CIK: 0001801184
申告総資産額
$5.0億
| # | 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 23.92% | -0.93% | +5.73% | |
| 2 | ✓ | 株式-その他 | 9.59% | — | — | ||
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 8.67% | +0.34% | +8.83% | |
| 4 | MUB | Ishares National Muni Bond E | ETF-その他 | 6.52% | — | +9.30% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 5.66% | +0.26% | +9.78% | |
| 6 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 3.90% | +0.11% | +2.69% | |
| 7 | VO | Vanguard Mid-cap ETF | ETF-その他 | 3.88% | -0.03% | +0.38% | |
| 8 | SUB | Ishares Short-term National | ETF-その他 | 2.68% | +0.04% | +5.74% | |
| 9 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 2.57% | +0.05% | +8.03% | |
| 10 | VB | Vanguard Small-cap ETF | ETF-その他 | 2.32% | +0.04% | -0.43% | |
| 11 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 2.30% | -0.20% | -0.17% | |
| 12 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 2.20% | +0.05% | -0.43% | |
| 13 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 2.03% | — | -5.45% | |
| 14 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.73% | -0.04% | +1.48% | |
| 15 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.66% | +0.02% | -45.13% | |
| 16 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 1.60% | — | +2.20% | |
| 17 | AAPL | Apple INC | 株式-IT | 1.49% | -0.13% | +262.57% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.48% | -0.04% | +14.23% | |
| 19 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 1.37% | +0.38% | +2.35% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.08% | +0.02% | -2.32% | |
| 21 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.92% | +0.04% | +0.51% | |
| 22 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.86% | — | -3.32% | |
| 23 | GBIL | Goldman Sachs Access Treasur | ETF-コモディティ | 0.67% | +0.03% | -1.54% | |
| 24 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.60% | — | +0.25% | |
| 25 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.59% | -0.06% | -11.85% | |
| 26 | BA | Boeing Co/the | 株式-資本財 | 0.56% | — | — | |
| 27 | MSFT | Microsoft CORP | 株式-IT | 0.53% | -0.14% | -5.21% | |
| 28 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 0.48% | — | -0.13% | |
| 29 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 0.47% | +0.05% | +0.28% | |
| 30 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.44% | -0.07% | -10.26% | |
| 31 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.36% | -0.06% | -0.72% | |
| 32 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.33% | -0.02% | -5.83% | |
| 33 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.31% | -0.01% | — | |
| 34 | SCHC | Schwab Intl Small-cap Equity | ETF-その他 | 0.30% | — | — | |
| 35 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.28% | -0.02% | +59.15% | |
| 36 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.27% | — | +0.13% | |
| 37 | PFE | Pfizer INC | 株式-ヘルスケア | 0.27% | — | -2.94% | |
| 38 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.26% | — | +559.15% | |
| 39 | HD | Home Depot INC | 株式-一般消費財 | 0.26% | — | -5.78% | |
| 40 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.26% | — | -5.26% | |
| 41 | VUG | Vanguard Growth ETF | ETF-その他 | 0.25% | -0.02% | — | |
| 42 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.23% | — | — | |
| 43 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.22% | -0.03% | -10.85% | |
| 44 | VZ | Verizon Communications INC | 株式-通信サービス | 0.22% | — | -5.15% | |
| 45 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.21% | — | — | |
| 46 | MMM | 3m Co | 株式-資本財 | 0.21% | — | -2.96% | |
| 47 | PEP | Pepsico INC | 株式-生活必需品 | 0.20% | -0.05% | EXIT | |
| 48 | BAC | Bank Of America CORP | 株式-金融 | 0.18% | -0.04% | -3.38% | |
| 49 | HON | Honeywell International INC | 株式-資本財 | 0.17% | +0.04% | NEW | |
| 50 | XMLV | Invesco S&p Midcap Low Volat | ETF-その他 | 0.16% | — | +6.79% |