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 | 16.75% | -4.34% | +1.15% | |
| 2 | BND | Vanguard Total Bond Market | ETF-その他 | 9.20% | -2.20% | +8.36% | |
| 3 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 5.80% | — | -18.12% | |
| 4 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 3.15% | -1.11% | -22.30% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.89% | -1.07% | -1.57% | |
| 6 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 2.37% | — | +11.63% | |
| 7 | AAPL | Apple INC | 株式-IT | 2.13% | +0.50% | +4.44% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 1.80% | -0.07% | +3.90% | |
| 9 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 1.65% | — | +148.87% | |
| 10 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.53% | +0.26% | +2.89% | |
| 11 | NVDA | Nvidia CORP | 株式-IT | 1.51% | +0.53% | +4.26% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.42% | +1.09% | +22.61% | |
| 13 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.26% | — | +9.97% | |
| 14 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.18% | -0.57% | -8.58% | |
| 15 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.14% | +0.33% | +4.07% | |
| 16 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 1.09% | +0.41% | +11.30% | |
| 17 | PM | Philip Morris International | 株式-生活必需品 | 0.95% | +0.23% | +3.85% | |
| 18 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.94% | — | -6.06% | |
| 19 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.90% | -0.03% | +8.86% | |
| 20 | PLD | Prologis INC | 株式-不動産 | 0.82% | — | +9.96% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.79% | +0.17% | +10.76% | |
| 22 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.76% | +0.27% | +10.96% | |
| 23 | BLK | Blackrock INC | 株式-金融 | 0.73% | +0.08% | — | |
| 24 | AVGO | Broadcom INC | 株式-IT | 0.72% | +0.19% | -7.51% | |
| 25 | TMUS | T-mobile US INC | 株式-通信サービス | 0.71% | +0.15% | +4.08% | |
| 26 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.70% | — | +3.06% | |
| 27 | EQIX | Equinix INC | 株式-不動産 | 0.66% | — | +2.51% | |
| 28 | MS | Morgan Stanley | 株式-金融 | 0.64% | +0.15% | +0.91% | |
| 29 | NEE | Nextera Energy INC | 株式-公益事業 | 0.63% | — | +4.42% | |
| 30 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.60% | — | +5.50% | |
| 31 | EMR | Emerson Electric Co | 株式-資本財 | 0.55% | +0.13% | +4.30% | |
| 32 | HON | Honeywell International INC | 株式-資本財 | 0.54% | — | +4.30% | |
| 33 | V | Visa Inc-class A Shares | 株式-金融 | 0.53% | — | +1.33% | |
| 34 | AMP | Ameriprise Financial INC | 株式-金融 | 0.52% | — | +1.36% | |
| 35 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.52% | — | +1.60% | |
| 36 | MA | Mastercard INC - A | 株式-金融 | 0.51% | — | +1.54% | |
| 37 | LH | Labcorp Holdings INC | 株式-ヘルスケア | 0.49% | +0.15% | +3.43% | |
| 38 | WFC | Wells Fargo & Co | 株式-金融 | 0.49% | — | +2.42% | |
| 39 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.49% | — | +2.42% | |
| 40 | WMT | Walmart INC | 株式-生活必需品 | 0.47% | +0.35% | +3.48% | |
| 41 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.47% | +0.27% | +3.33% | |
| 42 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.47% | +0.24% | +4.92% | |
| 43 | DE | Deere & Co | 株式-資本財 | 0.46% | — | +2.47% | |
| 44 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 0.45% | — | +3.90% | |
| 45 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.45% | +0.29% | -5.14% | |
| 46 | GLW | Corning INC | 株式-IT | 0.45% | +0.53% | +4.21% | |
| 47 | QCOM | Qualcomm INC | 株式-IT | 0.44% | — | +4.06% | |
| 48 | CVX | Chevron CORP | 株式-エネルギー | 0.44% | +0.15% | +2.37% | |
| 49 | BAC | Bank Of America CORP | 株式-金融 | 0.44% | +0.19% | +2.80% | |
| 50 | 6D8 | Dupont De Nemours INC | 株式-その他 | 0.44% | — | +2.96% |