CIK: 0001906967
申告総資産額
$2.4億
| # | 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 | 15.39% | -0.11% | +3.64% | |
| 2 | VUG | Vanguard Growth ETF | ETF-その他 | 14.81% | -1.80% | -0.95% | |
| 3 | VTV | Vanguard Value ETF | ETF-その他 | 12.03% | -0.06% | +1.28% | |
| 4 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 11.13% | -0.44% | +8.78% | |
| 5 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 7.56% | +0.41% | +4.35% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 5.54% | -0.06% | +6.05% | |
| 7 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 4.85% | +0.18% | +6.12% | |
| 8 | BLV | Vanguard Long-term Bond ETF | ETF-その他 | 4.43% | -0.02% | +9.25% | |
| 9 | VB | Vanguard Small-cap ETF | ETF-その他 | 3.65% | +0.02% | +0.88% | |
| 10 | BIV | Vanguard Intermediate-term B | ETF-その他 | 3.09% | +0.08% | +4.35% | |
| 11 | NUDM | Nuveen Esg Intl Devel Mrk Eq | ETF-その他 | 2.42% | +0.23% | +0.73% | |
| 12 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-その他 | 1.55% | +0.28% | -6.45% | |
| 13 | NULV | Nuveen Esg Large-cap Val ETF | ETF-その他 | 1.12% | +0.26% | +0.29% | |
| 14 | PWV | Invesco Large Cap Value ETF | ETF-大型株・グロース | 0.83% | — | — | |
| 15 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.77% | -0.09% | — | |
| 16 | NUEM | Nuveen Esg Emerging Markets | ETF-新興国市場 | 0.72% | +0.12% | +11.49% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.72% | -0.05% | +3.02% | |
| 18 | NUBD | Nuveen Esg US Aggregate Bond | ETF-その他 | 0.66% | -0.01% | +13.03% | |
| 19 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.59% | +0.03% | -1.48% | |
| 20 | AAPL | Apple INC | 株式-IT | 0.56% | -0.06% | — | |
| 21 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.36% | -0.03% | — | |
| 22 | NUSC | Nuveen Esg Small-cap ETF | ETF-その他 | 0.35% | +0.07% | -5.59% | |
| 23 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.33% | +0.09% | +0.25% | |
| 24 | UNP | Union Pacific CORP | 株式-資本財 | 0.32% | — | — | |
| 25 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 0.31% | — | — | |
| 26 | WFC | Wells Fargo & Co | 株式-金融 | 0.23% | -0.02% | -0.01% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.22% | — | — | |
| 28 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.21% | — | — | |
| 29 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.20% | — | — | |
| 30 | ORI | Old Republic Intl CORP | 株式-金融 | 0.18% | -0.02% | — | |
| 31 | GNW | Genworth Financial INC | 株式-金融 | 0.16% | +0.09% | +170.66% | |
| 32 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.15% | — | — | |
| 33 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.14% | — | -1.96% | |
| 34 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.14% | -0.02% | +0.19% | |
| 35 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.14% | — | +59.18% | |
| 36 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.14% | — | -1.14% | |
| 37 | WMT | Walmart INC | 株式-生活必需品 | 0.12% | +0.02% | +201.39% | |
| 38 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.12% | -0.02% | — | |
| 39 | D | Dominion Energy INC | 株式-公益事業 | 0.12% | — | -13.60% | |
| 40 | ELV | Elevance Health INC | 株式-ヘルスケア | 0.11% | — | -2.78% | |
| 41 | MSFT | Microsoft CORP | 株式-IT | 0.10% | -0.02% | -4.95% | |
| 42 | HD | Home Depot INC | 株式-一般消費財 | 0.10% | — | — | |
| 43 | NI | Nisource INC | 株式-公益事業 | 0.10% | +0.01% | — | |
| 44 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.09% | — | +5413.24% | |
| 45 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.09% | — | -4.39% | |
| 46 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.08% | -0.02% | -2.29% | |
| 47 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型株・グロース | 0.08% | — | +0.13% | |
| 48 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.08% | — | — | |
| 49 | TSLA | Tesla INC | 株式-一般消費財 | 0.08% | — | — | |
| 50 | TFC | Truist Financial CORP | 株式-金融 | 0.07% | -0.03% | EXIT |