CIK: 0001664772
申告総資産額
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| # | 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 | 11.06% | — | -2.94% | |
| 2 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 10.62% | — | -4.01% | |
| 3 | AMZN | Amazon.com INC | 株式-一般消費財 | 6.89% | — | -8.71% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 6.66% | — | +3.83% | |
| 5 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 6.45% | — | -1.19% | |
| 6 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 5.35% | — | +11.42% | |
| 7 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 5.11% | — | -2.26% | |
| 8 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 4.12% | — | +11.91% | |
| 9 | QAI | Nyli Hdg Multi-str Trk ETF | ETF-その他 | 3.84% | — | +56.51% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 3.69% | — | -2.56% | |
| 11 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 3.44% | — | — | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 3.14% | — | -7.73% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.56% | — | -0.48% | |
| 14 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.26% | — | +3.36% | |
| 15 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 2.23% | — | -1.03% | |
| 16 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 2.11% | — | -4.26% | |
| 17 | SUSA | Ishares Esg Optimized Msci U | ETF-その他 | 2.04% | — | +26.82% | |
| 18 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.94% | — | +4.54% | |
| 19 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.68% | — | +5.24% | |
| 20 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.14% | — | +48.74% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.00% | — | +12.26% | |
| 22 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.98% | — | +13.75% | |
| 23 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.84% | — | -5.38% | |
| 24 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 0.79% | — | +57.92% | |
| 25 | SMOG | Vaneck Low Carbon Energy ETF | ETF-その他 | 0.52% | — | — | |
| 26 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.52% | — | +3.46% | |
| 27 | AAPL | Apple INC | 株式-IT | 0.48% | — | -3.00% | |
| 28 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.43% | — | -1.38% | |
| 29 | CVX | Chevron CORP | 株式-エネルギー | 0.38% | — | +2.79% | |
| 30 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.36% | — | -2.98% | |
| 31 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.28% | — | +6.16% | |
| 32 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.27% | — | +1.08% | |
| 33 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.26% | — | -8.83% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.25% | — | -0.06% | |
| 35 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.24% | — | +44.95% | |
| 36 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.23% | — | -1.94% | |
| 37 | T | At&t INC | 株式-通信サービス | 0.23% | — | +1.24% | |
| 38 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.23% | — | +10.29% | |
| 39 | VZ | Verizon Communications INC | 株式-通信サービス | 0.22% | — | -8.45% | |
| 40 | SUB | Ishares Short-term National | ETF-その他 | 0.21% | — | — | |
| 41 | INTC | Intel CORP | 株式-IT | 0.21% | — | -1.36% | |
| 42 | PEP | Pepsico INC | 株式-生活必需品 | 0.20% | — | +0.11% | |
| 43 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.19% | — | +5.77% | |
| 44 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.19% | — | +5.12% | |
| 45 | BND | Vanguard Total Bond Market | ETF-その他 | 0.18% | — | +16.49% | |
| 46 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.18% | — | +3.19% | |
| 47 | PTB | Potbelly CORP | 株式-その他 | 0.17% | — | -6.48% | |
| 48 | IBM | Intl Business Machines CORP | 株式-IT | 0.17% | — | +2.39% | |
| 49 | CSCO | Cisco Systems INC | 株式-IT | 0.17% | — | +10.86% | |
| 50 | PFE | Pfizer INC | 株式-ヘルスケア | 0.17% | — | +1.18% |