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 | VTV | Vanguard Value ETF | ETF-その他 | 12.94% | -0.73% | +4.12% | |
| 2 | VUG | Vanguard Growth ETF | ETF-その他 | 12.28% | -0.09% | +6.43% | |
| 3 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 7.64% | -0.08% | +3.03% | |
| 4 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 6.48% | -0.22% | -0.11% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.31% | +0.02% | -2.91% | |
| 6 | AAPL | Apple INC | 株式-IT | 3.06% | +0.91% | +13.16% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 2.09% | — | +0.88% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.08% | +0.29% | +3.11% | |
| 9 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型株・グロース | 2.07% | — | +2.63% | |
| 10 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.90% | +0.13% | -8.08% | |
| 11 | IDEV | Ishares Core Msci Dev Mkts | ETF-その他 | 1.78% | -0.15% | +12.48% | |
| 12 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型株・グロース | 1.73% | +0.01% | +0.41% | |
| 13 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 1.72% | +0.28% | -8.43% | |
| 14 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.61% | — | -15.14% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.36% | -0.01% | +0.06% | |
| 16 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 1.25% | -0.01% | -2.94% | |
| 17 | FSLY | Fastly INC - Class A | 株式-IT | 1.22% | -0.37% | — | |
| 18 | ✓ | Eagle Bulk Shipping INC | 株式-その他 | 1.11% | — | +5.18% | |
| 19 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 0.93% | -0.05% | +13.76% | |
| 20 | ARKK | Ark Innovation ETF | ETF-その他 | 0.93% | — | -9.21% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.90% | +0.15% | +14.04% | |
| 22 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.83% | -0.05% | +1.59% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.76% | — | +34.26% | |
| 24 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.75% | +0.05% | +15.39% | |
| 25 | ARKW | Ark Next Generation Internet | ETF-その他 | 0.75% | — | +26.77% | |
| 26 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 0.73% | — | +118.87% | |
| 27 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 0.72% | — | +31.20% | |
| 28 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.68% | — | -34.20% | |
| 29 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.68% | — | -1.64% | |
| 30 | SUSA | Ishares Esg Optimized Msci U | ETF-その他 | 0.67% | — | -7.21% | |
| 31 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.66% | +0.16% | +2.28% | |
| 32 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.54% | — | -8.52% | |
| 33 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.53% | — | -5.64% | |
| 34 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.51% | +0.07% | +3.58% | |
| 35 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.51% | +0.02% | -1.95% | |
| 36 | NVDA | Nvidia CORP | 株式-IT | 0.50% | -0.16% | +4.46% | |
| 37 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.50% | — | — | |
| 38 | PEP | Pepsico INC | 株式-生活必需品 | 0.49% | — | -2.97% | |
| 39 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.47% | -0.20% | -0.87% | |
| 40 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.43% | +0.62% | +31.74% | |
| 41 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.43% | — | -14.78% | |
| 42 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.41% | +0.08% | -3.59% | |
| 43 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.36% | — | — | |
| 44 | MRSH | Marsh & Mclennan Cos | 株式-金融 | 0.35% | — | -5.50% | |
| 45 | LPTH | Lightpath Technologies Inc-a | 株式-その他 | 0.34% | +0.27% | — | |
| 46 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.33% | — | +0.33% | |
| 47 | NUSC | Nuveen Esg Small-cap ETF | ETF-その他 | 0.32% | — | +0.45% | |
| 48 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.32% | — | — | |
| 49 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.31% | — | -3.66% | |
| 50 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.31% | — | +8.43% |