CIK: 0001892378
申告総資産額
$8.4億
| # | 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 43.84% | — | -0.69% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 22.33% | -4.32% | EXIT | |
| 3 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 13.01% | — | -0.33% | |
| 4 | VTV | Vanguard Value ETF | ETF-その他 | 2.48% | — | -26.61% | |
| 5 | EWZ | Ishares Msci Brazil ETF | ETF-その他 | 1.67% | — | -5.18% | |
| 6 | XBI | Ss Spdr S&p Biotech ETF | ETF-テック型 | 1.54% | — | +76.76% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.17% | — | +219.51% | |
| 8 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.04% | — | -3.15% | |
| 9 | ING | Ing Groep N.v.-sponsored Adr | 株式-金融 | 0.93% | — | -1.13% | |
| 10 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.87% | — | -0.04% | |
| 11 | FCX | Freeport-mcmoran INC | 株式-素材 | 0.83% | -0.53% | EXIT | |
| 12 | DFAT | Dimensional US Target Value | ETF-その他 | 0.80% | — | +14.55% | |
| 13 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 0.77% | — | +41.04% | |
| 14 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.71% | — | +53.81% | |
| 15 | TECK | Teck Resources Ltd-cls B | 株式-素材 | 0.52% | -0.83% | +65.46% | |
| 16 | DFIV | Dimensional International Va | ETF-その他 | 0.48% | — | +5.80% | |
| 17 | BAC | Bank Of America CORP | 株式-金融 | 0.48% | — | +35.95% | |
| 18 | GS | Goldman Sachs Group INC | 株式-金融 | 0.47% | — | — | |
| 19 | MU | Micron Technology INC | 株式-IT | 0.39% | — | — | |
| 20 | VALE | Vale Sa-sp Adr | 株式-素材 | 0.39% | — | +44.54% | |
| 21 | NXPI | NXP Semiconductors N.V. | 株式-IT | 0.39% | — | +1429.63% | |
| 22 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.35% | -2.09% | — | |
| 23 | XLE | Ss Energy Select Sector | ETF-その他 | 0.32% | — | -41.77% | |
| 24 | KLAC | Kla CORP | 株式-IT | 0.32% | — | — | |
| 25 | AMAT | Applied Materials INC | 株式-IT | 0.29% | — | +720.71% | |
| 26 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.28% | — | — | |
| 27 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.26% | — | +117.78% | |
| 28 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.24% | — | +18.98% | |
| 29 | LRCXEUR | Lam Research CORP | 株式-IT | 0.22% | — | — | |
| 30 | CCJ | Cameco CORP | 株式-エネルギー | 0.21% | — | — | |
| 31 | AVGO | Broadcom INC | 株式-IT | 0.16% | -1.97% | +2741.80% | |
| 32 | EWJ | Ishares Msci Japan ETF | ETF-その他 | 0.16% | — | +12.82% | |
| 33 | F | Ford Motor Co | 株式-一般消費財 | 0.15% | — | +90.34% | |
| 34 | VYMI | Vanguard Int High Dvd Yld In | ETF-その他 | 0.13% | — | +9.75% | |
| 35 | JBLU | Jetblue Airways CORP | 株式-資本財 | 0.13% | — | +2.35% | |
| 36 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.12% | — | — | |
| 37 | MSFT | Microsoft CORP | 株式-IT | 0.11% | — | +452.00% | |
| 38 | ASHR | Xtrackers Harvest Csi 300 Ch | ETF-その他 | 0.10% | — | -15.92% | |
| 39 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.09% | — | — | |
| 40 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.09% | — | -50.91% | |
| 41 | EWY | Ishares Msci South Korea ETF | ETF-その他 | 0.08% | — | +25.75% | |
| 42 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.07% | — | -9.78% | |
| 43 | INTC | Intel CORP | 株式-IT | 0.07% | — | +119.36% | |
| 44 | TAN | Invesco Solar ETF | ETF-その他 | 0.06% | — | +2.70% | |
| 45 | BG | Bunge Global SA | 株式-生活必需品 | 0.06% | — | +149.97% | |
| 46 | CLF | Cleveland-cliffs INC | 株式-素材 | 0.06% | — | — | |
| 47 | GLW | Corning INC | 株式-IT | 0.06% | — | +759.94% | |
| 48 | ✓ | Adecoagro SA | 株式-その他 | 0.05% | — | — | |
| 49 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.05% | — | +178.96% | |
| 50 | GDX | Vaneck Gold Miners ETF | ETF-コモディティ | 0.05% | — | -37.12% |