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 | 23.95% | +1.02% | -2.41% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 10.75% | +0.36% | -0.62% | |
| 3 | AAPL | Apple INC | 株式-IT | 10.69% | -1.14% | -0.23% | |
| 4 | VUG | Vanguard Growth ETF | ETF-その他 | 7.35% | -1.28% | -4.11% | |
| 5 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 5.97% | — | -0.86% | |
| 6 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 5.61% | +0.20% | -1.82% | |
| 7 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 4.98% | -0.21% | -6.19% | |
| 8 | VTIP | Vanguard Short-term Tips | ETF-その他 | 4.55% | +0.12% | — | |
| 9 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 4.26% | +0.10% | -0.88% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.21% | -0.12% | — | |
| 11 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.82% | +0.06% | — | |
| 12 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 2.55% | +0.01% | -2.14% | |
| 13 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 2.03% | +0.06% | — | |
| 14 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 1.93% | +0.07% | -0.88% | |
| 15 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 1.43% | -0.04% | -0.25% | |
| 16 | SMMV | Ishares Msci USA Small-cap M | ETF-その他 | 1.35% | +0.02% | -0.97% | |
| 17 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.72% | +0.01% | +0.03% | |
| 18 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.69% | — | -5.47% | |
| 19 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 0.62% | +0.04% | -4.75% | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.61% | +0.04% | NEW | |
| 21 | ILMN | Illumina INC | 株式-ヘルスケア | 0.59% | — | -0.86% | |
| 22 | IMTM | Ishares Msci Intl Momentum F | ETF-その他 | 0.37% | — | -7.65% | |
| 23 | MSFT | Microsoft CORP | 株式-IT | 0.35% | -0.05% | +34.43% | |
| 24 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.30% | -0.01% | -0.78% | |
| 25 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 0.28% | -0.02% | +2.97% | |
| 26 | TSLA | Tesla INC | 株式-一般消費財 | 0.25% | -0.01% | -0.69% | |
| 27 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 0.21% | — | — | |
| 28 | SCHC | Schwab Intl Small-cap Equity | ETF-その他 | 0.16% | — | — | |
| 29 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 0.12% | — | +24.70% | |
| 30 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.12% | — | -3.55% | |
| 31 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.11% | +0.01% | +4.47% | |
| 32 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.11% | — | +0.27% | |
| 33 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.09% | +0.03% | +0.15% | |
| 34 | VSGX | Vanguard Esg Intl Stock ETF | ETF-その他 | 0.09% | — | +5.57% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.08% | — | — | |
| 36 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.08% | — | -4.35% | |
| 37 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.08% | — | -21.41% | |
| 38 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.08% | -0.01% | -11.02% | |
| 39 | HD | Home Depot INC | 株式-一般消費財 | 0.07% | — | +1.68% | |
| 40 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.07% | -0.02% | -8.13% | |
| 41 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 0.07% | — | — | |
| 42 | MATX | Matson INC | 株式-資本財 | 0.06% | — | — | |
| 43 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.06% | -0.01% | +1.18% | |
| 44 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.06% | -0.01% | -1.79% | |
| 45 | BAC | Bank Of America CORP | 株式-金融 | 0.05% | — | +1.27% |