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 | 11.27% | -2.33% | +45.07% | |
| 2 | AAPL | Apple INC | 株式-IT | 8.27% | -0.36% | +113.97% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 6.54% | — | +77.22% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 4.26% | +2.41% | NEW | |
| 5 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 3.29% | +1.00% | — | |
| 6 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 2.68% | — | +8.14% | |
| 7 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 2.46% | — | — | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.31% | — | +0.23% | |
| 9 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 2.19% | -0.12% | +313.69% | |
| 10 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 2.17% | — | -3.95% | |
| 11 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 2.00% | +0.07% | +54.83% | |
| 12 | VUG | Vanguard Growth ETF | ETF-その他 | 1.88% | -1.02% | +717.56% | |
| 13 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.61% | -0.16% | +2.86% | |
| 14 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 1.51% | — | -0.95% | |
| 15 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 1.50% | — | +87.08% | |
| 16 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-その他 | 1.49% | -0.08% | -0.64% | |
| 17 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.37% | +0.01% | +84.52% | |
| 18 | HEFA | Isha Curr Hedged Msci Eafe | ETF-その他 | 1.26% | — | -0.11% | |
| 19 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.23% | +0.10% | +91.04% | |
| 20 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 1.22% | — | +55.87% | |
| 21 | JPIB | Jpmorgan Intl Bnd ETF | ETF-その他 | 1.21% | — | -39.29% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.11% | — | +1.07% | |
| 23 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.09% | -0.09% | +174.33% | |
| 24 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.08% | -0.01% | -4.14% | |
| 25 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.03% | -0.10% | +77.64% | |
| 26 | BND | Vanguard Total Bond Market | ETF-その他 | 0.97% | -0.09% | EXIT | |
| 27 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.93% | — | -9.50% | |
| 28 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.93% | -0.10% | +262.91% | |
| 29 | ✓ | 株式-その他 | 0.91% | — | +10.32% | ||
| 30 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.91% | +0.30% | NEW | |
| 31 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 0.87% | — | — | |
| 32 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.86% | -0.13% | — | |
| 33 | LGLV | Spdr US Lc Low Vol Idx | ETF-その他 | 0.85% | — | -2.21% | |
| 34 | CCJ | Cameco CORP | 株式-エネルギー | 0.85% | — | — | |
| 35 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.77% | — | +7.40% | |
| 36 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.70% | — | +10.58% | |
| 37 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.67% | +0.04% | +63.80% | |
| 38 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.58% | — | — | |
| 39 | VOTE | Tcw Transform 500 ETF | ETF-その他 | 0.57% | -0.18% | +29.87% | |
| 40 | NVDA | Nvidia CORP | 株式-IT | 0.57% | -0.18% | +377.54% | |
| 41 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.53% | — | -0.80% | |
| 42 | DIAL | Columbia Divers Fix INC ETF | ETF-その他 | 0.51% | — | -2.42% | |
| 43 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.48% | — | +167.72% | |
| 44 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.47% | — | -4.29% | |
| 45 | HES | Hess CORP | 株式-その他 | 0.47% | — | — | |
| 46 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.46% | — | -22.18% | |
| 47 | HD | Home Depot INC | 株式-一般消費財 | 0.45% | — | — | |
| 48 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 0.44% | — | -54.11% | |
| 49 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.43% | — | -5.30% | |
| 50 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.42% | — | — |