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 | 23.50% | +1.02% | +0.53% | |
| 2 | AAPL | Apple INC | 株式-IT | 11.88% | -1.14% | +0.09% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 10.11% | +0.36% | +0.57% | |
| 4 | VUG | Vanguard Growth ETF | ETF-その他 | 9.21% | -1.28% | -0.27% | |
| 5 | AVDV | Avantis Intl S/c Value ETF | ETF-その他 | 6.72% | +0.55% | +0.44% | |
| 6 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 5.71% | +0.10% | +0.45% | |
| 7 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 5.16% | +0.20% | +0.46% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.87% | -0.12% | — | |
| 9 | VTIP | Vanguard Short-term Tips | ETF-その他 | 4.04% | +0.12% | +1.33% | |
| 10 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 3.01% | -0.21% | -1.40% | |
| 11 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.60% | +0.06% | — | |
| 12 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 2.10% | +0.01% | +0.02% | |
| 13 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 1.69% | +0.07% | -0.07% | |
| 14 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 1.60% | +0.06% | +8.20% | |
| 15 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 1.47% | -0.04% | — | |
| 16 | SMMV | Ishares Msci USA Small-cap M | ETF-その他 | 1.09% | +0.02% | +0.01% | |
| 17 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.56% | — | -2.08% | |
| 18 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.56% | +0.01% | -0.93% | |
| 19 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 0.50% | +0.04% | +2.22% | |
| 20 | IMTM | Ishares Msci Intl Momentum F | ETF-その他 | 0.38% | — | — | |
| 21 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.31% | — | -0.17% | |
| 22 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 0.28% | -0.02% | -0.21% | |
| 23 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 0.25% | — | — | |
| 24 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.25% | -0.01% | -0.29% | |
| 25 | MSFT | Microsoft CORP | 株式-IT | 0.23% | -0.05% | -14.18% | |
| 26 | ILMN | Illumina INC | 株式-ヘルスケア | 0.20% | — | +0.16% | |
| 27 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.17% | +0.01% | +2.12% | |
| 28 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.15% | — | — | |
| 29 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.14% | -0.02% | -7.55% | |
| 30 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.14% | -0.01% | +8.28% | |
| 31 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.11% | +0.04% | NEW | |
| 32 | NVDA | Nvidia CORP | 株式-IT | 0.11% | -0.01% | — | |
| 33 | VSGX | Vanguard Esg Intl Stock ETF | ETF-その他 | 0.10% | — | — | |
| 34 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.10% | — | — | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.10% | — | +0.92% | |
| 36 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.07% | — | — | |
| 37 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 0.07% | — | — | |
| 38 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.07% | — | — | |
| 39 | LRCXEUR | Lam Research CORP | 株式-IT | 0.06% | — | — | |
| 40 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.05% | -0.01% | -5.78% | |
| 41 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.05% | -0.01% | — | |
| 42 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.05% | — | — | |
| 43 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.05% | — | -6.42% | |
| 44 | AVLV | Avantis US Large Cap Value | ETF-大型株・グロース | 0.05% | — | — | |
| 45 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.05% | — | — |