CIK: 0001811308
申告総資産額
$15.2億
| # | 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 15.34% | -0.11% | -2.39% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 7.47% | +0.04% | +0.86% | |
| 3 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 6.65% | -0.01% | -0.13% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 5.36% | -0.03% | -0.19% | |
| 5 | VTV | Vanguard Value ETF | ETF-その他 | 5.05% | -0.03% | +0.16% | |
| 6 | IGV | Ishares Expanded Tech-softwa | ETF-テック型 | 4.33% | -1.05% | -2.83% | |
| 7 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 3.90% | — | -0.03% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.81% | +3.05% | +3.02% | |
| 9 | VUG | Vanguard Growth ETF | ETF-その他 | 3.18% | +0.02% | -2.75% | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 3.13% | — | +79.50% | |
| 11 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 2.85% | -0.32% | +4.63% | |
| 12 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 2.78% | +0.05% | -3.85% | |
| 13 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 2.56% | — | +62.46% | |
| 14 | IAU | Ishares Gold Trust | ETF-コモディティ | 2.36% | -0.16% | +0.54% | |
| 15 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.30% | — | -0.55% | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.97% | — | -2.04% | |
| 17 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 1.89% | — | -2.17% | |
| 18 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.67% | — | -0.42% | |
| 19 | AAPL | Apple INC | 株式-IT | 1.31% | -0.03% | +0.19% | |
| 20 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.24% | — | -0.30% | |
| 21 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.22% | -0.01% | +10.53% | |
| 22 | BND | Vanguard Total Bond Market | ETF-その他 | 1.10% | — | -8.56% | |
| 23 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.94% | — | -2.12% | |
| 24 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.92% | — | +0.04% | |
| 25 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.89% | — | +2.12% | |
| 26 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.84% | — | -2.02% | |
| 27 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 0.81% | — | +0.33% | |
| 28 | MSFT | Microsoft CORP | 株式-IT | 0.80% | -0.19% | -0.38% | |
| 29 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.79% | — | +3.74% | |
| 30 | VDC | Vanguard Consumer Staple ETF | ETF-その他 | 0.77% | — | +10209.64% | |
| 31 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.65% | +0.01% | +0.15% | |
| 32 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-その他 | 0.62% | — | -3.20% | |
| 33 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.53% | — | +0.20% | |
| 34 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.50% | — | -11.12% | |
| 35 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.48% | -0.03% | -0.39% | |
| 36 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.42% | — | +0.16% | |
| 37 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 0.37% | — | — | |
| 38 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 0.33% | — | +0.22% | |
| 39 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.32% | — | +6.70% | |
| 40 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.32% | — | +0.21% | |
| 41 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.29% | — | +1.07% | |
| 42 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 0.28% | — | — | |
| 43 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 0.24% | — | -11.44% | |
| 44 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.23% | +0.04% | — | |
| 45 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.23% | — | +0.68% | |
| 46 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.22% | +0.05% | — | |
| 47 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.21% | — | +0.15% | |
| 48 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.21% | — | — | |
| 49 | MBB | Ishares Mbs ETF | ETF-その他 | 0.20% | — | -30.91% | |
| 50 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.19% | — | +2.83% |