CIK: 0001871734
申告総資産額
$3.9億
上位200銘柄を表示中（全359銘柄）
| # | 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 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 21.90% | -1.05% | +2.48% | |
| 2 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 12.03% | -0.15% | +0.82% | |
| 3 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 10.51% | +0.17% | -1.31% | |
| 4 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 5.79% | -0.05% | +46.21% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 5.57% | +0.21% | +19.92% | |
| 6 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 5.20% | -0.01% | — | |
| 7 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 2.49% | +0.33% | -13.09% | |
| 8 | DFAT | Dimensional US Target Value | ETF-その他 | 2.44% | — | — | |
| 9 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 1.99% | — | +7.06% | |
| 10 | REET | Ishares Global Reit ETF | ETF-その他 | 1.95% | -0.03% | -1.44% | |
| 11 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 1.95% | — | +9.29% | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.85% | +0.08% | -1.59% | |
| 13 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.77% | -0.04% | -1.50% | |
| 14 | VTV | Vanguard Value ETF | ETF-その他 | 1.57% | +0.13% | +0.40% | |
| 15 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.44% | +0.03% | -1.84% | |
| 16 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 1.39% | -0.04% | +1.54% | |
| 17 | AAPL | Apple INC | 株式-IT | 1.32% | — | -5.45% | |
| 18 | IWC | Ishares Micro-cap ETF | ETF-その他 | 1.20% | — | -11.46% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.09% | -0.04% | +270.25% | |
| 20 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.98% | — | +7.76% | |
| 21 | DFAE | Dimensional Emerging Core Eq | ETF-新興国市場 | 0.90% | — | +8.53% | |
| 22 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.73% | — | — | |
| 23 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-その他 | 0.71% | — | -2.82% | |
| 24 | SUSC | Ishares Esg Aware Usd Corpor | ETF-その他 | 0.50% | -0.06% | EXIT | |
| 25 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 0.50% | +0.17% | +229.13% | |
| 26 | DFIV | Dimensional International Va | ETF-その他 | 0.49% | — | — | |
| 27 | NEE | Nextera Energy INC | 株式-公益事業 | 0.44% | — | +0.04% | |
| 28 | AVRE | Avantis Real Estate ETF | ETF-その他 | 0.43% | -0.04% | — | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.40% | -0.03% | +1.07% | |
| 30 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.39% | — | +156.74% | |
| 31 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 0.37% | — | +8.35% | |
| 32 | VUG | Vanguard Growth ETF | ETF-その他 | 0.36% | +0.02% | +4.96% | |
| 33 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 0.35% | — | +125.76% | |
| 34 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.33% | — | +1983.33% | |
| 35 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 0.32% | — | — | |
| 36 | MSFT | Microsoft CORP | 株式-IT | 0.28% | -0.08% | -5.73% | |
| 37 | AVDV | Avantis Intl S/c Value ETF | ETF-その他 | 0.28% | — | +86.54% | |
| 38 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 0.26% | — | +8.45% | |
| 39 | AGL | agilon health, inc. | 株式-その他 | 0.21% | — | — | |
| 40 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.20% | — | — | |
| 41 | VCEB | Vanguard Esg US CORP Bond | ETF-投資適格社債 | 0.20% | — | — | |
| 42 | AVDE | Avantis International Equity | ETF-その他 | 0.19% | +0.02% | +301.87% | |
| 43 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.18% | -0.07% | +30.21% | |
| 44 | NFLX | Netflix INC | 株式-通信サービス | 0.18% | — | +1.85% | |
| 45 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.17% | +0.11% | +31.06% | |
| 46 | VSGX | Vanguard Esg Intl Stock ETF | ETF-その他 | 0.16% | — | +1.76% | |
| 47 | BLV | Vanguard Long-term Bond ETF | ETF-その他 | 0.16% | +0.02% | +35.93% | |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.15% | -0.10% | -10.74% | |
| 49 | DFAI | Dimensional International Co | ETF-その他 | 0.13% | — | +4601.29% | |
| 50 | VONG | Vanguard Russell 1000 Growth | ETF-その他 | 0.13% | +0.06% | — |