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 | 16.50% | -0.97% | -0.38% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 15.63% | -0.13% | +1.86% | |
| 3 | DFAR | Dimensional US Real Est ETF | ETF-その他 | 11.70% | +0.58% | +3.29% | |
| 4 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 7.16% | -0.46% | -0.16% | |
| 5 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 6.94% | -0.01% | +2.19% | |
| 6 | AVSC | Avantis US Small Cap Equity | ETF-中小型株 | 6.57% | +0.66% | -1.51% | |
| 7 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-その他 | 4.29% | +0.04% | +3.31% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 3.69% | — | +2.10% | |
| 9 | NFLT | Virtus Newfleet Multi-sector | ETF-その他 | 2.98% | +0.38% | +27.40% | |
| 10 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 2.34% | +0.24% | +11.83% | |
| 11 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 1.87% | — | +14.53% | |
| 12 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.77% | -0.09% | +1.87% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.49% | +0.01% | +4.65% | |
| 14 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.18% | -0.12% | +4.21% | |
| 15 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.16% | — | +30.55% | |
| 16 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-その他 | 0.92% | — | +3.36% | |
| 17 | AAPL | Apple INC | 株式-IT | 0.82% | — | +3.01% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.71% | — | -0.15% | |
| 19 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.63% | -0.11% | +11.25% | |
| 20 | MSFT | Microsoft CORP | 株式-IT | 0.60% | -0.21% | -23.04% | |
| 21 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.59% | +0.07% | +22.64% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.59% | +0.06% | +89.78% | |
| 23 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 0.56% | — | +11.06% | |
| 24 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.52% | — | -0.65% | |
| 25 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 0.36% | — | -7.21% | |
| 26 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.33% | — | — | |
| 27 | CLOA | Ishares Aaa Clo Act Etf-usdi | ETF-その他 | 0.31% | — | +8.67% | |
| 28 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.29% | -0.06% | -4.58% | |
| 29 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.28% | — | -16.31% | |
| 30 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.27% | — | -1.39% | |
| 31 | HD | Home Depot INC | 株式-一般消費財 | 0.27% | — | +3.09% | |
| 32 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.23% | — | -4.25% | |
| 33 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.21% | -0.05% | +1.12% | |
| 34 | DFIS | Dimensional International Sm | ETF-その他 | 0.20% | — | -8.74% | |
| 35 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 0.18% | — | — | |
| 36 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.17% | — | +0.03% | |
| 37 | T | At&t INC | 株式-通信サービス | 0.16% | — | -0.02% | |
| 38 | IT | Gartner INC | 株式-IT | 0.16% | -0.06% | EXIT | |
| 39 | VUG | Vanguard Growth ETF | ETF-その他 | 0.16% | — | -4.70% | |
| 40 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.15% | — | +14.36% | |
| 41 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.15% | — | — | |
| 42 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.15% | — | -32.23% | |
| 43 | SO | Southern Co/the | 株式-公益事業 | 0.14% | — | -2.91% | |
| 44 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.13% | — | -27.18% | |
| 45 | PICK | Ishares Msci Global Metals & | ETF-その他 | 0.13% | — | +0.69% | |
| 46 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.13% | +0.05% | -11.49% | |
| 47 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.13% | — | +10.83% | |
| 48 | NVDA | Nvidia CORP | 株式-IT | 0.12% | — | +57.16% | |
| 49 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.12% | — | +1.87% | |
| 50 | SCHH | Schwab US Reit ETF | ETF-その他 | 0.12% | +0.10% | -9.18% |