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 | 16.49% | -0.74% | +8.89% | |
| 2 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 11.42% | -0.58% | +6.15% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 11.21% | -0.39% | +11.34% | |
| 4 | BND | Vanguard Total Bond Market | ETF-その他 | 10.98% | +0.36% | +17.23% | |
| 5 | VTV | Vanguard Value ETF | ETF-その他 | 7.43% | +0.02% | -13.52% | |
| 6 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 3.84% | -0.16% | +5.84% | |
| 7 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 3.79% | — | +15.16% | |
| 8 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 2.74% | +0.14% | +13.60% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.49% | -0.19% | +14.24% | |
| 10 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 2.39% | -0.17% | — | |
| 11 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 2.05% | +0.24% | +6.08% | |
| 12 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 2.04% | +0.12% | +12.65% | |
| 13 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 1.89% | -0.02% | +9.91% | |
| 14 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.72% | +0.16% | +4.39% | |
| 15 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.62% | +0.11% | -11.90% | |
| 16 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 1.47% | +0.01% | -13.57% | |
| 17 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 1.32% | — | -3.20% | |
| 18 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.09% | -0.43% | +46.76% | |
| 19 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 0.99% | -0.11% | +0.06% | |
| 20 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.98% | — | -2.80% | |
| 21 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-その他 | 0.90% | +0.04% | +20.22% | |
| 22 | CMF | Ishares California Muni Bond | ETF-その他 | 0.89% | +0.03% | +60.31% | |
| 23 | TFLO | Ishares Treasury Floating Ra | ETF-政府公債 | 0.88% | +0.03% | +20.68% | |
| 24 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.87% | +0.03% | +21.50% | |
| 25 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.79% | — | +42.00% | |
| 26 | AAPL | Apple INC | 株式-IT | 0.73% | -0.07% | -3.31% | |
| 27 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.67% | +0.47% | +6.13% | |
| 28 | VSGX | Vanguard Esg Intl Stock ETF | ETF-その他 | 0.54% | -0.04% | +2.50% | |
| 29 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 0.42% | — | +1.38% | |
| 30 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.36% | +0.08% | +3.22% | |
| 31 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.36% | — | +13.65% | |
| 32 | NYF | Ishares New York Muni Bond E | ETF-その他 | 0.33% | — | +22.05% | |
| 33 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 0.33% | +0.01% | +45.07% | |
| 34 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 0.33% | — | -1.19% | |
| 35 | EAGG | Ishares Esg Aware US Aggrega | ETF-その他 | 0.28% | — | -0.16% | |
| 36 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.27% | -0.02% | +4.14% | |
| 37 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.24% | — | +15.13% | |
| 38 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 0.21% | +0.03% | -0.59% | |
| 39 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.20% | -0.03% | +0.17% | |
| 40 | VUG | Vanguard Growth ETF | ETF-その他 | 0.18% | +0.04% | +18.66% | |
| 41 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 0.16% | — | +0.16% | |
| 42 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.13% | — | — | |
| 43 | JQUA | Jpmorgan US Quality Factor | ETF-その他 | 0.13% | +0.38% | — | |
| 44 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.12% | — | -0.33% | |
| 45 | AVUS | Avantis U.s. Equity ETF | ETF-その他 | 0.10% | — | -27.83% | |
| 46 | NVDA | Nvidia CORP | 株式-IT | 0.09% | +0.02% | +1.82% | |
| 47 | MSFT | Microsoft CORP | 株式-IT | 0.09% | — | +17.42% | |
| 48 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.07% | +0.02% | +41.37% | |
| 49 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 0.07% | — | +0.87% | |
| 50 | SUSC | Ishares Esg Aware Usd Corpor | ETF-その他 | 0.07% | — | -0.07% |