CIK: 0001939831
申告総資産額
$6.5億
| # | 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 | VUG | Vanguard Growth ETF | ETF-その他 | 11.79% | +0.06% | -3.09% | |
| 2 | VTV | Vanguard Value ETF | ETF-その他 | 11.61% | +0.15% | +8.26% | |
| 3 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 9.41% | -0.56% | -1.67% | |
| 4 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 8.47% | -0.17% | +4.91% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 7.40% | -0.34% | +4.25% | |
| 6 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 6.89% | -0.24% | +4.51% | |
| 7 | VPL | Vanguard Ftse Pacific ETF | ETF-その他 | 6.07% | -0.01% | +1.92% | |
| 8 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 4.95% | +0.18% | +2.90% | |
| 9 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 4.86% | -0.11% | +9.92% | |
| 10 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 4.74% | -0.06% | +10.85% | |
| 11 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 4.13% | -0.39% | — | |
| 12 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 3.06% | -0.02% | +8.30% | |
| 13 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 3.06% | +0.14% | +3.25% | |
| 14 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 2.70% | -0.16% | +1.80% | |
| 15 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.43% | -0.08% | +22.65% | |
| 16 | SUB | Ishares Short-term National | ETF-その他 | 1.21% | -0.08% | -17.27% | |
| 17 | MSFT | Microsoft CORP | 株式-IT | 0.87% | — | +6.49% | |
| 18 | AAPL | Apple INC | 株式-IT | 0.51% | +0.02% | +2.50% | |
| 19 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.48% | -0.02% | -26.23% | |
| 20 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.46% | — | -0.53% | |
| 21 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 0.42% | — | +0.58% | |
| 22 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.37% | — | — | |
| 23 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 0.35% | +0.02% | +0.08% | |
| 24 | RTX | Rtx CORP | 株式-資本財 | 0.35% | — | +3.52% | |
| 25 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.35% | -0.62% | EXIT | |
| 26 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.29% | — | — | |
| 27 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.27% | +0.03% | +9.97% | |
| 28 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.25% | — | -0.96% | |
| 29 | IEUR | Ishares Core Msci Europe ETF | ETF-その他 | 0.23% | — | -0.75% | |
| 30 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.22% | — | +0.69% | |
| 31 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.20% | — | — | |
| 32 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.19% | +0.01% | — | |
| 33 | L | Loews CORP | 株式-金融 | 0.19% | — | — | |
| 34 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.17% | +0.01% | +30.84% | |
| 35 | NEE | Nextera Energy INC | 株式-公益事業 | 0.17% | — | +8.31% | |
| 36 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.15% | — | -0.42% | |
| 37 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.14% | — | +1.43% | |
| 38 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.14% | — | +1.20% | |
| 39 | V | Visa Inc-class A Shares | 株式-金融 | 0.13% | — | — | |
| 40 | IPAC | Ishares Core Msci Pacific Et | ETF-その他 | 0.12% | — | -0.38% | |
| 41 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.12% | — | +12.33% | |
| 42 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 0.12% | — | — | |
| 43 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 0.11% | — | +2.06% | |
| 44 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.11% | — | — | |
| 45 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 0.11% | — | +0.78% | |
| 46 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 0.11% | — | -2.57% | |
| 47 | TROW | T Rowe Price Group INC | 株式-金融 | 0.11% | — | — | |
| 48 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.10% | +0.03% | NEW | |
| 49 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.09% | — | -97.84% | |
| 50 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.08% | — | — |