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 | 17.10% | -0.74% | +13.88% | |
| 2 | BND | Vanguard Total Bond Market | ETF-その他 | 15.37% | +0.36% | +32.23% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 15.16% | -0.39% | +13.98% | |
| 4 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 11.81% | -0.58% | +10.97% | |
| 5 | VTV | Vanguard Value ETF | ETF-その他 | 10.56% | +0.02% | +13.01% | |
| 6 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 3.93% | -0.16% | +23.84% | |
| 7 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 2.80% | +0.14% | — | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.69% | -0.19% | +9.72% | |
| 9 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 2.38% | -0.02% | +16.32% | |
| 10 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 2.10% | +0.12% | — | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.90% | +0.16% | -5.02% | |
| 12 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 1.85% | +0.24% | -6.19% | |
| 13 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.56% | -0.43% | -69.38% | |
| 14 | AAPL | Apple INC | 株式-IT | 1.04% | -0.07% | +1.32% | |
| 15 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 1.04% | -0.11% | +13.88% | |
| 16 | CMF | Ishares California Muni Bond | ETF-その他 | 0.79% | +0.03% | — | |
| 17 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.77% | +0.08% | -9.90% | |
| 18 | VSGX | Vanguard Esg Intl Stock ETF | ETF-その他 | 0.54% | -0.04% | +14.51% | |
| 19 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-その他 | 0.44% | +0.04% | +389.06% | |
| 20 | TFLO | Ishares Treasury Floating Ra | ETF-政府公債 | 0.43% | +0.03% | +392.82% | |
| 21 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.42% | +0.03% | +388.08% | |
| 22 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.36% | — | +1.94% | |
| 23 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 0.33% | — | +13.21% | |
| 24 | NYF | Ishares New York Muni Bond E | ETF-その他 | 0.33% | — | — | |
| 25 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.32% | — | +1.72% | |
| 26 | EAGG | Ishares Esg Aware US Aggrega | ETF-その他 | 0.31% | — | — | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.30% | — | +7.64% | |
| 28 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 0.24% | +0.03% | -2.70% | |
| 29 | AVUS | Avantis U.s. Equity ETF | ETF-その他 | 0.23% | — | -5.41% | |
| 30 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.23% | -0.02% | +4.74% | |
| 31 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.19% | — | +6.33% | |
| 32 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.18% | — | -9.58% | |
| 33 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.17% | — | +49.98% | |
| 34 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 0.12% | — | -14.63% | |
| 35 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 0.12% | — | -6.48% | |
| 36 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.11% | — | — | |
| 37 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 0.11% | — | -1.77% | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.10% | +0.02% | -1.16% | |
| 39 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.09% | — | -5.64% | |
| 40 | VXF | Vanguard Extended Market ETF | ETF-その他 | 0.09% | — | -1.00% | |
| 41 | SUSC | Ishares Esg Aware Usd Corpor | ETF-その他 | 0.08% | — | — | |
| 42 | MSFT | Microsoft CORP | 株式-IT | 0.07% | — | +30.28% | |
| 43 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.07% | +0.05% | +5.64% | |
| 44 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.07% | +0.11% | -94.22% | |
| 45 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.06% | +0.02% | -4.07% | |
| 46 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.05% | — | +7.98% | |
| 47 | NVDA | Nvidia CORP | 株式-IT | 0.05% | +0.02% | +17.78% | |
| 48 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.05% | — | +25.30% | |
| 49 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.05% | — | +162.06% | |
| 50 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 0.04% | +0.01% | — |