CIK: 0001644128
申告総資産額
$7.2億
上位200銘柄を表示中（全1221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 | 23.77% | -0.02% | +7.29% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 12.29% | +0.13% | +9.28% | |
| 3 | MUB | Ishares National Muni Bond E | ETF-その他 | 6.76% | +0.17% | +15.21% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 6.03% | — | +5.36% | |
| 5 | SUB | Ishares Short-term National | ETF-その他 | 4.22% | +0.09% | +20.78% | |
| 6 | BND | Vanguard Total Bond Market | ETF-その他 | 3.61% | +0.29% | +21.22% | |
| 7 | VTV | Vanguard Value ETF | ETF-その他 | 3.39% | +0.08% | +14.93% | |
| 8 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 2.97% | +0.15% | +17.89% | |
| 9 | ESGE | Ishares INC Ishares Esg Awar | ETF-その他 | 2.84% | — | +13.57% | |
| 10 | VB | Vanguard Small-cap ETF | ETF-その他 | 2.10% | +0.08% | +12.35% | |
| 11 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.05% | — | +9.83% | |
| 12 | SUSA | Ishares Esg Optimized Msci U | ETF-その他 | 1.53% | — | +13.30% | |
| 13 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.42% | — | +23.74% | |
| 14 | AAPL | Apple INC | 株式-IT | 1.34% | -0.20% | +301.37% | |
| 15 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 1.16% | — | +14.27% | |
| 16 | HYD | Vaneck High Yield Muni ETF | ETF-ハイイールド債 | 0.98% | — | +13.77% | |
| 17 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.96% | — | +15.84% | |
| 18 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.84% | — | +21.30% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.80% | — | +3514.95% | |
| 20 | EMLC | Vaneck JPM Em Local Curr Bnd | ETF-その他 | 0.75% | — | +16.52% | |
| 21 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-その他 | 0.70% | — | +12.89% | |
| 22 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.66% | -0.16% | +0.13% | |
| 23 | JNK | Ss Spdr Bb High Yield Bond | ETF-ハイイールド債 | 0.61% | — | +19.54% | |
| 24 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 0.56% | — | — | |
| 25 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.54% | -0.14% | +5.03% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.53% | — | +22.33% | |
| 27 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 0.49% | — | +17.68% | |
| 28 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.47% | — | +1.18% | |
| 29 | MSFT | Microsoft CORP | 株式-IT | 0.41% | -0.48% | +2.87% | |
| 30 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.35% | — | +40.22% | |
| 31 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.35% | — | +16.10% | |
| 32 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.28% | — | — | |
| 33 | ADBE | Adobe INC | 株式-IT | 0.27% | — | +3.03% | |
| 34 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.25% | — | +1.07% | |
| 35 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.24% | — | +0.28% | |
| 36 | TTD | Trade Desk Inc/the -class A | 株式-通信サービス | 0.23% | — | -11.89% | |
| 37 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.21% | — | +2.79% | |
| 38 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.21% | -0.16% | +12.79% | |
| 39 | NFLX | Netflix INC | 株式-通信サービス | 0.20% | -0.11% | -4.19% | |
| 40 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.19% | — | — | |
| 41 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.18% | — | +22.52% | |
| 42 | TSLA | Tesla INC | 株式-一般消費財 | 0.17% | — | +358.25% | |
| 43 | VZ | Verizon Communications INC | 株式-通信サービス | 0.16% | — | +4.24% | |
| 44 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.15% | — | +0.11% | |
| 45 | EW | Edwards Lifesciences CORP | 株式-ヘルスケア | 0.14% | — | +7.48% | |
| 46 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.13% | — | +0.75% | |
| 47 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.11% | — | — | |
| 48 | CRM | Salesforce INC | 株式-IT | 0.11% | -0.06% | +7.22% | |
| 49 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.10% | — | +210.68% | |
| 50 | AMGN | Amgen INC | 株式-ヘルスケア | 0.10% | — | +5.71% |