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 | 16.76% | +0.74% | +3.50% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 10.16% | -0.44% | -2.10% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 8.22% | -0.15% | -0.99% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 7.55% | +0.32% | +11.63% | |
| 5 | DFSV | Dimensional US Small Cap Val | ETF-中小型株 | 4.68% | +0.27% | +3.18% | |
| 6 | DFEM | Dimensional Emrg Mrkt Core | ETF-その他 | 4.62% | +0.28% | +5.26% | |
| 7 | DISV | Dimensional International Sm | ETF-その他 | 4.41% | +0.14% | +7.10% | |
| 8 | VV | Vanguard Large-cap ETF | ETF-その他 | 4.26% | -0.16% | -1.27% | |
| 9 | DFGR | Dim Global Real Estate ETF | ETF-その他 | 3.73% | +0.16% | +3.26% | |
| 10 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 3.52% | -0.16% | -0.77% | |
| 11 | AAPL | Apple INC | 株式-IT | 2.88% | -0.14% | +1.63% | |
| 12 | CAT | Caterpillar INC | 株式-資本財 | 2.59% | +0.78% | -2.95% | |
| 13 | IEUR | Ishares Core Msci Europe ETF | ETF-その他 | 2.23% | -0.04% | -0.80% | |
| 14 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-その他 | 1.95% | +0.07% | +6.54% | |
| 15 | VPL | Vanguard Ftse Pacific ETF | ETF-その他 | 1.89% | +0.05% | -0.67% | |
| 16 | MSFT | Microsoft CORP | 株式-IT | 1.78% | -0.40% | +2.61% | |
| 17 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 1.71% | +0.06% | +3.54% | |
| 18 | IPAC | Ishares Core Msci Pacific Et | ETF-その他 | 1.38% | +0.04% | -0.64% | |
| 19 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 0.94% | -0.02% | +2.11% | |
| 20 | SUB | Ishares Short-term National | ETF-その他 | 0.93% | — | -13.80% | |
| 21 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 0.90% | -0.06% | -7.67% | |
| 22 | ESML | Ishares Esg Aware Msci USA S | ETF-その他 | 0.82% | — | -5.91% | |
| 23 | EPP | Ishares Msci Pacific Ex Japa | ETF-その他 | 0.51% | — | -1.49% | |
| 24 | SCHC | Schwab Intl Small-cap Equity | ETF-その他 | 0.40% | — | -0.01% | |
| 25 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.40% | — | -2.65% | |
| 26 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.40% | — | +1.25% | |
| 27 | ALL | Allstate CORP | 株式-金融 | 0.36% | -0.31% | EXIT | |
| 28 | TSLA | Tesla INC | 株式-一般消費財 | 0.34% | -0.07% | -6.70% | |
| 29 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.32% | +0.07% | -11.05% | |
| 30 | ESGE | Ishares INC Ishares Esg Awar | ETF-その他 | 0.31% | — | -4.51% | |
| 31 | PEP | Pepsico INC | 株式-生活必需品 | 0.26% | -0.04% | -4.95% | |
| 32 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.26% | — | +5.28% | |
| 33 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.25% | — | +17.51% | |
| 34 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.24% | — | +4.69% | |
| 35 | CVX | Chevron CORP | 株式-エネルギー | 0.23% | +0.08% | -0.27% | |
| 36 | DFSEUR | Discover Financial Services | 株式-その他 | 0.23% | — | — | |
| 37 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.22% | +0.05% | -0.12% | |
| 38 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.22% | +0.08% | +0.54% | |
| 39 | AFRM | Affirm Holdings INC | 株式-金融 | 0.21% | -0.12% | — | |
| 40 | NEE | Nextera Energy INC | 株式-公益事業 | 0.20% | +0.03% | +2.56% | |
| 41 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.20% | -0.03% | +8.60% | |
| 42 | MS | Morgan Stanley | 株式-金融 | 0.19% | -0.21% | EXIT | |
| 43 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.19% | -0.02% | +17.37% | |
| 44 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.18% | — | +37.62% | |
| 45 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.17% | — | +10.50% | |
| 46 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.16% | — | +46.46% | |
| 47 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.15% | -0.03% | +3.25% | |
| 48 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.15% | -0.02% | +16.51% | |
| 49 | FAST | Fastenal Co | 株式-資本財 | 0.15% | +0.02% | +1.70% | |
| 50 | CMF | Ishares California Muni Bond | ETF-その他 | 0.15% | — | — |