CIK: 0001727514
申告総資産額
$5.4億
| # | 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 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 18.45% | -1.51% | -1.41% | |
| 2 | BIV | Vanguard Intermediate-term B | ETF-その他 | 10.25% | -0.39% | +14.67% | |
| 3 | META | Meta Platforms Inc-class A | 株式-通信サービス | 9.02% | -1.22% | -4.76% | |
| 4 | VUG | Vanguard Growth ETF | ETF-その他 | 5.62% | -0.65% | +11.17% | |
| 5 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-その他 | 5.50% | -0.24% | +13.73% | |
| 6 | VCLT | Vanguard Long-term CORP Bond | ETF-投資適格社債 | 4.85% | — | +30.91% | |
| 7 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 4.61% | -0.80% | -5.35% | |
| 8 | BGRN | Ishares Usd Green Bond ETF | ETF-その他 | 4.36% | -0.19% | +4.94% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 3.83% | +0.07% | +4.73% | |
| 10 | IVOO | Vanguard S&p Mid-cap 400 ETF | ETF-その他 | 3.80% | +0.19% | +90.96% | |
| 11 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-その他 | 3.04% | -0.28% | -13.20% | |
| 12 | DFLV | Dim US Large Cap Value ETF | ETF-大型株・グロース | 2.56% | -1.64% | +48.04% | |
| 13 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-その他 | 2.42% | -0.16% | -0.30% | |
| 14 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-その他 | 1.61% | -0.16% | -4.76% | |
| 15 | NYF | Ishares New York Muni Bond E | ETF-その他 | 1.52% | -0.14% | +7.45% | |
| 16 | ELQD | Ishares Esg Adv Inv Gr Cb | ETF-その他 | 1.26% | — | — | |
| 17 | AAPL | Apple INC | 株式-IT | 1.14% | -0.14% | +7.52% | |
| 18 | DFSE | Dimensional Em Sus Core1 ETF | ETF-その他 | 1.14% | — | +8.95% | |
| 19 | XJH | Ishare Esg Ss S&p Midcap ETF | ETF-その他 | 0.94% | — | +78.43% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.92% | — | +26.60% | |
| 21 | MSFT | Microsoft CORP | 株式-IT | 0.68% | -0.20% | +0.82% | |
| 22 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.68% | -0.09% | +13.70% | |
| 23 | ESML | Ishares Esg Aware Msci USA S | ETF-その他 | 0.64% | — | +4.57% | |
| 24 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.60% | -0.07% | +2.13% | |
| 25 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 0.60% | -0.07% | -3.95% | |
| 26 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.55% | -0.08% | +9.94% | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.50% | — | -17.92% | |
| 28 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.44% | — | +20.57% | |
| 29 | NVDA | Nvidia CORP | 株式-IT | 0.40% | -0.02% | +9.82% | |
| 30 | FSMB | First Trust Short Dur Manag | ETF-その他 | 0.39% | +0.69% | +32.80% | |
| 31 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.35% | +0.05% | +1.48% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.34% | — | +0.18% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.32% | — | +14.81% | |
| 34 | GLW | Corning INC | 株式-IT | 0.27% | +0.23% | +0.23% | |
| 35 | DFAX | Dimensional World Ex US Core | ETF-その他 | 0.23% | -0.27% | EXIT | |
| 36 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.22% | — | -2.60% | |
| 37 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.21% | — | +12.73% | |
| 38 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.21% | — | +40.78% | |
| 39 | PZA | Invesco National Amt-free Mu | ETF-その他 | 0.21% | — | +1.09% | |
| 40 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.19% | — | +9.37% | |
| 41 | DFAI | Dimensional International Co | ETF-その他 | 0.19% | — | — | |
| 42 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 0.18% | — | — | |
| 43 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.17% | — | -1.22% | |
| 44 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.17% | — | +14.64% | |
| 45 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 0.16% | — | — | |
| 46 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.16% | — | +9.95% | |
| 47 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 0.15% | — | — | |
| 48 | IBM | Intl Business Machines CORP | 株式-IT | 0.15% | -0.05% | +4.16% | |
| 49 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.15% | -0.14% | +3.27% | |
| 50 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.14% | — | +4.22% |