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 | 13.56% | — | -7.24% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 10.49% | +0.15% | +19.91% | |
| 3 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型株 | 9.16% | — | -4.27% | |
| 4 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 7.89% | — | +13.73% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 4.18% | — | -2.71% | |
| 6 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 4.05% | -0.32% | +42.29% | |
| 7 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 3.85% | — | +56.15% | |
| 8 | MUB | Ishares National Muni Bond E | ETF-その他 | 3.08% | -0.13% | +1529.55% | |
| 9 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 3.01% | -0.07% | -2.82% | |
| 10 | BIV | Vanguard Intermediate-term B | ETF-その他 | 2.89% | -0.11% | — | |
| 11 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 2.76% | -0.16% | +17.33% | |
| 12 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 2.68% | -0.19% | -7.05% | |
| 13 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 2.17% | — | -0.73% | |
| 14 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.16% | -0.08% | +8.27% | |
| 15 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 1.96% | +0.02% | +19.71% | |
| 16 | AAPL | Apple INC | 株式-IT | 1.74% | — | +3.56% | |
| 17 | LDUR | Pimco Enhanced Low Duration | ETF-その他 | 1.56% | — | -6.20% | |
| 18 | EELV | Invesco S&p Emerging Markets | ETF-新興国市場 | 1.56% | — | +24.57% | |
| 19 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 1.08% | — | -12.87% | |
| 20 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.95% | — | +52.95% | |
| 21 | SUB | Ishares Short-term National | ETF-その他 | 0.95% | — | +13.39% | |
| 22 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.87% | — | -9.60% | |
| 23 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.86% | — | — | |
| 24 | MSFT | Microsoft CORP | 株式-IT | 0.83% | -0.11% | +23.01% | |
| 25 | TSLA | Tesla INC | 株式-一般消費財 | 0.82% | — | +171.91% | |
| 26 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.63% | — | -9.80% | |
| 27 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 0.63% | — | +17.81% | |
| 28 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.60% | — | +0.12% | |
| 29 | MBB | Ishares Mbs ETF | ETF-その他 | 0.49% | — | +14.67% | |
| 30 | FALN | Ishares Fallen Angels ETF | ETF-その他 | 0.49% | — | -17.63% | |
| 31 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.46% | — | +7.87% | |
| 32 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.44% | +0.10% | +7304.79% | |
| 33 | ESGE | Ishares INC Ishares Esg Awar | ETF-その他 | 0.43% | — | +16.59% | |
| 34 | COMT | Ishares Gsci Commodity Dynam | ETF-コモディティ | 0.42% | — | +24.96% | |
| 35 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.37% | — | — | |
| 36 | IFRA | Ishares US Infrastructure | ETF-その他 | 0.36% | — | -23.22% | |
| 37 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.34% | +0.10% | -0.20% | |
| 38 | ICVT | Ishares Convertible Bond ETF | ETF-その他 | 0.34% | — | -21.21% | |
| 39 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.33% | +0.12% | +2103.11% | |
| 40 | WPC | Wp Carey INC | 株式-不動産 | 0.30% | — | +369.69% | |
| 41 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.30% | — | -9.89% | |
| 42 | XLE | Ss Energy Select Sector | ETF-その他 | 0.28% | — | -59.30% | |
| 43 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 0.27% | — | -11.32% | |
| 44 | EUSB | Ishr Esg Advn Universal Bd-$ | ETF-その他 | 0.25% | — | -5.68% | |
| 45 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.24% | — | -3.49% | |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.23% | -0.14% | +12.43% | |
| 47 | EEMA | Ishares Msci Emerg Mrkt Asia | ETF-その他 | 0.22% | — | -4.41% | |
| 48 | AMPL | Amplitude Inc-class A | 株式-その他 | 0.21% | — | — | |
| 49 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-その他 | 0.19% | — | +1.62% | |
| 50 | CVX | Chevron CORP | 株式-エネルギー | 0.19% | — | +0.37% |