CIK: 0001811308
申告総資産額
$13.3億
| # | 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 | 12.37% | -0.67% | -0.14% | |
| 2 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 8.68% | -0.34% | +4.98% | |
| 3 | VTV | Vanguard Value ETF | ETF-その他 | 5.78% | — | -0.83% | |
| 4 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 5.39% | -0.46% | -2.44% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.52% | -0.19% | -1.43% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 4.46% | -1.75% | +1.82% | |
| 7 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 3.91% | — | -4.78% | |
| 8 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 3.23% | — | -1.08% | |
| 9 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 3.13% | -1.03% | +159.09% | |
| 10 | XLI | Ss Industrial Select Sector | ETF-その他 | 3.01% | — | -3.44% | |
| 11 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 2.47% | -1.08% | -0.47% | |
| 12 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 2.32% | — | +234.54% | |
| 13 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 2.13% | -0.12% | -2.92% | |
| 14 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.12% | +0.06% | -1.94% | |
| 15 | VUG | Vanguard Growth ETF | ETF-その他 | 2.08% | — | -0.28% | |
| 16 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 2.04% | -0.09% | +2.05% | |
| 17 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.90% | +0.43% | +167.47% | |
| 18 | IAU | Ishares Gold Trust | ETF-コモディティ | 1.70% | — | -5.77% | |
| 19 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.61% | — | — | |
| 20 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 1.50% | — | -11.78% | |
| 21 | IGV | Ishares Expanded Tech-softwa | ETF-テック型 | 1.45% | -1.22% | -0.04% | |
| 22 | AAPL | Apple INC | 株式-IT | 1.35% | +1.21% | -1.52% | |
| 23 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.34% | — | -11.66% | |
| 24 | AAAUUSD | Goldman Sachs Physical Gold | ETF-コモディティ | 1.23% | — | -2.34% | |
| 25 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.21% | +0.03% | -0.08% | |
| 26 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.99% | — | — | |
| 27 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.96% | — | -4.02% | |
| 28 | MSFT | Microsoft CORP | 株式-IT | 0.87% | -0.21% | +3.08% | |
| 29 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.84% | — | -0.02% | |
| 30 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.81% | — | -1.11% | |
| 31 | DBC | Invesco Db Commodity Index T | ETF-コモディティ | 0.76% | — | -21.30% | |
| 32 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.73% | — | — | |
| 33 | VDC | Vanguard Consumer Staple ETF | ETF-その他 | 0.73% | — | -0.23% | |
| 34 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.59% | — | -0.07% | |
| 35 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.54% | — | -3.20% | |
| 36 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.52% | -0.12% | -1.11% | |
| 37 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.48% | — | -0.04% | |
| 38 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.46% | — | +305.70% | |
| 39 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.44% | — | -26.12% | |
| 40 | PYPL | Paypal Holdings INC | 株式-金融 | 0.41% | — | +0.43% | |
| 41 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.38% | — | -29.21% | |
| 42 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 0.36% | — | -1.03% | |
| 43 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.36% | +0.01% | -0.97% | |
| 44 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.32% | — | +0.80% | |
| 45 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.30% | — | +0.21% | |
| 46 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.30% | — | -3.30% | |
| 47 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 0.28% | — | +0.12% | |
| 48 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 0.26% | — | — | |
| 49 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.24% | — | +7.37% | |
| 50 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.23% | — | — |