CIK: 0001756759
申告総資産額
$2.0億
| # | ティッカー | 発行体 | 資産子分類 | 比率 | 比率変動 | 持株数変化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AVSU | Avantis Resp US Equity ETF | ETF-その他 | 17.65% | -12.78% | +8.52% | |
| 2 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 12.00% | -11.16% | +1.08% | |
| 3 | AVSD | Avantis Reps Intern Equi ETF | ETF-その他 | 11.51% | -6.16% | +2.10% | |
| 4 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-その他 | 10.09% | -3.09% | -1.28% | |
| 5 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 7.33% | -1.97% | -3.01% | |
| 6 | MUB | Ishares National Muni Bond E | ETF-その他 | 7.31% | -0.85% | -9.92% | |
| 7 | MINO | Pimco Municipal Income Oppor | ETF-その他 | 4.68% | -0.37% | +38.95% | |
| 8 | NULV | Nuveen Esg Large-cap Val ETF | ETF-その他 | 4.16% | -1.96% | +0.41% | |
| 9 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 3.87% | — | -0.58% | |
| 10 | MEAR | Ishrs Short Mat Muni Act ETF | ETF-その他 | 3.42% | — | — | |
| 11 | EMNT | Pimco Enhcd St M-active Esg | ETF-その他 | 2.74% | -3.22% | +6.32% | |
| 12 | JMST | JPM Ultra-short Muni Income | ETF-その他 | 1.65% | — | +20.01% | |
| 13 | EUSB | Ishr Esg Advn Universal Bd-$ | ETF-その他 | 1.09% | — | — | |
| 14 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.02% | -0.46% | -3.15% | |
| 15 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.95% | — | +0.38% | |
| 16 | IGRO | Ishares Intl Div Growth ETF | ETF-その他 | 0.68% | -0.33% | +0.34% | |
| 17 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.64% | — | +0.73% | |
| 18 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 0.54% | — | -87.55% | |
| 19 | LII | Lennox International INC | 株式-資本財 | 0.47% | — | +0.27% | |
| 20 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-その他 | 0.45% | — | +0.64% | |
| 21 | FREL | Fidelity Msci Rl Est Indx | ETF-その他 | 0.39% | — | -1.34% | |
| 22 | CASY | Casey's General Stores INC | 株式-一般消費財 | 0.36% | +0.29% | +0.15% | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.33% | — | +0.18% | |
| 24 | MSFT | Microsoft CORP | 株式-IT | 0.31% | — | +10.04% | |
| 25 | MMM | 3m Co | 株式-資本財 | 0.28% | — | +0.03% | |
| 26 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 0.21% | — | +0.36% | |
| 27 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 0.21% | — | +0.62% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.19% | — | +0.68% | |
| 29 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.16% | — | +0.49% | |
| 30 | AVUS | Avantis U.s. Equity ETF | ETF-その他 | 0.14% | -0.29% | +10.09% | |
| 31 | AAPL | Apple INC | 株式-IT | 0.13% | — | -27.74% | |
| 32 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.13% | — | +9.25% | |
| 33 | WMT | Walmart INC | 株式-生活必需品 | 0.12% | — | -2.24% | |
| 34 | CVX | Chevron CORP | 株式-エネルギー | 0.12% | — | +0.18% | |
| 35 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.11% | — | — | |
| 36 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 0.11% | — | — | |
| 37 | DE | Deere & Co | 株式-資本財 | 0.10% | — | -62.87% | |
| 38 | AVDE | Avantis International Equity | ETF-その他 | 0.10% | — | -5.21% | |
| 39 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.10% | — | +0.38% | |
| 40 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.10% | — | +150.00% | |
| 41 | FVAL | Fidelity Value Factor ETF | ETF-その他 | 0.10% | — | +0.40% | |
| 42 | FDLO | Fidelity Low Volat Fact ETF | ETF-その他 | 0.09% | — | +0.32% | |
| 43 | SUSL | Ishares Esg Msci USA Leaders | ETF-その他 | 0.09% | — | -1.49% | |
| 44 | PH | Parker Hannifin CORP | 株式-資本財 | 0.09% | — | -7.34% | |
| 45 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.08% | — | -7.33% | |
| 46 | IBD | Inspire Corporate Bond ETF | ETF-投資適格社債 | 0.08% | — | +0.02% | |
| 47 | INTC | Intel CORP | 株式-IT | 0.08% | — | +28.02% | |
| 48 | TCOM | Trip.com Group Ltd-adr | 株式-一般消費財 | 0.08% | — | — | |
| 49 | PFG | Principal Financial Group | 株式-金融 | 0.07% | — | +0.25% | |
| 50 | GRMN | Garmin Ltd. | 株式-IT | 0.07% | — | +0.34% |