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 | 16.24% | -0.74% | +6.13% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 15.47% | -0.39% | +5.74% | |
| 3 | BND | Vanguard Total Bond Market | ETF-その他 | 14.27% | +0.36% | +3.31% | |
| 4 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 11.40% | -0.58% | +5.12% | |
| 5 | VTV | Vanguard Value ETF | ETF-その他 | 10.53% | +0.02% | +3.04% | |
| 6 | MUB | Ishares National Muni Bond E | ETF-その他 | 6.15% | -0.43% | +4.25% | |
| 7 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 3.39% | -0.16% | +10.93% | |
| 8 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 3.08% | — | +3.88% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.83% | -0.19% | +1.91% | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 2.36% | +0.16% | -1.28% | |
| 11 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 2.24% | -0.02% | -2.09% | |
| 12 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 2.13% | +0.24% | +0.85% | |
| 13 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.43% | +0.11% | +11.53% | |
| 14 | AAPL | Apple INC | 株式-IT | 1.05% | -0.07% | +0.02% | |
| 15 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.98% | +0.08% | +5.70% | |
| 16 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 0.98% | -0.11% | +10.82% | |
| 17 | VSGX | Vanguard Esg Intl Stock ETF | ETF-その他 | 0.55% | -0.04% | +9.89% | |
| 18 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.41% | — | -1.18% | |
| 19 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.35% | — | +301.73% | |
| 20 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 0.31% | — | +3.24% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.31% | — | -0.19% | |
| 22 | AVUS | Avantis U.s. Equity ETF | ETF-その他 | 0.27% | — | -0.23% | |
| 23 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 0.26% | +0.03% | -2.22% | |
| 24 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.22% | — | — | |
| 25 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.21% | -0.02% | +0.20% | |
| 26 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.21% | — | -0.19% | |
| 27 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.18% | +0.47% | +3.39% | |
| 28 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 0.15% | — | -0.98% | |
| 29 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 0.15% | — | +1.48% | |
| 30 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 0.13% | — | +0.60% | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.12% | — | -4.03% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.11% | +0.02% | -0.76% | |
| 33 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-その他 | 0.11% | +0.04% | — | |
| 34 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.11% | — | -7.72% | |
| 35 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.10% | +0.03% | — | |
| 36 | TFLO | Ishares Treasury Floating Ra | ETF-政府公債 | 0.10% | +0.03% | — | |
| 37 | VXF | Vanguard Extended Market ETF | ETF-その他 | 0.09% | — | -1.21% | |
| 38 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.07% | +0.05% | -0.26% | |
| 39 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.07% | +0.02% | +23.97% | |
| 40 | MSFT | Microsoft CORP | 株式-IT | 0.06% | — | -11.10% | |
| 41 | TGT | Target CORP | 株式-一般消費財 | 0.05% | — | — | |
| 42 | DFNM | Dimensional National Muni Bd | ETF-その他 | 0.05% | — | +0.41% | |
| 43 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.05% | — | +0.70% | |
| 44 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.04% | — | -6.41% | |
| 45 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 0.04% | — | +1.27% | |
| 46 | TSLA | Tesla INC | 株式-一般消費財 | 0.04% | -0.03% | +16.12% | |
| 47 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.03% | — | -7.29% | |
| 48 | NVDA | Nvidia CORP | 株式-IT | 0.03% | +0.02% | +7.83% | |
| 49 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.03% | — | -2.70% | |
| 50 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.03% | — | +8.89% |