CIK: 0001842787
申告総資産額
$3.7億
| # | 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 | 13.65% | -0.88% | +2.14% | |
| 2 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 13.49% | — | +3.28% | |
| 3 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 12.44% | -0.11% | +2.24% | |
| 4 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 9.31% | -0.08% | +47.85% | |
| 5 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 7.87% | — | -0.79% | |
| 6 | VUG | Vanguard Growth ETF | ETF-その他 | 7.00% | -2.08% | +9.69% | |
| 7 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 4.83% | -0.23% | -1.02% | |
| 8 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 4.74% | -1.23% | +7.98% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 3.95% | +3.44% | +1.64% | |
| 10 | VB | Vanguard Small-cap ETF | ETF-その他 | 3.63% | -0.11% | -0.25% | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 3.25% | -0.29% | +0.18% | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.99% | -0.26% | +1.50% | |
| 13 | VTV | Vanguard Value ETF | ETF-その他 | 2.02% | +6.36% | — | |
| 14 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.61% | -0.04% | — | |
| 15 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 1.56% | -1.89% | +10.44% | |
| 16 | AAPL | Apple INC | 株式-IT | 1.30% | -0.12% | +0.03% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.87% | -2.09% | — | |
| 18 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.63% | -0.03% | -6.77% | |
| 19 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.62% | -0.02% | +0.35% | |
| 20 | VXF | Vanguard Extended Market ETF | ETF-その他 | 0.46% | — | +0.34% | |
| 21 | AON | Aon plc | 株式-金融 | 0.27% | -0.02% | — | |
| 22 | DE | Deere & Co | 株式-資本財 | 0.21% | +0.01% | — | |
| 23 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.20% | -0.02% | +0.65% | |
| 24 | GS | Goldman Sachs Group INC | 株式-金融 | 0.18% | -0.01% | +0.16% | |
| 25 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.18% | -0.03% | — | |
| 26 | SPLKCHF | Splunk INC | 株式-その他 | 0.17% | — | — | |
| 27 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.16% | — | — | |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.15% | -0.04% | — | |
| 29 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.14% | -0.02% | — | |
| 30 | EXC | Exelon CORP | 株式-公益事業 | 0.14% | — | +0.91% | |
| 31 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.14% | -0.01% | — | |
| 32 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.13% | -0.02% | — | |
| 33 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.13% | -0.02% | — | |
| 34 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.11% | — | +0.53% | |
| 35 | ATEC | Alphatec Holdings INC | 株式-その他 | 0.10% | -0.01% | — | |
| 36 | MGC | Vanguard Mega Cap ETF | ETF-その他 | 0.10% | — | — | |
| 37 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.09% | -0.40% | +0.10% | |
| 38 | ORCL | Oracle CORP | 株式-IT | 0.09% | -0.03% | +0.41% | |
| 39 | DOL | Wisdomtree Tr Dvlp Intnl-usd | ETF-その他 | 0.09% | -0.03% | +0.69% | |
| 40 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.08% | — | — | |
| 41 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.08% | — | +0.34% | |
| 42 | PINS | Pinterest Inc- Class A | 株式-通信サービス | 0.07% | — | +100.00% | |
| 43 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.06% | — | +0.71% | |
| 44 | LYFT | Lyft Inc-a | 株式-IT | 0.05% | — | — | |
| 45 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.05% | — | +0.45% | |
| 46 | SJM | Jm Smucker Co/the | 株式-生活必需品 | 0.05% | — | +0.85% | |
| 47 | VZ | Verizon Communications INC | 株式-通信サービス | 0.05% | — | — | |
| 48 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.05% | — | +0.85% | |
| 49 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.04% | — | — | |
| 50 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 0.04% | — | — |