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 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 9.26% | +0.44% | +5.65% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 8.91% | -1.46% | -3.94% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 8.12% | +0.27% | +6.60% | |
| 4 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 6.22% | +0.29% | -23.20% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 6.21% | +0.07% | +19.09% | |
| 6 | MUB | Ishares National Muni Bond E | ETF-その他 | 5.15% | -0.24% | +102.80% | |
| 7 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 4.42% | +0.09% | -2.67% | |
| 8 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 4.27% | +0.14% | -35.57% | |
| 9 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 3.70% | — | -11.32% | |
| 10 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 3.65% | -0.07% | -9.00% | |
| 11 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 3.64% | -0.33% | -16.95% | |
| 12 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 3.19% | +0.11% | +797.94% | |
| 13 | VB | Vanguard Small-cap ETF | ETF-その他 | 2.96% | +0.07% | +42.08% | |
| 14 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 2.46% | +0.03% | -55.18% | |
| 15 | IAGG | Ishares Intl Aggregate Bond | ETF-その他 | 2.40% | +0.50% | +126.35% | |
| 16 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 2.27% | — | -5.18% | |
| 17 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 2.24% | +0.50% | +1.35% | |
| 18 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 2.03% | +0.19% | -4.76% | |
| 19 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型株 | 1.91% | +0.01% | — | |
| 20 | SCHC | Schwab Intl Small-cap Equity | ETF-その他 | 1.81% | +0.27% | +88.03% | |
| 21 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.47% | +0.17% | +83.40% | |
| 22 | BND | Vanguard Total Bond Market | ETF-その他 | 1.28% | +0.06% | +8.37% | |
| 23 | REET | Ishares Global Reit ETF | ETF-その他 | 1.27% | +0.18% | -26.55% | |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.25% | -0.80% | +5.44% | |
| 25 | SCHH | Schwab US Reit ETF | ETF-その他 | 1.19% | +0.01% | — | |
| 26 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 0.97% | -0.09% | +4.86% | |
| 27 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.91% | — | +3.96% | |
| 28 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 0.80% | -0.04% | +12.02% | |
| 29 | RWO | State Street Spdr Dow Jones | ETF-その他 | 0.77% | +0.16% | -30.42% | |
| 30 | VSGX | Vanguard Esg Intl Stock ETF | ETF-その他 | 0.75% | — | -5.29% | |
| 31 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.63% | -0.07% | +10.86% | |
| 32 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 0.57% | — | +0.30% | |
| 33 | S | Sentinelone INC -class A | 株式-IT | 0.51% | — | -23.15% | |
| 34 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 0.44% | -0.04% | -6.77% | |
| 35 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.41% | -0.07% | — | |
| 36 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-その他 | 0.29% | — | — | |
| 37 | ✓ | Bark INC | 株式-その他 | 0.19% | -0.02% | EXIT | |
| 38 | NUEM | Nuveen Esg Emerging Markets | ETF-新興国市場 | 0.17% | — | — | |
| 39 | SUB | Ishares Short-term National | ETF-その他 | 0.16% | — | -12.11% | |
| 40 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.15% | +0.01% | -13.08% | |
| 41 | AAPL | Apple INC | 株式-IT | 0.14% | — | +33.22% | |
| 42 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.14% | — | +3.38% | |
| 43 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.14% | — | — | |
| 44 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.13% | — | +4.33% | |
| 45 | VTV | Vanguard Value ETF | ETF-その他 | 0.13% | — | -14.29% | |
| 46 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.11% | -0.03% | — | |
| 47 | NVDA | Nvidia CORP | 株式-IT | 0.11% | — | -23.19% | |
| 48 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.10% | -0.11% | +3.22% | |
| 49 | ✓ | Better Home Finance Holdin | 株式-その他 | — | — | — |