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 | 12.28% | — | -0.78% | |
| 2 | AMZN | Amazon.com INC | 株式-一般消費財 | 8.54% | — | +3.26% | |
| 3 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 6.99% | — | -26.26% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 4.36% | — | +8.37% | |
| 5 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 4.23% | — | -1.81% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 4.09% | — | — | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.72% | — | -0.89% | |
| 8 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 3.63% | — | +4.17% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 3.29% | — | +6.43% | |
| 10 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 3.01% | — | -7.75% | |
| 11 | BIV | Vanguard Intermediate-term B | ETF-その他 | 2.92% | — | +35.07% | |
| 12 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 2.84% | — | +6.91% | |
| 13 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 2.69% | — | +8.60% | |
| 14 | USRT | Ishares Core US Reit ETF | ETF-その他 | 2.65% | — | +14.52% | |
| 15 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 2.64% | — | +27.49% | |
| 16 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.54% | — | -0.67% | |
| 17 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 2.44% | — | -31.83% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.08% | — | +454.68% | |
| 19 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.82% | — | +486.42% | |
| 20 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.81% | — | -0.37% | |
| 21 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.67% | — | -0.36% | |
| 22 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 1.17% | — | — | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.02% | — | +85.73% | |
| 24 | AAPL | Apple INC | 株式-IT | 0.94% | — | -1.58% | |
| 25 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.86% | — | +13.33% | |
| 26 | SUSA | Ishares Esg Optimized Msci U | ETF-その他 | 0.72% | — | -58.16% | |
| 27 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-その他 | 0.61% | — | -0.07% | |
| 28 | ESGE | Ishares INC Ishares Esg Awar | ETF-その他 | 0.60% | — | +4.66% | |
| 29 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.59% | — | +0.49% | |
| 30 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.58% | — | +0.94% | |
| 31 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.46% | — | +1.35% | |
| 32 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.46% | — | -2.61% | |
| 33 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.42% | — | -5.15% | |
| 34 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.38% | — | -0.91% | |
| 35 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.37% | — | — | |
| 36 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.35% | — | +3.64% | |
| 37 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.35% | — | +2.77% | |
| 38 | INTC | Intel CORP | 株式-IT | 0.27% | — | -2.20% | |
| 39 | CVX | Chevron CORP | 株式-エネルギー | 0.25% | — | -1.72% | |
| 40 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.25% | — | -24.50% | |
| 41 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.24% | — | +2.75% | |
| 42 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.24% | — | — | |
| 43 | SMARGBP | Smartsheet Inc-class A | 株式-その他 | 0.23% | — | — | |
| 44 | BAC | Bank Of America CORP | 株式-金融 | 0.22% | — | +2.97% | |
| 45 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.21% | — | +6.57% | |
| 46 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.21% | — | +0.48% | |
| 47 | CSCO | Cisco Systems INC | 株式-IT | 0.21% | — | +7.67% | |
| 48 | BA | Boeing Co/the | 株式-資本財 | 0.21% | — | +0.45% | |
| 49 | VZ | Verizon Communications INC | 株式-通信サービス | 0.20% | — | +5.33% | |
| 50 | V | Visa Inc-class A Shares | 株式-金融 | 0.19% | — | +1.88% |