CIK: 0001840888
申告総資産額
$3.4億
| # | 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 21.28% | +1.05% | -3.64% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 19.81% | -0.96% | +0.72% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 18.84% | -0.02% | +1.23% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 11.43% | +0.50% | -1.20% | |
| 5 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 6.81% | -0.01% | +1.25% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 4.37% | -0.07% | +2.13% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 4.18% | -0.03% | +5.60% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 4.03% | -0.09% | +2.83% | |
| 9 | VB | Vanguard Small-cap ETF | ETF-その他 | 3.04% | — | -0.89% | |
| 10 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 1.50% | -0.01% | — | |
| 11 | AAPL | Apple INC | 株式-IT | 1.14% | — | — | |
| 12 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.53% | +0.11% | +2.47% | |
| 13 | IBM | Intl Business Machines CORP | 株式-IT | 0.42% | -0.08% | — | |
| 14 | APA | Apa CORP | 株式-エネルギー | 0.38% | -0.06% | — | |
| 15 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.36% | -0.09% | +31.36% | |
| 16 | NVDA | Nvidia CORP | 株式-IT | 0.32% | — | +300.00% | |
| 17 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.28% | — | — | |
| 18 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.25% | -0.01% | — | |
| 19 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.21% | +0.01% | — | |
| 20 | MDB | Mongodb INC | 株式-IT | 0.18% | — | — | |
| 21 | AMD | Advanced Micro Devices | 株式-IT | 0.16% | +0.12% | — | |
| 22 | SLB | Slb LTD | 株式-エネルギー | 0.16% | -0.02% | — | |
| 23 | ADSK | Autodesk INC | 株式-IT | 0.11% | — | — | |
| 24 | MSFT | Microsoft CORP | 株式-IT | 0.11% | -0.02% | — | |
| 25 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.09% | — | — | |
| 26 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.03% | — | — |