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 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 10.75% | -0.13% | +12.05% | |
| 2 | LDUR | Pimco Enhanced Low Duration | ETF-その他 | 10.13% | — | +13.59% | |
| 3 | VTIP | Vanguard Short-term Tips | ETF-その他 | 9.98% | — | +0.33% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 8.50% | — | +11.22% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 6.78% | +0.01% | +2.59% | |
| 6 | VDC | Vanguard Consumer Staple ETF | ETF-その他 | 5.78% | -0.05% | EXIT | |
| 7 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 5.55% | -0.46% | +4.15% | |
| 8 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 5.39% | -0.01% | +3.13% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 3.43% | -0.97% | +6.13% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 3.36% | — | +0.52% | |
| 11 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-その他 | 2.66% | +0.04% | +5.47% | |
| 12 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 2.57% | — | -20.90% | |
| 13 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 2.43% | -0.12% | +2.70% | |
| 14 | VCR | Vanguard Consumer Discre ETF | ETF-その他 | 2.16% | — | +4.53% | |
| 15 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 1.78% | — | +0.49% | |
| 16 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.76% | -0.09% | +12.24% | |
| 17 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 1.70% | — | +6.00% | |
| 18 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.56% | +0.24% | -23.62% | |
| 19 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 1.32% | — | — | |
| 20 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 1.24% | — | -28.94% | |
| 21 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.17% | — | +16.66% | |
| 22 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-その他 | 0.97% | — | +4.85% | |
| 23 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.85% | -0.11% | +1.54% | |
| 24 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.83% | — | +3.21% | |
| 25 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.72% | +0.07% | +9.63% | |
| 26 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.59% | — | -0.12% | |
| 27 | EAGG | Ishares Esg Aware US Aggrega | ETF-その他 | 0.58% | — | -5.44% | |
| 28 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 0.56% | — | +27.10% | |
| 29 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 0.47% | — | +21.60% | |
| 30 | AAPL | Apple INC | 株式-IT | 0.36% | — | +0.16% | |
| 31 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.31% | — | -2.81% | |
| 32 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.26% | -0.06% | +10.02% | |
| 33 | MSFT | Microsoft CORP | 株式-IT | 0.25% | -0.21% | +0.52% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.22% | +0.06% | +6.29% | |
| 35 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 0.19% | — | — | |
| 36 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.18% | — | +0.88% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.17% | — | -0.57% | |
| 38 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.16% | — | — | |
| 39 | HD | Home Depot INC | 株式-一般消費財 | 0.16% | — | +0.29% | |
| 40 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.15% | — | +49.19% | |
| 41 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.14% | — | +5.36% | |
| 42 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 0.14% | — | +2.37% | |
| 43 | VUG | Vanguard Growth ETF | ETF-その他 | 0.14% | — | — | |
| 44 | TSLA | Tesla INC | 株式-一般消費財 | 0.14% | — | +200.00% | |
| 45 | PICK | Ishares Msci Global Metals & | ETF-その他 | 0.13% | — | — | |
| 46 | DEM | Wisdomtree Emerging Markets | ETF-新興国市場 | 0.13% | — | -9.15% | |
| 47 | DFAR | Dimensional US Real Est ETF | ETF-その他 | 0.12% | +0.58% | +16.12% | |
| 48 | NEE | Nextera Energy INC | 株式-公益事業 | 0.12% | +0.03% | +0.38% | |
| 49 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型株・グロース | 0.11% | — | -15.39% | |
| 50 | PBW | Invesco Wilderhill Clean Ene | ETF-その他 | 0.10% | — | +0.14% |