CIK: 0001845743
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 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 10.30% | — | +10.67% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 6.63% | -0.01% | +35.57% | |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 6.39% | +0.12% | +40.61% | |
| 4 | DFAU | Dimensional US Core Equity M | ETF-その他 | 6.24% | +0.33% | +2.66% | |
| 5 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 3.81% | -0.75% | -14.69% | |
| 6 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 2.96% | +0.23% | +86.50% | |
| 7 | AAPL | Apple INC | 株式-IT | 2.74% | -0.01% | -3.35% | |
| 8 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 2.65% | — | +11.44% | |
| 9 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 2.62% | +0.28% | -34.12% | |
| 10 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 2.37% | — | +1.35% | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 1.92% | — | +2.14% | |
| 12 | DFAI | Dimensional International Co | ETF-その他 | 1.48% | +0.02% | -7.01% | |
| 13 | CSX | Csx CORP | 株式-資本財 | 1.45% | — | +0.16% | |
| 14 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 1.40% | -0.21% | +221.69% | |
| 15 | DFAX | Dimensional World Ex US Core | ETF-その他 | 1.29% | — | +134.67% | |
| 16 | VLUE | Ishares Msci USA Value Facto | ETF-その他 | 1.13% | — | -45.64% | |
| 17 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.09% | — | +33.13% | |
| 18 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.05% | — | +10.92% | |
| 19 | ESGE | Ishares INC Ishares Esg Awar | ETF-その他 | 0.99% | — | +14.33% | |
| 20 | SUSL | Ishares Esg Msci USA Leaders | ETF-その他 | 0.98% | — | +46.19% | |
| 21 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.97% | — | -23.31% | |
| 22 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-その他 | 0.91% | — | +32.59% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.86% | — | -0.80% | |
| 24 | COMT | Ishares Gsci Commodity Dynam | ETF-コモディティ | 0.82% | — | +21.99% | |
| 25 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.81% | — | -5.00% | |
| 26 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.77% | +0.16% | +4.00% | |
| 27 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.75% | — | +73.41% | |
| 28 | XLE | Ss Energy Select Sector | ETF-その他 | 0.74% | — | -5.82% | |
| 29 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.74% | — | -30.03% | |
| 30 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.72% | — | +0.22% | |
| 31 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.71% | — | +67.33% | |
| 32 | KNOP | KNOT Offshore Partners LP | 株式-その他 | 0.69% | — | -5.52% | |
| 33 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.69% | — | +39.27% | |
| 34 | DFAE | Dimensional Emerging Core Eq | ETF-新興国市場 | 0.65% | — | -7.33% | |
| 35 | AGOX | Adaptive Alpha Opportunities | ETF-その他 | 0.63% | +0.26% | -11.69% | |
| 36 | IVLU | Ishares Msci International V | ETF-その他 | 0.62% | — | — | |
| 37 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.61% | — | -0.70% | |
| 38 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.60% | — | -1.42% | |
| 39 | IXN | Ishares Global Tech ETF | ETF-テック型 | 0.58% | — | -28.80% | |
| 40 | PDI | Pimco Dynamic Income Fund | 株式-金融 | 0.58% | — | -11.89% | |
| 41 | FALN | Ishares Fallen Angels ETF | ETF-その他 | 0.58% | — | -44.10% | |
| 42 | IYE | Ishares U.s. Energy ETF | ETF-その他 | 0.56% | — | -9.72% | |
| 43 | SOFI | Sofi Technologies INC | 株式-金融 | 0.56% | — | +45.73% | |
| 44 | BAC | Bank Of America CORP | 株式-金融 | 0.56% | — | -8.69% | |
| 45 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.54% | +0.18% | -19.15% | |
| 46 | SSBUSD | Southstate Bank CORP | 株式-その他 | 0.54% | — | -10.02% | |
| 47 | FNB | Fnb CORP | 株式-金融 | 0.53% | — | — | |
| 48 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 0.51% | — | +74.23% | |
| 49 | BAM | Brookfield Asset Management Ltd. | 株式-金融 | 0.50% | — | -1.00% | |
| 50 | AGGY | Wisdomtree Yield Enhanced US | ETF-その他 | 0.46% | — | +4.02% |