CIK: 0001730774
申告総資産額
$4.2億
| # | 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 | TFLO | Ishares Treasury Floating Ra | ETF-政府公債 | 13.17% | +1.14% | -6.00% | |
| 2 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 8.27% | +0.38% | -2.34% | |
| 3 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 8.16% | -0.02% | -5.57% | |
| 4 | MUB | Ishares National Muni Bond E | ETF-その他 | 5.72% | -0.10% | +45.02% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 5.12% | +0.46% | +26.15% | |
| 6 | VTV | Vanguard Value ETF | ETF-その他 | 4.96% | +0.56% | +16.00% | |
| 7 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 4.52% | — | -2.15% | |
| 8 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 4.05% | — | +20.71% | |
| 9 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 3.56% | -1.44% | +0.04% | |
| 10 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-その他 | 3.54% | -1.14% | +13.18% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.75% | +0.29% | -8.45% | |
| 12 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 2.46% | — | -3.08% | |
| 13 | VUG | Vanguard Growth ETF | ETF-その他 | 2.36% | +0.37% | +11.21% | |
| 14 | VB | Vanguard Small-cap ETF | ETF-その他 | 2.31% | +0.25% | -11.62% | |
| 15 | VGLT | Vanguard Long-term Treasury | ETF-政府公債 | 2.20% | — | +16.96% | |
| 16 | CMF | Ishares California Muni Bond | ETF-その他 | 1.57% | -0.15% | -51.20% | |
| 17 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 1.46% | +0.02% | -16.78% | |
| 18 | AAPL | Apple INC | 株式-IT | 1.39% | +0.03% | -5.07% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.27% | +0.07% | -0.08% | |
| 20 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.21% | -0.02% | — | |
| 21 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.18% | +0.13% | -51.15% | |
| 22 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.99% | +0.07% | +65.69% | |
| 23 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.93% | — | -12.12% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.89% | — | -0.28% | |
| 25 | PGR | Progressive CORP | 株式-金融 | 0.77% | — | — | |
| 26 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 0.76% | — | +4.41% | |
| 27 | TMUS | T-mobile US INC | 株式-通信サービス | 0.73% | -0.31% | -0.41% | |
| 28 | MSFT | Microsoft CORP | 株式-IT | 0.70% | — | +0.95% | |
| 29 | SPIP | Ss Spdr P Tips ETF | ETF-その他 | 0.66% | — | -10.43% | |
| 30 | BND | Vanguard Total Bond Market | ETF-その他 | 0.66% | +0.13% | +79.84% | |
| 31 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.64% | +0.15% | — | |
| 32 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.63% | — | -16.50% | |
| 33 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.52% | — | -12.59% | |
| 34 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.50% | +0.07% | — | |
| 35 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-その他 | 0.40% | — | -0.20% | |
| 36 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.38% | +0.12% | -0.45% | |
| 37 | BN | Brookfield CORP | 株式-金融 | 0.36% | — | — | |
| 38 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.35% | +0.02% | -3.21% | |
| 39 | ACN | Accenture plc | 株式-IT | 0.34% | -0.08% | -0.57% | |
| 40 | SYK | Stryker CORP | 株式-ヘルスケア | 0.32% | — | — | |
| 41 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.31% | — | +16.29% | |
| 42 | IBM | Intl Business Machines CORP | 株式-IT | 0.31% | — | -0.38% | |
| 43 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.29% | -0.17% | — | |
| 44 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 0.26% | — | +102.96% | |
| 45 | OCGN | Ocugen INC | 株式-その他 | 0.26% | -0.48% | EXIT | |
| 46 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.25% | — | +5.99% | |
| 47 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.23% | -0.26% | -1.01% | |
| 48 | ORCL | Oracle CORP | 株式-IT | 0.21% | -0.10% | -0.72% | |
| 49 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.21% | — | — | |
| 50 | IBIT | Ishares Bitcoin Trust ETF | ETF-暗号資産 | 0.20% | — | -25.97% |