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 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 11.32% | +0.01% | +6.54% | |
| 2 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 10.87% | -0.12% | +9.27% | |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 7.31% | +0.94% | +3.27% | |
| 4 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 6.76% | — | +7.45% | |
| 5 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 5.37% | — | +12.92% | |
| 6 | ILTB | Ishares Core 10+ Year Usd Bo | ETF-その他 | 4.94% | — | +5.52% | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 4.93% | — | +13.79% | |
| 8 | BIV | Vanguard Intermediate-term B | ETF-その他 | 4.35% | — | +13.33% | |
| 9 | VO | Vanguard Mid-cap ETF | ETF-その他 | 3.69% | — | +8.43% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.95% | — | +4.76% | |
| 11 | VUG | Vanguard Growth ETF | ETF-その他 | 2.74% | -0.03% | +10.69% | |
| 12 | VXF | Vanguard Extended Market ETF | ETF-その他 | 2.65% | — | +0.88% | |
| 13 | PWZ | Invesco California Amt-free | ETF-その他 | 2.55% | — | +18.88% | |
| 14 | PSR | Invesco Active US Real Estat | ETF-その他 | 2.42% | — | +4.89% | |
| 15 | TIPX | Ss Spdr Bb 1-10yr Tips ETF | ETF-その他 | 2.18% | -0.03% | +3.55% | |
| 16 | GLD | Spdr Gold Shares | ETF-コモディティ | 2.18% | — | +4.81% | |
| 17 | MSFT | Microsoft CORP | 株式-IT | 2.10% | -0.07% | -0.00% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.99% | -0.26% | +15.96% | |
| 19 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.81% | — | -11.31% | |
| 20 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 1.65% | — | +4.42% | |
| 21 | AAPL | Apple INC | 株式-IT | 1.42% | — | -2.57% | |
| 22 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.12% | — | +6.07% | |
| 23 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 1.10% | +0.26% | — | |
| 24 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 1.06% | — | -1.54% | |
| 25 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.96% | — | +6.41% | |
| 26 | QAI | Nyli Hdg Multi-str Trk ETF | ETF-その他 | 0.82% | — | +28.84% | |
| 27 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 0.82% | — | +9.37% | |
| 28 | WFC | Wells Fargo & Co | 株式-金融 | 0.61% | +0.03% | — | |
| 29 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.55% | — | -0.99% | |
| 30 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-その他 | 0.52% | — | +16.68% | |
| 31 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-その他 | 0.46% | +0.06% | +7.56% | |
| 32 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 0.34% | — | -0.73% | |
| 33 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.34% | — | — | |
| 34 | QINT | American Century Qlty Diver | ETF-その他 | 0.33% | — | +6.88% | |
| 35 | NUDM | Nuveen Esg Intl Devel Mrk Eq | ETF-その他 | 0.25% | +0.02% | +21.44% | |
| 36 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.24% | — | -0.56% | |
| 37 | V | Visa Inc-class A Shares | 株式-金融 | 0.23% | -0.11% | +0.03% | |
| 38 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.23% | — | +169.71% | |
| 39 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.23% | — | +160.02% | |
| 40 | TSLA | Tesla INC | 株式-一般消費財 | 0.20% | -0.03% | EXIT | |
| 41 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.19% | -0.01% | -2.26% | |
| 42 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.17% | — | +13.27% | |
| 43 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.16% | — | +3.18% | |
| 44 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.16% | — | +2.11% | |
| 45 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.15% | — | +0.63% | |
| 46 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.14% | — | -6.44% | |
| 47 | EAGG | Ishares Esg Aware US Aggrega | ETF-その他 | 0.13% | +0.06% | +39.44% | |
| 48 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.13% | — | +0.18% | |
| 49 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.12% | — | +0.03% | |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.12% | — | +0.19% |