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 | 16.46% | -0.74% | +12.33% | |
| 2 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 11.71% | -0.58% | +8.22% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 10.90% | -0.39% | -7.97% | |
| 4 | BND | Vanguard Total Bond Market | ETF-その他 | 10.85% | +0.36% | +23.29% | |
| 5 | VTV | Vanguard Value ETF | ETF-その他 | 9.35% | +0.02% | +16.22% | |
| 6 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 3.89% | -0.16% | +10.70% | |
| 7 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 3.60% | — | — | |
| 8 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 2.77% | +0.14% | +14.09% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.31% | -0.19% | +22.45% | |
| 10 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.13% | +0.11% | -6.76% | |
| 11 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 2.10% | +0.12% | +18.56% | |
| 12 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 2.10% | +0.24% | -6.80% | |
| 13 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 1.97% | +0.01% | -2.05% | |
| 14 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 1.85% | -0.02% | +14.28% | |
| 15 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.77% | +0.16% | -11.72% | |
| 16 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 1.50% | — | -0.49% | |
| 17 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 1.09% | -0.11% | +8.34% | |
| 18 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 1.08% | — | -8.94% | |
| 19 | AAPL | Apple INC | 株式-IT | 0.90% | -0.07% | +15.02% | |
| 20 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-その他 | 0.85% | +0.04% | +49.68% | |
| 21 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.85% | -0.43% | +60.53% | |
| 22 | TFLO | Ishares Treasury Floating Ra | ETF-政府公債 | 0.82% | +0.03% | +50.86% | |
| 23 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.82% | +0.03% | +49.70% | |
| 24 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.72% | +0.47% | -1.42% | |
| 25 | CMF | Ishares California Muni Bond | ETF-その他 | 0.64% | +0.03% | +11.10% | |
| 26 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.62% | — | +82.47% | |
| 27 | VSGX | Vanguard Esg Intl Stock ETF | ETF-その他 | 0.58% | -0.04% | +12.24% | |
| 28 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 0.45% | — | +1.91% | |
| 29 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.37% | +0.08% | -2.82% | |
| 30 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 0.36% | — | -9.55% | |
| 31 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.34% | — | -2.76% | |
| 32 | EAGG | Ishares Esg Aware US Aggrega | ETF-その他 | 0.33% | — | +5.35% | |
| 33 | NYF | Ishares New York Muni Bond E | ETF-その他 | 0.31% | — | +13.72% | |
| 34 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.27% | -0.02% | +12.86% | |
| 35 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 0.25% | +0.01% | +86.44% | |
| 36 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.23% | — | -3.72% | |
| 37 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 0.23% | +0.03% | -0.71% | |
| 38 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.22% | -0.03% | +1.81% | |
| 39 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 0.17% | — | -2.73% | |
| 40 | VUG | Vanguard Growth ETF | ETF-その他 | 0.17% | +0.04% | +13.26% | |
| 41 | AVUS | Avantis U.s. Equity ETF | ETF-その他 | 0.15% | — | -14.61% | |
| 42 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.14% | — | -1.02% | |
| 43 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.13% | — | -1.39% | |
| 44 | MSFT | Microsoft CORP | 株式-IT | 0.09% | — | +36.45% | |
| 45 | SUSC | Ishares Esg Aware Usd Corpor | ETF-その他 | 0.08% | — | +2.67% | |
| 46 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 0.08% | — | +3.91% | |
| 47 | NVDA | Nvidia CORP | 株式-IT | 0.08% | +0.02% | +9.84% | |
| 48 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.07% | — | -7.12% | |
| 49 | VXF | Vanguard Extended Market ETF | ETF-その他 | 0.07% | — | -1.23% | |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.07% | +0.02% | -18.19% |