CIK: 0001843292
申告総資産額
$4.4億
| # | 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 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 14.30% | -0.35% | +18.53% | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 6.74% | -0.06% | +7.90% | |
| 3 | VTIP | Vanguard Short-term Tips | ETF-その他 | 5.03% | -0.10% | +21.01% | |
| 4 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 4.91% | -0.10% | +15.30% | |
| 5 | VUG | Vanguard Growth ETF | ETF-その他 | 4.80% | +0.49% | +10.21% | |
| 6 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 4.22% | -0.10% | +13.06% | |
| 7 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 4.11% | -0.02% | +14.08% | |
| 8 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 3.19% | -0.09% | +46.32% | |
| 9 | GNMA | Ishares Gnma Bond ETF | ETF-その他 | 2.81% | -0.01% | +28.14% | |
| 10 | AVDV | Avantis Intl S/c Value ETF | ETF-その他 | 2.67% | -0.22% | +7.45% | |
| 11 | SUB | Ishares Short-term National | ETF-その他 | 2.52% | — | +17.86% | |
| 12 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 2.41% | +0.22% | +10.81% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.34% | +0.01% | -1.58% | |
| 14 | IVLU | Ishares Msci International V | ETF-その他 | 2.31% | — | +9.90% | |
| 15 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.25% | — | +16.95% | |
| 16 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.85% | — | +18.90% | |
| 17 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 1.75% | +0.03% | -4.58% | |
| 18 | USRT | Ishares Core US Reit ETF | ETF-その他 | 1.71% | +0.02% | +11.42% | |
| 19 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 1.61% | — | -1.93% | |
| 20 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 1.58% | — | +0.05% | |
| 21 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 1.55% | +0.22% | +8.94% | |
| 22 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 1.55% | +0.13% | +8.92% | |
| 23 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 1.28% | — | +0.02% | |
| 24 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.27% | — | -2.74% | |
| 25 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.12% | +0.03% | +0.10% | |
| 26 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 1.05% | +0.15% | +0.02% | |
| 27 | AAPL | Apple INC | 株式-IT | 1.02% | +0.08% | +324.86% | |
| 28 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.86% | +0.05% | -14.76% | |
| 29 | CBRE | Cbre Group INC - A | 株式-不動産 | 0.86% | -0.06% | — | |
| 30 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.85% | — | +42.84% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.82% | — | +0.04% | |
| 32 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.81% | — | -3.42% | |
| 33 | AMC | AMC Entertainment Holdings, Inc. | 株式-その他 | 0.80% | — | — | |
| 34 | VTV | Vanguard Value ETF | ETF-その他 | 0.75% | -0.01% | — | |
| 35 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.69% | — | -5.93% | |
| 36 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-その他 | 0.61% | — | +23.57% | |
| 37 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.55% | — | -0.31% | |
| 38 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.54% | +0.02% | -4.29% | |
| 39 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.53% | — | -21.09% | |
| 40 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.51% | — | -0.09% | |
| 41 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.49% | +0.04% | -29.33% | |
| 42 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.48% | — | +95.04% | |
| 43 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 0.44% | — | -9.71% | |
| 44 | AVUS | Avantis U.s. Equity ETF | ETF-その他 | 0.41% | +0.11% | +8.92% | |
| 45 | TYL | Tyler Technologies INC | 株式-IT | 0.40% | -0.12% | EXIT | |
| 46 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.38% | — | +0.71% | |
| 47 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.36% | — | -11.61% | |
| 48 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.33% | — | -0.28% | |
| 49 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.33% | — | -7.38% | |
| 50 | IAGG | Ishares Intl Aggregate Bond | ETF-その他 | 0.32% | — | +16.32% |