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 | 12.70% | -0.11% | -0.10% | |
| 2 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 8.67% | -0.76% | +176.87% | |
| 3 | VTV | Vanguard Value ETF | ETF-その他 | 6.24% | -0.03% | -0.38% | |
| 4 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 5.14% | +0.04% | -4.85% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.44% | -0.03% | -1.22% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 4.24% | +3.05% | +23.26% | |
| 7 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 4.12% | -0.01% | -2.72% | |
| 8 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 3.45% | — | -1.02% | |
| 9 | XLI | Ss Industrial Select Sector | ETF-その他 | 3.09% | — | — | |
| 10 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 2.85% | -0.32% | -0.04% | |
| 11 | VUG | Vanguard Growth ETF | ETF-その他 | 2.15% | +0.02% | -0.09% | |
| 12 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.12% | — | -3.08% | |
| 13 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 2.08% | +0.05% | -1.29% | |
| 14 | IAU | Ishares Gold Trust | ETF-コモディティ | 1.94% | -0.16% | -0.40% | |
| 15 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 1.90% | +0.02% | +164.03% | |
| 16 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 1.77% | — | -0.12% | |
| 17 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.54% | — | -2.94% | |
| 18 | IGV | Ishares Expanded Tech-softwa | ETF-テック型 | 1.44% | -1.05% | +0.02% | |
| 19 | AAAUUSD | Goldman Sachs Physical Gold | ETF-コモディティ | 1.36% | — | +15.30% | |
| 20 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 1.35% | — | -3.08% | |
| 21 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.31% | — | -0.01% | |
| 22 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.25% | -0.23% | +1373.34% | |
| 23 | AAPL | Apple INC | 株式-IT | 1.23% | -0.03% | -32.51% | |
| 24 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 1.19% | — | +0.00% | |
| 25 | DBC | Invesco Db Commodity Index T | ETF-コモディティ | 1.06% | — | -14.41% | |
| 26 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.01% | -0.01% | -5.08% | |
| 27 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.89% | — | -2.66% | |
| 28 | VDC | Vanguard Consumer Staple ETF | ETF-その他 | 0.87% | — | +0.12% | |
| 29 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.82% | — | -1.87% | |
| 30 | MSFT | Microsoft CORP | 株式-IT | 0.75% | -0.19% | -10.06% | |
| 31 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.75% | — | -4.45% | |
| 32 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.74% | +0.17% | +187.61% | |
| 33 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.73% | — | +0.08% | |
| 34 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.70% | — | -0.97% | |
| 35 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.59% | — | +0.07% | |
| 36 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.55% | — | +0.20% | |
| 37 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.53% | — | +0.01% | |
| 38 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.51% | +0.01% | +0.07% | |
| 39 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.49% | — | +0.07% | |
| 40 | PYPL | Paypal Holdings INC | 株式-金融 | 0.48% | — | -0.21% | |
| 41 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.45% | — | -4.90% | |
| 42 | BND | Vanguard Total Bond Market | ETF-その他 | 0.41% | — | -0.92% | |
| 43 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.38% | — | -24.00% | |
| 44 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 0.37% | — | — | |
| 45 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.33% | — | +0.12% | |
| 46 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.33% | — | +0.91% | |
| 47 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.30% | -0.03% | -10.05% | |
| 48 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.29% | — | +0.23% | |
| 49 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.29% | — | +0.02% | |
| 50 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.29% | — | +0.44% |