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 | 23.21% | +1.02% | +0.05% | |
| 2 | AAPL | Apple INC | 株式-IT | 13.42% | -1.14% | +0.07% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 10.14% | +0.36% | -0.06% | |
| 4 | VUG | Vanguard Growth ETF | ETF-その他 | 8.49% | -1.28% | -0.09% | |
| 5 | AVDV | Avantis Intl S/c Value ETF | ETF-その他 | 6.79% | +0.55% | -0.23% | |
| 6 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 5.41% | +0.10% | -0.22% | |
| 7 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 4.96% | +0.20% | -0.60% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.63% | -0.12% | +4.78% | |
| 9 | VTIP | Vanguard Short-term Tips | ETF-その他 | 4.48% | +0.12% | -0.53% | |
| 10 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 2.89% | -0.21% | -5.30% | |
| 11 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.62% | +0.06% | -0.16% | |
| 12 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 2.13% | +0.01% | -3.56% | |
| 13 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 1.72% | +0.06% | +20.18% | |
| 14 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 1.66% | +0.07% | -0.42% | |
| 15 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 1.28% | -0.04% | -0.74% | |
| 16 | SMMV | Ishares Msci USA Small-cap M | ETF-その他 | 1.12% | +0.02% | -1.20% | |
| 17 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.61% | +0.01% | +0.00% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.61% | +0.04% | NEW | |
| 19 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.55% | — | -1.42% | |
| 20 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 0.52% | +0.04% | -4.22% | |
| 21 | IMTM | Ishares Msci Intl Momentum F | ETF-その他 | 0.35% | — | -7.38% | |
| 22 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 0.27% | -0.02% | — | |
| 23 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.26% | — | +0.64% | |
| 24 | MSFT | Microsoft CORP | 株式-IT | 0.24% | -0.05% | -1.13% | |
| 25 | ILMN | Illumina INC | 株式-ヘルスケア | 0.23% | — | -0.55% | |
| 26 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.23% | -0.01% | -2.87% | |
| 27 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.19% | +0.01% | -25.08% | |
| 28 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.11% | -0.02% | +8.19% | |
| 29 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.11% | -0.01% | +85.10% | |
| 30 | VSGX | Vanguard Esg Intl Stock ETF | ETF-その他 | 0.10% | — | +0.01% | |
| 31 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.09% | — | — | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.09% | — | +0.94% | |
| 33 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.08% | — | — | |
| 34 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 0.07% | — | — | |
| 35 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.07% | -0.01% | +4.38% | |
| 36 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.06% | — | — | |
| 37 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 0.06% | — | — | |
| 38 | NVDA | Nvidia CORP | 株式-IT | 0.06% | -0.01% | -2.54% | |
| 39 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.05% | -0.01% | — | |
| 40 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.05% | — | +1.16% |