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 | 20.87% | +1.02% | +0.29% | |
| 2 | AAPL | Apple INC | 株式-IT | 16.66% | -1.14% | +0.32% | |
| 3 | VUG | Vanguard Growth ETF | ETF-その他 | 12.02% | -1.28% | +18.93% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 9.27% | +0.36% | +0.27% | |
| 5 | AVDV | Avantis Intl S/c Value ETF | ETF-その他 | 7.09% | +0.55% | +1.11% | |
| 6 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 5.22% | +0.10% | +0.36% | |
| 7 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 4.52% | +0.20% | +0.04% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.05% | -0.12% | +0.55% | |
| 9 | VTIP | Vanguard Short-term Tips | ETF-その他 | 3.53% | +0.12% | +4.15% | |
| 10 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.30% | +0.06% | — | |
| 11 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 2.29% | -0.21% | -1.02% | |
| 12 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.77% | +0.01% | +0.23% | |
| 13 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 1.54% | +0.06% | +4.53% | |
| 14 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 1.42% | +0.07% | -0.22% | |
| 15 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 1.41% | -0.04% | — | |
| 16 | SMMV | Ishares Msci USA Small-cap M | ETF-その他 | 0.95% | +0.02% | -0.71% | |
| 17 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.55% | +0.01% | +0.06% | |
| 18 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 0.44% | +0.04% | -3.98% | |
| 19 | IMTM | Ishares Msci Intl Momentum F | ETF-その他 | 0.34% | — | — | |
| 20 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.30% | — | -0.18% | |
| 21 | NVDA | Nvidia CORP | 株式-IT | 0.24% | -0.01% | +33.46% | |
| 22 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 0.24% | -0.02% | -0.07% | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.23% | -0.01% | +5.45% | |
| 24 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.21% | -0.01% | -2.33% | |
| 25 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 0.21% | — | — | |
| 26 | MSFT | Microsoft CORP | 株式-IT | 0.20% | -0.05% | +8.65% | |
| 27 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.19% | -0.02% | +13.80% | |
| 28 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.18% | +0.01% | +3.72% | |
| 29 | ILMN | Illumina INC | 株式-ヘルスケア | 0.13% | — | — | |
| 30 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.11% | — | +0.37% | |
| 31 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.11% | — | +41.37% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.10% | — | +14.64% | |
| 33 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.10% | -0.01% | — | |
| 34 | VSGX | Vanguard Esg Intl Stock ETF | ETF-その他 | 0.09% | — | — | |
| 35 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.08% | — | -1.96% | |
| 36 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.08% | — | -1.86% | |
| 37 | AVGO | Broadcom INC | 株式-IT | 0.08% | -0.01% | +33.27% | |
| 38 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.08% | — | — | |
| 39 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 0.07% | — | -6.48% | |
| 40 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.07% | — | -0.16% | |
| 41 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.07% | -0.01% | +0.06% | |
| 42 | LRCX | Lam Research CORP | 株式-IT | 0.07% | +0.03% | +4.20% | |
| 43 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.06% | -0.01% | +3.36% | |
| 44 | TSLA | Tesla INC | 株式-一般消費財 | 0.06% | -0.01% | — | |
| 45 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.06% | -0.02% | +24.54% | |
| 46 | KLAC | Kla CORP | 株式-IT | 0.05% | +0.01% | +2.19% | |
| 47 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.05% | — | — | |
| 48 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.04% | +0.03% | — | |
| 49 | AVLV | Avantis US Large Cap Value | ETF-大型株・グロース | 0.04% | — | -12.49% | |
| 50 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.04% | — | — |