CIK: 0001808523
申告総資産額
$6684.3万
| # | 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 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 48.01% | +0.89% | -1.57% | |
| 2 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 26.31% | -3.59% | EXIT | |
| 3 | AAPL | Apple INC | 株式-IT | 5.04% | -1.89% | -9.26% | |
| 4 | VB | Vanguard Small-cap ETF | ETF-その他 | 4.28% | — | -0.29% | |
| 5 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 3.95% | — | +0.58% | |
| 6 | SHW | Sherwin-williams Co/the | 株式-素材 | 3.25% | -0.19% | — | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.13% | — | -28.61% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.08% | +0.49% | NEW | |
| 9 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 1.35% | +1.84% | NEW | |
| 10 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.30% | +0.31% | NEW | |
| 11 | WMT | Walmart INC | 株式-生活必需品 | 0.52% | -0.18% | — | |
| 12 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.38% | — | +1.24% | |
| 13 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.32% | +0.70% | NEW | |
| 14 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.29% | +0.48% | NEW | |
| 15 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 0.28% | — | — | |
| 16 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-その他 | 0.27% | +0.87% | NEW | |
| 17 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.24% | +0.47% | NEW |