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 | 17.57% | +0.74% | +2.83% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 10.12% | -0.44% | -5.16% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 7.68% | -0.15% | -13.03% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 6.79% | +0.32% | -9.27% | |
| 5 | DFEM | Dimensional Emrg Mrkt Core | ETF-その他 | 4.47% | +0.28% | -9.07% | |
| 6 | DFSV | Dimensional US Small Cap Val | ETF-中小型株 | 4.29% | +0.27% | -8.72% | |
| 7 | DISV | Dimensional International Sm | ETF-その他 | 4.18% | +0.14% | -5.23% | |
| 8 | VV | Vanguard Large-cap ETF | ETF-その他 | 4.11% | -0.16% | -0.67% | |
| 9 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 3.88% | -0.16% | -11.56% | |
| 10 | DFGR | Dim Global Real Estate ETF | ETF-その他 | 3.65% | +0.16% | -1.38% | |
| 11 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-その他 | 2.62% | +0.05% | NEW | |
| 12 | CAT | Caterpillar INC | 株式-資本財 | 2.53% | +0.78% | -0.16% | |
| 13 | IEUR | Ishares Core Msci Europe ETF | ETF-その他 | 2.47% | -0.04% | -2.27% | |
| 14 | AAPL | Apple INC | 株式-IT | 2.41% | -0.14% | -1.40% | |
| 15 | VPL | Vanguard Ftse Pacific ETF | ETF-その他 | 2.05% | +0.05% | -7.95% | |
| 16 | MSFT | Microsoft CORP | 株式-IT | 1.87% | -0.40% | -1.37% | |
| 17 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-その他 | 1.77% | +0.07% | -1.92% | |
| 18 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 1.76% | +0.06% | +5.01% | |
| 19 | IPAC | Ishares Core Msci Pacific Et | ETF-その他 | 1.44% | +0.04% | -5.93% | |
| 20 | SUB | Ishares Short-term National | ETF-その他 | 1.34% | — | -8.14% | |
| 21 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 0.97% | -0.02% | -2.73% | |
| 22 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 0.94% | -0.06% | -11.62% | |
| 23 | ESML | Ishares Esg Aware Msci USA S | ETF-その他 | 0.81% | — | +1.21% | |
| 24 | EPP | Ishares Msci Pacific Ex Japa | ETF-その他 | 0.53% | — | -10.95% | |
| 25 | SCHC | Schwab Intl Small-cap Equity | ETF-その他 | 0.44% | — | -0.94% | |
| 26 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.40% | — | -0.82% | |
| 27 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.40% | — | -20.94% | |
| 28 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.37% | +0.07% | +16.27% | |
| 29 | ESGE | Ishares INC Ishares Esg Awar | ETF-その他 | 0.33% | — | +1.50% | |
| 30 | ALL | Allstate CORP | 株式-金融 | 0.31% | -0.31% | EXIT | |
| 31 | PEP | Pepsico INC | 株式-生活必需品 | 0.29% | -0.04% | -0.62% | |
| 32 | CVX | Chevron CORP | 株式-エネルギー | 0.25% | +0.08% | -0.70% | |
| 33 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.24% | +0.08% | -0.17% | |
| 34 | TSLA | Tesla INC | 株式-一般消費財 | 0.23% | -0.07% | +1.04% | |
| 35 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.23% | — | -0.99% | |
| 36 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.21% | +0.05% | -0.97% | |
| 37 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.21% | — | — | |
| 38 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.20% | — | +1.63% | |
| 39 | NEE | Nextera Energy INC | 株式-公益事業 | 0.19% | +0.03% | — | |
| 40 | DFSEUR | Discover Financial Services | 株式-その他 | 0.18% | — | — | |
| 41 | CMF | Ishares California Muni Bond | ETF-その他 | 0.15% | — | -24.74% | |
| 42 | MS | Morgan Stanley | 株式-金融 | 0.15% | -0.21% | EXIT | |
| 43 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-その他 | 0.15% | — | -16.16% | |
| 44 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.14% | — | -0.84% | |
| 45 | IDV | Ishares International Select | ETF-その他 | 0.14% | — | +0.28% | |
| 46 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.14% | -0.03% | -5.13% | |
| 47 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.14% | -0.03% | — | |
| 48 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.13% | — | -14.13% | |
| 49 | IEV | Ishares Europe ETF | ETF-その他 | 0.13% | — | — | |
| 50 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.13% | — | +9.71% |