CIK: 0001756759
申告総資産額
$2.0億
| # | 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 | AVSU | Avantis Resp US Equity ETF | ETF-その他 | 15.71% | -12.78% | +9.05% | |
| 2 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 11.53% | -11.16% | +0.63% | |
| 3 | AVSD | Avantis Reps Intern Equi ETF | ETF-その他 | 10.56% | -6.16% | +1.41% | |
| 4 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-その他 | 10.25% | -3.09% | -1.68% | |
| 5 | MUB | Ishares National Muni Bond E | ETF-その他 | 8.13% | -0.85% | +1.82% | |
| 6 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 7.30% | -1.97% | +3.47% | |
| 7 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 4.17% | — | -43.79% | |
| 8 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 3.85% | — | +2.53% | |
| 9 | NULV | Nuveen Esg Large-cap Val ETF | ETF-その他 | 3.83% | -1.96% | +1.14% | |
| 10 | MINO | Pimco Municipal Income Oppor | ETF-その他 | 3.39% | -0.37% | +2.40% | |
| 11 | SUB | Ishares Short-term National | ETF-その他 | 3.24% | — | +1.29% | |
| 12 | EMNT | Pimco Enhcd St M-active Esg | ETF-その他 | 2.63% | -3.22% | +8.73% | |
| 13 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 2.36% | — | -42.98% | |
| 14 | JMST | JPM Ultra-short Muni Income | ETF-その他 | 1.40% | — | +2.40% | |
| 15 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.04% | -0.46% | +8.05% | |
| 16 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.91% | — | +0.46% | |
| 17 | IGRO | Ishares Intl Div Growth ETF | ETF-その他 | 0.63% | -0.33% | +19.51% | |
| 18 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.60% | — | +14.68% | |
| 19 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-その他 | 0.44% | — | +20.06% | |
| 20 | LII | Lennox International INC | 株式-資本財 | 0.42% | — | +0.18% | |
| 21 | CASY | Casey's General Stores INC | 株式-一般消費財 | 0.37% | +0.29% | +0.15% | |
| 22 | FREL | Fidelity Msci Rl Est Indx | ETF-その他 | 0.35% | — | +16.44% | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.32% | — | — | |
| 24 | MSFT | Microsoft CORP | 株式-IT | 0.30% | — | -34.74% | |
| 25 | DE | Deere & Co | 株式-資本財 | 0.25% | — | +0.21% | |
| 26 | MMM | 3m Co | 株式-資本財 | 0.21% | — | -13.30% | |
| 27 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 0.20% | — | +0.27% | |
| 28 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 0.19% | — | +0.46% | |
| 29 | NUDM | Nuveen Esg Intl Devel Mrk Eq | ETF-その他 | 0.18% | -3.14% | -20.08% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.17% | — | +0.51% | |
| 31 | AAPL | Apple INC | 株式-IT | 0.16% | — | +148.53% | |
| 32 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.15% | — | +2.31% | |
| 33 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 0.14% | — | -0.53% | |
| 34 | CVX | Chevron CORP | 株式-エネルギー | 0.13% | — | +0.09% | |
| 35 | AVUS | Avantis U.s. Equity ETF | ETF-その他 | 0.12% | -0.29% | -1.41% | |
| 36 | BGRN | Ishares Usd Green Bond ETF | ETF-その他 | 0.11% | — | -3.26% | |
| 37 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.11% | — | — | |
| 38 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.11% | — | — | |
| 39 | WMT | Walmart INC | 株式-生活必需品 | 0.11% | — | -1.97% | |
| 40 | AVDE | Avantis International Equity | ETF-その他 | 0.10% | — | -1.34% | |
| 41 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.09% | — | — | |
| 42 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.09% | — | +110.59% | |
| 43 | FVAL | Fidelity Value Factor ETF | ETF-その他 | 0.09% | — | -10.15% | |
| 44 | FDLO | Fidelity Low Volat Fact ETF | ETF-その他 | 0.09% | — | +0.37% | |
| 45 | SUSL | Ishares Esg Msci USA Leaders | ETF-その他 | 0.09% | — | — | |
| 46 | INTC | Intel CORP | 株式-IT | 0.08% | — | +0.03% | |
| 47 | IBD | Inspire Corporate Bond ETF | ETF-投資適格社債 | 0.08% | — | +3080.67% | |
| 48 | PH | Parker Hannifin CORP | 株式-資本財 | 0.08% | — | +1.40% | |
| 49 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.07% | — | +5.22% | |
| 50 | PFG | Principal Financial Group | 株式-金融 | 0.07% | — | +0.33% |