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 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 17.34% | -0.97% | +3.63% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 14.41% | -0.13% | +5.44% | |
| 3 | DFAR | Dimensional US Real Est ETF | ETF-その他 | 11.07% | +0.58% | +1.26% | |
| 4 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 8.21% | -0.46% | +1.30% | |
| 5 | AVSC | Avantis US Small Cap Equity | ETF-中小型株 | 7.48% | +0.66% | +4.45% | |
| 6 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 7.17% | -0.01% | +211.13% | |
| 7 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-その他 | 4.09% | +0.04% | +4.67% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 3.81% | — | -1.12% | |
| 9 | NFLT | Virtus Newfleet Multi-sector | ETF-その他 | 2.32% | +0.38% | +66.90% | |
| 10 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.95% | +0.24% | +144.71% | |
| 11 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.77% | -0.09% | +0.48% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.57% | +0.01% | -0.79% | |
| 13 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 1.55% | — | +9.89% | |
| 14 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.11% | -0.12% | +28.21% | |
| 15 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.98% | — | +97.35% | |
| 16 | AAPL | Apple INC | 株式-IT | 0.89% | — | -3.23% | |
| 17 | MSFT | Microsoft CORP | 株式-IT | 0.87% | -0.21% | -0.01% | |
| 18 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-その他 | 0.85% | — | -1.29% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.60% | — | +0.04% | |
| 20 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.57% | — | +0.67% | |
| 21 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.57% | -0.11% | +34.31% | |
| 22 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.55% | +0.07% | -1.25% | |
| 23 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 0.49% | — | +2.63% | |
| 24 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.39% | — | +0.04% | |
| 25 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 0.36% | — | +29.32% | |
| 26 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.36% | — | — | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.32% | +0.06% | +12.04% | |
| 28 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.32% | -0.06% | -8.40% | |
| 29 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.29% | — | +198.94% | |
| 30 | CLOA | Ishares Aaa Clo Act Etf-usdi | ETF-その他 | 0.28% | — | — | |
| 31 | HD | Home Depot INC | 株式-一般消費財 | 0.28% | — | -5.23% | |
| 32 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.25% | -0.05% | — | |
| 33 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.24% | — | — | |
| 34 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.21% | — | +2.56% | |
| 35 | DFIS | Dimensional International Sm | ETF-その他 | 0.21% | — | +19.17% | |
| 36 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.20% | — | -2.42% | |
| 37 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.20% | — | +0.38% | |
| 38 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 0.19% | — | — | |
| 39 | IT | Gartner INC | 株式-IT | 0.18% | -0.06% | EXIT | |
| 40 | VUG | Vanguard Growth ETF | ETF-その他 | 0.18% | — | +0.22% | |
| 41 | CAT | Caterpillar INC | 株式-資本財 | 0.17% | — | — | |
| 42 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.16% | — | — | |
| 43 | TSLA | Tesla INC | 株式-一般消費財 | 0.16% | — | +1.08% | |
| 44 | NEE | Nextera Energy INC | 株式-公益事業 | 0.15% | +0.03% | +0.76% | |
| 45 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 0.13% | — | — | |
| 46 | SCHH | Schwab US Reit ETF | ETF-その他 | 0.13% | +0.10% | +154.33% | |
| 47 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.13% | +0.05% | -3.46% | |
| 48 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.13% | — | +0.79% | |
| 49 | PICK | Ishares Msci Global Metals & | ETF-その他 | 0.13% | — | +0.14% | |
| 50 | T | At&t INC | 株式-通信サービス | 0.13% | — | -13.75% |