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 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 14.54% | -0.39% | +16.98% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 13.39% | -0.74% | +6.30% | |
| 3 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 10.47% | -0.58% | +7.50% | |
| 4 | BND | Vanguard Total Bond Market | ETF-その他 | 9.04% | +0.36% | +10.02% | |
| 5 | VTV | Vanguard Value ETF | ETF-その他 | 5.76% | +0.02% | -13.02% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 3.44% | -0.19% | +47.88% | |
| 7 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 3.42% | — | +10.45% | |
| 8 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 2.82% | +0.14% | +9.79% | |
| 9 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 2.64% | +0.16% | -3.57% | |
| 10 | MUB | Ishares National Muni Bond E | ETF-その他 | 2.64% | -0.43% | +27.82% | |
| 11 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 2.50% | -0.16% | +5.52% | |
| 12 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 2.31% | -0.17% | +12.99% | |
| 13 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 2.30% | +0.47% | -9.56% | |
| 14 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 2.28% | +0.24% | -3.36% | |
| 15 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 2.11% | +0.12% | +11.06% | |
| 16 | CMF | Ishares California Muni Bond | ETF-その他 | 1.61% | +0.03% | +24.04% | |
| 17 | JQUA | Jpmorgan US Quality Factor | ETF-その他 | 1.26% | +0.38% | -2.11% | |
| 18 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 1.26% | — | -3.23% | |
| 19 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 1.20% | — | -18.90% | |
| 20 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.93% | — | +0.31% | |
| 21 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 0.90% | -0.11% | +2.03% | |
| 22 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.76% | +0.06% | -1.57% | |
| 23 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-その他 | 0.72% | +0.04% | +4.74% | |
| 24 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.72% | -0.02% | -14.38% | |
| 25 | TFLO | Ishares Treasury Floating Ra | ETF-政府公債 | 0.70% | +0.03% | +5.45% | |
| 26 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.70% | +0.03% | +5.27% | |
| 27 | AAPL | Apple INC | 株式-IT | 0.60% | -0.07% | +3.24% | |
| 28 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.57% | +0.01% | -1.83% | |
| 29 | VGLT | Vanguard Long-term Treasury | ETF-政府公債 | 0.57% | +0.03% | +17.24% | |
| 30 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.56% | +0.05% | -3.72% | |
| 31 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 0.51% | +0.01% | +28.55% | |
| 32 | NYF | Ishares New York Muni Bond E | ETF-その他 | 0.46% | — | +5.80% | |
| 33 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.45% | +0.08% | -3.44% | |
| 34 | VSGX | Vanguard Esg Intl Stock ETF | ETF-その他 | 0.44% | -0.04% | +2.59% | |
| 35 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 0.35% | — | -1.18% | |
| 36 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 0.34% | — | -3.55% | |
| 37 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.29% | — | +10.51% | |
| 38 | VUG | Vanguard Growth ETF | ETF-その他 | 0.27% | +0.04% | -2.74% | |
| 39 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.23% | -0.02% | +20.05% | |
| 40 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 0.23% | +0.03% | -2.53% | |
| 41 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.23% | -0.03% | +10.74% | |
| 42 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 0.22% | +0.01% | -2.92% | |
| 43 | EAGG | Ishares Esg Aware US Aggrega | ETF-その他 | 0.21% | — | +2.78% | |
| 44 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.20% | — | -12.91% | |
| 45 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.18% | +0.11% | -9.49% | |
| 46 | NVDA | Nvidia CORP | 株式-IT | 0.16% | +0.02% | +31.83% | |
| 47 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 0.15% | — | -1.59% | |
| 48 | MSFT | Microsoft CORP | 株式-IT | 0.13% | — | +92.75% | |
| 49 | VONG | Vanguard Russell 1000 Growth | ETF-その他 | 0.12% | — | -7.67% | |
| 50 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.10% | — | +6.18% |