CIK: 0001644128
申告総資産額
$7.2億
上位200銘柄を表示中（全1070銘柄）
| # | 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 | 26.71% | -0.02% | +13.52% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 14.72% | +0.13% | +13.39% | |
| 3 | MUB | Ishares National Muni Bond E | ETF-その他 | 7.12% | +0.17% | +16.53% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 7.07% | — | +13.11% | |
| 5 | SUB | Ishares Short-term National | ETF-その他 | 4.35% | +0.09% | +16.50% | |
| 6 | VTV | Vanguard Value ETF | ETF-その他 | 3.73% | +0.08% | +14.27% | |
| 7 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 3.57% | +0.15% | +11.78% | |
| 8 | BND | Vanguard Total Bond Market | ETF-その他 | 3.51% | +0.29% | +20.13% | |
| 9 | ESGE | Ishares INC Ishares Esg Awar | ETF-その他 | 2.64% | — | +28.98% | |
| 10 | VB | Vanguard Small-cap ETF | ETF-その他 | 2.24% | +0.08% | +14.34% | |
| 11 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.23% | — | +14.91% | |
| 12 | SUSA | Ishares Esg Optimized Msci U | ETF-その他 | 1.49% | — | +12.62% | |
| 13 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 1.32% | — | +14.06% | |
| 14 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.29% | — | +22.58% | |
| 15 | AAPL | Apple INC | 株式-IT | 1.10% | -0.20% | +18.32% | |
| 16 | HYD | Vaneck High Yield Muni ETF | ETF-ハイイールド債 | 1.09% | — | +18.88% | |
| 17 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.07% | — | +13.93% | |
| 18 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.06% | — | +38.69% | |
| 19 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-その他 | 0.79% | — | +22.79% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.66% | — | +1.15% | |
| 21 | JNK | Ss Spdr Bb High Yield Bond | ETF-ハイイールド債 | 0.62% | — | +29.18% | |
| 22 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 0.46% | — | +35.46% | |
| 23 | EMLC | Vaneck JPM Em Local Curr Bnd | ETF-その他 | 0.45% | — | +24.90% | |
| 24 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.35% | — | +34.87% | |
| 25 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.25% | -0.14% | +37.22% | |
| 26 | TTD | Trade Desk Inc/the -class A | 株式-通信サービス | 0.24% | — | -50.62% | |
| 27 | MSFT | Microsoft CORP | 株式-IT | 0.21% | -0.48% | -0.02% | |
| 28 | NFLX | Netflix INC | 株式-通信サービス | 0.20% | -0.11% | +399.09% | |
| 29 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.19% | — | +13.98% | |
| 30 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.15% | — | +14.08% | |
| 31 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.13% | — | +6.52% | |
| 32 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.13% | — | +26.59% | |
| 33 | FMUSD | Ishares Msci Frontier 100 | ETF-その他 | 0.13% | — | +0.51% | |
| 34 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.11% | +0.11% | +76.74% | |
| 35 | ADP | Automatic Data Processing | 株式-IT | 0.11% | — | +7.44% | |
| 36 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.11% | — | — | |
| 37 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.11% | -0.16% | +23.11% | |
| 38 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.10% | — | +15.20% | |
| 39 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.09% | — | +0.14% | |
| 40 | VZ | Verizon Communications INC | 株式-通信サービス | 0.09% | — | +31.18% | |
| 41 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.09% | — | -31.83% | |
| 42 | INTC | Intel CORP | 株式-IT | 0.09% | — | +16.40% | |
| 43 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.08% | — | +79.22% | |
| 44 | WMT | Walmart INC | 株式-生活必需品 | 0.08% | — | -0.40% | |
| 45 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.08% | — | — | |
| 46 | BSCT | Invesco Bulletshares 2029 Cb | ETF-その他 | 0.08% | — | — | |
| 47 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-その他 | 0.08% | — | +235.81% | |
| 48 | BSCS | Invesco Bulletshares 2028 Cb | ETF-その他 | 0.08% | — | +235.50% | |
| 49 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.08% | — | -0.58% | |
| 50 | BSCP | Invesco Bulletshares 2025 Cb | ETF-その他 | 0.08% | — | +236.27% |