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 | 19.84% | -0.88% | +4.27% | |
| 2 | VUG | Vanguard Growth ETF | ETF-その他 | 13.51% | -2.08% | +23.36% | |
| 3 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 13.42% | -0.72% | +4.01% | |
| 4 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 8.00% | -1.23% | +10.83% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 6.67% | -0.29% | +330.16% | |
| 6 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 5.45% | -0.18% | +5.47% | |
| 7 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 3.69% | — | -1.65% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 3.37% | -0.26% | -0.62% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 3.18% | -0.40% | +11.62% | |
| 10 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 2.81% | -1.89% | -1.35% | |
| 11 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 2.50% | -0.23% | +4.68% | |
| 12 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 2.42% | -0.11% | -2.88% | |
| 13 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.93% | -0.11% | -0.34% | |
| 14 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 1.70% | -0.08% | -41.04% | |
| 15 | VTV | Vanguard Value ETF | ETF-その他 | 1.56% | +6.36% | +1.16% | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.52% | +3.44% | +2.68% | |
| 17 | AAPL | Apple INC | 株式-IT | 1.01% | -0.12% | +1.28% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.93% | -2.09% | +66.80% | |
| 19 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 0.92% | +1.67% | +11.34% | |
| 20 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.78% | -0.04% | +0.96% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.67% | -0.04% | +2.64% | |
| 22 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.27% | -0.03% | +1.68% | |
| 23 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.25% | +0.04% | +0.48% | |
| 24 | VXF | Vanguard Extended Market ETF | ETF-その他 | 0.19% | — | -14.33% | |
| 25 | AON | Aon plc | 株式-金融 | 0.18% | -0.02% | — | |
| 26 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.17% | -0.03% | +38.83% | |
| 27 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.16% | -0.02% | -8.56% | |
| 28 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.15% | -0.02% | — | |
| 29 | CEG | Constellation Energy | 株式-公益事業 | 0.13% | -0.04% | — | |
| 30 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.13% | — | — | |
| 31 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 0.13% | -0.01% | +4.71% | |
| 32 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.12% | -0.02% | — | |
| 33 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.12% | -0.01% | -9.35% | |
| 34 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.12% | — | +0.58% | |
| 35 | GS | Goldman Sachs Group INC | 株式-金融 | 0.11% | -0.01% | +0.60% | |
| 36 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.11% | -0.02% | — | |
| 37 | DE | Deere & Co | 株式-資本財 | 0.10% | +0.01% | +0.31% | |
| 38 | ORCL | Oracle CORP | 株式-IT | 0.10% | -0.03% | +0.26% | |
| 39 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.10% | -0.01% | +0.57% | |
| 40 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.09% | -0.02% | — | |
| 41 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.08% | -0.02% | +0.31% | |
| 42 | EXC | Exelon CORP | 株式-公益事業 | 0.07% | — | — | |
| 43 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 0.06% | -0.02% | — | |
| 44 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 0.06% | — | — | |
| 45 | VPL | Vanguard Ftse Pacific ETF | ETF-その他 | 0.06% | — | — | |
| 46 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.06% | — | — | |
| 47 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.06% | -0.02% | — | |
| 48 | SCHC | Schwab Intl Small-cap Equity | ETF-その他 | 0.05% | — | — | |
| 49 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.05% | — | — | |
| 50 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.05% | — | — |