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 | 20.79% | +1.02% | +1.12% | |
| 2 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 10.36% | — | +0.50% | |
| 3 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 8.40% | — | +0.99% | |
| 4 | AAPL | Apple INC | 株式-IT | 8.17% | -1.14% | +0.03% | |
| 5 | VUG | Vanguard Growth ETF | ETF-その他 | 6.92% | -1.28% | +3.85% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 6.57% | +0.36% | +1.25% | |
| 7 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 5.36% | -0.21% | -0.77% | |
| 8 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 5.00% | — | +0.46% | |
| 9 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 3.72% | +0.10% | +1.16% | |
| 10 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 3.15% | +0.20% | +1.11% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.88% | -0.12% | +0.34% | |
| 12 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.82% | +0.06% | -0.11% | |
| 13 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 2.37% | +0.01% | -3.56% | |
| 14 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 1.77% | +0.07% | +0.05% | |
| 15 | BIV | Vanguard Intermediate-term B | ETF-その他 | 1.60% | — | +2.26% | |
| 16 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 1.44% | -0.04% | — | |
| 17 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 1.39% | — | +1.85% | |
| 18 | SMMV | Ishares Msci USA Small-cap M | ETF-その他 | 1.29% | +0.02% | -1.70% | |
| 19 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.74% | +0.01% | +0.42% | |
| 20 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.73% | — | -0.17% | |
| 21 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 0.66% | +0.04% | -5.09% | |
| 22 | ILMN | Illumina INC | 株式-ヘルスケア | 0.65% | — | -0.09% | |
| 23 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.58% | +0.04% | NEW | |
| 24 | IMTM | Ishares Msci Intl Momentum F | ETF-その他 | 0.42% | — | +0.08% | |
| 25 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.37% | -0.01% | -0.43% | |
| 26 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 0.25% | -0.02% | — | |
| 27 | MSFT | Microsoft CORP | 株式-IT | 0.20% | -0.05% | +2.75% | |
| 28 | TSLA | Tesla INC | 株式-一般消費財 | 0.16% | -0.01% | +3.40% | |
| 29 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.10% | — | +2.54% | |
| 30 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.10% | +0.01% | +6.71% | |
| 31 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.10% | -0.02% | +1.73% | |
| 32 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.09% | — | — | |
| 33 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.09% | -0.01% | +31.37% | |
| 34 | VSGX | Vanguard Esg Intl Stock ETF | ETF-その他 | 0.09% | — | -1.41% | |
| 35 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.07% | +0.03% | +2.37% | |
| 36 | INTC | Intel CORP | 株式-IT | 0.07% | — | -0.15% | |
| 37 | HD | Home Depot INC | 株式-一般消費財 | 0.07% | — | +1.45% | |
| 38 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.07% | — | +2.04% | |
| 39 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 0.06% | — | -6.45% | |
| 40 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 0.06% | — | — | |
| 41 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.06% | — | +14.64% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.05% | — | +2.97% | |
| 43 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.05% | -0.01% | — | |
| 44 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.05% | — | — | |
| 45 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.05% | -0.02% | — |