CIK: 0001817174
申告総資産額
$3.3億
| # | 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 16.11% | -4.34% | +1.45% | |
| 2 | BND | Vanguard Total Bond Market | ETF-その他 | 8.16% | -2.20% | -1.48% | |
| 3 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 7.50% | — | +0.63% | |
| 4 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 4.23% | -1.11% | -2.35% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.07% | -1.07% | -1.66% | |
| 6 | AAPL | Apple INC | 株式-IT | 2.09% | +0.50% | -6.07% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 1.94% | -0.07% | -6.80% | |
| 8 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.67% | — | +0.25% | |
| 9 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.58% | -0.57% | -1.67% | |
| 10 | NVDA | Nvidia CORP | 株式-IT | 1.57% | +0.53% | +7.78% | |
| 11 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.32% | — | -0.49% | |
| 12 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.30% | +0.26% | -9.50% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.13% | +1.09% | — | |
| 14 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.04% | +0.33% | -3.40% | |
| 15 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.91% | — | -0.96% | |
| 16 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 0.89% | +0.41% | +2.01% | |
| 17 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.88% | -0.03% | +1.38% | |
| 18 | PLD | Prologis INC | 株式-不動産 | 0.87% | — | +3.25% | |
| 19 | AVGO | Broadcom INC | 株式-IT | 0.79% | +0.19% | +762.92% | |
| 20 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.76% | — | — | |
| 21 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.72% | +0.27% | -8.76% | |
| 22 | BLKCHF | Blackrock INC | 株式-その他 | 0.71% | — | -7.42% | |
| 23 | NEE | Nextera Energy INC | 株式-公益事業 | 0.70% | — | +2.11% | |
| 24 | PM | Philip Morris International | 株式-生活必需品 | 0.70% | +0.23% | -2.03% | |
| 25 | MS | Morgan Stanley | 株式-金融 | 0.67% | +0.15% | -12.53% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.62% | +0.17% | +45.14% | |
| 27 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.60% | — | -2.57% | |
| 28 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.58% | — | +28.55% | |
| 29 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.58% | +0.27% | -23.38% | |
| 30 | AMP | Ameriprise Financial INC | 株式-金融 | 0.56% | — | -2.76% | |
| 31 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.54% | — | -2.04% | |
| 32 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 0.53% | — | — | |
| 33 | EMR | Emerson Electric Co | 株式-資本財 | 0.53% | +0.13% | -1.51% | |
| 34 | TMUS | T-mobile US INC | 株式-通信サービス | 0.52% | +0.15% | -1.89% | |
| 35 | HON | Honeywell International INC | 株式-資本財 | 0.51% | — | -2.93% | |
| 36 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 0.50% | -0.27% | — | |
| 37 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.50% | +0.29% | -4.85% | |
| 38 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.50% | — | -1.69% | |
| 39 | 6D8 | Dupont De Nemours INC | 株式-その他 | 0.50% | — | -1.55% | |
| 40 | LH | Labcorp Holdings INC | 株式-ヘルスケア | 0.47% | +0.15% | — | |
| 41 | QCOM | Qualcomm INC | 株式-IT | 0.47% | — | -17.78% | |
| 42 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 0.46% | — | -1.54% | |
| 43 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.45% | — | -1.11% | |
| 44 | EQIX | Equinix INC | 株式-不動産 | 0.45% | — | -1.42% | |
| 45 | DLR | Digital Realty Trust INC | 株式-不動産 | 0.44% | — | -1.61% | |
| 46 | MA | Mastercard INC - A | 株式-金融 | 0.44% | — | -5.02% | |
| 47 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.44% | — | +42.05% | |
| 48 | XBI | Ss Spdr S&p Biotech ETF | ETF-テック型 | 0.43% | — | +15.56% | |
| 49 | GLW | Corning INC | 株式-IT | 0.43% | +0.53% | +42.43% | |
| 50 | BAC | Bank Of America CORP | 株式-金融 | 0.42% | +0.19% | -15.33% |