CIK: 0001767474
申告総資産額
$5.9億
| # | 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 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 23.45% | -0.16% | +0.61% | |
| 2 | BND | Vanguard Total Bond Market | ETF-その他 | 14.46% | +1.41% | -0.07% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 7.68% | +0.04% | +2.07% | |
| 4 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 5.18% | +0.11% | +0.04% | |
| 5 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 4.57% | -0.03% | +3.50% | |
| 6 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 3.32% | -0.12% | -0.62% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.96% | -0.05% | -0.76% | |
| 8 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 2.91% | -0.84% | +1.84% | |
| 9 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 2.70% | -0.10% | -1.00% | |
| 10 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 2.65% | — | +0.31% | |
| 11 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 2.49% | — | -0.26% | |
| 12 | VB | Vanguard Small-cap ETF | ETF-その他 | 2.08% | — | +0.14% | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.08% | — | -0.01% | |
| 14 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 2.03% | -0.03% | +0.76% | |
| 15 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 1.73% | -0.04% | +1.13% | |
| 16 | SIZE | Ishares Msci USA Size Factor | ETF-その他 | 1.66% | — | -0.69% | |
| 17 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 1.31% | — | +0.42% | |
| 18 | IFRA | Ishares US Infrastructure | ETF-その他 | 1.13% | — | +0.24% | |
| 19 | VUG | Vanguard Growth ETF | ETF-その他 | 1.10% | -0.12% | -0.02% | |
| 20 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.01% | — | -0.44% | |
| 21 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 0.91% | — | — | |
| 22 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 0.85% | — | -0.34% | |
| 23 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 0.84% | — | -0.14% | |
| 24 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.70% | — | -3.50% | |
| 25 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 0.69% | +0.03% | -1.50% | |
| 26 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 0.67% | -0.81% | -0.02% | |
| 27 | AAPL | Apple INC | 株式-IT | 0.65% | — | +34.91% | |
| 28 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.58% | — | -0.36% | |
| 29 | VTV | Vanguard Value ETF | ETF-その他 | 0.57% | -0.05% | -0.01% | |
| 30 | XLE | Ss Energy Select Sector | ETF-その他 | 0.44% | — | -0.19% | |
| 31 | IXN | Ishares Global Tech ETF | ETF-テック型 | 0.39% | -0.02% | -7.88% | |
| 32 | VLUE | Ishares Msci USA Value Facto | ETF-その他 | 0.36% | +0.09% | -0.01% | |
| 33 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 0.35% | — | -1.59% | |
| 34 | COMT | Ishares Gsci Commodity Dynam | ETF-コモディティ | 0.35% | — | -2.23% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.34% | — | — | |
| 36 | MSFT | Microsoft CORP | 株式-IT | 0.32% | — | +6.37% | |
| 37 | USIG | Ishares Broad Usd Investment | ETF-その他 | 0.32% | — | -0.58% | |
| 38 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.27% | — | -7.39% | |
| 39 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.27% | — | — | |
| 40 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-その他 | 0.26% | — | +0.07% | |
| 41 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-その他 | 0.25% | — | -0.01% | |
| 42 | EUSB | Ishr Esg Advn Universal Bd-$ | ETF-その他 | 0.24% | — | +2.37% | |
| 43 | USXF | Ishares Esg Advance Msci USA | ETF-その他 | 0.21% | — | — | |
| 44 | IDV | Ishares International Select | ETF-その他 | 0.20% | — | -6.46% | |
| 45 | SPIP | Ss Spdr P Tips ETF | ETF-その他 | 0.18% | — | -21.00% | |
| 46 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.17% | — | -18.20% | |
| 47 | MBB | Ishares Mbs ETF | ETF-その他 | 0.15% | +0.04% | +1.33% | |
| 48 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.13% | — | +3.77% | |
| 49 | ESML | Ishares Esg Aware Msci USA S | ETF-その他 | 0.13% | — | +0.22% | |
| 50 | DMXF | Ishares Esg Advanc Msci Eafe | ETF-その他 | 0.11% | — | — |