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 | 13.49% | -0.34% | -3.86% | |
| 2 | CMF | Ishares California Muni Bond | ETF-その他 | 9.04% | -0.36% | +1.20% | |
| 3 | QCOM | Qualcomm INC | 株式-IT | 8.79% | -1.33% | -0.22% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 8.35% | +0.50% | -1.16% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 7.16% | +0.40% | -0.21% | |
| 6 | MUB | Ishares National Muni Bond E | ETF-その他 | 5.60% | -0.13% | +10.94% | |
| 7 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 3.86% | — | +0.97% | |
| 8 | VV | Vanguard Large-cap ETF | ETF-その他 | 3.77% | -0.12% | -7.13% | |
| 9 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 3.13% | — | +2.46% | |
| 10 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 2.60% | +0.09% | -2.38% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.20% | +0.14% | -0.52% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.19% | -0.05% | -1.03% | |
| 13 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.95% | — | -0.26% | |
| 14 | RWO | State Street Spdr Dow Jones | ETF-その他 | 1.91% | +0.08% | +4.50% | |
| 15 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.88% | -0.01% | -1.58% | |
| 16 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 1.46% | +0.01% | +9.29% | |
| 17 | GBIL | Goldman Sachs Access Treasur | ETF-コモディティ | 1.40% | — | +50.61% | |
| 18 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.18% | +0.06% | -0.70% | |
| 19 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 1.08% | — | +6.94% | |
| 20 | IAGG | Ishares Intl Aggregate Bond | ETF-その他 | 1.02% | +0.11% | +28.65% | |
| 21 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.99% | +0.21% | — | |
| 22 | CRM | Salesforce INC | 株式-IT | 0.98% | -0.25% | -0.02% | |
| 23 | SUB | Ishares Short-term National | ETF-その他 | 0.91% | — | +5.92% | |
| 24 | VUG | Vanguard Growth ETF | ETF-その他 | 0.90% | -0.08% | -1.58% | |
| 25 | AAPL | Apple INC | 株式-IT | 0.83% | -0.04% | +7.00% | |
| 26 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.83% | -0.08% | — | |
| 27 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-その他 | 0.62% | +0.03% | — | |
| 28 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 0.59% | — | +0.40% | |
| 29 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.57% | -0.03% | +19.95% | |
| 30 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.57% | — | -0.33% | |
| 31 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.51% | — | +0.05% | |
| 32 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.50% | -0.02% | -5.69% | |
| 33 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 0.44% | +0.04% | — | |
| 34 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 0.42% | -0.01% | -1.52% | |
| 35 | MSFT | Microsoft CORP | 株式-IT | 0.41% | -0.10% | — | |
| 36 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.41% | -0.02% | -1.17% | |
| 37 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.39% | -0.01% | — | |
| 38 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 0.39% | — | +13.52% | |
| 39 | TSLA | Tesla INC | 株式-一般消費財 | 0.35% | -0.27% | +8.35% | |
| 40 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.35% | — | -0.99% | |
| 41 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.34% | +0.06% | +1.36% | |
| 42 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 0.32% | +0.06% | — | |
| 43 | IWL | Ishares Russell Top 200 ETF | ETF-その他 | 0.30% | — | -11.82% | |
| 44 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.27% | -0.04% | -2.28% | |
| 45 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.27% | -0.04% | — | |
| 46 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.26% | — | — | |
| 47 | AOA | Ishares Core 80/20 Aggressiv | ETF-その他 | 0.25% | +0.02% | -0.43% | |
| 48 | DXCM | Dexcom INC | 株式-ヘルスケア | 0.25% | — | — | |
| 49 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.25% | +0.04% | — | |
| 50 | NVDA | Nvidia CORP | 株式-IT | 0.24% | -0.04% | +665.45% |