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 | 8.72% | -2.33% | +6.78% | |
| 2 | AAPL | Apple INC | 株式-IT | 5.94% | -0.36% | +8.66% | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 5.04% | +1.00% | +91.53% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 4.58% | — | -13.80% | |
| 5 | MUB | Ishares National Muni Bond E | ETF-その他 | 3.93% | -0.10% | +487.32% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 3.39% | +2.41% | NEW | |
| 7 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 3.16% | -0.12% | +88.23% | |
| 8 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 3.05% | — | +58.76% | |
| 9 | VUG | Vanguard Growth ETF | ETF-その他 | 2.77% | -1.02% | +109.57% | |
| 10 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 2.62% | — | — | |
| 11 | BND | Vanguard Total Bond Market | ETF-その他 | 2.49% | -0.09% | EXIT | |
| 12 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 2.00% | — | +3.32% | |
| 13 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.81% | — | -0.65% | |
| 14 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 1.81% | — | +56.86% | |
| 15 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 1.55% | — | -7.36% | |
| 16 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.51% | -0.09% | +81.74% | |
| 17 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 1.40% | +0.07% | -6.62% | |
| 18 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.26% | — | +333.95% | |
| 19 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.22% | -0.16% | +3.24% | |
| 20 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.20% | -0.10% | +53.72% | |
| 21 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 1.18% | — | -1.04% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.16% | -0.13% | +78.44% | |
| 23 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-その他 | 1.12% | -0.08% | -0.03% | |
| 24 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.98% | +0.10% | +17.03% | |
| 25 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.94% | +0.30% | NEW | |
| 26 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.93% | +0.01% | +29.27% | |
| 27 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.89% | — | +14.71% | |
| 28 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 0.86% | — | -8.95% | |
| 29 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.82% | — | +184.21% | |
| 30 | CCJ | Cameco CORP | 株式-エネルギー | 0.80% | — | +55.69% | |
| 31 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.72% | -0.01% | -4.87% | |
| 32 | HES | Hess CORP | 株式-その他 | 0.71% | — | +66.35% | |
| 33 | ✓ | 株式-その他 | 0.70% | — | +2.17% | ||
| 34 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.70% | +0.04% | +37.76% | |
| 35 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.70% | — | -15.82% | |
| 36 | NVDA | Nvidia CORP | 株式-IT | 0.69% | -0.18% | +42.80% | |
| 37 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 0.69% | — | -4.71% | |
| 38 | LGLV | Spdr US Lc Low Vol Idx | ETF-その他 | 0.65% | — | -0.99% | |
| 39 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.63% | — | +2.08% | |
| 40 | HEFA | Isha Curr Hedged Msci Eafe | ETF-その他 | 0.63% | — | -22.01% | |
| 41 | BAC | Bank Of America CORP | 株式-金融 | 0.56% | — | +93.98% | |
| 42 | FCX | Freeport-mcmoran INC | 株式-素材 | 0.56% | — | +67.27% | |
| 43 | VOTE | Tcw Transform 500 ETF | ETF-その他 | 0.54% | -0.18% | +27.36% | |
| 44 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.54% | — | +7.80% | |
| 45 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.53% | — | +29.69% | |
| 46 | JPIB | Jpmorgan Intl Bnd ETF | ETF-その他 | 0.53% | — | -40.06% | |
| 47 | HD | Home Depot INC | 株式-一般消費財 | 0.50% | — | +35.93% | |
| 48 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.45% | — | +47.13% | |
| 49 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.44% | -0.09% | EXIT | |
| 50 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.41% | — | -1.40% |