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 | 16.26% | -0.11% | +2.45% | |
| 2 | VUG | Vanguard Growth ETF | ETF-その他 | 15.00% | -1.80% | +2.21% | |
| 3 | VTV | Vanguard Value ETF | ETF-その他 | 10.87% | -0.06% | +2.79% | |
| 4 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 9.58% | -0.44% | -2.23% | |
| 5 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 7.95% | +0.41% | +5.00% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 6.14% | -0.06% | +4.39% | |
| 7 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 4.42% | +0.18% | +4.08% | |
| 8 | BLV | Vanguard Long-term Bond ETF | ETF-その他 | 3.85% | -0.02% | -1.59% | |
| 9 | VB | Vanguard Small-cap ETF | ETF-その他 | 3.56% | +0.02% | +3.10% | |
| 10 | BIV | Vanguard Intermediate-term B | ETF-その他 | 3.50% | +0.08% | +5.20% | |
| 11 | NUDM | Nuveen Esg Intl Devel Mrk Eq | ETF-その他 | 2.94% | +0.23% | +3.11% | |
| 12 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-その他 | 1.34% | +0.28% | -0.48% | |
| 13 | NUBD | Nuveen Esg US Aggregate Bond | ETF-その他 | 1.20% | -0.01% | +1.80% | |
| 14 | NULV | Nuveen Esg Large-cap Val ETF | ETF-その他 | 1.19% | +0.26% | -0.15% | |
| 15 | NUEM | Nuveen Esg Emerging Markets | ETF-新興国市場 | 0.98% | +0.12% | +4.78% | |
| 16 | IAGG | Ishares Intl Aggregate Bond | ETF-その他 | 0.79% | +0.91% | +4338.20% | |
| 17 | PWV | Invesco Large Cap Value ETF | ETF-大型株・グロース | 0.70% | — | — | |
| 18 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.69% | -0.09% | +5.60% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.68% | -0.05% | +0.77% | |
| 20 | AAPL | Apple INC | 株式-IT | 0.64% | -0.06% | — | |
| 21 | GNW | Genworth Financial INC | 株式-金融 | 0.48% | +0.09% | — | |
| 22 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.38% | +0.03% | +9.61% | |
| 23 | BND | Vanguard Total Bond Market | ETF-その他 | 0.32% | +0.26% | +50360.00% | |
| 24 | NUSC | Nuveen Esg Small-cap ETF | ETF-その他 | 0.31% | +0.07% | +0.28% | |
| 25 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.29% | — | +1.20% | |
| 26 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.29% | -0.03% | — | |
| 27 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 0.29% | — | — | |
| 28 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.28% | -0.05% | +16.92% | |
| 29 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.26% | +0.09% | +0.02% | |
| 30 | UNP | Union Pacific CORP | 株式-資本財 | 0.20% | — | — | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.20% | — | — | |
| 32 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.18% | -0.02% | — | |
| 33 | WMT | Walmart INC | 株式-生活必需品 | 0.18% | +0.02% | — | |
| 34 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.17% | -0.01% | — | |
| 35 | WFC | Wells Fargo & Co | 株式-金融 | 0.17% | -0.02% | — | |
| 36 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.16% | — | +2.78% | |
| 37 | ORI | Old Republic Intl CORP | 株式-金融 | 0.15% | -0.02% | — | |
| 38 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.15% | -0.02% | +46.47% | |
| 39 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.13% | — | +0.44% | |
| 40 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.12% | — | +7.58% | |
| 41 | NI | Nisource INC | 株式-公益事業 | 0.11% | +0.01% | — | |
| 42 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.10% | — | — | |
| 43 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.09% | — | — | |
| 44 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.09% | -0.02% | +15.37% | |
| 45 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.09% | — | — | |
| 46 | CW | Curtiss-wright CORP | 株式-資本財 | 0.08% | +0.02% | — | |
| 47 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.08% | — | — | |
| 48 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.08% | — | +10.64% | |
| 49 | MKL | Markel Group INC | 株式-金融 | 0.07% | — | +1.32% | |
| 50 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.07% | — | — |