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 | 14.63% | +0.74% | +6.06% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 8.73% | +0.32% | +4.58% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 8.72% | -0.44% | -1.31% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 8.28% | -0.15% | +4.91% | |
| 5 | DISV | Dimensional International Sm | ETF-その他 | 5.57% | +0.14% | +3.04% | |
| 6 | DFEM | Dimensional Emrg Mrkt Core | ETF-その他 | 5.09% | +0.28% | +3.38% | |
| 7 | DFSV | Dimensional US Small Cap Val | ETF-中小型株 | 4.55% | +0.27% | +5.78% | |
| 8 | VV | Vanguard Large-cap ETF | ETF-その他 | 3.69% | -0.16% | -0.63% | |
| 9 | DFGR | Dim Global Real Estate ETF | ETF-その他 | 3.57% | +0.16% | +6.98% | |
| 10 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 3.42% | -0.16% | -0.96% | |
| 11 | CAT | Caterpillar INC | 株式-資本財 | 3.17% | +0.78% | -3.54% | |
| 12 | AAPL | Apple INC | 株式-IT | 2.51% | -0.14% | -1.19% | |
| 13 | IEUR | Ishares Core Msci Europe ETF | ETF-その他 | 2.22% | -0.04% | -1.24% | |
| 14 | VPL | Vanguard Ftse Pacific ETF | ETF-その他 | 1.77% | +0.05% | -1.37% | |
| 15 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 1.67% | +0.06% | +7.85% | |
| 16 | ORCL | Oracle CORP | 株式-IT | 1.63% | -1.57% | +1954.75% | |
| 17 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-その他 | 1.57% | +0.07% | +1.05% | |
| 18 | MSFT | Microsoft CORP | 株式-IT | 1.54% | -0.40% | -5.32% | |
| 19 | IPAC | Ishares Core Msci Pacific Et | ETF-その他 | 1.30% | +0.04% | -0.80% | |
| 20 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 1.17% | +0.80% | +86.21% | |
| 21 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 0.91% | -0.02% | -0.82% | |
| 22 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 0.79% | -0.06% | -1.29% | |
| 23 | ESML | Ishares Esg Aware Msci USA S | ETF-その他 | 0.76% | — | -0.37% | |
| 24 | AFRM | Affirm Holdings INC | 株式-金融 | 0.44% | -0.12% | +16.16% | |
| 25 | EPP | Ishares Msci Pacific Ex Japa | ETF-その他 | 0.42% | — | -1.44% | |
| 26 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.37% | +0.07% | -3.71% | |
| 27 | SCHC | Schwab Intl Small-cap Equity | ETF-その他 | 0.34% | — | -0.66% | |
| 28 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 0.33% | — | — | |
| 29 | TSLA | Tesla INC | 株式-一般消費財 | 0.32% | -0.07% | +1.33% | |
| 30 | ALL | Allstate CORP | 株式-金融 | 0.31% | -0.31% | EXIT | |
| 31 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.31% | — | -0.07% | |
| 32 | ESGE | Ishares INC Ishares Esg Awar | ETF-その他 | 0.31% | — | -3.37% | |
| 33 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.28% | — | -1.41% | |
| 34 | COF | Capital One Financial CORP | 株式-金融 | 0.26% | -0.26% | EXIT | |
| 35 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.26% | — | -1.77% | |
| 36 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.24% | -0.02% | +2.12% | |
| 37 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.23% | -0.02% | -3.85% | |
| 38 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.22% | — | — | |
| 39 | MS | Morgan Stanley | 株式-金融 | 0.21% | -0.21% | EXIT | |
| 40 | PEP | Pepsico INC | 株式-生活必需品 | 0.21% | -0.04% | — | |
| 41 | CVX | Chevron CORP | 株式-エネルギー | 0.20% | +0.08% | +0.02% | |
| 42 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.18% | +0.05% | +0.42% | |
| 43 | NEE | Nextera Energy INC | 株式-公益事業 | 0.18% | +0.03% | — | |
| 44 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.18% | +0.08% | -9.15% | |
| 45 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.17% | — | — | |
| 46 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.17% | -0.03% | -1.89% | |
| 47 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.17% | -0.03% | -18.08% | |
| 48 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.16% | — | +2.09% | |
| 49 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.16% | — | -0.89% | |
| 50 | CSCO | Cisco Systems INC | 株式-IT | 0.16% | -0.02% | — |