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 | 24.13% | -0.93% | +6.55% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 9.55% | +0.34% | +4.83% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 8.57% | +0.54% | — | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 6.63% | +0.26% | +5.68% | |
| 5 | MUB | Ishares National Muni Bond E | ETF-その他 | 5.65% | — | +1.12% | |
| 6 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 4.16% | +0.11% | +6.87% | |
| 7 | VO | Vanguard Mid-cap ETF | ETF-その他 | 3.96% | -0.03% | +2.81% | |
| 8 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 2.56% | +0.05% | +2.86% | |
| 9 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 2.54% | -0.20% | +14.90% | |
| 10 | VB | Vanguard Small-cap ETF | ETF-その他 | 2.50% | +0.04% | +0.32% | |
| 11 | SUB | Ishares Short-term National | ETF-その他 | 2.25% | +0.04% | -0.76% | |
| 12 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 1.96% | — | +9.48% | |
| 13 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 1.92% | +0.05% | +3.08% | |
| 14 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.85% | +0.02% | +0.15% | |
| 15 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.77% | -0.04% | +4.28% | |
| 16 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 1.59% | — | +1.34% | |
| 17 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 1.54% | +0.38% | +15.43% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.35% | -0.04% | -88.67% | |
| 19 | AAPL | Apple INC | 株式-IT | 1.32% | -0.13% | -8.74% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.23% | +0.02% | +17.44% | |
| 21 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.97% | +0.04% | +7.46% | |
| 22 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.76% | — | +1.86% | |
| 23 | VUG | Vanguard Growth ETF | ETF-その他 | 0.75% | -0.02% | +218.73% | |
| 24 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.62% | — | +0.27% | |
| 25 | BA | Boeing Co/the | 株式-資本財 | 0.62% | — | +0.58% | |
| 26 | GBIL | Goldman Sachs Access Treasur | ETF-コモディティ | 0.52% | +0.03% | -7.12% | |
| 27 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 0.52% | +0.05% | +13.34% | |
| 28 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 0.47% | — | +1.53% | |
| 29 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.40% | -0.06% | -0.52% | |
| 30 | RPG | Invesco S&p 500 Pure Growth | ETF-大型株・グロース | 0.38% | — | — | |
| 31 | MSFT | Microsoft CORP | 株式-IT | 0.37% | -0.14% | -22.74% | |
| 32 | VTV | Vanguard Value ETF | ETF-その他 | 0.37% | — | — | |
| 33 | SCHC | Schwab Intl Small-cap Equity | ETF-その他 | 0.30% | — | +1.04% | |
| 34 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.29% | -0.02% | +0.52% | |
| 35 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.29% | -0.01% | +299.04% | |
| 36 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.26% | — | +0.14% | |
| 37 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.25% | — | -81.71% | |
| 38 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.24% | — | +3.63% | |
| 39 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.23% | — | +2.51% | |
| 40 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.22% | — | — | |
| 41 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.21% | -0.02% | -97.75% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.20% | — | +31.78% | |
| 43 | STLA | Stellantis N.V. | 株式-一般消費財 | 0.20% | — | — | |
| 44 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.18% | -0.06% | -68.84% | |
| 45 | BAC | Bank Of America CORP | 株式-金融 | 0.18% | -0.04% | -4.70% | |
| 46 | VZ | Verizon Communications INC | 株式-通信サービス | 0.18% | — | +1.58% | |
| 47 | HD | Home Depot INC | 株式-一般消費財 | 0.18% | — | -13.62% | |
| 48 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.18% | -0.03% | -6.05% | |
| 49 | HON | Honeywell International INC | 株式-資本財 | 0.17% | +0.04% | NEW | |
| 50 | PFE | Pfizer INC | 株式-ヘルスケア | 0.16% | — | -29.79% |