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 | 9.90% | — | -2.56% | |
| 2 | MSCI | Msci INC | 株式-金融 | 5.42% | — | — | |
| 3 | AAPL | Apple INC | 株式-IT | 5.16% | — | +292.32% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 5.05% | — | +2.77% | |
| 5 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 4.75% | — | +11.61% | |
| 6 | VB | Vanguard Small-cap ETF | ETF-その他 | 4.25% | — | +13.73% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.62% | — | -2.23% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.33% | — | +2.90% | |
| 9 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 3.24% | — | +1.24% | |
| 10 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.84% | — | +1.66% | |
| 11 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 2.80% | — | -9.63% | |
| 12 | APD | Air Products & Chemicals INC | 株式-素材 | 2.72% | — | +327.91% | |
| 13 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 2.68% | — | +1.87% | |
| 14 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 2.44% | — | -1.34% | |
| 15 | TIP | Ishares Tips Bond ETF | ETF-その他 | 2.03% | — | +1.65% | |
| 16 | BIV | Vanguard Intermediate-term B | ETF-その他 | 1.97% | — | -3.23% | |
| 17 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.97% | — | -4.61% | |
| 18 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 1.94% | — | -4.25% | |
| 19 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 1.46% | — | +38.65% | |
| 20 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 1.46% | — | +2.72% | |
| 21 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 1.41% | — | +1.79% | |
| 22 | VTV | Vanguard Value ETF | ETF-その他 | 1.32% | — | -0.94% | |
| 23 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 1.16% | — | +0.29% | |
| 24 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.14% | — | -1.99% | |
| 25 | MSFT | Microsoft CORP | 株式-IT | 1.13% | — | -0.57% | |
| 26 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.11% | — | -0.37% | |
| 27 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-その他 | 1.07% | — | +15.89% | |
| 28 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 1.03% | — | +0.48% | |
| 29 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.96% | — | -0.65% | |
| 30 | SCHC | Schwab Intl Small-cap Equity | ETF-その他 | 0.92% | — | — | |
| 31 | ISCF | Ishares International Small | ETF-その他 | 0.91% | — | — | |
| 32 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.87% | — | +1.50% | |
| 33 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.85% | — | -1.25% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.80% | — | — | |
| 35 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.77% | — | +3.76% | |
| 36 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.77% | — | +0.04% | |
| 37 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.74% | — | +1.16% | |
| 38 | ICVT | Ishares Convertible Bond ETF | ETF-その他 | 0.73% | — | — | |
| 39 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.70% | — | — | |
| 40 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 0.60% | — | +180.90% | |
| 41 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.56% | — | +1.29% | |
| 42 | BX | Blackstone INC | 株式-金融 | 0.54% | — | +44.49% | |
| 43 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 0.53% | — | +4.47% | |
| 44 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 0.53% | — | +11.56% | |
| 45 | CME | Cme Group INC | 株式-金融 | 0.53% | — | — | |
| 46 | BEP | Brookfield Renewable Partners L.P. | 株式-その他 | 0.45% | — | +86.07% | |
| 47 | IYR | Ishares US Real Estate ETF | ETF-その他 | 0.45% | — | +1.92% | |
| 48 | EAGG | Ishares Esg Aware US Aggrega | ETF-その他 | 0.44% | — | +7.37% | |
| 49 | CPB | THE Campbell's Company | 株式-生活必需品 | 0.42% | — | — | |
| 50 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.38% | — | -1.36% |