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 | 15.43% | -0.11% | +0.01% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 6.76% | +0.04% | -5.76% | |
| 3 | VTV | Vanguard Value ETF | ETF-その他 | 6.56% | -0.03% | +2.87% | |
| 4 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 5.72% | -0.01% | -14.09% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 5.29% | -0.03% | -1.97% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 4.45% | +3.05% | +16.04% | |
| 7 | IGV | Ishares Expanded Tech-softwa | ETF-テック型 | 4.12% | -1.05% | +0.06% | |
| 8 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 4.10% | — | +0.09% | |
| 9 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 3.14% | -0.32% | +0.21% | |
| 10 | IAU | Ishares Gold Trust | ETF-コモディティ | 3.04% | -0.16% | +14.45% | |
| 11 | VUG | Vanguard Growth ETF | ETF-その他 | 2.88% | +0.02% | -0.20% | |
| 12 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 2.67% | +0.05% | -0.34% | |
| 13 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.50% | — | -0.87% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.42% | — | +0.31% | |
| 15 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.34% | — | -0.81% | |
| 16 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 1.95% | — | -2.01% | |
| 17 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.72% | — | +0.00% | |
| 18 | AAPL | Apple INC | 株式-IT | 1.37% | -0.03% | +1.14% | |
| 19 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 1.26% | — | -33.50% | |
| 20 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.17% | -0.01% | -8.60% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.12% | +0.01% | +72.24% | |
| 22 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.01% | — | -18.15% | |
| 23 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.97% | — | +3.09% | |
| 24 | BND | Vanguard Total Bond Market | ETF-その他 | 0.96% | — | -12.28% | |
| 25 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.89% | — | — | |
| 26 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.87% | — | -0.58% | |
| 27 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.86% | — | -0.78% | |
| 28 | MSFT | Microsoft CORP | 株式-IT | 0.78% | -0.19% | +0.49% | |
| 29 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.76% | — | -3.45% | |
| 30 | VDC | Vanguard Consumer Staple ETF | ETF-その他 | 0.73% | — | -0.15% | |
| 31 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 0.58% | — | -31.48% | |
| 32 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.56% | — | +0.18% | |
| 33 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.52% | -0.03% | +5.44% | |
| 34 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.47% | — | +0.14% | |
| 35 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-その他 | 0.44% | — | -1.96% | |
| 36 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 0.39% | — | — | |
| 37 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.35% | — | -31.79% | |
| 38 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.33% | — | +0.73% | |
| 39 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.32% | — | +0.17% | |
| 40 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.32% | — | +3.14% | |
| 41 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 0.29% | — | -6.40% | |
| 42 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 0.28% | — | — | |
| 43 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.24% | — | +6.49% | |
| 44 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.24% | +0.04% | -0.35% | |
| 45 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.23% | +0.05% | +1.47% | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.21% | — | — | |
| 47 | AMGN | Amgen INC | 株式-ヘルスケア | 0.18% | — | +2.34% | |
| 48 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.18% | — | -3.83% | |
| 49 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.18% | — | -0.50% | |
| 50 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.17% | — | +2.98% |