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 | 16.97% | +0.74% | -1.18% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 9.62% | -0.44% | -1.85% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 8.42% | +0.32% | +3.83% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 7.80% | -0.15% | -1.07% | |
| 5 | DISV | Dimensional International Sm | ETF-その他 | 5.04% | +0.14% | +3.08% | |
| 6 | DFEM | Dimensional Emrg Mrkt Core | ETF-その他 | 4.83% | +0.28% | +2.32% | |
| 7 | DFSV | Dimensional US Small Cap Val | ETF-中小型株 | 4.50% | +0.27% | +4.00% | |
| 8 | DFGR | Dim Global Real Estate ETF | ETF-その他 | 3.99% | +0.16% | +2.68% | |
| 9 | VV | Vanguard Large-cap ETF | ETF-その他 | 3.88% | -0.16% | -5.66% | |
| 10 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 3.81% | -0.16% | -3.50% | |
| 11 | AAPL | Apple INC | 株式-IT | 2.57% | -0.14% | -0.62% | |
| 12 | IEUR | Ishares Core Msci Europe ETF | ETF-その他 | 2.47% | -0.04% | -1.72% | |
| 13 | CAT | Caterpillar INC | 株式-資本財 | 2.38% | +0.78% | — | |
| 14 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-その他 | 2.01% | +0.07% | +0.81% | |
| 15 | VPL | Vanguard Ftse Pacific ETF | ETF-その他 | 1.91% | +0.05% | -1.72% | |
| 16 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 1.86% | +0.06% | +4.61% | |
| 17 | MSFT | Microsoft CORP | 株式-IT | 1.58% | -0.40% | -1.69% | |
| 18 | IPAC | Ishares Core Msci Pacific Et | ETF-その他 | 1.42% | +0.04% | -0.05% | |
| 19 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 1.02% | -0.02% | — | |
| 20 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 0.84% | -0.06% | -2.87% | |
| 21 | ESML | Ishares Esg Aware Msci USA S | ETF-その他 | 0.79% | — | +3.52% | |
| 22 | EPP | Ishares Msci Pacific Ex Japa | ETF-その他 | 0.50% | — | -3.43% | |
| 23 | SCHC | Schwab Intl Small-cap Equity | ETF-その他 | 0.43% | — | -0.46% | |
| 24 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.41% | — | -0.70% | |
| 25 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.41% | — | — | |
| 26 | ALL | Allstate CORP | 株式-金融 | 0.39% | -0.31% | EXIT | |
| 27 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.37% | +0.07% | +0.19% | |
| 28 | ESGE | Ishares INC Ishares Esg Awar | ETF-その他 | 0.34% | — | +4.76% | |
| 29 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.31% | — | -1.05% | |
| 30 | CVX | Chevron CORP | 株式-エネルギー | 0.27% | +0.08% | +0.18% | |
| 31 | PEP | Pepsico INC | 株式-生活必需品 | 0.26% | -0.04% | — | |
| 32 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.25% | — | +4.81% | |
| 33 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.25% | — | — | |
| 34 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.24% | +0.08% | -0.85% | |
| 35 | DFSEUR | Discover Financial Services | 株式-その他 | 0.23% | — | — | |
| 36 | AFRM | Affirm Holdings INC | 株式-金融 | 0.23% | -0.12% | +43.63% | |
| 37 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.23% | — | — | |
| 38 | TSLA | Tesla INC | 株式-一般消費財 | 0.21% | -0.07% | -3.00% | |
| 39 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.21% | +0.05% | +2.72% | |
| 40 | NEE | Nextera Energy INC | 株式-公益事業 | 0.20% | +0.03% | — | |
| 41 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.20% | -0.03% | -3.30% | |
| 42 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.18% | -0.03% | -1.66% | |
| 43 | MS | Morgan Stanley | 株式-金融 | 0.17% | -0.21% | EXIT | |
| 44 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.16% | — | — | |
| 45 | FAST | Fastenal Co | 株式-資本財 | 0.16% | +0.02% | -1.68% | |
| 46 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.16% | — | -11.61% | |
| 47 | IDV | Ishares International Select | ETF-その他 | 0.15% | — | -1.86% | |
| 48 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.14% | -0.02% | -11.06% | |
| 49 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.14% | — | +1.02% | |
| 50 | CSCO | Cisco Systems INC | 株式-IT | 0.14% | -0.02% | -3.66% |