CIK: 0001761742
申告総資産額
$2.4億
| # | 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 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 11.31% | — | -3.34% | |
| 2 | MSCI | Msci INC | 株式-金融 | 5.65% | — | — | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 5.04% | — | -8.60% | |
| 4 | AAPL | Apple INC | 株式-IT | 4.62% | — | +0.12% | |
| 5 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 4.58% | — | +17.19% | |
| 6 | VB | Vanguard Small-cap ETF | ETF-その他 | 3.95% | — | +20.37% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.81% | — | +0.11% | |
| 8 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 3.46% | — | -2.05% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.43% | — | -8.54% | |
| 10 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 3.28% | — | +4.20% | |
| 11 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 3.12% | — | -1.85% | |
| 12 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 2.92% | — | +0.07% | |
| 13 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 2.61% | — | +3.20% | |
| 14 | BIV | Vanguard Intermediate-term B | ETF-その他 | 2.26% | — | -1.95% | |
| 15 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 2.18% | — | +12.89% | |
| 16 | TIP | Ishares Tips Bond ETF | ETF-その他 | 2.17% | — | -0.53% | |
| 17 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 2.08% | — | +7.37% | |
| 18 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 1.56% | — | +3.18% | |
| 19 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 1.53% | — | -0.35% | |
| 20 | VTV | Vanguard Value ETF | ETF-その他 | 1.42% | — | -2.70% | |
| 21 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 1.26% | — | -0.35% | |
| 22 | MSFT | Microsoft CORP | 株式-IT | 1.22% | — | +0.31% | |
| 23 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.21% | — | +1.76% | |
| 24 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.19% | — | +1.40% | |
| 25 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 1.17% | — | +10.29% | |
| 26 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 1.15% | — | +0.83% | |
| 27 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-その他 | 1.02% | — | +14.89% | |
| 28 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.97% | — | -0.86% | |
| 29 | SCHC | Schwab Intl Small-cap Equity | ETF-その他 | 0.93% | — | -2.22% | |
| 30 | ISCF | Ishares International Small | ETF-その他 | 0.93% | — | — | |
| 31 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.92% | — | -8.74% | |
| 32 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.87% | — | -0.04% | |
| 33 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.82% | — | +2.29% | |
| 34 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.76% | — | -9.24% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.75% | — | +1.46% | |
| 36 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.74% | — | +0.50% | |
| 37 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.62% | — | +0.63% | |
| 38 | APD | Air Products & Chemicals INC | 株式-素材 | 0.57% | — | -3.30% | |
| 39 | CME | Cme Group INC | 株式-金融 | 0.57% | — | -2.67% | |
| 40 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 0.55% | — | +20.74% | |
| 41 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 0.49% | — | +5.42% | |
| 42 | CPB | THE Campbell's Company | 株式-生活必需品 | 0.48% | — | — | |
| 43 | IYR | Ishares US Real Estate ETF | ETF-その他 | 0.48% | — | +2.57% | |
| 44 | EAGG | Ishares Esg Aware US Aggrega | ETF-その他 | 0.45% | — | -5.81% | |
| 45 | BX | Blackstone INC | 株式-金融 | 0.45% | — | — | |
| 46 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.41% | — | +6.65% | |
| 47 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.38% | — | +2.97% | |
| 48 | BND | Vanguard Total Bond Market | ETF-その他 | 0.38% | — | +3.18% | |
| 49 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.38% | — | -7.91% | |
| 50 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 0.37% | — | -1.64% |