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 | 12.25% | -0.11% | -0.04% | |
| 2 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 7.30% | -0.76% | -18.66% | |
| 3 | VTV | Vanguard Value ETF | ETF-その他 | 5.80% | -0.03% | -0.01% | |
| 4 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 5.25% | +0.04% | -2.41% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 4.58% | +3.05% | +3.11% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.51% | -0.03% | +0.11% | |
| 7 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 3.83% | -0.01% | -0.47% | |
| 8 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 3.08% | -0.23% | +0.00% | |
| 9 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 3.07% | — | -1.98% | |
| 10 | XLI | Ss Industrial Select Sector | ETF-その他 | 2.93% | — | -0.33% | |
| 11 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 2.50% | -0.32% | -0.00% | |
| 12 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 2.27% | — | +0.08% | |
| 13 | VUG | Vanguard Growth ETF | ETF-その他 | 2.08% | +0.02% | +0.00% | |
| 14 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 2.06% | +0.05% | -3.27% | |
| 15 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 2.06% | +0.02% | +0.64% | |
| 16 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.97% | — | -4.32% | |
| 17 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.91% | +0.17% | +0.65% | |
| 18 | IAU | Ishares Gold Trust | ETF-コモディティ | 1.66% | -0.16% | -1.14% | |
| 19 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.56% | — | -0.63% | |
| 20 | IGV | Ishares Expanded Tech-softwa | ETF-テック型 | 1.49% | -1.05% | +0.01% | |
| 21 | AAPL | Apple INC | 株式-IT | 1.40% | -0.03% | +13.54% | |
| 22 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 1.40% | — | -3.87% | |
| 23 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.31% | — | +0.11% | |
| 24 | AAAUUSD | Goldman Sachs Physical Gold | ETF-コモディティ | 1.22% | — | -0.11% | |
| 25 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.20% | — | -0.01% | |
| 26 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.04% | — | +5.95% | |
| 27 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 1.02% | — | +0.17% | |
| 28 | MSFT | Microsoft CORP | 株式-IT | 0.96% | -0.19% | +15.04% | |
| 29 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.95% | -0.01% | -0.02% | |
| 30 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.86% | — | — | |
| 31 | DBC | Invesco Db Commodity Index T | ETF-コモディティ | 0.82% | — | -4.74% | |
| 32 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.81% | — | +0.00% | |
| 33 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.73% | — | +0.08% | |
| 34 | VDC | Vanguard Consumer Staple ETF | ETF-その他 | 0.72% | — | -0.01% | |
| 35 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.60% | — | -0.00% | |
| 36 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.53% | — | — | |
| 37 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.52% | +0.01% | +0.09% | |
| 38 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.48% | — | +0.10% | |
| 39 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.46% | -0.03% | +26.41% | |
| 40 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.43% | — | — | |
| 41 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.40% | -0.10% | — | |
| 42 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.37% | +0.05% | +41.55% | |
| 43 | PYPL | Paypal Holdings INC | 株式-金融 | 0.36% | — | -0.55% | |
| 44 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 0.35% | — | — | |
| 45 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.35% | — | -5.75% | |
| 46 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.32% | — | — | |
| 47 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.30% | — | -0.75% | |
| 48 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.29% | — | -1.51% | |
| 49 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.29% | — | +11.67% | |
| 50 | NVDA | Nvidia CORP | 株式-IT | 0.28% | — | +31.82% |