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 | 10.40% | -1.46% | +7.32% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 10.05% | +0.27% | +23.06% | |
| 3 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 8.87% | +0.44% | +1.71% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 8.49% | -0.80% | +557.87% | |
| 5 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 4.83% | +0.29% | -21.27% | |
| 6 | MUB | Ishares National Muni Bond E | ETF-その他 | 4.63% | -0.24% | +11.12% | |
| 7 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 4.24% | +0.14% | +8.56% | |
| 8 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 3.78% | +0.09% | -1.30% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 3.73% | +0.07% | -42.29% | |
| 10 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 3.10% | -0.07% | -14.99% | |
| 11 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 3.01% | +0.50% | +18.18% | |
| 12 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 2.75% | -0.33% | -17.88% | |
| 13 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 2.44% | +0.11% | -14.03% | |
| 14 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 2.25% | +0.19% | +23.38% | |
| 15 | VB | Vanguard Small-cap ETF | ETF-その他 | 2.10% | +0.07% | -22.12% | |
| 16 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 1.94% | — | -36.86% | |
| 17 | IAGG | Ishares Intl Aggregate Bond | ETF-その他 | 1.93% | +0.50% | -5.61% | |
| 18 | REET | Ishares Global Reit ETF | ETF-その他 | 1.93% | +0.18% | +46.78% | |
| 19 | BND | Vanguard Total Bond Market | ETF-その他 | 1.89% | +0.06% | +58.41% | |
| 20 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 1.78% | — | -7.76% | |
| 21 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 1.47% | +0.03% | -33.70% | |
| 22 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型株 | 1.39% | +0.01% | -13.78% | |
| 23 | SCHC | Schwab Intl Small-cap Equity | ETF-その他 | 1.32% | +0.27% | -13.92% | |
| 24 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.16% | +0.17% | -13.56% | |
| 25 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 0.99% | -0.09% | +7.86% | |
| 26 | SCHH | Schwab US Reit ETF | ETF-その他 | 0.95% | +0.01% | +0.01% | |
| 27 | RWO | State Street Spdr Dow Jones | ETF-その他 | 0.77% | +0.16% | +24.01% | |
| 28 | VSGX | Vanguard Esg Intl Stock ETF | ETF-その他 | 0.70% | — | +9.30% | |
| 29 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 0.69% | -0.04% | -0.02% | |
| 30 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.67% | — | -3.74% | |
| 31 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.61% | -0.07% | +4.03% | |
| 32 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 0.49% | — | -2.88% | |
| 33 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 0.48% | -0.04% | +11.79% | |
| 34 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.44% | -0.07% | -1.94% | |
| 35 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.43% | -0.11% | -2.77% | |
| 36 | 8DT | Squarespace INC - Class A | 株式-その他 | 0.30% | — | -4.29% | |
| 37 | ✓ | Bark INC | 株式-その他 | 0.25% | -0.02% | EXIT | |
| 38 | NVDA | Nvidia CORP | 株式-IT | 0.25% | — | +961.55% | |
| 39 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-その他 | 0.25% | — | -0.74% | |
| 40 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.18% | -0.03% | -3.25% | |
| 41 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.18% | — | -2.48% | |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.14% | +0.02% | +37.90% | |
| 43 | AAPL | Apple INC | 株式-IT | 0.13% | — | -1.37% | |
| 44 | INTU | Intuit INC | 株式-IT | 0.13% | — | — | |
| 45 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.13% | — | +0.60% | |
| 46 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.12% | +0.03% | — | |
| 47 | MGC | Vanguard Mega Cap ETF | ETF-その他 | 0.12% | +0.10% | — | |
| 48 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.12% | — | +1.13% | |
| 49 | S | Sentinelone INC -class A | 株式-IT | 0.12% | — | -35.89% | |
| 50 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.12% | +0.01% | — |