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 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 11.74% | -0.12% | +12.52% | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 10.46% | +0.01% | +9.68% | |
| 3 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 8.91% | — | +68.05% | |
| 4 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 8.18% | — | +33.47% | |
| 5 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 5.88% | +0.94% | -9.73% | |
| 6 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 4.75% | — | +5.79% | |
| 7 | VO | Vanguard Mid-cap ETF | ETF-その他 | 3.73% | — | +10.12% | |
| 8 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 3.20% | — | — | |
| 9 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 3.04% | — | -32.49% | |
| 10 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 2.64% | — | — | |
| 11 | VUG | Vanguard Growth ETF | ETF-その他 | 2.54% | -0.03% | -2.03% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.54% | — | +13.25% | |
| 13 | MUB | Ishares National Muni Bond E | ETF-その他 | 2.44% | — | +580.93% | |
| 14 | PSR | Invesco Active US Real Estat | ETF-その他 | 2.36% | — | +4.29% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.30% | -0.26% | +6.13% | |
| 16 | GLD | Spdr Gold Shares | ETF-コモディティ | 2.17% | — | +5.02% | |
| 17 | TIPX | Ss Spdr Bb 1-10yr Tips ETF | ETF-その他 | 1.96% | -0.03% | +4.09% | |
| 18 | VXF | Vanguard Extended Market ETF | ETF-その他 | 1.80% | — | +0.58% | |
| 19 | BIV | Vanguard Intermediate-term B | ETF-その他 | 1.69% | — | -46.81% | |
| 20 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 1.49% | — | +5.82% | |
| 21 | AAPL | Apple INC | 株式-IT | 1.46% | — | -4.74% | |
| 22 | PWZ | Invesco California Amt-free | ETF-その他 | 1.37% | — | -47.73% | |
| 23 | QAI | Nyli Hdg Multi-str Trk ETF | ETF-その他 | 1.35% | — | +47.68% | |
| 24 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.09% | — | +20.76% | |
| 25 | IAU | Ishares Gold Trust | ETF-コモディティ | 1.07% | — | +24.26% | |
| 26 | BND | Vanguard Total Bond Market | ETF-その他 | 0.86% | -0.29% | +9.90% | |
| 27 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.78% | — | +16.06% | |
| 28 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.66% | — | +93.36% | |
| 29 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-その他 | 0.65% | +0.06% | +61.15% | |
| 30 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-その他 | 0.49% | — | +12.68% | |
| 31 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 0.45% | — | +408.23% | |
| 32 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.36% | — | -1.37% | |
| 33 | QINT | American Century Qlty Diver | ETF-その他 | 0.36% | — | -7.12% | |
| 34 | NUDM | Nuveen Esg Intl Devel Mrk Eq | ETF-その他 | 0.35% | +0.02% | +76.39% | |
| 35 | EAGG | Ishares Esg Aware US Aggrega | ETF-その他 | 0.31% | +0.06% | +135.54% | |
| 36 | NVDA | Nvidia CORP | 株式-IT | 0.27% | — | +384.12% | |
| 37 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.27% | +0.08% | +4.16% | |
| 38 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.24% | +0.04% | +7.51% | |
| 39 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 0.22% | — | -2.57% | |
| 40 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.20% | — | -1.41% | |
| 41 | GSST | Goldman Sachs Ultra Short Bo | ETF-コモディティ | 0.19% | -0.08% | — | |
| 42 | NUSC | Nuveen Esg Small-cap ETF | ETF-その他 | 0.17% | +0.05% | +83.25% | |
| 43 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.17% | +0.06% | -0.42% | |
| 44 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.16% | — | +55.82% | |
| 45 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.16% | — | +0.18% | |
| 46 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.13% | — | -2.79% | |
| 47 | TSLA | Tesla INC | 株式-一般消費財 | 0.13% | -0.03% | EXIT | |
| 48 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 0.12% | — | +17.03% | |
| 49 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.11% | — | +0.41% | |
| 50 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.11% | -0.01% | -59.30% |