CIK: 0001752758
申告総資産額
$5.9億
| # | 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 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 14.22% | — | +20.00% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 12.60% | -0.13% | +6.35% | |
| 3 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 10.80% | -0.46% | +4.23% | |
| 4 | VTIP | Vanguard Short-term Tips | ETF-その他 | 10.56% | — | +7.93% | |
| 5 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 8.69% | — | +9.54% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 8.67% | +0.01% | -5.80% | |
| 7 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 6.97% | -0.01% | +5.20% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 5.67% | — | -1.78% | |
| 9 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-その他 | 3.51% | +0.04% | +9.20% | |
| 10 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 3.09% | — | -2.75% | |
| 11 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 2.77% | -0.12% | +21.57% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.51% | -0.97% | +22.25% | |
| 13 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-その他 | 1.50% | — | -0.16% | |
| 14 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.12% | -0.09% | -1.78% | |
| 15 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.02% | — | -2.91% | |
| 16 | EAGG | Ishares Esg Aware US Aggrega | ETF-その他 | 0.66% | — | +146.45% | |
| 17 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.58% | +0.24% | -2.65% | |
| 18 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.58% | -0.11% | +18.48% | |
| 19 | AAPL | Apple INC | 株式-IT | 0.42% | — | +4.78% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.34% | -0.06% | -0.48% | |
| 21 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.33% | — | +11.05% | |
| 22 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 0.29% | — | +72.11% | |
| 23 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.28% | — | -3.05% | |
| 24 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.27% | — | -2.87% | |
| 25 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 0.27% | — | — | |
| 26 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.26% | — | -4.19% | |
| 27 | DEM | Wisdomtree Emerging Markets | ETF-新興国市場 | 0.25% | — | -14.02% | |
| 28 | MSFT | Microsoft CORP | 株式-IT | 0.25% | -0.21% | — | |
| 29 | VUG | Vanguard Growth ETF | ETF-その他 | 0.21% | — | -0.05% | |
| 30 | HD | Home Depot INC | 株式-一般消費財 | 0.21% | — | +3.09% | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.21% | +0.06% | -0.08% | |
| 32 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型株・グロース | 0.19% | — | — | |
| 33 | PICK | Ishares Msci Global Metals & | ETF-その他 | 0.17% | — | -4.05% | |
| 34 | TSLA | Tesla INC | 株式-一般消費財 | 0.14% | — | — | |
| 35 | GPN | Global Payments INC | 株式-資本財 | 0.14% | — | — | |
| 36 | NEE | Nextera Energy INC | 株式-公益事業 | 0.14% | +0.03% | — | |
| 37 | PBW | Invesco Wilderhill Clean Ene | ETF-その他 | 0.14% | — | -15.30% | |
| 38 | T | At&t INC | 株式-通信サービス | 0.14% | — | +0.01% | |
| 39 | MMM | 3m Co | 株式-資本財 | 0.14% | — | — | |
| 40 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.12% | — | — | |
| 41 | VZ | Verizon Communications INC | 株式-通信サービス | 0.10% | — | — | |
| 42 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.10% | — | +1.65% | |
| 43 | VPU | Vanguard Utilities ETF | ETF-その他 | 0.10% | — | — | |
| 44 | MA | Mastercard INC - A | 株式-金融 | 0.09% | +0.07% | — | |
| 45 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.09% | — | — | |
| 46 | SO | Southern Co/the | 株式-公益事業 | 0.09% | — | — |