CIK: 0001939831
申告総資産額
$5.7億
| # | 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 | 12.30% | -0.39% | -0.62% | |
| 2 | VTV | Vanguard Value ETF | ETF-その他 | 11.74% | +0.01% | +2.45% | |
| 3 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 9.38% | +0.24% | +4.98% | |
| 4 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 8.36% | +0.09% | +7.13% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 6.66% | +0.17% | +2.05% | |
| 6 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 6.41% | +0.05% | +7.38% | |
| 7 | VPL | Vanguard Ftse Pacific ETF | ETF-その他 | 5.42% | +0.08% | +4.32% | |
| 8 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 4.55% | +0.04% | +6.50% | |
| 9 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 4.03% | -0.03% | -1.26% | |
| 10 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 3.85% | +0.03% | +7.38% | |
| 11 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 3.70% | +0.05% | +2.65% | |
| 12 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 2.81% | +0.06% | +0.88% | |
| 13 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 2.26% | +0.03% | -0.67% | |
| 14 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 1.61% | +0.04% | +6.02% | |
| 15 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.10% | +0.01% | -1.88% | |
| 16 | IPAC | Ishares Core Msci Pacific Et | ETF-その他 | 0.93% | +0.01% | +12.84% | |
| 17 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.93% | -0.15% | -0.05% | |
| 18 | IEUR | Ishares Core Msci Europe ETF | ETF-その他 | 0.91% | +0.01% | +19.79% | |
| 19 | SUB | Ishares Short-term National | ETF-その他 | 0.87% | +0.01% | -1.18% | |
| 20 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.84% | +0.01% | -0.13% | |
| 21 | USRT | Ishares Core US Reit ETF | ETF-その他 | 0.84% | — | -0.08% | |
| 22 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 0.76% | — | +0.69% | |
| 23 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.76% | -0.02% | -0.59% | |
| 24 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 0.54% | — | -0.18% | |
| 25 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.48% | +0.17% | -21.33% | |
| 26 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.43% | -0.02% | -1.45% | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.41% | — | — | |
| 28 | AAPL | Apple INC | 株式-IT | 0.36% | -0.02% | +0.40% | |
| 29 | MSFT | Microsoft CORP | 株式-IT | 0.35% | -0.07% | +1.45% | |
| 30 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 0.33% | — | +1.95% | |
| 31 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.30% | — | — | |
| 32 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.29% | — | +0.53% | |
| 33 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.24% | — | -0.38% | |
| 34 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.23% | -0.07% | — | |
| 35 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.22% | — | +0.48% | |
| 36 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.22% | -0.03% | — | |
| 37 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.21% | -0.03% | — | |
| 38 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.21% | — | -0.14% | |
| 39 | VRTX | Vertex Pharmaceuticals INC | 株式-ヘルスケア | 0.20% | — | -0.28% | |
| 40 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 0.19% | — | +6.08% | |
| 41 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 0.19% | — | +6.51% | |
| 42 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 0.19% | — | +15.67% | |
| 43 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.18% | — | -0.29% | |
| 44 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.17% | — | -0.52% | |
| 45 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.17% | — | — | |
| 46 | L | Loews CORP | 株式-金融 | 0.17% | — | — | |
| 47 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.15% | -0.02% | +3.57% | |
| 48 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.15% | -0.02% | — | |
| 49 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 0.15% | — | -0.44% | |
| 50 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.14% | — | -0.15% |