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 | 10.19% | -1.46% | +2.72% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 9.84% | +0.27% | +1.66% | |
| 3 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 8.45% | +0.44% | -0.12% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 8.28% | -0.80% | +2.63% | |
| 5 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 4.80% | +0.29% | +0.23% | |
| 6 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 4.53% | +0.14% | +16.07% | |
| 7 | MUB | Ishares National Muni Bond E | ETF-その他 | 4.16% | -0.24% | -2.24% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 3.96% | +0.07% | +7.63% | |
| 9 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 3.66% | +0.09% | -0.09% | |
| 10 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 3.14% | -0.07% | +4.92% | |
| 11 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 3.04% | +0.50% | +5.69% | |
| 12 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 2.90% | -0.33% | +13.38% | |
| 13 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 2.69% | +0.19% | +23.82% | |
| 14 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 2.29% | +0.11% | -2.99% | |
| 15 | REET | Ishares Global Reit ETF | ETF-その他 | 2.12% | +0.18% | +6.29% | |
| 16 | BND | Vanguard Total Bond Market | ETF-その他 | 2.03% | +0.06% | +14.30% | |
| 17 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.99% | +0.07% | -3.68% | |
| 18 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 1.91% | — | -0.41% | |
| 19 | IAGG | Ishares Intl Aggregate Bond | ETF-その他 | 1.82% | +0.50% | +0.41% | |
| 20 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 1.77% | — | +0.16% | |
| 21 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 1.41% | +0.03% | -3.20% | |
| 22 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.38% | +0.17% | +21.88% | |
| 23 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型株 | 1.36% | +0.01% | -0.72% | |
| 24 | SCHC | Schwab Intl Small-cap Equity | ETF-その他 | 1.28% | +0.27% | -0.22% | |
| 25 | SCHH | Schwab US Reit ETF | ETF-その他 | 0.98% | +0.01% | -1.08% | |
| 26 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 0.97% | -0.09% | +2.57% | |
| 27 | RWO | State Street Spdr Dow Jones | ETF-その他 | 0.76% | +0.16% | -5.26% | |
| 28 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.75% | -0.07% | +36.29% | |
| 29 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.74% | -0.07% | +74.55% | |
| 30 | VSGX | Vanguard Esg Intl Stock ETF | ETF-その他 | 0.70% | — | +2.37% | |
| 31 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.70% | — | -1.01% | |
| 32 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 0.67% | -0.04% | +6.22% | |
| 33 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 0.47% | — | — | |
| 34 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 0.46% | -0.04% | +0.84% | |
| 35 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.33% | -0.11% | -4.80% | |
| 36 | 8DT | Squarespace INC - Class A | 株式-その他 | 0.28% | — | -4.48% | |
| 37 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-その他 | 0.24% | — | — | |
| 38 | INTU | Intuit INC | 株式-IT | 0.20% | — | +88.33% | |
| 39 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.20% | — | — | |
| 40 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.19% | +0.03% | +64.62% | |
| 41 | ✓ | Bark INC | 株式-その他 | 0.19% | -0.02% | EXIT | |
| 42 | MGC | Vanguard Mega Cap ETF | ETF-その他 | 0.18% | +0.10% | +60.18% | |
| 43 | NVDA | Nvidia CORP | 株式-IT | 0.16% | — | -26.01% | |
| 44 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.15% | -0.03% | — | |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.14% | +0.02% | +6.68% | |
| 46 | AAPL | Apple INC | 株式-IT | 0.12% | — | -6.05% | |
| 47 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.12% | — | — | |
| 48 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.12% | — | +4.78% | |
| 49 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.12% | — | -22.38% | |
| 50 | USHY | Ishares Broad Usd High Yield | ETF-ハイイールド債 | 0.12% | — | +47.58% |