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 | 12.47% | — | -0.07% | |
| 2 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 10.24% | — | +2.81% | |
| 3 | AMZN | Amazon.com INC | 株式-一般消費財 | 9.97% | — | +4.57% | |
| 4 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 4.88% | — | +7.91% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 4.13% | — | +14.12% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.12% | — | -39.92% | |
| 7 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 4.08% | — | -2.77% | |
| 8 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 3.82% | — | +2.66% | |
| 9 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 3.73% | — | +0.18% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 3.03% | — | +4129.43% | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 2.99% | — | +4.83% | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.85% | — | +0.92% | |
| 13 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 2.83% | — | +4.20% | |
| 14 | BIV | Vanguard Intermediate-term B | ETF-その他 | 2.45% | — | +6.72% | |
| 15 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.99% | — | — | |
| 16 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 1.98% | — | +79.52% | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.80% | — | +41.02% | |
| 18 | SUSA | Ishares Esg Optimized Msci U | ETF-その他 | 1.75% | — | +23.40% | |
| 19 | USRT | Ishares Core US Reit ETF | ETF-その他 | 1.54% | — | +15.10% | |
| 20 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.81% | — | +1.26% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.78% | — | — | |
| 22 | AAPL | Apple INC | 株式-IT | 0.76% | — | +26.01% | |
| 23 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-その他 | 0.72% | — | -1.62% | |
| 24 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.70% | — | -3.13% | |
| 25 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.65% | — | -1.44% | |
| 26 | ESGE | Ishares INC Ishares Esg Awar | ETF-その他 | 0.63% | — | +20.82% | |
| 27 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.54% | — | -0.43% | |
| 28 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.49% | — | -48.29% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.45% | — | +1.68% | |
| 30 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.43% | — | -0.82% | |
| 31 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.41% | — | — | |
| 32 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.37% | — | +3.43% | |
| 33 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.36% | — | +5.49% | |
| 34 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.31% | — | +66.47% | |
| 35 | CVX | Chevron CORP | 株式-エネルギー | 0.31% | — | +1.51% | |
| 36 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.30% | — | +43.53% | |
| 37 | SMARGBP | Smartsheet Inc-class A | 株式-その他 | 0.27% | — | — | |
| 38 | BA | Boeing Co/the | 株式-資本財 | 0.25% | — | -2.24% | |
| 39 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.24% | — | +4.48% | |
| 40 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.24% | — | +84.72% | |
| 41 | V | Visa Inc-class A Shares | 株式-金融 | 0.24% | — | -10.52% | |
| 42 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.23% | — | — | |
| 43 | CSCO | Cisco Systems INC | 株式-IT | 0.23% | — | +2.96% | |
| 44 | AX | Axos Financial INC | 株式-金融 | 0.22% | — | +3.38% | |
| 45 | INTC | Intel CORP | 株式-IT | 0.22% | — | +13.87% | |
| 46 | DOCU | Docusign INC | 株式-IT | 0.21% | — | -58.39% | |
| 47 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.21% | — | +8.46% | |
| 48 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.20% | — | -2.68% | |
| 49 | VZ | Verizon Communications INC | 株式-通信サービス | 0.20% | — | -1.72% | |
| 50 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.20% | — | +2.07% |