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 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 21.93% | -0.96% | +0.09% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 21.19% | +1.05% | -0.27% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 11.95% | -0.02% | -0.50% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 7.86% | +0.50% | +0.90% | |
| 5 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 7.20% | -0.01% | +4.60% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 6.47% | -0.07% | -2.86% | |
| 7 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 5.75% | +0.10% | +1.62% | |
| 8 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 3.94% | -0.35% | -1.50% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.59% | -0.09% | -0.47% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 3.08% | +0.11% | -1.89% | |
| 11 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.00% | — | -0.83% | |
| 12 | AAPL | Apple INC | 株式-IT | 0.97% | — | — | |
| 13 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 0.73% | -0.01% | -1.09% | |
| 14 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.65% | -0.03% | -0.07% | |
| 15 | SUB | Ishares Short-term National | ETF-その他 | 0.54% | — | +0.39% | |
| 16 | NVDA | Nvidia CORP | 株式-IT | 0.49% | — | — | |
| 17 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.33% | +0.03% | +26.60% | |
| 18 | IBM | Intl Business Machines CORP | 株式-IT | 0.31% | -0.08% | — | |
| 19 | AVGO | Broadcom INC | 株式-IT | 0.26% | +0.04% | — | |
| 20 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.21% | -0.09% | -0.02% | |
| 21 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.21% | +0.01% | — | |
| 22 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.20% | -0.01% | — | |
| 23 | MSFT | Microsoft CORP | 株式-IT | 0.17% | -0.02% | — | |
| 24 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.17% | — | — | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.15% | — | — | |
| 26 | AMD | Advanced Micro Devices | 株式-IT | 0.14% | +0.12% | — | |
| 27 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.10% | -0.01% | — | |
| 28 | APA | Apa CORP | 株式-エネルギー | 0.10% | -0.06% | -28.55% | |
| 29 | SLB | Slb LTD | 株式-エネルギー | 0.09% | -0.02% | — | |
| 30 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.08% | — | +1.46% | |
| 31 | CDNS | Cadence Design Sys INC | 株式-IT | 0.07% | +0.08% | NEW | |
| 32 | RDDT | Reddit Inc-cl A | 株式-通信サービス | 0.07% | — | — |