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 | 14.59% | -0.09% | +6.22% | |
| 2 | VTV | Vanguard Value ETF | ETF-その他 | 12.62% | -0.73% | +40.25% | |
| 3 | ARKK | Ark Innovation ETF | ETF-その他 | 6.24% | — | +9.26% | |
| 4 | AAPL | Apple INC | 株式-IT | 3.56% | +0.91% | +28.05% | |
| 5 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 3.03% | +0.28% | +16.10% | |
| 6 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 2.76% | +0.13% | -6.18% | |
| 7 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型株・グロース | 2.44% | — | +2.99% | |
| 8 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 2.37% | -0.01% | — | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.35% | +0.29% | +18.95% | |
| 10 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型株・グロース | 2.27% | +0.01% | +0.06% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.08% | +0.02% | -6.84% | |
| 12 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.85% | -0.22% | +1.00% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.76% | -0.01% | +9.02% | |
| 14 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.66% | — | -14.88% | |
| 15 | ✓ | Eagle Bulk Shipping INC | 株式-その他 | 1.63% | — | — | |
| 16 | MSFT | Microsoft CORP | 株式-IT | 1.53% | — | +7.93% | |
| 17 | IDEV | Ishares Core Msci Dev Mkts | ETF-その他 | 1.08% | -0.15% | +192.29% | |
| 18 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.04% | -0.08% | +0.94% | |
| 19 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.02% | -0.05% | +14.19% | |
| 20 | LPTH | Lightpath Technologies Inc-a | 株式-その他 | 0.98% | +0.27% | — | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.85% | +0.15% | +128.82% | |
| 22 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.83% | +0.05% | +9.08% | |
| 23 | PEP | Pepsico INC | 株式-生活必需品 | 0.72% | — | +0.91% | |
| 24 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.71% | — | +176.19% | |
| 25 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.71% | — | +5.80% | |
| 26 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.70% | — | -13.08% | |
| 27 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.65% | +0.62% | — | |
| 28 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.60% | — | — | |
| 29 | VTWV | Vanguard Russell 2000 Value | ETF-中小型株 | 0.58% | — | — | |
| 30 | VIOV | Vanguard S&p Small-cap 600 V | ETF-その他 | 0.57% | — | -2.30% | |
| 31 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.56% | — | — | |
| 32 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.55% | — | +0.93% | |
| 33 | ARKW | Ark Next Generation Internet | ETF-その他 | 0.54% | — | -38.63% | |
| 34 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.53% | — | +36.02% | |
| 35 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.51% | — | +2.82% | |
| 36 | VTWG | Vanguard Russell 2000 Growth | ETF-中小型株 | 0.51% | — | +2.63% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.51% | — | +16.25% | |
| 38 | MRSH | Marsh & Mclennan Cos | 株式-金融 | 0.50% | — | -29.23% | |
| 39 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.47% | +0.02% | +7.77% | |
| 40 | VONG | Vanguard Russell 1000 Growth | ETF-その他 | 0.46% | +0.15% | — | |
| 41 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.45% | — | -0.21% | |
| 42 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.44% | +0.16% | +12.71% | |
| 43 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.44% | +0.18% | +11.99% | |
| 44 | SUSA | Ishares Esg Optimized Msci U | ETF-その他 | 0.43% | — | +0.26% | |
| 45 | NUSC | Nuveen Esg Small-cap ETF | ETF-その他 | 0.43% | — | -16.98% | |
| 46 | HON | Honeywell International INC | 株式-資本財 | 0.42% | — | -2.65% | |
| 47 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.39% | — | +0.63% | |
| 48 | MS | Morgan Stanley | 株式-金融 | 0.37% | — | -6.57% | |
| 49 | SBCF | Seacoast Banking Corp/fl | 株式-その他 | 0.37% | — | — | |
| 50 | HD | Home Depot INC | 株式-一般消費財 | 0.36% | — | +7.80% |