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 | 19.74% | -0.88% | +5.02% | |
| 2 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 13.04% | -0.72% | +2.81% | |
| 3 | VUG | Vanguard Growth ETF | ETF-その他 | 11.38% | -2.08% | +0.49% | |
| 4 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 8.29% | -1.23% | +5.79% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 8.17% | -2.09% | +891.24% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 5.86% | -0.29% | +1.17% | |
| 7 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 5.13% | -0.18% | +2.48% | |
| 8 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 3.46% | — | -0.67% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 3.22% | -0.40% | +6.31% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 3.08% | -0.26% | +3.94% | |
| 11 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 2.57% | -1.89% | +7.11% | |
| 12 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 2.49% | -0.23% | +1.38% | |
| 13 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 2.12% | -0.11% | -0.19% | |
| 14 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.66% | -0.11% | +0.33% | |
| 15 | VTV | Vanguard Value ETF | ETF-その他 | 1.47% | +6.36% | -0.04% | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.08% | +3.44% | -15.55% | |
| 17 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 0.95% | +1.67% | +9.96% | |
| 18 | AAPL | Apple INC | 株式-IT | 0.83% | -0.12% | +0.11% | |
| 19 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.69% | -0.04% | +1.04% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.58% | -0.04% | -1.22% | |
| 21 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.50% | -0.08% | -67.79% | |
| 22 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.23% | -0.03% | +2.77% | |
| 23 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.21% | +0.04% | +0.38% | |
| 24 | AON | Aon plc | 株式-金融 | 0.19% | -0.02% | — | |
| 25 | VXF | Vanguard Extended Market ETF | ETF-その他 | 0.16% | — | -0.04% | |
| 26 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.14% | -0.03% | -2.25% | |
| 27 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.14% | -0.02% | — | |
| 28 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.13% | -0.02% | — | |
| 29 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 0.12% | -0.01% | +0.39% | |
| 30 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.12% | — | -1.85% | |
| 31 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.12% | — | +0.58% | |
| 32 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.11% | -0.01% | -0.16% | |
| 33 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.11% | -0.02% | — | |
| 34 | CEG | Constellation Energy | 株式-公益事業 | 0.11% | -0.04% | — | |
| 35 | DE | Deere & Co | 株式-資本財 | 0.11% | +0.01% | +0.31% | |
| 36 | GS | Goldman Sachs Group INC | 株式-金融 | 0.10% | -0.01% | +0.40% | |
| 37 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.09% | -0.01% | +0.47% | |
| 38 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.09% | -0.02% | — | |
| 39 | ORCL | Oracle CORP | 株式-IT | 0.08% | -0.03% | +0.20% | |
| 40 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.08% | -0.02% | -11.73% | |
| 41 | EXC | Exelon CORP | 株式-公益事業 | 0.08% | — | — | |
| 42 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.07% | -0.02% | -9.77% | |
| 43 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 0.06% | -0.02% | +0.43% | |
| 44 | VPL | Vanguard Ftse Pacific ETF | ETF-その他 | 0.05% | — | +0.59% | |
| 45 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.05% | — | +0.58% | |
| 46 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 0.05% | — | +0.09% | |
| 47 | SCHC | Schwab Intl Small-cap Equity | ETF-その他 | 0.05% | — | — | |
| 48 | PM | Philip Morris International | 株式-生活必需品 | 0.05% | — | +0.47% | |
| 49 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.05% | — | — | |
| 50 | DOL | Wisdomtree Tr Dvlp Intnl-usd | ETF-その他 | 0.05% | -0.03% | — |