CIK: 0001644128
申告総資産額
$7.2億
上位200銘柄を表示中（全1753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 | 23.21% | -0.02% | +5.49% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 11.08% | +0.13% | +9.97% | |
| 3 | MUB | Ishares National Muni Bond E | ETF-その他 | 7.08% | +0.17% | +3.12% | |
| 4 | SUB | Ishares Short-term National | ETF-その他 | 5.40% | +0.09% | +3.63% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 5.18% | — | +4.99% | |
| 6 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 3.63% | +0.15% | +12.04% | |
| 7 | ESGE | Ishares INC Ishares Esg Awar | ETF-その他 | 3.62% | — | +16.15% | |
| 8 | VTV | Vanguard Value ETF | ETF-その他 | 3.61% | +0.08% | +4.01% | |
| 9 | BND | Vanguard Total Bond Market | ETF-その他 | 3.18% | +0.29% | +3.75% | |
| 10 | VB | Vanguard Small-cap ETF | ETF-その他 | 2.39% | +0.08% | +5.50% | |
| 11 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.06% | — | +5.32% | |
| 12 | SUSA | Ishares Esg Optimized Msci U | ETF-その他 | 1.77% | — | +6.05% | |
| 13 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.55% | — | -0.74% | |
| 14 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 1.17% | — | +3.43% | |
| 15 | AAPL | Apple INC | 株式-IT | 1.03% | -0.20% | +10.33% | |
| 16 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.03% | — | +4.51% | |
| 17 | HYD | Vaneck High Yield Muni ETF | ETF-ハイイールド債 | 0.76% | — | +2.66% | |
| 18 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.75% | — | +1.72% | |
| 19 | USFR | Wisdomtree Floating Rate Tre | ETF-その他 | 0.71% | -0.07% | — | |
| 20 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-その他 | 0.64% | — | +6.78% | |
| 21 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.56% | -0.16% | +0.15% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.49% | — | — | |
| 23 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.48% | — | -29.29% | |
| 24 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.47% | — | +6.58% | |
| 25 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 0.38% | — | +12.83% | |
| 26 | EMLC | Vaneck JPM Em Local Curr Bnd | ETF-その他 | 0.37% | — | +5.27% | |
| 27 | JNK | Ss Spdr Bb High Yield Bond | ETF-ハイイールド債 | 0.37% | — | +2.65% | |
| 28 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 0.36% | — | — | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.36% | — | +27.93% | |
| 30 | MSFT | Microsoft CORP | 株式-IT | 0.34% | -0.48% | -16.74% | |
| 31 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.29% | -0.14% | +16.10% | |
| 32 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.25% | — | -30.50% | |
| 33 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.23% | — | -26.13% | |
| 34 | OSH3USD | Oak Street Health INC | 株式-その他 | 0.22% | — | +359.40% | |
| 35 | AFRM | Affirm Holdings INC | 株式-金融 | 0.20% | — | +11.75% | |
| 36 | USHY | Ishares Broad Usd High Yield | ETF-ハイイールド債 | 0.19% | — | +6.16% | |
| 37 | PRFZ | Inv Rafi US 1500 Sm-usd INC | ETF-その他 | 0.19% | — | — | |
| 38 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.18% | — | +0.77% | |
| 39 | VUG | Vanguard Growth ETF | ETF-その他 | 0.18% | — | +0.01% | |
| 40 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.18% | — | +7.47% | |
| 41 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.16% | — | — | |
| 42 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.16% | -0.16% | +1559.15% | |
| 43 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.16% | — | +4.65% | |
| 44 | NFLX | Netflix INC | 株式-通信サービス | 0.15% | -0.11% | +19.69% | |
| 45 | TSLA | Tesla INC | 株式-一般消費財 | 0.13% | — | +806.61% | |
| 46 | DASH | Doordash INC - A | 株式-一般消費財 | 0.13% | — | +2.54% | |
| 47 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.13% | — | — | |
| 48 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.12% | — | +1.85% | |
| 49 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.11% | +0.11% | +1714.40% | |
| 50 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.10% | — | -2.58% |