CIK: 0001750852
申告総資産額
$4.4億
| # | 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 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 16.35% | +0.74% | +4.91% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 9.81% | -0.44% | -1.85% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 8.21% | -0.15% | +7.50% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 7.27% | +0.32% | +11.24% | |
| 5 | DFSV | Dimensional US Small Cap Val | ETF-中小型株 | 4.70% | +0.27% | +5.65% | |
| 6 | DFEM | Dimensional Emrg Mrkt Core | ETF-その他 | 4.49% | +0.28% | +8.80% | |
| 7 | DISV | Dimensional International Sm | ETF-その他 | 4.27% | +0.14% | +8.54% | |
| 8 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 4.24% | -0.16% | -1.47% | |
| 9 | VV | Vanguard Large-cap ETF | ETF-その他 | 3.80% | -0.16% | -4.59% | |
| 10 | DFGR | Dim Global Real Estate ETF | ETF-その他 | 3.62% | +0.16% | +4.28% | |
| 11 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-その他 | 2.69% | +0.05% | NEW | |
| 12 | CAT | Caterpillar INC | 株式-資本財 | 2.67% | +0.78% | -0.69% | |
| 13 | IEUR | Ishares Core Msci Europe ETF | ETF-その他 | 2.46% | -0.04% | -4.40% | |
| 14 | VPL | Vanguard Ftse Pacific ETF | ETF-その他 | 2.18% | +0.05% | -1.19% | |
| 15 | AAPL | Apple INC | 株式-IT | 1.90% | -0.14% | +0.53% | |
| 16 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-その他 | 1.72% | +0.07% | -0.78% | |
| 17 | MSFT | Microsoft CORP | 株式-IT | 1.71% | -0.40% | -1.19% | |
| 18 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 1.61% | +0.06% | +4.17% | |
| 19 | IPAC | Ishares Core Msci Pacific Et | ETF-その他 | 1.52% | +0.04% | -2.22% | |
| 20 | SUB | Ishares Short-term National | ETF-その他 | 1.40% | — | +0.16% | |
| 21 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 0.98% | -0.06% | +0.16% | |
| 22 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 0.97% | -0.02% | -3.56% | |
| 23 | ESML | Ishares Esg Aware Msci USA S | ETF-その他 | 0.80% | — | +0.32% | |
| 24 | EPP | Ishares Msci Pacific Ex Japa | ETF-その他 | 0.57% | — | -2.98% | |
| 25 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.49% | — | -10.03% | |
| 26 | SCHC | Schwab Intl Small-cap Equity | ETF-その他 | 0.42% | — | -1.66% | |
| 27 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.38% | — | -0.22% | |
| 28 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.33% | +0.07% | — | |
| 29 | ALL | Allstate CORP | 株式-金融 | 0.32% | -0.31% | EXIT | |
| 30 | BSRR | Sierra Bancorp | 株式-その他 | 0.30% | — | — | |
| 31 | ESGE | Ishares INC Ishares Esg Awar | ETF-その他 | 0.30% | — | +1.90% | |
| 32 | PEP | Pepsico INC | 株式-生活必需品 | 0.30% | -0.04% | -1.77% | |
| 33 | CVX | Chevron CORP | 株式-エネルギー | 0.24% | +0.08% | +1.87% | |
| 34 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.23% | — | +4.58% | |
| 35 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.23% | +0.08% | -12.91% | |
| 36 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.20% | — | — | |
| 37 | TSLA | Tesla INC | 株式-一般消費財 | 0.20% | -0.07% | -0.94% | |
| 38 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.19% | +0.05% | -2.94% | |
| 39 | CMF | Ishares California Muni Bond | ETF-その他 | 0.19% | — | — | |
| 40 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.19% | — | -1.53% | |
| 41 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.17% | — | — | |
| 42 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-その他 | 0.17% | — | -16.59% | |
| 43 | DFSEUR | Discover Financial Services | 株式-その他 | 0.17% | — | — | |
| 44 | NEE | Nextera Energy INC | 株式-公益事業 | 0.17% | +0.03% | — | |
| 45 | FAST | Fastenal Co | 株式-資本財 | 0.15% | +0.02% | — | |
| 46 | INTC | Intel CORP | 株式-IT | 0.15% | — | — | |
| 47 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.14% | — | -4.77% | |
| 48 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.14% | -0.03% | — | |
| 49 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.14% | -0.03% | -8.86% | |
| 50 | MS | Morgan Stanley | 株式-金融 | 0.14% | -0.21% | EXIT |