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 | 7.79% | — | +7.17% | |
| 2 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 6.26% | — | +2.29% | |
| 3 | MSCI | Msci INC | 株式-金融 | 6.20% | — | +21.53% | |
| 4 | VB | Vanguard Small-cap ETF | ETF-その他 | 5.19% | — | +0.48% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 4.78% | — | +1.53% | |
| 6 | AAPL | Apple INC | 株式-IT | 4.27% | — | -1.83% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.49% | — | -0.24% | |
| 8 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 3.19% | — | +1.45% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.18% | — | +1.15% | |
| 10 | APD | Air Products & Chemicals INC | 株式-素材 | 3.07% | — | +47.43% | |
| 11 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 2.65% | — | +4.05% | |
| 12 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 2.54% | — | +2.93% | |
| 13 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.47% | — | +10.41% | |
| 14 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 2.10% | — | -5.09% | |
| 15 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.92% | — | +0.20% | |
| 16 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 1.87% | — | -6.35% | |
| 17 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.76% | — | +4.42% | |
| 18 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 1.70% | — | -2.03% | |
| 19 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 1.47% | — | -1.54% | |
| 20 | BIV | Vanguard Intermediate-term B | ETF-その他 | 1.38% | — | +7.11% | |
| 21 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.34% | — | -5.95% | |
| 22 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 1.26% | — | +8.16% | |
| 23 | VTV | Vanguard Value ETF | ETF-その他 | 1.19% | — | -0.13% | |
| 24 | BX | Blackstone INC | 株式-金融 | 1.14% | — | +14.14% | |
| 25 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-その他 | 1.14% | — | +34.30% | |
| 26 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.07% | — | -2.25% | |
| 27 | MSFT | Microsoft CORP | 株式-IT | 1.02% | — | +0.18% | |
| 28 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 1.01% | — | +3.33% | |
| 29 | ICVT | Ishares Convertible Bond ETF | ETF-その他 | 0.99% | — | +10.62% | |
| 30 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.97% | — | -2.81% | |
| 31 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.96% | — | +1.48% | |
| 32 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.93% | — | +18.89% | |
| 33 | SCHC | Schwab Intl Small-cap Equity | ETF-その他 | 0.91% | — | +0.37% | |
| 34 | BEP | Brookfield Renewable Partners L.P. | 株式-その他 | 0.91% | — | +9.79% | |
| 35 | ISCF | Ishares International Small | ETF-その他 | 0.86% | — | — | |
| 36 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.86% | — | +4.71% | |
| 37 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.83% | — | -2.56% | |
| 38 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.79% | — | +1.79% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.78% | — | -0.18% | |
| 40 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.78% | — | +4.48% | |
| 41 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 0.78% | — | +15.04% | |
| 42 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.77% | — | -1.56% | |
| 43 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 0.65% | — | +16.59% | |
| 44 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 0.61% | — | +6.80% | |
| 45 | EAGG | Ishares Esg Aware US Aggrega | ETF-その他 | 0.56% | — | +64.77% | |
| 46 | CME | Cme Group INC | 株式-金融 | 0.52% | — | — | |
| 47 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.47% | — | +9.34% | |
| 48 | BND | Vanguard Total Bond Market | ETF-その他 | 0.45% | — | +59.70% | |
| 49 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.45% | — | +2.06% | |
| 50 | IYR | Ishares US Real Estate ETF | ETF-その他 | 0.41% | — | +1.89% |