CIK: 0001716539
申告総資産額
$7.9億
| # | 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 | OSEA | Harbor Intl Compounders ETF | ETF-その他 | 8.83% | -0.29% | +0.10% | |
| 2 | CGGO | Cap Group Global Growth | ETF-その他 | 6.89% | +0.83% | +0.58% | |
| 3 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 6.40% | -0.23% | -0.17% | |
| 4 | DFAW | Dimensional World Eqty ETF | ETF-その他 | 6.36% | +0.11% | +0.85% | |
| 5 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 5.42% | +0.22% | +0.22% | |
| 6 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-その他 | 5.41% | +0.10% | +0.74% | |
| 7 | DSTL | Distillate US Fundamental St | ETF-その他 | 4.92% | -0.17% | +0.42% | |
| 8 | AAPL | Apple INC | 株式-IT | 4.41% | +0.04% | -18.15% | |
| 9 | JAVA | Jpmorgan Active Value ETF | ETF-その他 | 3.33% | +0.01% | -0.27% | |
| 10 | DUHP | Dimensional US High Profi Et | ETF-その他 | 3.15% | +0.15% | +0.87% | |
| 11 | AVLV | Avantis US Large Cap Value | ETF-大型株・グロース | 3.08% | +0.05% | +1.69% | |
| 12 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 2.85% | +0.03% | +1.79% | |
| 13 | JGRO | Jpmorgan Active Growth ETF | ETF-その他 | 2.71% | +0.12% | +0.25% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.98% | -0.09% | -1.23% | |
| 15 | PXF | Invesco Rafi Developed Marke | ETF-その他 | 1.95% | -0.15% | +0.31% | |
| 16 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 1.93% | -0.03% | -3.10% | |
| 17 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.85% | -0.22% | -2.15% | |
| 18 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-その他 | 1.80% | +0.04% | -2.00% | |
| 19 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 1.75% | +0.01% | -0.50% | |
| 20 | AMGN | Amgen INC | 株式-ヘルスケア | 1.71% | -0.09% | -2.91% | |
| 21 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.66% | +0.01% | -2.72% | |
| 22 | PRFZ | Inv Rafi US 1500 Sm-usd INC | ETF-その他 | 1.47% | +0.07% | -1.62% | |
| 23 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 1.37% | -0.17% | -8.03% | |
| 24 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.14% | -0.01% | -3.04% | |
| 25 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.10% | +0.07% | -2.40% | |
| 26 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.10% | +0.06% | -2.51% | |
| 27 | RAFE | Pimco Rafi Esg US ETF | ETF-その他 | 0.97% | +0.02% | +1.26% | |
| 28 | SROI | Calms Antko Glb Sust Eqy ETF | ETF-その他 | 0.95% | +0.01% | +4.92% | |
| 29 | XBI | Ss Spdr S&p Biotech ETF | ETF-テック型 | 0.87% | — | +2.00% | |
| 30 | CRM | Salesforce INC | 株式-IT | 0.85% | — | -0.61% | |
| 31 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-その他 | 0.84% | — | +12.17% | |
| 32 | BLKCHF | Blackrock INC | 株式-その他 | 0.83% | — | +1.58% | |
| 33 | DE | Deere & Co | 株式-資本財 | 0.83% | — | +1.02% | |
| 34 | CVX | Chevron CORP | 株式-エネルギー | 0.79% | -0.27% | +0.55% | |
| 35 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.76% | — | +4.69% | |
| 36 | TSLA | Tesla INC | 株式-一般消費財 | 0.76% | — | +4.60% | |
| 37 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.69% | -0.17% | +2.77% | |
| 38 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.63% | -0.13% | +4.42% | |
| 39 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.60% | +0.03% | +4.88% | |
| 40 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.56% | — | +1.46% | |
| 41 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.51% | — | -1.15% | |
| 42 | MSFT | Microsoft CORP | 株式-IT | 0.51% | — | -2.08% | |
| 43 | NUSC | Nuveen Esg Small-cap ETF | ETF-その他 | 0.45% | +0.01% | +7.24% | |
| 44 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-その他 | 0.43% | +0.01% | -6.37% | |
| 45 | AVMC | Avantis US Mid Cap Eq ETF | ETF-その他 | 0.25% | — | +6.38% | |
| 46 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.22% | -0.03% | +2.88% | |
| 47 | APPF | Appfolio INC - A | 株式-IT | 0.19% | — | -5.01% | |
| 48 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 0.17% | — | +1.50% | |
| 49 | V | Visa Inc-class A Shares | 株式-金融 | 0.16% | — | — | |
| 50 | TTD | Trade Desk Inc/the -class A | 株式-通信サービス | 0.15% | — | — |