CIK: 0001748271
申告総資産額
$57.7億
| # | 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 16.89% | -0.74% | +15.88% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 13.54% | -0.39% | +9.18% | |
| 3 | VTV | Vanguard Value ETF | ETF-その他 | 8.87% | +0.02% | +17.14% | |
| 4 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 8.60% | — | +19.80% | |
| 5 | BND | Vanguard Total Bond Market | ETF-その他 | 8.49% | +0.36% | +11.97% | |
| 6 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 8.15% | -0.02% | +13.88% | |
| 7 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 5.85% | — | +17.38% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 4.64% | -0.19% | +6.15% | |
| 9 | MUB | Ishares National Muni Bond E | ETF-その他 | 3.96% | -0.43% | +4.56% | |
| 10 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 3.27% | — | +16.44% | |
| 11 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 2.35% | — | +316.11% | |
| 12 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.45% | +0.11% | +154.70% | |
| 13 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 1.34% | +0.24% | -0.53% | |
| 14 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 1.14% | — | +530.37% | |
| 15 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 1.05% | — | +5.95% | |
| 16 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 1.02% | -0.11% | +48.00% | |
| 17 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.96% | +0.16% | +0.96% | |
| 18 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-その他 | 0.78% | — | +3471.08% | |
| 19 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 0.56% | +0.01% | -1.11% | |
| 20 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.51% | +0.05% | -3.34% | |
| 21 | AAPL | Apple INC | 株式-IT | 0.47% | -0.07% | -11.27% | |
| 22 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.46% | -0.02% | +4.93% | |
| 23 | VSGX | Vanguard Esg Intl Stock ETF | ETF-その他 | 0.45% | -0.04% | +36.90% | |
| 24 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 0.41% | — | — | |
| 25 | TWLO | Twilio INC - A | 株式-IT | 0.37% | — | -2.54% | |
| 26 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.31% | +0.02% | -2.90% | |
| 27 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.31% | — | -0.47% | |
| 28 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.29% | — | +3.67% | |
| 29 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 0.28% | — | +1.55% | |
| 30 | IAGG | Ishares Intl Aggregate Bond | ETF-その他 | 0.27% | — | — | |
| 31 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.26% | — | -1.74% | |
| 32 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.25% | +0.08% | +4.81% | |
| 33 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.24% | — | -2.22% | |
| 34 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.23% | — | -6.21% | |
| 35 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.17% | — | +1.26% | |
| 36 | MSFT | Microsoft CORP | 株式-IT | 0.15% | — | +277.04% | |
| 37 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.14% | — | -2.45% | |
| 38 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.14% | — | +179.35% | |
| 39 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.13% | — | +6.16% | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.12% | +0.02% | +4.71% | |
| 41 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 0.12% | — | — | |
| 42 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.09% | — | +0.89% | |
| 43 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.06% | — | +11.93% | |
| 44 | TSLA | Tesla INC | 株式-一般消費財 | 0.05% | -0.03% | -14.76% | |
| 45 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 0.05% | +0.03% | — | |
| 46 | SCHH | Schwab US Reit ETF | ETF-その他 | 0.04% | — | -0.80% | |
| 47 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.04% | — | +1.66% | |
| 48 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.04% | — | — | |
| 49 | NVDA | Nvidia CORP | 株式-IT | 0.04% | +0.02% | +15.81% | |
| 50 | AVUS | Avantis U.s. Equity ETF | ETF-その他 | 0.04% | — | — |