CIK: 0001844227
申告総資産額
$2.4億
| # | 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 13.30% | -0.34% | +23.60% | |
| 2 | CMF | Ishares California Muni Bond | ETF-その他 | 10.95% | -0.36% | +17.54% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 6.60% | +0.50% | +1.23% | |
| 4 | MUB | Ishares National Muni Bond E | ETF-その他 | 6.16% | -0.13% | +17.96% | |
| 5 | QCOM | Qualcomm INC | 株式-IT | 5.82% | -1.33% | +3.90% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 5.50% | +0.40% | -5.14% | |
| 7 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 4.91% | — | -6.40% | |
| 8 | VV | Vanguard Large-cap ETF | ETF-その他 | 4.33% | -0.12% | +0.08% | |
| 9 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 4.03% | — | -7.56% | |
| 10 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 3.18% | +0.09% | -0.92% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.63% | +0.14% | -13.25% | |
| 12 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.47% | — | +1.44% | |
| 13 | RWO | State Street Spdr Dow Jones | ETF-その他 | 2.45% | +0.08% | +3.74% | |
| 14 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.18% | -0.01% | +3.29% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.83% | -0.05% | -4.56% | |
| 16 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.78% | +0.06% | -15.94% | |
| 17 | GBIL | Goldman Sachs Access Treasur | ETF-コモディティ | 1.32% | — | — | |
| 18 | AAPL | Apple INC | 株式-IT | 1.16% | -0.04% | -32.94% | |
| 19 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 1.14% | — | +10.37% | |
| 20 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.05% | +0.06% | — | |
| 21 | VUG | Vanguard Growth ETF | ETF-その他 | 1.00% | -0.08% | -15.00% | |
| 22 | SUB | Ishares Short-term National | ETF-その他 | 0.99% | — | +8.77% | |
| 23 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-その他 | 0.88% | +0.03% | -2.13% | |
| 24 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 0.85% | -0.01% | -6.41% | |
| 25 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.83% | — | -9.13% | |
| 26 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.76% | -0.08% | +5013.92% | |
| 27 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 0.74% | +0.01% | +7.25% | |
| 28 | CRM | Salesforce INC | 株式-IT | 0.72% | -0.25% | +0.85% | |
| 29 | IAGG | Ishares Intl Aggregate Bond | ETF-その他 | 0.70% | +0.11% | +18.46% | |
| 30 | TSLA | Tesla INC | 株式-一般消費財 | 0.62% | -0.27% | +219.03% | |
| 31 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.61% | — | +1.37% | |
| 32 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.56% | -0.02% | +0.01% | |
| 33 | IWL | Ishares Russell Top 200 ETF | ETF-その他 | 0.54% | — | -5.13% | |
| 34 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.50% | -0.03% | -14.77% | |
| 35 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 0.47% | — | +0.88% | |
| 36 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 0.46% | — | -5.34% | |
| 37 | RC | Ready Capital CORP | 株式-その他 | 0.44% | — | — | |
| 38 | MSFT | Microsoft CORP | 株式-IT | 0.43% | -0.10% | +2.33% | |
| 39 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.41% | -0.02% | — | |
| 40 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.41% | — | +0.04% | |
| 41 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.35% | -0.01% | +3.98% | |
| 42 | SLY | Spdr S&p 600 Small Cap ETF | ETF-中小型株 | 0.32% | — | -3.06% | |
| 43 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.31% | — | -20.86% | |
| 44 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-その他 | 0.30% | — | — | |
| 45 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.25% | -0.04% | — | |
| 46 | DXCM | Dexcom INC | 株式-ヘルスケア | 0.24% | — | — | |
| 47 | AOA | Ishares Core 80/20 Aggressiv | ETF-その他 | 0.22% | +0.02% | -0.54% | |
| 48 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.22% | -0.04% | +1143.37% | |
| 49 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.21% | — | — | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.20% | +0.02% | — |