CIK: 0001644128
申告総資産額
$7.2億
上位200銘柄を表示中（全352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 | 24.15% | -0.02% | +1.65% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 11.82% | +0.13% | +3.83% | |
| 3 | MUB | Ishares National Muni Bond E | ETF-その他 | 6.57% | +0.17% | +5.45% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 5.89% | — | +4.77% | |
| 5 | SUB | Ishares Short-term National | ETF-その他 | 4.13% | +0.09% | -5.94% | |
| 6 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 3.90% | +0.15% | +4.92% | |
| 7 | VTV | Vanguard Value ETF | ETF-その他 | 3.53% | +0.08% | +2.21% | |
| 8 | ESGE | Ishares INC Ishares Esg Awar | ETF-その他 | 3.38% | — | +3.36% | |
| 9 | BND | Vanguard Total Bond Market | ETF-その他 | 3.06% | +0.29% | +9.81% | |
| 10 | VB | Vanguard Small-cap ETF | ETF-その他 | 2.38% | +0.08% | +1.50% | |
| 11 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.04% | — | +1.31% | |
| 12 | SUSA | Ishares Esg Optimized Msci U | ETF-その他 | 1.63% | — | -10.33% | |
| 13 | AAPL | Apple INC | 株式-IT | 1.32% | -0.20% | -15.98% | |
| 14 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.25% | — | +3.62% | |
| 15 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 1.17% | — | +2.22% | |
| 16 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.04% | — | +8.41% | |
| 17 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.82% | -0.16% | -11.64% | |
| 18 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.79% | — | -22.20% | |
| 19 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.70% | — | +4.07% | |
| 20 | MSFT | Microsoft CORP | 株式-IT | 0.70% | -0.48% | -1.26% | |
| 21 | HYD | Vaneck High Yield Muni ETF | ETF-ハイイールド債 | 0.67% | — | +2.80% | |
| 22 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-その他 | 0.64% | — | +3.71% | |
| 23 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.59% | — | -1.18% | |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.52% | — | -3.51% | |
| 25 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.50% | — | +6.96% | |
| 26 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.44% | -0.14% | +8.26% | |
| 27 | USFR | Wisdomtree Floating Rate Tre | ETF-その他 | 0.43% | -0.07% | -1.53% | |
| 28 | SUSL | Ishares Esg Msci USA Leaders | ETF-その他 | 0.41% | — | — | |
| 29 | NFLX | Netflix INC | 株式-通信サービス | 0.40% | -0.11% | -0.61% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.37% | — | +4.64% | |
| 31 | JNK | Ss Spdr Bb High Yield Bond | ETF-ハイイールド債 | 0.35% | — | +2.05% | |
| 32 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 0.33% | — | +399.11% | |
| 33 | EMLC | Vaneck JPM Em Local Curr Bnd | ETF-その他 | 0.33% | — | +1.59% | |
| 34 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.32% | -0.16% | -2.46% | |
| 35 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.29% | — | -3.88% | |
| 36 | USHY | Ishares Broad Usd High Yield | ETF-ハイイールド債 | 0.21% | — | +14.28% | |
| 37 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 0.21% | — | -31.61% | |
| 38 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.21% | — | -0.38% | |
| 39 | VUG | Vanguard Growth ETF | ETF-その他 | 0.20% | — | +0.93% | |
| 40 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.19% | — | +7.11% | |
| 41 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.17% | — | -0.69% | |
| 42 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 0.15% | — | +117.45% | |
| 43 | ADBE | Adobe INC | 株式-IT | 0.15% | — | -1.04% | |
| 44 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.15% | — | — | |
| 45 | SAP | Sap Se-sponsored Adr | 株式-IT | 0.13% | -0.07% | +4.90% | |
| 46 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.13% | — | — | |
| 47 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.13% | — | +2.94% | |
| 48 | SM | Sm Energy Co | 株式-エネルギー | 0.12% | — | -9.18% | |
| 49 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.12% | +0.11% | -3.04% | |
| 50 | HUBS | Hubspot INC | 株式-IT | 0.12% | — | -0.94% |