CIK: 0001859195
申告総資産額
$1.3億
| # | 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 | VSGX | Vanguard Esg Intl Stock ETF | ETF-その他 | 24.17% | — | -3.97% | |
| 2 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 19.24% | -5.92% | +10.23% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 17.61% | +1.95% | +21.63% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 15.59% | +1.39% | -1.97% | |
| 5 | XLI | Ss Industrial Select Sector | ETF-その他 | 9.95% | — | -2.92% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 7.81% | -3.02% | -1.74% | |
| 7 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 2.58% | +5.24% | NEW | |
| 8 | ILCG | Ishares Morningstar Growth E | ETF-その他 | 0.79% | -0.04% | -0.94% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.70% | — | -7.12% | |
| 10 | TSLA | Tesla INC | 株式-一般消費財 | 0.60% | -0.07% | — | |
| 11 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.28% | -0.06% | +12.63% | |
| 12 | AAPL | Apple INC | 株式-IT | 0.28% | -0.09% | +27.39% | |
| 13 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.23% | — | +0.90% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.19% | — | -4.50% |