CIK: 0001800328
申告総資産額
$13.5億
| # | 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 | VONE | Vanguard Russell 1000 | ETF-その他 | 21.82% | — | +4.57% | |
| 2 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型株 | 13.97% | — | +23.82% | |
| 3 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 7.95% | — | +1.28% | |
| 4 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 7.01% | -0.07% | -8.66% | |
| 5 | MUB | Ishares National Muni Bond E | ETF-その他 | 6.26% | -0.13% | +1934.28% | |
| 6 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 5.82% | — | -0.21% | |
| 7 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 3.92% | — | -1.30% | |
| 8 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 2.92% | -0.32% | +41.75% | |
| 9 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 2.45% | — | +392.61% | |
| 10 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 1.67% | — | -1.01% | |
| 11 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 1.65% | — | +68.82% | |
| 12 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 1.58% | +0.15% | +37.97% | |
| 13 | AAPL | Apple INC | 株式-IT | 1.46% | — | +3.32% | |
| 14 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 1.14% | — | — | |
| 15 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.10% | -0.08% | +2.66% | |
| 16 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 1.01% | -0.08% | EXIT | |
| 17 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.91% | — | -4.91% | |
| 18 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.80% | — | -3.90% | |
| 19 | RODM | Hartford Multifact Dev Mrkt | ETF-その他 | 0.79% | — | — | |
| 20 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-その他 | 0.79% | — | — | |
| 21 | MSFT | Microsoft CORP | 株式-IT | 0.75% | -0.11% | +5.67% | |
| 22 | FDL | First Trust Morn Dvd Lead In | ETF-その他 | 0.71% | — | +8.56% | |
| 23 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.62% | — | +3.20% | |
| 24 | VLUE | Ishares Msci USA Value Facto | ETF-その他 | 0.61% | — | — | |
| 25 | SPLB | Ss Spdr P Long Term C ETF | ETF-その他 | 0.61% | +0.11% | NEW | |
| 26 | SIZE | Ishares Msci USA Size Factor | ETF-その他 | 0.60% | — | +358.69% | |
| 27 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 0.54% | — | +197.73% | |
| 28 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.50% | +0.10% | -8.06% | |
| 29 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.48% | — | +252.33% | |
| 30 | FTEC | Fidelity Msci Info Tech Indx | ETF-テック型 | 0.46% | — | +74.51% | |
| 31 | IHI | Ishares U.s. Medical Devices | ETF-その他 | 0.38% | — | — | |
| 32 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.37% | — | -58.75% | |
| 33 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.36% | +0.12% | -1.53% | |
| 34 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.32% | — | +2.45% | |
| 35 | DES | Wisdomtree US Smallcap Divid | ETF-その他 | 0.30% | — | -0.10% | |
| 36 | COP | Conocophillips | 株式-エネルギー | 0.29% | — | +1.03% | |
| 37 | IYG | Ishares U.s. Financial Servi | ETF-その他 | 0.27% | — | — | |
| 38 | T | At&t INC | 株式-通信サービス | 0.23% | — | +9.22% | |
| 39 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.22% | -0.60% | -1.18% | |
| 40 | WPC | Wp Carey INC | 株式-不動産 | 0.20% | — | — | |
| 41 | INTC | Intel CORP | 株式-IT | 0.20% | — | +5.72% | |
| 42 | WMT | Walmart INC | 株式-生活必需品 | 0.20% | — | — | |
| 43 | PLANUSD | Anaplan INC | 株式-その他 | 0.20% | — | -23.08% | |
| 44 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.19% | — | +5.41% | |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.19% | -0.14% | -0.97% | |
| 46 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.19% | — | +9.43% | |
| 47 | V | Visa Inc-class A Shares | 株式-金融 | 0.19% | — | -6.86% | |
| 48 | IBM | Intl Business Machines CORP | 株式-IT | 0.18% | — | +2.40% | |
| 49 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.18% | — | -17.16% | |
| 50 | CVX | Chevron CORP | 株式-エネルギー | 0.17% | — | -6.30% |