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 | VTV | Vanguard Value ETF | ETF-その他 | 12.96% | +0.15% | +11.04% | |
| 2 | VUG | Vanguard Growth ETF | ETF-その他 | 12.33% | +0.06% | +13.91% | |
| 3 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 9.98% | -0.39% | +8.23% | |
| 4 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 8.51% | -0.56% | -5.54% | |
| 5 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 7.29% | -0.24% | +15.32% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 6.44% | -0.34% | -3.36% | |
| 7 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 4.72% | +0.18% | +24.72% | |
| 8 | VPL | Vanguard Ftse Pacific ETF | ETF-その他 | 4.61% | -0.01% | -14.47% | |
| 9 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 4.54% | -0.11% | +26.96% | |
| 10 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 4.13% | -0.06% | +8.25% | |
| 11 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 3.25% | -0.17% | -27.61% | |
| 12 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 2.84% | -0.02% | +10.10% | |
| 13 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 2.77% | +0.14% | +40.05% | |
| 14 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 1.70% | -0.16% | +7.41% | |
| 15 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.13% | -0.08% | +6.61% | |
| 16 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.05% | -0.03% | +15.18% | |
| 17 | SUB | Ishares Short-term National | ETF-その他 | 0.96% | -0.08% | +12.88% | |
| 18 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.72% | — | -2.94% | |
| 19 | IPAC | Ishares Core Msci Pacific Et | ETF-その他 | 0.72% | — | -22.58% | |
| 20 | IEUR | Ishares Core Msci Europe ETF | ETF-その他 | 0.69% | — | -30.91% | |
| 21 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.51% | -0.62% | EXIT | |
| 22 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 0.50% | — | -32.82% | |
| 23 | USRT | Ishares Core US Reit ETF | ETF-その他 | 0.45% | — | -45.19% | |
| 24 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.41% | -0.02% | -0.86% | |
| 25 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 0.40% | — | -20.89% | |
| 26 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.40% | — | -52.54% | |
| 27 | AAPL | Apple INC | 株式-IT | 0.30% | +0.02% | -3.01% | |
| 28 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 0.29% | +0.02% | -0.12% | |
| 29 | MSFT | Microsoft CORP | 株式-IT | 0.29% | — | -4.17% | |
| 30 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.28% | — | -1.56% | |
| 31 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.24% | — | +1.98% | |
| 32 | VRTX | Vertex Pharmaceuticals INC | 株式-ヘルスケア | 0.23% | — | — | |
| 33 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.21% | — | — | |
| 34 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.21% | +0.01% | — | |
| 35 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 0.19% | — | +7.75% | |
| 36 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.19% | — | — | |
| 37 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 0.19% | — | +7.86% | |
| 38 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 0.19% | — | -2.39% | |
| 39 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.19% | — | +1.45% | |
| 40 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.18% | — | — | |
| 41 | L | Loews CORP | 株式-金融 | 0.17% | — | — | |
| 42 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.15% | — | -16.02% | |
| 43 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.15% | — | -16.45% | |
| 44 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-その他 | 0.13% | — | +2.20% | |
| 45 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.12% | — | — | |
| 46 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.12% | +0.01% | +1.42% | |
| 47 | V | Visa Inc-class A Shares | 株式-金融 | 0.12% | — | — | |
| 48 | EAGG | Ishares Esg Aware US Aggrega | ETF-その他 | 0.12% | — | +10.33% | |
| 49 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.12% | — | +0.11% | |
| 50 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.11% | — | -30.46% |