CIK: 0001706327
申告総資産額
$15.0億
| # | 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 | VV | Vanguard Large-cap ETF | ETF-その他 | 42.48% | +1.92% | +4.52% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 17.00% | +1.45% | +5.44% | |
| 3 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 10.08% | -6.84% | -26.58% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 6.58% | -0.22% | -1.98% | |
| 5 | VB | Vanguard Small-cap ETF | ETF-その他 | 5.66% | +0.11% | +1.18% | |
| 6 | SCHC | Schwab Intl Small-cap Equity | ETF-その他 | 3.90% | -0.21% | -0.63% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 3.81% | +0.35% | +7.80% | |
| 8 | SCHO | Schwab Short-term US Treas | ETF-その他 | 1.96% | — | -0.55% | |
| 9 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.92% | — | -0.43% | |
| 10 | EEMS | Ishares Msci Emerging Mkt Sm | ETF-新興国市場 | 1.47% | — | -0.68% | |
| 11 | PDBC | Invesco Optimum Yield Divers | ETF-その他 | 1.38% | +0.30% | -33.73% | |
| 12 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 0.52% | — | -14.01% | |
| 13 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.33% | +0.10% | -0.15% | |
| 14 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.32% | -0.09% | — | |
| 15 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.27% | — | +86.84% | |
| 16 | SCHH | Schwab US Reit ETF | ETF-その他 | 0.25% | — | -0.59% | |
| 17 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.24% | — | +3.80% | |
| 18 | EWX | State Street Spdr S&p Emergi | ETF-その他 | 0.24% | — | +25.25% | |
| 19 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-その他 | 0.20% | — | +2.07% | |
| 20 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 0.18% | — | -15.77% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.13% | — | -50.26% | |
| 22 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.11% | +0.07% | -71.90% | |
| 23 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.11% | — | -32.34% | |
| 24 | ECL | Ecolab INC | 株式-素材 | 0.11% | — | +1.68% | |
| 25 | PBD | Invesco Global Clean Energy | ETF-その他 | 0.09% | — | -0.36% | |
| 26 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.08% | — | -53.68% | |
| 27 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 0.08% | -0.08% | +112.57% | |
| 28 | BGRN | Ishares Usd Green Bond ETF | ETF-その他 | 0.07% | +0.04% | +0.24% | |
| 29 | AAPL | Apple INC | 株式-IT | 0.07% | +0.29% | +6.14% | |
| 30 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 0.06% | — | — | |
| 31 | SCHR | Schwab Intermediate-term US | ETF-その他 | 0.06% | — | +13.12% | |
| 32 | VUG | Vanguard Growth ETF | ETF-その他 | 0.05% | -0.03% | -79.31% | |
| 33 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.04% | — | +15.00% | |
| 34 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.04% | +0.17% | — | |
| 35 | ESML | Ishares Esg Aware Msci USA S | ETF-その他 | 0.04% | — | — | |
| 36 | GBCI | Glacier Bancorp INC | 株式-金融 | 0.03% | — | — | |
| 37 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.03% | — | -22.19% |