CIK: 0001747799
申告総資産額
$8.2億
| # | 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 | MSFT | Microsoft CORP | 株式-IT | 10.93% | -0.07% | -0.05% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 10.70% | — | +5.36% | |
| 3 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 6.06% | -0.01% | +67.14% | |
| 4 | TIPX | Ss Spdr Bb 1-10yr Tips ETF | ETF-その他 | 5.76% | -0.03% | +4.30% | |
| 5 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 5.45% | — | -4.95% | |
| 6 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 5.01% | +0.26% | -16.84% | |
| 7 | VTV | Vanguard Value ETF | ETF-その他 | 4.83% | — | -6.97% | |
| 8 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 4.40% | — | +25.46% | |
| 9 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 4.29% | +0.94% | +12.44% | |
| 10 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 4.10% | — | +8.45% | |
| 11 | GLD | Spdr Gold Shares | ETF-コモディティ | 3.33% | — | +5.51% | |
| 12 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 2.46% | — | -9.30% | |
| 13 | VXF | Vanguard Extended Market ETF | ETF-その他 | 2.32% | — | +7.37% | |
| 14 | PSR | Invesco Active US Real Estat | ETF-その他 | 2.31% | — | +2.67% | |
| 15 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 2.24% | — | -3.42% | |
| 16 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 2.16% | — | +6.28% | |
| 17 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.05% | — | +91.72% | |
| 18 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 1.96% | — | +5.86% | |
| 19 | SCHV | Schwab US Large-cap Value | ETF-その他 | 1.87% | — | -1.82% | |
| 20 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 1.50% | — | +7.69% | |
| 21 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.39% | -0.12% | +5.99% | |
| 22 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.32% | — | -1.55% | |
| 23 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 1.13% | — | -0.98% | |
| 24 | WFC | Wells Fargo & Co | 株式-金融 | 1.02% | +0.03% | +11.79% | |
| 25 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 0.83% | — | -7.20% | |
| 26 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.79% | — | +112.20% | |
| 27 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.62% | — | -1.45% | |
| 28 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.58% | — | +0.02% | |
| 29 | WORK | Slack Technologies Inc- Cl A | 株式-その他 | 0.51% | — | — | |
| 30 | AAPL | Apple INC | 株式-IT | 0.50% | — | +2.95% | |
| 31 | FPE | Ft-preferred Secur & INC ETF | ETF-その他 | 0.47% | — | +0.56% | |
| 32 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.40% | — | +1.67% | |
| 33 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.37% | — | +34.37% | |
| 34 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.37% | — | +13.72% | |
| 35 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.36% | — | +7.05% | |
| 36 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-その他 | 0.32% | +0.06% | +2.31% | |
| 37 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.31% | — | -1.34% | |
| 38 | NUDM | Nuveen Esg Intl Devel Mrk Eq | ETF-その他 | 0.26% | +0.02% | +1.86% | |
| 39 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.24% | +0.01% | +8.32% | |
| 40 | V | Visa Inc-class A Shares | 株式-金融 | 0.23% | -0.11% | +0.05% | |
| 41 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.23% | — | -0.75% | |
| 42 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.22% | — | +7.28% | |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.22% | — | +79.28% | |
| 44 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.21% | — | -19.51% | |
| 45 | REET | Ishares Global Reit ETF | ETF-その他 | 0.19% | — | +7.22% | |
| 46 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.17% | — | +13.43% | |
| 47 | BA | Boeing Co/the | 株式-資本財 | 0.17% | — | +14.38% | |
| 48 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.15% | — | +1.80% | |
| 49 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.15% | — | +64.96% | |
| 50 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.14% | — | +7.85% |