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 | 15.27% | -0.09% | +3.23% | |
| 2 | ARKK | Ark Innovation ETF | ETF-その他 | 9.45% | — | +4.09% | |
| 3 | VTV | Vanguard Value ETF | ETF-その他 | 9.09% | -0.73% | +10.62% | |
| 4 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 3.28% | +0.28% | +18.72% | |
| 5 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 3.16% | +0.13% | +31.70% | |
| 6 | AAPL | Apple INC | 株式-IT | 2.59% | +0.91% | +6.97% | |
| 7 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 2.54% | -0.01% | -0.45% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.44% | +0.02% | +15.62% | |
| 9 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型株・グロース | 2.43% | +0.01% | — | |
| 10 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型株・グロース | 2.43% | — | +0.79% | |
| 11 | ✓ | Eagle Bulk Shipping INC | 株式-その他 | 2.18% | — | +3.29% | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.11% | — | +10.50% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.08% | +0.29% | +13.25% | |
| 14 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 2.01% | -0.22% | +1.06% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.74% | -0.01% | +0.22% | |
| 16 | MSFT | Microsoft CORP | 株式-IT | 1.44% | — | -10.00% | |
| 17 | ARKW | Ark Next Generation Internet | ETF-その他 | 1.42% | — | +1.06% | |
| 18 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.07% | -0.08% | +0.92% | |
| 19 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.98% | -0.05% | +0.76% | |
| 20 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.94% | +0.05% | +14.06% | |
| 21 | LPTH | Lightpath Technologies Inc-a | 株式-その他 | 0.92% | +0.27% | — | |
| 22 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.85% | — | -14.66% | |
| 23 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.82% | — | +10.64% | |
| 24 | MRSH | Marsh & Mclennan Cos | 株式-金融 | 0.73% | — | -21.35% | |
| 25 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.68% | +0.62% | +414.73% | |
| 26 | PEP | Pepsico INC | 株式-生活必需品 | 0.66% | — | +2.96% | |
| 27 | VTWG | Vanguard Russell 2000 Growth | ETF-中小型株 | 0.63% | — | +107.62% | |
| 28 | VIOV | Vanguard S&p Small-cap 600 V | ETF-その他 | 0.63% | — | +0.92% | |
| 29 | NUSC | Nuveen Esg Small-cap ETF | ETF-その他 | 0.63% | — | — | |
| 30 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.60% | — | -1.29% | |
| 31 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.54% | — | +0.02% | |
| 32 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.52% | +0.02% | +6.74% | |
| 33 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.52% | — | +3.75% | |
| 34 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.49% | +0.08% | +1.50% | |
| 35 | HON | Honeywell International INC | 株式-資本財 | 0.48% | — | +3.53% | |
| 36 | SUSA | Ishares Esg Optimized Msci U | ETF-その他 | 0.46% | — | +3.80% | |
| 37 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.43% | +0.16% | +11.20% | |
| 38 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.43% | +0.18% | +18.13% | |
| 39 | MS | Morgan Stanley | 株式-金融 | 0.42% | — | +11.26% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.42% | — | +11.00% | |
| 41 | IDEV | Ishares Core Msci Dev Mkts | ETF-その他 | 0.40% | -0.15% | +0.47% | |
| 42 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.40% | — | — | |
| 43 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.40% | — | +0.07% | |
| 44 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.39% | +0.15% | +0.12% | |
| 45 | IHI | Ishares U.s. Medical Devices | ETF-その他 | 0.37% | — | — | |
| 46 | SBCF | Seacoast Banking Corp/fl | 株式-その他 | 0.36% | — | — | |
| 47 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.36% | — | +68.80% | |
| 48 | BSX | Boston Scientific CORP | 株式-ヘルスケア | 0.36% | — | -3.56% | |
| 49 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.35% | — | — | |
| 50 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 0.35% | — | — |