 32 | BKLN | Invesco Senior Loan ETF | ETF-その他 | 0.16% | — | +0.73% | |
| 33 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.14% | — | -1.72% | |
| 34 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.12% | — | +6.67% | |
| 35 | NVDA | Nvidia CORP | 株式-IT | 0.12% | — | — | |
| 36 | MGV | Vanguard Mega Cap Value ETF | ETF-その他 | 0.11% | — | +0.49% | |
| 37 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.10% | — | +3.01% | |
| 38 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.10% | — | +0.18% | |
| 39 | AAPL | Apple INC | 株式-IT | 0.09% | — | +3.20% | |
| 40 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-その他 | 0.09% | — | — | |
| 41 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.08% | — | -0.50% | |
| 42 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-その他 | 0.08% | -0.04% | EXIT | |
| 43 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.07% | — | -12.59% | |
| 44 | ADP | Automatic Data Processing | 株式-IT | 0.07% | — | — | |
| 45 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.06% | — | +0.31% | |
| 46 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.06% | +0.03% | +27.39% | |
| 47 | VSGX | Vanguard Esg Intl Stock ETF | ETF-その他 | 0.05% | — | — | |
| 48 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.05% | — | +0.10% | |
| 49 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.05% | — | — | |
| 50 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 0.05% | — | — |