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 | 22.89% | -0.96% | -0.33% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 21.78% | +1.05% | +4.12% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 11.16% | -0.02% | -5.08% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 8.23% | +0.50% | -2.10% | |
| 5 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 7.19% | -0.01% | -3.58% | |
| 6 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 5.76% | +0.10% | -2.59% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 4.89% | -0.07% | -23.41% | |
| 8 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 3.95% | -0.35% | -2.20% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.37% | -0.09% | -10.98% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 3.32% | +0.11% | +0.55% | |
| 11 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.02% | — | -3.27% | |
| 12 | CVX | Chevron CORP | 株式-エネルギー | 0.92% | -0.27% | — | |
| 13 | AAPL | Apple INC | 株式-IT | 0.92% | — | -1.11% | |
| 14 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 0.73% | -0.01% | -0.32% | |
| 15 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.58% | -0.03% | -14.34% | |
| 16 | SUB | Ishares Short-term National | ETF-その他 | 0.56% | — | -0.68% | |
| 17 | NVDA | Nvidia CORP | 株式-IT | 0.48% | — | — | |
| 18 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.31% | -0.09% | — | |
| 19 | IBM | Intl Business Machines CORP | 株式-IT | 0.26% | -0.08% | — | |
| 20 | APA | Apa CORP | 株式-エネルギー | 0.20% | -0.06% | +16.38% | |
| 21 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.20% | +0.01% | — | |
| 22 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.19% | -0.01% | -0.48% | |
| 23 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.15% | +0.03% | -57.25% | |
| 24 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.14% | — | -9.91% | |
| 25 | AMD | Advanced Micro Devices | 株式-IT | 0.14% | +0.12% | — | |
| 26 | MSFT | Microsoft CORP | 株式-IT | 0.14% | -0.02% | — | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.14% | — | -7.27% | |
| 28 | SLB | Slb LTD | 株式-エネルギー | 0.12% | -0.02% | — | |
| 29 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.09% | -0.01% | — | |
| 30 | AVGO | Broadcom INC | 株式-IT | 0.08% | +0.04% | -66.09% | |
| 31 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.08% | — | -5.61% |