CIK: 0001916123
申告総資産額
$4.8億
| # | 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 9.88% | -1.46% | +103.45% | |
| 2 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 9.56% | +0.44% | +62.88% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 8.23% | +0.27% | +94.88% | |
| 4 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 8.08% | +0.29% | +142.31% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 6.36% | +0.07% | +84.52% | |
| 6 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 6.30% | +0.14% | -5.45% | |
| 7 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 5.30% | — | +67.58% | |
| 8 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 5.17% | +0.09% | +114.34% | |
| 9 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 4.77% | +0.03% | +766.06% | |
| 10 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 4.36% | -0.07% | +156.02% | |
| 11 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 3.66% | -0.33% | +21.63% | |
| 12 | MUB | Ishares National Muni Bond E | ETF-その他 | 2.85% | -0.24% | +2086.64% | |
| 13 | REET | Ishares Global Reit ETF | ETF-その他 | 2.73% | +0.18% | +239.74% | |
| 14 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 2.12% | — | +133.97% | |
| 15 | IAGG | Ishares Intl Aggregate Bond | ETF-その他 | 1.91% | +0.50% | — | |
| 16 | BND | Vanguard Total Bond Market | ETF-その他 | 1.88% | +0.06% | +225.62% | |
| 17 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.50% | +0.50% | +605.44% | |
| 18 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.27% | +0.19% | +308.61% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.26% | -0.80% | — | |
| 20 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 1.20% | -0.09% | +193.88% | |
| 21 | SCHC | Schwab Intl Small-cap Equity | ETF-その他 | 1.18% | +0.27% | +111.95% | |
| 22 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.15% | +0.07% | — | |
| 23 | RWO | State Street Spdr Dow Jones | ETF-その他 | 1.08% | +0.16% | +14.59% | |
| 24 | VSGX | Vanguard Esg Intl Stock ETF | ETF-その他 | 0.98% | — | +212.23% | |
| 25 | SUB | Ishares Short-term National | ETF-その他 | 0.83% | — | -40.79% | |
| 26 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 0.73% | -0.04% | +505.64% | |
| 27 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.72% | +0.17% | -17.31% | |
| 28 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 0.62% | — | -12.91% | |
| 29 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.54% | -0.07% | — | |
| 30 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 0.48% | -0.04% | +21.12% | |
| 31 | S | Sentinelone INC -class A | 株式-IT | 0.43% | — | — | |
| 32 | ✓ | Bark INC | 株式-その他 | 0.40% | -0.02% | EXIT | |
| 33 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.40% | +0.11% | -71.29% | |
| 34 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-その他 | 0.31% | — | -0.85% | |
| 35 | NUEM | Nuveen Esg Emerging Markets | ETF-新興国市場 | 0.30% | — | — | |
| 36 | ESML | Ishares Esg Aware Msci USA S | ETF-その他 | 0.22% | — | -36.82% | |
| 37 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.18% | — | +3.99% | |
| 38 | ESGE | Ishares INC Ishares Esg Awar | ETF-その他 | 0.17% | — | +53.87% | |
| 39 | VTV | Vanguard Value ETF | ETF-その他 | 0.15% | — | — | |
| 40 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.15% | — | -31.68% | |
| 41 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.13% | — | +3.31% | |
| 42 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-その他 | 0.12% | +0.01% | +11.23% | |
| 43 | PZT | Invesco New York Amt-free Mu | ETF-その他 | 0.12% | — | — | |
| 44 | PEG | Public Service Enterprise Gp | 株式-公益事業 | 0.12% | — | -10.25% | |
| 45 | NVDA | Nvidia CORP | 株式-IT | 0.12% | — | — |