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 | 12.04% | — | +0.02% | |
| 2 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 10.64% | — | +4.50% | |
| 3 | AMZN | Amazon.com INC | 株式-一般消費財 | 9.83% | — | +5.83% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 7.25% | — | +6.94% | |
| 5 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 4.89% | — | +4.55% | |
| 6 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 4.52% | — | +0.04% | |
| 7 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 4.02% | — | -1.56% | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 3.78% | — | +17.08% | |
| 9 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 3.74% | — | +2.08% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 3.14% | — | -13.09% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 3.09% | — | +0.68% | |
| 12 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 2.89% | — | +2.18% | |
| 13 | BIV | Vanguard Intermediate-term B | ETF-その他 | 2.44% | — | +3.58% | |
| 14 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 2.11% | — | +0.75% | |
| 15 | SUSA | Ishares Esg Optimized Msci U | ETF-その他 | 1.51% | — | +0.42% | |
| 16 | USRT | Ishares Core US Reit ETF | ETF-その他 | 1.45% | — | — | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.38% | — | +0.77% | |
| 18 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 1.19% | — | — | |
| 19 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.02% | — | -0.17% | |
| 20 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.84% | — | +1.24% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.83% | — | +2.09% | |
| 22 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-その他 | 0.78% | — | -0.25% | |
| 23 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.70% | — | -3.58% | |
| 24 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.68% | — | -4.11% | |
| 25 | AAPL | Apple INC | 株式-IT | 0.63% | — | -2.38% | |
| 26 | DOCU | Docusign INC | 株式-IT | 0.58% | — | +2.04% | |
| 27 | ESGE | Ishares INC Ishares Esg Awar | ETF-その他 | 0.57% | — | — | |
| 28 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.53% | — | -0.84% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.46% | — | +0.59% | |
| 30 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.46% | — | -0.22% | |
| 31 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.44% | — | +2.20% | |
| 32 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.43% | — | +8.06% | |
| 33 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.37% | — | +3.65% | |
| 34 | CVX | Chevron CORP | 株式-エネルギー | 0.33% | — | -2.85% | |
| 35 | BA | Boeing Co/the | 株式-資本財 | 0.29% | — | +80.34% | |
| 36 | V | Visa Inc-class A Shares | 株式-金融 | 0.26% | — | +2.48% | |
| 37 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.25% | — | +3.06% | |
| 38 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.25% | — | -10.88% | |
| 39 | CSCO | Cisco Systems INC | 株式-IT | 0.24% | — | -0.11% | |
| 40 | INTC | Intel CORP | 株式-IT | 0.24% | — | +1.50% | |
| 41 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.23% | — | -2.55% | |
| 42 | VZ | Verizon Communications INC | 株式-通信サービス | 0.23% | — | +7.43% | |
| 43 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.23% | — | +7.16% | |
| 44 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.23% | — | +0.97% | |
| 45 | AX | Axos Financial INC | 株式-金融 | 0.23% | — | -1.82% | |
| 46 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.22% | — | +2.08% | |
| 47 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.22% | — | +4.18% | |
| 48 | SGENEUR | Seagen INC | 株式-その他 | 0.21% | — | — | |
| 49 | MA | Mastercard INC - A | 株式-金融 | 0.19% | — | +3.26% | |
| 50 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.19% | — | -0.89% |