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 | ARKK | Ark Innovation ETF | ETF-その他 | 14.18% | — | +16.36% | |
| 2 | VUG | Vanguard Growth ETF | ETF-その他 | 13.55% | -0.09% | +19.32% | |
| 3 | VTV | Vanguard Value ETF | ETF-その他 | 6.68% | -0.73% | +27.81% | |
| 4 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型株・グロース | 3.26% | +0.01% | -8.37% | |
| 5 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 3.22% | +0.28% | +6.03% | |
| 6 | AAPL | Apple INC | 株式-IT | 3.15% | +0.91% | -1.25% | |
| 7 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 3.08% | -0.01% | +0.43% | |
| 8 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型株・グロース | 2.83% | — | -0.10% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.12% | -0.01% | +0.00% | |
| 10 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 2.06% | -0.22% | +8.73% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.05% | +0.29% | +0.14% | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.86% | +0.02% | +21.89% | |
| 13 | MSFT | Microsoft CORP | 株式-IT | 1.77% | — | +0.99% | |
| 14 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.76% | — | +22.38% | |
| 15 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.72% | +0.13% | +20.25% | |
| 16 | LPTH | Lightpath Technologies Inc-a | 株式-その他 | 1.63% | +0.27% | — | |
| 17 | MRSH | Marsh & Mclennan Cos | 株式-金融 | 1.26% | — | — | |
| 18 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.25% | -0.05% | -1.04% | |
| 19 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.24% | -0.08% | +2.26% | |
| 20 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 1.10% | — | +1.65% | |
| 21 | ✓ | Eagle Bulk Shipping INC | 株式-その他 | 1.08% | — | +8.51% | |
| 22 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.05% | +0.05% | +1.01% | |
| 23 | PEP | Pepsico INC | 株式-生活必需品 | 0.89% | — | -0.04% | |
| 24 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.82% | — | +0.50% | |
| 25 | NUSC | Nuveen Esg Small-cap ETF | ETF-その他 | 0.74% | — | +0.26% | |
| 26 | VIOV | Vanguard S&p Small-cap 600 V | ETF-その他 | 0.69% | — | -4.53% | |
| 27 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.66% | — | +3.29% | |
| 28 | HON | Honeywell International INC | 株式-資本財 | 0.65% | — | -0.98% | |
| 29 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.64% | +0.08% | +45.63% | |
| 30 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.64% | — | +22.79% | |
| 31 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.63% | — | -1.09% | |
| 32 | ARKG | Ark Genomic Revolution ETF | ETF-その他 | 0.61% | — | +22.52% | |
| 33 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 0.53% | — | +5.71% | |
| 34 | SUSA | Ishares Esg Optimized Msci U | ETF-その他 | 0.52% | — | +100.59% | |
| 35 | IDEV | Ishares Core Msci Dev Mkts | ETF-その他 | 0.48% | -0.15% | +2.21% | |
| 36 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.48% | +0.02% | -0.70% | |
| 37 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.47% | — | +0.10% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.47% | — | -0.66% | |
| 39 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.47% | — | -7.43% | |
| 40 | BSX | Boston Scientific CORP | 株式-ヘルスケア | 0.46% | — | — | |
| 41 | PPG | Ppg Industries INC | 株式-素材 | 0.44% | — | -2.39% | |
| 42 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.44% | +0.15% | +0.17% | |
| 43 | ESGE | Ishares INC Ishares Esg Awar | ETF-その他 | 0.42% | — | +5.72% | |
| 44 | ESML | Ishares Esg Aware Msci USA S | ETF-その他 | 0.39% | — | -0.18% | |
| 45 | CB | Chubb Limited | 株式-金融 | 0.37% | — | -7.19% | |
| 46 | MS | Morgan Stanley | 株式-金融 | 0.37% | — | — | |
| 47 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.37% | — | +1.72% | |
| 48 | UNP | Union Pacific CORP | 株式-資本財 | 0.36% | — | -0.76% | |
| 49 | SBCF | Seacoast Banking Corp/fl | 株式-その他 | 0.36% | — | — | |
| 50 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.36% | — | +0.16% |