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 | 16.20% | — | -13.50% | |
| 2 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型株 | 10.35% | — | -4.99% | |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 9.74% | +0.15% | +37.05% | |
| 4 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 7.72% | — | +20.52% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 5.09% | — | +28.03% | |
| 6 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 3.44% | -0.07% | -2.23% | |
| 7 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 3.42% | -0.19% | +40.04% | |
| 8 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 3.33% | -0.32% | +22.69% | |
| 9 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 2.73% | — | +41.25% | |
| 10 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 2.62% | -0.16% | +45.02% | |
| 11 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 2.58% | — | -3.17% | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.40% | -0.08% | +11.63% | |
| 13 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 1.82% | +0.02% | +37.73% | |
| 14 | LDUR | Pimco Enhanced Low Duration | ETF-その他 | 1.78% | — | — | |
| 15 | AAPL | Apple INC | 株式-IT | 1.76% | — | -6.46% | |
| 16 | EELV | Invesco S&p Emerging Markets | ETF-新興国市場 | 1.46% | — | — | |
| 17 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 1.41% | — | +124.91% | |
| 18 | HDV | Ishares Core High Dividend E | ETF-その他 | 1.11% | — | — | |
| 19 | SUB | Ishares Short-term National | ETF-その他 | 0.90% | — | — | |
| 20 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.82% | — | — | |
| 21 | TSLA | Tesla INC | 株式-一般消費財 | 0.81% | — | +9.63% | |
| 22 | MSFT | Microsoft CORP | 株式-IT | 0.78% | -0.11% | -13.05% | |
| 23 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.76% | — | -2.73% | |
| 24 | XLE | Ss Energy Select Sector | ETF-その他 | 0.71% | — | -25.73% | |
| 25 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.70% | — | +20.98% | |
| 26 | FALN | Ishares Fallen Angels ETF | ETF-その他 | 0.64% | — | +34.50% | |
| 27 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 0.62% | — | +58.29% | |
| 28 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.62% | — | -6.07% | |
| 29 | IFRA | Ishares US Infrastructure | ETF-その他 | 0.52% | — | — | |
| 30 | MBB | Ishares Mbs ETF | ETF-その他 | 0.48% | — | +44.43% | |
| 31 | ICVT | Ishares Convertible Bond ETF | ETF-その他 | 0.46% | — | — | |
| 32 | ESGE | Ishares INC Ishares Esg Awar | ETF-その他 | 0.45% | — | +676.66% | |
| 33 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.42% | — | +1731.47% | |
| 34 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.41% | — | +0.32% | |
| 35 | COMT | Ishares Gsci Commodity Dynam | ETF-コモディティ | 0.41% | — | -27.00% | |
| 36 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.39% | — | -15.10% | |
| 37 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.38% | +0.10% | -13.83% | |
| 38 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.36% | +0.12% | -13.65% | |
| 39 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 0.34% | — | -13.91% | |
| 40 | EUSB | Ishr Esg Advn Universal Bd-$ | ETF-その他 | 0.29% | — | -29.24% | |
| 41 | EEMA | Ishares Msci Emerg Mrkt Asia | ETF-その他 | 0.29% | — | -2.21% | |
| 42 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.27% | — | +2.46% | |
| 43 | NVDA | Nvidia CORP | 株式-IT | 0.24% | — | -25.01% | |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.22% | -0.14% | +61.88% | |
| 45 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-その他 | 0.21% | — | +152.07% | |
| 46 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.21% | -0.13% | -95.24% | |
| 47 | AMPL | Amplitude Inc-class A | 株式-その他 | 0.20% | — | — | |
| 48 | CVX | Chevron CORP | 株式-エネルギー | 0.20% | — | -1.06% | |
| 49 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.17% | — | -65.58% | |
| 50 | USXF | Ishares Esg Advance Msci USA | ETF-その他 | 0.17% | — | -31.02% |