CIK: 0001801507
申告総資産額
$70.8億
| # | 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 | 10.32% | +0.08% | -5.55% | |
| 2 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 5.12% | — | -0.55% | |
| 3 | BND | Vanguard Total Bond Market | ETF-その他 | 4.85% | — | -4.91% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 4.71% | — | -3.83% | |
| 5 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 4.25% | -0.20% | +51.20% | |
| 6 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 3.55% | — | +11.60% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 3.07% | -0.05% | +3.46% | |
| 8 | VTIP | Vanguard Short-term Tips | ETF-その他 | 2.89% | — | +16.94% | |
| 9 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 2.62% | — | +3.81% | |
| 10 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 2.34% | — | +16.29% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.33% | — | +5.21% | |
| 12 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 2.11% | — | +3.20% | |
| 13 | MGC | Vanguard Mega Cap ETF | ETF-その他 | 2.07% | — | -1.47% | |
| 14 | AAPL | Apple INC | 株式-IT | 2.02% | +0.18% | -18.23% | |
| 15 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 1.95% | -0.06% | +31.25% | |
| 16 | SUB | Ishares Short-term National | ETF-その他 | 1.94% | — | +45.71% | |
| 17 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 1.88% | — | +7.50% | |
| 18 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.74% | — | -7.21% | |
| 19 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 1.68% | +0.03% | +7.47% | |
| 20 | GD | General Dynamics CORP | 株式-資本財 | 1.64% | — | — | |
| 21 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 1.50% | — | +5.32% | |
| 22 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 1.45% | — | -2.04% | |
| 23 | WST | West Pharmaceutical Services | 株式-ヘルスケア | 1.38% | — | +8.16% | |
| 24 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.26% | — | +14.79% | |
| 25 | VTV | Vanguard Value ETF | ETF-その他 | 1.17% | +0.05% | +12.73% | |
| 26 | EAGG | Ishares Esg Aware US Aggrega | ETF-その他 | 0.91% | — | +49.82% | |
| 27 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.89% | — | +6.41% | |
| 28 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 0.86% | +0.01% | +56.14% | |
| 29 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.84% | — | +10.52% | |
| 30 | MSFT | Microsoft CORP | 株式-IT | 0.83% | -0.09% | -0.99% | |
| 31 | PH | Parker Hannifin CORP | 株式-資本財 | 0.82% | — | -4.44% | |
| 32 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.79% | — | +8.90% | |
| 33 | REET | Ishares Global Reit ETF | ETF-その他 | 0.77% | — | +12.65% | |
| 34 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.72% | — | -18.40% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.69% | — | +1.28% | |
| 36 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.69% | — | +139.44% | |
| 37 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.59% | +0.02% | +6.36% | |
| 38 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 0.57% | — | +54.24% | |
| 39 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.56% | — | -1.04% | |
| 40 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.52% | — | +10.24% | |
| 41 | BSCO | Invesco Bulletshares 2024 Cb | ETF-その他 | 0.50% | — | +0.92% | |
| 42 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 0.49% | — | +0.85% | |
| 43 | BSCMUSD | Invesco Bulletshares 2022 Co | ETF-その他 | 0.49% | — | +1.03% | |
| 44 | BSCL | Invesco Bulletshares 2021 Co | ETF-その他 | 0.49% | — | +1.56% | |
| 45 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.49% | — | -11.91% | |
| 46 | BSCP | Invesco Bulletshares 2025 Cb | ETF-その他 | 0.49% | — | +1.02% | |
| 47 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-その他 | 0.48% | — | +0.48% | |
| 48 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.47% | — | -6.88% | |
| 49 | BSCR | Invesco Bulletshares 2027 Cb | ETF-その他 | 0.47% | — | +4.50% | |
| 50 | BSCS | Invesco Bulletshares 2028 Cb | ETF-その他 | 0.47% | — | +3.53% |