CIK: 0001642058
申告総資産額
$3.1億
| # | 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 | MSFT | Microsoft CORP | 株式-IT | 12.93% | -2.33% | -0.42% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 6.45% | +2.41% | NEW | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 6.25% | — | +961.53% | |
| 4 | AAPL | Apple INC | 株式-IT | 5.77% | -0.36% | -2.69% | |
| 5 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 4.25% | — | +4.98% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 3.68% | — | -0.06% | |
| 7 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 3.53% | — | -4.91% | |
| 8 | JPIB | Jpmorgan Intl Bnd ETF | ETF-その他 | 3.03% | — | -18.79% | |
| 9 | XLK | Ss Technology Select Sector | ETF-テック型 | 2.52% | -0.16% | -0.51% | |
| 10 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 2.46% | — | +19.17% | |
| 11 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-その他 | 2.43% | -0.08% | -12.58% | |
| 12 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 2.18% | +0.07% | — | |
| 13 | HEFA | Isha Curr Hedged Msci Eafe | ETF-その他 | 2.03% | — | -8.50% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.78% | -0.01% | +3.30% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.73% | — | +2.52% | |
| 16 | BND | Vanguard Total Bond Market | ETF-その他 | 1.55% | -0.09% | EXIT | |
| 17 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 1.54% | — | -25.65% | |
| 18 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 1.47% | — | -24.53% | |
| 19 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.41% | — | +0.06% | |
| 20 | LGLV | Spdr US Lc Low Vol Idx | ETF-その他 | 1.40% | — | +9.64% | |
| 21 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 1.30% | — | +9.33% | |
| 22 | ✓ | 株式-その他 | 1.29% | — | -14.59% | ||
| 23 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 1.21% | — | — | |
| 24 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.16% | — | -3.14% | |
| 25 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.05% | +0.01% | +1929.25% | |
| 26 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.99% | +0.10% | -0.59% | |
| 27 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.99% | — | -5.34% | |
| 28 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.91% | — | -9.55% | |
| 29 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.90% | -0.10% | -7.90% | |
| 30 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.86% | — | -5.22% | |
| 31 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 0.84% | -0.12% | — | |
| 32 | DIAL | Columbia Divers Fix INC ETF | ETF-その他 | 0.83% | — | -33.55% | |
| 33 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.78% | — | -1.64% | |
| 34 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.72% | — | -2.11% | |
| 35 | ESGE | Ishares INC Ishares Esg Awar | ETF-その他 | 0.71% | — | -24.36% | |
| 36 | VOTE | Tcw Transform 500 ETF | ETF-その他 | 0.70% | -0.18% | — | |
| 37 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.67% | +0.04% | -0.59% | |
| 38 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.66% | — | — | |
| 39 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.64% | — | -4.95% | |
| 40 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.63% | -0.09% | — | |
| 41 | SBAC | Sba Communications CORP | 株式-不動産 | 0.57% | — | — | |
| 42 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.51% | — | +1.27% | |
| 43 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.51% | — | -34.92% | |
| 44 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型株・グロース | 0.48% | — | +141.47% | |
| 45 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.47% | — | -29.83% | |
| 46 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.44% | +0.10% | +1.24% | |
| 47 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.44% | — | +0.46% | |
| 48 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.42% | — | -0.43% | |
| 49 | ICF | Ishares Select U.s. Reit ETF | ETF-その他 | 0.42% | — | +10.94% | |
| 50 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.42% | — | -21.88% |