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 | 21.22% | -0.93% | +7.54% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 8.59% | +0.34% | +5.19% | |
| 3 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 7.81% | -0.20% | +9.56% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 5.82% | +0.54% | -0.59% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 5.04% | +0.26% | -4.75% | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-その他 | 3.60% | -0.03% | +12.64% | |
| 7 | MUB | Ishares National Muni Bond E | ETF-その他 | 3.38% | — | +86.06% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 3.19% | +0.11% | -1.81% | |
| 9 | VB | Vanguard Small-cap ETF | ETF-その他 | 2.44% | +0.04% | +17.76% | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 2.17% | +0.05% | +3.51% | |
| 11 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 2.01% | — | -31.35% | |
| 12 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 1.98% | +0.38% | -4.44% | |
| 13 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.96% | +0.02% | +23.24% | |
| 14 | SUB | Ishares Short-term National | ETF-その他 | 1.56% | +0.04% | +3.64% | |
| 15 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 1.48% | +0.05% | +8.78% | |
| 16 | VXF | Vanguard Extended Market ETF | ETF-その他 | 1.38% | — | -4.48% | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.28% | +0.04% | +29.55% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.10% | -0.04% | -3.61% | |
| 19 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 1.06% | — | +0.50% | |
| 20 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 1.01% | — | +62.47% | |
| 21 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.01% | -0.04% | -7.43% | |
| 22 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.93% | — | +2.76% | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.85% | +0.02% | +0.73% | |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.81% | -0.03% | +0.03% | |
| 25 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.81% | — | +28.95% | |
| 26 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.61% | — | +0.04% | |
| 27 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.57% | -0.03% | +186.66% | |
| 28 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 0.57% | +0.05% | +10.29% | |
| 29 | AAPL | Apple INC | 株式-IT | 0.55% | -0.13% | -44.19% | |
| 30 | BND | Vanguard Total Bond Market | ETF-その他 | 0.52% | +0.03% | -5.37% | |
| 31 | BSX | Boston Scientific CORP | 株式-ヘルスケア | 0.48% | — | -0.27% | |
| 32 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.45% | — | -11.66% | |
| 33 | MSFT | Microsoft CORP | 株式-IT | 0.37% | -0.14% | -32.40% | |
| 34 | SCHC | Schwab Intl Small-cap Equity | ETF-その他 | 0.37% | — | +13.99% | |
| 35 | GBIL | Goldman Sachs Access Treasur | ETF-コモディティ | 0.36% | +0.03% | +33.80% | |
| 36 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 0.34% | — | +0.64% | |
| 37 | VUG | Vanguard Growth ETF | ETF-その他 | 0.33% | -0.02% | +0.03% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.32% | — | +18.93% | |
| 39 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.29% | -0.06% | +9.42% | |
| 40 | BA | Boeing Co/the | 株式-資本財 | 0.27% | — | -9.55% | |
| 41 | HAE | Haemonetics Corp/mass | 株式-その他 | 0.27% | — | — | |
| 42 | JNK | Ss Spdr Bb High Yield Bond | ETF-ハイイールド債 | 0.27% | — | +24.74% | |
| 43 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.24% | -0.06% | -35.59% | |
| 44 | HD | Home Depot INC | 株式-一般消費財 | 0.24% | — | +17.51% | |
| 45 | VTV | Vanguard Value ETF | ETF-その他 | 0.21% | — | +0.09% | |
| 46 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.19% | — | -1.57% | |
| 47 | EBC | Eastern Bankshares INC | 株式-その他 | 0.19% | — | +300.48% | |
| 48 | RPG | Invesco S&p 500 Pure Growth | ETF-大型株・グロース | 0.19% | — | — | |
| 49 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.19% | -0.07% | -15.15% | |
| 50 | GLTR | Abrdn Precious Metals Basket | ETF-その他 | 0.17% | — | — |