CIK: 0001842787
申告総資産額
$3.7億
| # | 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 | BND | Vanguard Total Bond Market | ETF-その他 | 14.72% | -0.88% | +15.77% | |
| 2 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 10.88% | — | +1.02% | |
| 3 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 10.18% | -1.23% | +1.42% | |
| 4 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 8.57% | -0.11% | -1.11% | |
| 5 | VUG | Vanguard Growth ETF | ETF-その他 | 7.83% | -2.08% | +5.43% | |
| 6 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 6.74% | -0.18% | +3.07% | |
| 7 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 5.29% | — | -0.05% | |
| 8 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 4.57% | -0.08% | -2.56% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 3.64% | -0.26% | +4.42% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.94% | -0.40% | +4.41% | |
| 11 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 2.85% | -0.23% | -4.51% | |
| 12 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 2.80% | -1.89% | -2.55% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.64% | +3.44% | +0.38% | |
| 14 | VB | Vanguard Small-cap ETF | ETF-その他 | 2.12% | -0.11% | -3.86% | |
| 15 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.92% | -0.29% | -0.82% | |
| 16 | VTV | Vanguard Value ETF | ETF-その他 | 1.83% | +6.36% | -4.25% | |
| 17 | AAPL | Apple INC | 株式-IT | 1.19% | -0.12% | — | |
| 18 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.06% | — | +0.44% | |
| 19 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.94% | -0.04% | -0.83% | |
| 20 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 0.80% | +1.67% | +7.07% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.62% | -2.09% | +0.40% | |
| 22 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.41% | -0.02% | +0.39% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.35% | -0.04% | +0.42% | |
| 24 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.33% | +0.04% | +0.36% | |
| 25 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.31% | -0.03% | -2.00% | |
| 26 | AON | Aon plc | 株式-金融 | 0.25% | -0.02% | — | |
| 27 | VXF | Vanguard Extended Market ETF | ETF-その他 | 0.25% | — | +0.31% | |
| 28 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.22% | -0.01% | — | |
| 29 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.20% | -0.02% | +13.14% | |
| 30 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.17% | — | — | |
| 31 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 0.17% | -0.01% | -11.79% | |
| 32 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.16% | — | +0.46% | |
| 33 | DE | Deere & Co | 株式-資本財 | 0.16% | +0.01% | — | |
| 34 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.14% | -0.02% | +0.72% | |
| 35 | SPLKCHF | Splunk INC | 株式-その他 | 0.14% | — | — | |
| 36 | GS | Goldman Sachs Group INC | 株式-金融 | 0.12% | -0.01% | +0.79% | |
| 37 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.12% | -0.03% | +0.12% | |
| 38 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.12% | -0.02% | — | |
| 39 | EXC | Exelon CORP | 株式-公益事業 | 0.12% | — | — | |
| 40 | PEP | Pepsico INC | 株式-生活必需品 | 0.09% | — | — | |
| 41 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.09% | -0.02% | +0.48% | |
| 42 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 0.09% | -0.02% | +0.38% | |
| 43 | ORCL | Oracle CORP | 株式-IT | 0.08% | -0.03% | — | |
| 44 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.08% | -0.01% | — | |
| 45 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.08% | -0.02% | — | |
| 46 | VPL | Vanguard Ftse Pacific ETF | ETF-その他 | 0.08% | — | +0.21% | |
| 47 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.07% | — | — | |
| 48 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 0.07% | — | +0.09% | |
| 49 | CEG | Constellation Energy | 株式-公益事業 | 0.07% | -0.04% | — | |
| 50 | SCHC | Schwab Intl Small-cap Equity | ETF-その他 | 0.07% | — | — |