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 | 15.44% | -1.51% | -0.08% | |
| 2 | BIV | Vanguard Intermediate-term B | ETF-その他 | 9.06% | -0.39% | -2.03% | |
| 3 | FLXR | Tcw Flexible Income ETF | ETF-その他 | 7.16% | +1.03% | +10.99% | |
| 4 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-その他 | 6.21% | -0.24% | +5.24% | |
| 5 | VUG | Vanguard Growth ETF | ETF-その他 | 5.59% | -0.65% | +3.56% | |
| 6 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-その他 | 5.37% | +0.12% | +5.24% | |
| 7 | META | Meta Platforms Inc-class A | 株式-通信サービス | 5.34% | -1.22% | -22.34% | |
| 8 | IVOO | Vanguard S&p Mid-cap 400 ETF | ETF-その他 | 3.55% | +0.19% | +4.88% | |
| 9 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 3.03% | -0.80% | -6.93% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.76% | +0.07% | +1.73% | |
| 11 | MUNY | Vanguard Ny Tax-ex Bond | ETF-その他 | 2.66% | +0.18% | +2.18% | |
| 12 | DFLV | Dim US Large Cap Value ETF | ETF-大型株・グロース | 2.42% | -1.64% | -5.12% | |
| 13 | BGRN | Ishares Usd Green Bond ETF | ETF-その他 | 2.38% | -0.19% | -4.18% | |
| 14 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-その他 | 2.34% | -0.28% | -1.05% | |
| 15 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-その他 | 2.04% | -0.16% | +0.82% | |
| 16 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.49% | -0.14% | -2.19% | |
| 17 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-その他 | 1.30% | -0.16% | -0.78% | |
| 18 | AAPL | Apple INC | 株式-IT | 1.20% | -0.14% | +13.18% | |
| 19 | NVDA | Nvidia CORP | 株式-IT | 1.15% | -0.02% | +3.85% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.01% | — | +9.63% | |
| 21 | VONE | Vanguard Russell 1000 | ETF-その他 | 0.96% | -0.19% | -0.18% | |
| 22 | DFSE | Dimensional Em Sus Core1 ETF | ETF-その他 | 0.87% | — | +0.13% | |
| 23 | VTV | Vanguard Value ETF | ETF-その他 | 0.72% | — | +0.60% | |
| 24 | MSFT | Microsoft CORP | 株式-IT | 0.69% | -0.20% | +3.25% | |
| 25 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.67% | -0.08% | -16.28% | |
| 26 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.65% | +0.05% | +20.35% | |
| 27 | FSMB | First Trust Short Dur Manag | ETF-その他 | 0.63% | +0.69% | +9.06% | |
| 28 | VCEB | Vanguard Esg US CORP Bond | ETF-投資適格社債 | 0.59% | +0.23% | +45.20% | |
| 29 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.56% | +2.35% | — | |
| 30 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 0.52% | -0.12% | — | |
| 31 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.52% | — | +0.29% | |
| 32 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.50% | -0.09% | +5.27% | |
| 33 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型株 | 0.50% | — | — | |
| 34 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.50% | — | -4.77% | |
| 35 | ESML | Ishares Esg Aware Msci USA S | ETF-その他 | 0.48% | — | +2.01% | |
| 36 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.47% | -0.07% | -22.73% | |
| 37 | XJH | Ishare Esg Ss S&p Midcap ETF | ETF-その他 | 0.45% | — | +3.23% | |
| 38 | NYF | Ishares New York Muni Bond E | ETF-その他 | 0.42% | -0.14% | — | |
| 39 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 0.39% | -0.07% | -12.21% | |
| 40 | GLW | Corning INC | 株式-IT | 0.37% | +0.23% | +0.64% | |
| 41 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.32% | — | +10.27% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.29% | — | -3.27% | |
| 43 | DFAX | Dimensional World Ex US Core | ETF-その他 | 0.27% | -0.27% | EXIT | |
| 44 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 0.25% | — | +121.13% | |
| 45 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.25% | — | +16.23% | |
| 46 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.23% | — | +0.46% | |
| 47 | AVGO | Broadcom INC | 株式-IT | 0.22% | — | +1.23% | |
| 48 | SCMB | Schwab Municipal Bond ETF | ETF-その他 | 0.21% | — | — | |
| 49 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 0.21% | — | +71.43% | |
| 50 | IBM | Intl Business Machines CORP | 株式-IT | 0.20% | -0.05% | +0.46% |