CIK: 0001712533
申告総資産額
$5.8億
| # | 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 | VTV | Vanguard Value ETF | ETF-その他 | 14.05% | +1.02% | +2.69% | |
| 2 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 13.06% | — | -0.17% | |
| 3 | AAPL | Apple INC | 株式-IT | 12.37% | -1.14% | +83.26% | |
| 4 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 10.94% | — | -0.55% | |
| 5 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 7.35% | -0.21% | -13.95% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 6.19% | +0.36% | +113.10% | |
| 7 | VUG | Vanguard Growth ETF | ETF-その他 | 5.20% | -1.28% | +35.50% | |
| 8 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 4.49% | — | +148.39% | |
| 9 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 3.43% | +0.10% | +0.80% | |
| 10 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.95% | +0.06% | -0.05% | |
| 11 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 2.71% | +0.07% | -0.17% | |
| 12 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 2.56% | +0.20% | +6.44% | |
| 13 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 2.29% | +0.01% | +15.01% | |
| 14 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.81% | +0.01% | +0.01% | |
| 15 | BIV | Vanguard Intermediate-term B | ETF-その他 | 1.71% | — | -1.96% | |
| 16 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 1.53% | — | -0.52% | |
| 17 | SMMV | Ishares Msci USA Small-cap M | ETF-その他 | 1.22% | +0.02% | +8.01% | |
| 18 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 1.05% | -0.04% | +13.09% | |
| 19 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.77% | — | +8.27% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.77% | -0.12% | +7.00% | |
| 21 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 0.65% | +0.04% | -81.52% | |
| 22 | ILMN | Illumina INC | 株式-ヘルスケア | 0.64% | — | — | |
| 23 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.61% | +0.04% | NEW | |
| 24 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.38% | -0.01% | -2.06% | |
| 25 | IMTM | Ishares Msci Intl Momentum F | ETF-その他 | 0.31% | — | +42.61% | |
| 26 | MSFT | Microsoft CORP | 株式-IT | 0.17% | -0.05% | +4.30% | |
| 27 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 0.14% | -0.02% | +7.75% | |
| 28 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.11% | — | -2.21% | |
| 29 | INTC | Intel CORP | 株式-IT | 0.10% | — | — | |
| 30 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.09% | — | — | |
| 31 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.09% | -0.01% | -8.10% | |
| 32 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.08% | +0.03% | — | |
| 33 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.08% | -0.02% | -16.67% | |
| 34 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 0.07% | — | — |