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 | 21.92% | +1.02% | +0.90% | |
| 2 | AAPL | Apple INC | 株式-IT | 18.32% | -1.14% | +4.07% | |
| 3 | VUG | Vanguard Growth ETF | ETF-その他 | 9.63% | -1.28% | -0.37% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 8.67% | +0.36% | +1.86% | |
| 5 | AVDV | Avantis Intl S/c Value ETF | ETF-その他 | 5.95% | +0.55% | +1.07% | |
| 6 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 5.69% | +0.10% | +4.24% | |
| 7 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 4.97% | +0.20% | +5.05% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.66% | -0.12% | — | |
| 9 | VTIP | Vanguard Short-term Tips | ETF-その他 | 3.74% | +0.12% | +1.41% | |
| 10 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 2.38% | -0.21% | -13.24% | |
| 11 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.18% | +0.06% | — | |
| 12 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.92% | +0.01% | — | |
| 13 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 1.59% | +0.06% | +8.70% | |
| 14 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 1.54% | +0.07% | -0.26% | |
| 15 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 1.32% | -0.04% | — | |
| 16 | SMMV | Ishares Msci USA Small-cap M | ETF-その他 | 1.08% | +0.02% | — | |
| 17 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.52% | +0.01% | — | |
| 18 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 0.45% | +0.04% | +0.91% | |
| 19 | IMTM | Ishares Msci Intl Momentum F | ETF-その他 | 0.31% | — | — | |
| 20 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.27% | — | +109.11% | |
| 21 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 0.26% | -0.02% | -2.49% | |
| 22 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.23% | -0.01% | -0.32% | |
| 23 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 0.22% | — | — | |
| 24 | ILMN | Illumina INC | 株式-ヘルスケア | 0.21% | — | — | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.21% | -0.01% | +6.19% | |
| 26 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.17% | +0.01% | +3.22% | |
| 27 | MSFT | Microsoft CORP | 株式-IT | 0.16% | -0.05% | -4.29% | |
| 28 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.15% | -0.02% | -0.96% | |
| 29 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.13% | — | — | |
| 30 | NVDA | Nvidia CORP | 株式-IT | 0.12% | -0.01% | -3.29% | |
| 31 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.11% | +0.04% | NEW | |
| 32 | VSGX | Vanguard Esg Intl Stock ETF | ETF-その他 | 0.09% | — | — | |
| 33 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.09% | — | +1.82% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.09% | — | -1.77% | |
| 35 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 0.09% | — | — | |
| 36 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.08% | — | — | |
| 37 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.07% | — | -0.51% | |
| 38 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.07% | — | +356.70% | |
| 39 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.06% | -0.01% | +21.39% | |
| 40 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.06% | — | +284.29% | |
| 41 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.06% | -0.01% | — | |
| 42 | AVLV | Avantis US Large Cap Value | ETF-大型株・グロース | 0.05% | — | — | |
| 43 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.05% | — | +9.04% | |
| 44 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.05% | — | — | |
| 45 | LRCX | Lam Research CORP | 株式-IT | 0.04% | +0.03% | — |