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 | 21.04% | -0.93% | -16.87% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 8.46% | +0.34% | -4.21% | |
| 3 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 7.63% | -0.20% | +493.41% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 6.65% | +0.54% | -1.70% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 5.57% | +0.26% | -6.21% | |
| 6 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 3.41% | +0.11% | +21.11% | |
| 7 | VO | Vanguard Mid-cap ETF | ETF-その他 | 3.36% | -0.03% | -13.99% | |
| 8 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 3.25% | — | +33.05% | |
| 9 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 2.22% | +0.38% | +3.04% | |
| 10 | VB | Vanguard Small-cap ETF | ETF-その他 | 2.21% | +0.04% | -3.48% | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 2.05% | +0.05% | -1.80% | |
| 12 | MUB | Ishares National Muni Bond E | ETF-その他 | 2.02% | — | -14.88% | |
| 13 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.72% | +0.02% | +57.82% | |
| 14 | SUB | Ishares Short-term National | ETF-その他 | 1.69% | +0.04% | -12.12% | |
| 15 | VXF | Vanguard Extended Market ETF | ETF-その他 | 1.58% | — | — | |
| 16 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 1.55% | +0.05% | +5.83% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.22% | -0.04% | +4.60% | |
| 18 | AAPL | Apple INC | 株式-IT | 1.20% | -0.13% | -2.43% | |
| 19 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 1.16% | — | -2.91% | |
| 20 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.16% | -0.04% | -34.16% | |
| 21 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.98% | +0.04% | -13.91% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.91% | +0.02% | +6.29% | |
| 23 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.90% | — | -19.82% | |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.86% | -0.03% | -43.72% | |
| 25 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.72% | — | +75.43% | |
| 26 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 0.67% | — | +7.12% | |
| 27 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.65% | — | +84.91% | |
| 28 | BND | Vanguard Total Bond Market | ETF-その他 | 0.63% | +0.03% | +171.53% | |
| 29 | MSFT | Microsoft CORP | 株式-IT | 0.61% | -0.14% | -15.36% | |
| 30 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 0.52% | +0.05% | +7.25% | |
| 31 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.51% | — | — | |
| 32 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.46% | -0.06% | +2807.46% | |
| 33 | BSX | Boston Scientific CORP | 株式-ヘルスケア | 0.46% | — | +0.05% | |
| 34 | VUG | Vanguard Growth ETF | ETF-その他 | 0.38% | -0.02% | +0.02% | |
| 35 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 0.35% | — | +6.61% | |
| 36 | KEYS | Keysight Technologies In | 株式-IT | 0.34% | — | — | |
| 37 | SCHC | Schwab Intl Small-cap Equity | ETF-その他 | 0.33% | — | +134.46% | |
| 38 | GBIL | Goldman Sachs Access Treasur | ETF-コモディティ | 0.31% | +0.03% | -0.25% | |
| 39 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.30% | -0.02% | +75.67% | |
| 40 | HAE | Haemonetics Corp/mass | 株式-その他 | 0.29% | — | — | |
| 41 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.28% | -0.07% | +1239.47% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.26% | — | +155.29% | |
| 43 | JNK | Ss Spdr Bb High Yield Bond | ETF-ハイイールド債 | 0.24% | — | +34.66% | |
| 44 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.24% | -0.06% | +37.19% | |
| 45 | EBC | Eastern Bankshares INC | 株式-その他 | 0.23% | — | +28.29% | |
| 46 | BA | Boeing Co/the | 株式-資本財 | 0.22% | — | +0.64% | |
| 47 | VTV | Vanguard Value ETF | ETF-その他 | 0.22% | — | -0.95% | |
| 48 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.21% | -0.03% | — | |
| 49 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.21% | — | -2.56% | |
| 50 | RPG | Invesco S&p 500 Pure Growth | ETF-大型株・グロース | 0.21% | — | — |