CIK: 0001769302
申告総資産額
$8.0億
| # | 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 14.28% | +0.04% | +8.82% | |
| 2 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 7.22% | — | +2.34% | |
| 3 | AAPL | Apple INC | 株式-IT | 5.18% | -0.56% | +3.59% | |
| 4 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 5.17% | — | -0.39% | |
| 5 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 4.69% | +0.28% | +8.23% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 3.38% | -0.13% | +4.45% | |
| 7 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 3.25% | +0.46% | -12.88% | |
| 8 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 2.84% | +0.21% | +11.21% | |
| 9 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 2.31% | — | +3.64% | |
| 10 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.93% | — | +63.68% | |
| 11 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.74% | — | +62.18% | |
| 12 | TSLA | Tesla INC | 株式-一般消費財 | 1.60% | -0.21% | +31.54% | |
| 13 | MSFT | Microsoft CORP | 株式-IT | 1.54% | -0.31% | -5.52% | |
| 14 | DUHP | Dimensional US High Profi Et | ETF-その他 | 1.46% | -0.20% | +1.72% | |
| 15 | CVX | Chevron CORP | 株式-エネルギー | 1.36% | +0.13% | -5.80% | |
| 16 | FALN | Ishares Fallen Angels ETF | ETF-その他 | 1.19% | — | -11.96% | |
| 17 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 1.15% | — | — | |
| 18 | COMT | Ishares Gsci Commodity Dynam | ETF-コモディティ | 1.15% | — | -49.99% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.12% | — | -0.14% | |
| 20 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 1.02% | — | — | |
| 21 | DFAT | Dimensional US Target Value | ETF-その他 | 1.01% | — | +5.30% | |
| 22 | IYE | Ishares U.s. Energy ETF | ETF-その他 | 1.01% | — | -42.67% | |
| 23 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.99% | — | — | |
| 24 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.97% | — | — | |
| 25 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 0.96% | — | +1.44% | |
| 26 | VTV | Vanguard Value ETF | ETF-その他 | 0.87% | — | -2.23% | |
| 27 | MBB | Ishares Mbs ETF | ETF-その他 | 0.85% | — | -3.12% | |
| 28 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.84% | -0.10% | -0.51% | |
| 29 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.81% | -0.12% | +1884.09% | |
| 30 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.76% | — | +0.87% | |
| 31 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.75% | — | -8.94% | |
| 32 | VUG | Vanguard Growth ETF | ETF-その他 | 0.74% | — | -3.83% | |
| 33 | VLUE | Ishares Msci USA Value Facto | ETF-その他 | 0.71% | — | -54.79% | |
| 34 | EELV | Invesco S&p Emerging Markets | ETF-新興国市場 | 0.68% | — | — | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.67% | — | +11.69% | |
| 36 | DFIC | Dimensional International Co | ETF-その他 | 0.66% | — | +2.01% | |
| 37 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.65% | — | +7.72% | |
| 38 | ORCL | Oracle CORP | 株式-IT | 0.64% | -0.17% | +0.34% | |
| 39 | ICVT | Ishares Convertible Bond ETF | ETF-その他 | 0.63% | — | +384.32% | |
| 40 | IFRA | Ishares US Infrastructure | ETF-その他 | 0.57% | — | — | |
| 41 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.55% | — | -1.24% | |
| 42 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.53% | — | +4.21% | |
| 43 | SLY | Spdr S&p 600 Small Cap ETF | ETF-中小型株 | 0.48% | — | -40.75% | |
| 44 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 0.47% | +0.11% | +27.82% | |
| 45 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.45% | -0.11% | -1.92% | |
| 46 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.43% | — | -3.43% | |
| 47 | IXG | Ishares Global Financials Et | ETF-その他 | 0.43% | — | -9.10% | |
| 48 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.40% | — | +5.72% | |
| 49 | ESGE | Ishares INC Ishares Esg Awar | ETF-その他 | 0.40% | — | -65.56% | |
| 50 | FDL | First Trust Morn Dvd Lead In | ETF-その他 | 0.37% | — | — |