CIK: 0001793691
申告総資産額
$12.0億
| # | 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 | 12.77% | -0.09% | +37.72% | |
| 2 | ARKK | Ark Innovation ETF | ETF-その他 | 12.08% | — | +26.39% | |
| 3 | VTV | Vanguard Value ETF | ETF-その他 | 5.70% | -0.73% | +17.53% | |
| 4 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型株・グロース | 4.02% | +0.01% | -1.53% | |
| 5 | AAPL | Apple INC | 株式-IT | 3.49% | +0.91% | +303.03% | |
| 6 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 3.47% | -0.01% | +1.21% | |
| 7 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 3.15% | +0.28% | +1.36% | |
| 8 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型株・グロース | 3.09% | — | +2.04% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.32% | -0.01% | +0.06% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.28% | +0.29% | +0.11% | |
| 11 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 2.13% | -0.22% | +13.13% | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 2.07% | — | +1.05% | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.61% | +0.02% | -4.14% | |
| 14 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.53% | — | +8.55% | |
| 15 | MRSH | Marsh & Mclennan Cos | 株式-金融 | 1.48% | — | — | |
| 16 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.45% | +0.13% | +11.74% | |
| 17 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.33% | -0.05% | -17.10% | |
| 18 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.31% | -0.08% | +6.14% | |
| 19 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.28% | +0.05% | +17.86% | |
| 20 | LPTH | Lightpath Technologies Inc-a | 株式-その他 | 1.26% | +0.27% | — | |
| 21 | ✓ | Eagle Bulk Shipping INC | 株式-その他 | 1.09% | — | — | |
| 22 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 1.09% | — | -4.74% | |
| 23 | PEP | Pepsico INC | 株式-生活必需品 | 1.02% | — | — | |
| 24 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.86% | — | -7.16% | |
| 25 | NUSC | Nuveen Esg Small-cap ETF | ETF-その他 | 0.75% | — | +12.73% | |
| 26 | VIOV | Vanguard S&p Small-cap 600 V | ETF-その他 | 0.72% | — | -14.73% | |
| 27 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.72% | — | -2.28% | |
| 28 | HON | Honeywell International INC | 株式-資本財 | 0.64% | — | -8.94% | |
| 29 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.64% | — | +0.96% | |
| 30 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.63% | — | +0.98% | |
| 31 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 0.61% | — | — | |
| 32 | BSX | Boston Scientific CORP | 株式-ヘルスケア | 0.60% | — | — | |
| 33 | SUSA | Ishares Esg Optimized Msci U | ETF-その他 | 0.58% | — | +7.73% | |
| 34 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.54% | — | +0.16% | |
| 35 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.53% | — | -0.62% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.52% | — | -3.06% | |
| 37 | PPG | Ppg Industries INC | 株式-素材 | 0.52% | — | -8.99% | |
| 38 | ARKW | Ark Next Generation Internet | ETF-その他 | 0.51% | — | — | |
| 39 | IDEV | Ishares Core Msci Dev Mkts | ETF-その他 | 0.50% | -0.15% | -14.67% | |
| 40 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.49% | +0.15% | +0.29% | |
| 41 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.49% | +0.08% | — | |
| 42 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.46% | +0.02% | +0.27% | |
| 43 | ARKG | Ark Genomic Revolution ETF | ETF-その他 | 0.46% | — | +9.07% | |
| 44 | HD | Home Depot INC | 株式-一般消費財 | 0.46% | — | +1.27% | |
| 45 | MA | Mastercard INC - A | 株式-金融 | 0.45% | — | +21.41% | |
| 46 | UNP | Union Pacific CORP | 株式-資本財 | 0.44% | — | +4.02% | |
| 47 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.43% | — | -3.06% | |
| 48 | FSLY | Fastly INC - Class A | 株式-IT | 0.42% | -0.37% | +1.82% | |
| 49 | ESGE | Ishares INC Ishares Esg Awar | ETF-その他 | 0.42% | — | +8.49% | |
| 50 | ESML | Ishares Esg Aware Msci USA S | ETF-その他 | 0.39% | — | +7.90% |