CIK: 0001906766
申告総資産額
$3.6億
| # | 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 23.19% | -0.80% | -1.53% | |
| 2 | BIV | Vanguard Intermediate-term B | ETF-その他 | 10.01% | — | +4.95% | |
| 3 | VTV | Vanguard Value ETF | ETF-その他 | 9.37% | +0.47% | +1.50% | |
| 4 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 9.15% | +0.07% | -13.98% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 5.79% | +0.04% | +75.41% | |
| 6 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 5.73% | — | -5.90% | |
| 7 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 5.15% | — | -10.17% | |
| 8 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 5.03% | — | +8.11% | |
| 9 | MUB | Ishares National Muni Bond E | ETF-その他 | 3.21% | — | +0.36% | |
| 10 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 2.96% | +0.21% | +6.66% | |
| 11 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 2.80% | — | +6.51% | |
| 12 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 2.01% | -0.47% | +49.71% | |
| 13 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 1.74% | +0.03% | -10.34% | |
| 14 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 1.62% | -0.02% | +0.52% | |
| 15 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.23% | +0.09% | +41.02% | |
| 16 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.23% | -0.02% | +31.59% | |
| 17 | FBND | Fidelity Total Bond ETF | ETF-その他 | 1.03% | +0.27% | +6.92% | |
| 18 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 0.90% | -0.02% | -2.80% | |
| 19 | AAPL | Apple INC | 株式-IT | 0.83% | — | +0.34% | |
| 20 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 0.72% | — | +0.09% | |
| 21 | BAH | Booz Allen Hamilton Holdings | 株式-資本財 | 0.71% | +0.02% | -19.11% | |
| 22 | BND | Vanguard Total Bond Market | ETF-その他 | 0.70% | — | -21.01% | |
| 23 | GOOD | Gladstone Commercial CORP | 株式-その他 | 0.54% | — | — | |
| 24 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.50% | +0.06% | -52.65% | |
| 25 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.42% | -0.04% | -0.53% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.38% | -0.02% | +0.04% | |
| 27 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 0.31% | -0.01% | — | |
| 28 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.30% | -0.05% | +0.45% | |
| 29 | RTX | Rtx CORP | 株式-資本財 | 0.28% | — | +0.07% | |
| 30 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.26% | — | -4.37% | |
| 31 | ESGE | Ishares INC Ishares Esg Awar | ETF-その他 | 0.23% | — | — | |
| 32 | DHR | Danaher CORP | 株式-ヘルスケア | 0.23% | — | — | |
| 33 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 0.21% | — | +13.82% | |
| 34 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.16% | +0.01% | -24.80% | |
| 35 | TENB | Tenable Holdings INC | 株式-その他 | 0.15% | — | — | |
| 36 | MSFT | Microsoft CORP | 株式-IT | 0.15% | -0.03% | -2.55% | |
| 37 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.14% | — | +0.17% | |
| 38 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.13% | -0.04% | — | |
| 39 | JMST | JPM Ultra-short Muni Income | ETF-その他 | 0.13% | +0.01% | — | |
| 40 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 0.13% | — | -31.64% | |
| 41 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.13% | -0.02% | — | |
| 42 | TSLA | Tesla INC | 株式-一般消費財 | 0.12% | -0.06% | EXIT |