CIK: 0001801507
申告総資産額
$70.8億
上位200銘柄を表示中（全208銘柄）
| # | 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 | 7.28% | +0.08% | +12.31% | |
| 2 | BND | Vanguard Total Bond Market | ETF-その他 | 5.64% | — | +27.01% | |
| 3 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 5.22% | — | +16.28% | |
| 4 | SCHO | Schwab Short-term US Treas | ETF-その他 | 4.83% | — | +0.68% | |
| 5 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 4.83% | — | +24.89% | |
| 6 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 4.16% | -0.20% | +8.35% | |
| 7 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 3.50% | +0.03% | +28.04% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 3.08% | -0.05% | +26.14% | |
| 9 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 2.98% | — | +20.65% | |
| 10 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 2.91% | — | +24.95% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.49% | — | +20.52% | |
| 12 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.89% | — | +27.37% | |
| 13 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 1.89% | — | -0.54% | |
| 14 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.85% | — | -15.54% | |
| 15 | MSFT | Microsoft CORP | 株式-IT | 1.83% | -0.09% | +15.14% | |
| 16 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 1.80% | — | +25.24% | |
| 17 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.69% | — | -18.92% | |
| 18 | AAPL | Apple INC | 株式-IT | 1.48% | +0.18% | +22.92% | |
| 19 | VTIP | Vanguard Short-term Tips | ETF-その他 | 1.45% | — | -2.13% | |
| 20 | ARKK | Ark Innovation ETF | ETF-その他 | 1.29% | — | — | |
| 21 | SUB | Ishares Short-term National | ETF-その他 | 1.27% | — | -14.78% | |
| 22 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.24% | — | -3.55% | |
| 23 | EAGG | Ishares Esg Aware US Aggrega | ETF-その他 | 1.20% | — | +8.71% | |
| 24 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 1.14% | -0.06% | -4.13% | |
| 25 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 1.08% | — | +14.68% | |
| 26 | GD | General Dynamics CORP | 株式-資本財 | 1.05% | — | — | |
| 27 | WST | West Pharmaceutical Services | 株式-ヘルスケア | 1.05% | — | +29.30% | |
| 28 | MGC | Vanguard Mega Cap ETF | ETF-その他 | 1.04% | — | -1.42% | |
| 29 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 1.03% | +0.01% | +8.74% | |
| 30 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.92% | — | +40.35% | |
| 31 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 0.88% | — | +24.34% | |
| 32 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 0.83% | — | +1.03% | |
| 33 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.71% | — | -2.25% | |
| 34 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 0.70% | — | +24.33% | |
| 35 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.66% | — | +482.60% | |
| 36 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 0.59% | — | +17.66% | |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.58% | — | +4.98% | |
| 38 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.53% | — | +9.58% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.51% | — | +14.08% | |
| 40 | JNK | Ss Spdr Bb High Yield Bond | ETF-ハイイールド債 | 0.50% | — | +30.09% | |
| 41 | VSGX | Vanguard Esg Intl Stock ETF | ETF-その他 | 0.49% | — | +17.30% | |
| 42 | AVUS | Avantis U.s. Equity ETF | ETF-その他 | 0.49% | — | +4.29% | |
| 43 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-その他 | 0.48% | — | +4.80% | |
| 44 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 0.43% | — | -13.97% | |
| 45 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 0.42% | — | +13.51% | |
| 46 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 0.40% | — | +19.95% | |
| 47 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.38% | — | +7.41% | |
| 48 | ACN | Accenture plc | 株式-IT | 0.37% | — | +0.12% | |
| 49 | REET | Ishares Global Reit ETF | ETF-その他 | 0.36% | — | -11.13% | |
| 50 | AVDV | Avantis Intl S/c Value ETF | ETF-その他 | 0.34% | — | +4.40% |