CIK: 0001907212
申告総資産額
$2.2億
| # | 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 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 18.70% | +0.75% | +5.77% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 16.24% | -0.13% | +3.04% | |
| 3 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 10.55% | +0.18% | +5.30% | |
| 4 | GGG | Graco INC | 株式-資本財 | 9.13% | +0.24% | — | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 8.85% | +0.36% | +3.88% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 6.24% | +0.32% | +4.43% | |
| 7 | GNR | State Street Spdr S&p Global | ETF-その他 | 4.85% | +0.94% | -1.32% | |
| 8 | CHRW | C.h. Robinson Worldwide INC | 株式-資本財 | 4.54% | -2.18% | — | |
| 9 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 4.42% | -0.25% | — | |
| 10 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 4.38% | +0.19% | +2.76% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.29% | -0.06% | — | |
| 12 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.19% | -0.09% | — | |
| 13 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.90% | +0.04% | — | |
| 14 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.81% | -0.01% | +5.32% | |
| 15 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.75% | -0.03% | -3.43% | |
| 16 | RPRX | Royalty Pharma plc | 株式-ヘルスケア | 0.56% | +0.07% | +45.82% | |
| 17 | IVOO | Vanguard S&p Mid-cap 400 ETF | ETF-その他 | 0.51% | +0.02% | — | |
| 18 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.45% | +0.01% | — | |
| 19 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.41% | -0.03% | — | |
| 20 | CLFD | Clearfield INC | 株式-その他 | 0.40% | -0.10% | EXIT | |
| 21 | AAPL | Apple INC | 株式-IT | 0.40% | -0.07% | -2.18% | |
| 22 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.37% | -0.01% | — | |
| 23 | TSLA | Tesla INC | 株式-一般消費財 | 0.32% | -0.02% | — | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.32% | -0.01% | — | |
| 25 | ✓ | Syntax ETF Tr | ETF-その他 | 0.32% | — | — | |
| 26 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.31% | -0.05% | — | |
| 27 | INDA | Ishares Msci India ETF | ETF-その他 | 0.29% | -0.02% | +4.46% | |
| 28 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 0.26% | — | — | |
| 29 | VIOO | Vanguard S&p Small-cap 600 E | ETF-その他 | 0.26% | +0.01% | — | |
| 30 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.25% | — | — | |
| 31 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.25% | — | — | |
| 32 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.24% | — | — | |
| 33 | MOS | Mosaic Co/the | 株式-素材 | 0.23% | — | -92.96% | |
| 34 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.22% | — | +20.83% | |
| 35 | BX | Blackstone INC | 株式-金融 | 0.21% | -0.03% | — | |
| 36 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.20% | -0.02% | — | |
| 37 | VFH | Vanguard Financials ETF | ETF-その他 | 0.18% | — | — | |
| 38 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-その他 | 0.18% | -0.01% | +19.14% |