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 | 21.24% | — | +8.75% | |
| 2 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型株 | 13.87% | — | +8.86% | |
| 3 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 4.55% | — | +10.71% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 4.46% | — | +11.71% | |
| 5 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 4.15% | -0.07% | -0.59% | |
| 6 | MUB | Ishares National Muni Bond E | ETF-その他 | 4.11% | -0.13% | +5.79% | |
| 7 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 3.98% | +0.15% | +14.86% | |
| 8 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 3.61% | -0.32% | +23.02% | |
| 9 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 3.51% | — | +11.84% | |
| 10 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 3.33% | — | +8.35% | |
| 11 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 2.13% | -0.19% | +9.95% | |
| 12 | AAPL | Apple INC | 株式-IT | 1.70% | — | -0.11% | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.51% | -0.08% | +11.82% | |
| 14 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 1.45% | — | -37.06% | |
| 15 | SCHJ | Schwab 1-5 Yr CORP Bnd ETF | ETF-その他 | 1.23% | — | -19.01% | |
| 16 | VLUE | Ishares Msci USA Value Facto | ETF-その他 | 1.06% | — | +9.42% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.04% | -0.14% | +728.08% | |
| 18 | MSFT | Microsoft CORP | 株式-IT | 1.02% | -0.11% | +29.52% | |
| 19 | MBB | Ishares Mbs ETF | ETF-その他 | 0.98% | — | +182.48% | |
| 20 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-その他 | 0.94% | — | -21.76% | |
| 21 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.90% | — | +8.62% | |
| 22 | TSLA | Tesla INC | 株式-一般消費財 | 0.89% | — | -0.28% | |
| 23 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.87% | — | — | |
| 24 | FALN | Ishares Fallen Angels ETF | ETF-その他 | 0.79% | — | +153.52% | |
| 25 | IXG | Ishares Global Financials Et | ETF-その他 | 0.71% | — | -7.88% | |
| 26 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 0.67% | +0.02% | +25.90% | |
| 27 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.66% | — | +36.40% | |
| 28 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.60% | — | +49.59% | |
| 29 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.60% | +0.12% | +89.29% | |
| 30 | XLE | Ss Energy Select Sector | ETF-その他 | 0.58% | — | -4.03% | |
| 31 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 0.54% | — | +350.51% | |
| 32 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 0.52% | — | +13.08% | |
| 33 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.50% | — | +46.24% | |
| 34 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.49% | +0.10% | +15.82% | |
| 35 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.43% | — | +9.00% | |
| 36 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.41% | — | -0.17% | |
| 37 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.36% | — | +28.34% | |
| 38 | NVDA | Nvidia CORP | 株式-IT | 0.32% | — | +438.63% | |
| 39 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 0.31% | — | — | |
| 40 | EUSB | Ishr Esg Advn Universal Bd-$ | ETF-その他 | 0.30% | — | +105.29% | |
| 41 | COMT | Ishares Gsci Commodity Dynam | ETF-コモディティ | 0.26% | — | -43.58% | |
| 42 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.25% | — | -0.43% | |
| 43 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.24% | — | -1.34% | |
| 44 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.24% | — | +17.83% | |
| 45 | USXF | Ishares Esg Advance Msci USA | ETF-その他 | 0.22% | — | +75.30% | |
| 46 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.21% | — | +36.63% | |
| 47 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.21% | — | +18.64% | |
| 48 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.19% | +0.10% | — | |
| 49 | VXF | Vanguard Extended Market ETF | ETF-その他 | 0.18% | — | +31.99% | |
| 50 | ORCL | Oracle CORP | 株式-IT | 0.17% | -0.11% | -29.69% |