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 | 17.94% | -1.51% | -0.87% | |
| 2 | BIV | Vanguard Intermediate-term B | ETF-その他 | 9.99% | -0.39% | +6.38% | |
| 3 | META | Meta Platforms Inc-class A | 株式-通信サービス | 8.72% | -1.22% | +94.18% | |
| 4 | VUG | Vanguard Growth ETF | ETF-その他 | 6.18% | -0.65% | +6.97% | |
| 5 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-その他 | 5.33% | -0.24% | +9.87% | |
| 6 | VCLT | Vanguard Long-term CORP Bond | ETF-投資適格社債 | 4.85% | — | +13.18% | |
| 7 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 4.28% | -0.80% | -2.97% | |
| 8 | IVOO | Vanguard S&p Mid-cap 400 ETF | ETF-その他 | 4.18% | +0.19% | +14.65% | |
| 9 | BGRN | Ishares Usd Green Bond ETF | ETF-その他 | 4.07% | -0.19% | +0.76% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 3.66% | +0.07% | +1.01% | |
| 11 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-その他 | 2.86% | -0.28% | -3.52% | |
| 12 | DFLV | Dim US Large Cap Value ETF | ETF-大型株・グロース | 2.84% | -1.64% | +18.68% | |
| 13 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-その他 | 2.27% | -0.16% | -0.38% | |
| 14 | NYF | Ishares New York Muni Bond E | ETF-その他 | 1.64% | -0.14% | +14.77% | |
| 15 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-その他 | 1.63% | -0.16% | +1.45% | |
| 16 | NVDA | Nvidia CORP | 株式-IT | 1.15% | -0.02% | +254.18% | |
| 17 | AAPL | Apple INC | 株式-IT | 1.13% | -0.14% | +28.72% | |
| 18 | ELQD | Ishares Esg Adv Inv Gr Cb | ETF-その他 | 1.11% | — | -2.73% | |
| 19 | DFSE | Dimensional Em Sus Core1 ETF | ETF-その他 | 1.01% | — | -0.97% | |
| 20 | XJH | Ishare Esg Ss S&p Midcap ETF | ETF-その他 | 1.01% | — | +12.58% | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.85% | — | -6.35% | |
| 22 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.70% | -0.07% | +51.91% | |
| 23 | MSFT | Microsoft CORP | 株式-IT | 0.67% | -0.20% | +65.15% | |
| 24 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-その他 | 0.65% | +0.12% | — | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.64% | — | +31.84% | |
| 26 | ESML | Ishares Esg Aware Msci USA S | ETF-その他 | 0.60% | — | -2.06% | |
| 27 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.59% | -0.08% | +26.58% | |
| 28 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.58% | — | +40.72% | |
| 29 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 0.54% | -0.07% | -5.10% | |
| 30 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.49% | -0.09% | -17.94% | |
| 31 | FSMB | First Trust Short Dur Manag | ETF-その他 | 0.46% | +0.69% | +23.48% | |
| 32 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.44% | +0.05% | +31.97% | |
| 33 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.39% | — | +114.72% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.29% | — | +25.42% | |
| 35 | GLW | Corning INC | 株式-IT | 0.27% | +0.23% | +4.84% | |
| 36 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.25% | — | +26.48% | |
| 37 | PZA | Invesco National Amt-free Mu | ETF-その他 | 0.21% | — | +7.59% | |
| 38 | DFAX | Dimensional World Ex US Core | ETF-その他 | 0.21% | -0.27% | EXIT | |
| 39 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.20% | — | -3.13% | |
| 40 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.18% | — | — | |
| 41 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.17% | — | — | |
| 42 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.17% | — | -8.57% | |
| 43 | TSLA | Tesla INC | 株式-一般消費財 | 0.17% | — | +46.31% | |
| 44 | DFAI | Dimensional International Co | ETF-その他 | 0.17% | — | — | |
| 45 | IBM | Intl Business Machines CORP | 株式-IT | 0.16% | -0.05% | +25.40% | |
| 46 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.16% | — | +45.88% | |
| 47 | AVGO | Broadcom INC | 株式-IT | 0.14% | — | +102.57% | |
| 48 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.14% | -0.14% | -3.17% | |
| 49 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 0.14% | — | — | |
| 50 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.14% | — | +99.99% |