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 | 23.38% | -0.80% | -0.23% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 11.77% | +0.04% | +5.69% | |
| 3 | BIV | Vanguard Intermediate-term B | ETF-その他 | 11.20% | — | +6.62% | |
| 4 | VTV | Vanguard Value ETF | ETF-その他 | 10.58% | +0.47% | +5.48% | |
| 5 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 5.16% | — | +5.59% | |
| 6 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 3.90% | +0.21% | +4.62% | |
| 7 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 3.69% | -0.47% | +11.93% | |
| 8 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 3.00% | — | +0.33% | |
| 9 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 2.71% | -0.02% | +9.36% | |
| 10 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 2.68% | +0.07% | -5.38% | |
| 11 | FBND | Fidelity Total Bond ETF | ETF-その他 | 2.04% | +0.27% | +9.73% | |
| 12 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 1.90% | — | -4.45% | |
| 13 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 1.67% | +0.03% | -0.92% | |
| 14 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.66% | -0.02% | +0.67% | |
| 15 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.65% | +0.09% | +0.73% | |
| 16 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 1.39% | — | -10.46% | |
| 17 | AAPL | Apple INC | 株式-IT | 0.86% | — | +10.59% | |
| 18 | BWMN | Bowman Consulting Group LTD | 株式-その他 | 0.84% | — | — | |
| 19 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 0.78% | -0.02% | -3.27% | |
| 20 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.75% | +0.06% | +1.02% | |
| 21 | DFAT | Dimensional US Target Value | ETF-その他 | 0.73% | +0.20% | +24.16% | |
| 22 | BAH | Booz Allen Hamilton Holdings | 株式-資本財 | 0.72% | +0.02% | +0.72% | |
| 23 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 0.65% | — | +0.97% | |
| 24 | BND | Vanguard Total Bond Market | ETF-その他 | 0.61% | — | +0.07% | |
| 25 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.49% | — | +0.82% | |
| 26 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.45% | -0.04% | +0.63% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.35% | -0.02% | — | |
| 28 | GOOD | Gladstone Commercial CORP | 株式-その他 | 0.33% | — | — | |
| 29 | MCO | Moody's CORP | 株式-金融 | 0.32% | — | — | |
| 30 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 0.29% | -0.01% | — | |
| 31 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.29% | -0.05% | +0.02% | |
| 32 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.23% | +0.17% | -1.02% | |
| 33 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.23% | -0.01% | +1.28% | |
| 34 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.23% | -0.02% | +67.29% | |
| 35 | AEFC | Aegon Funding Company LLC 5.10% | 株式-その他 | 0.19% | — | — | |
| 36 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.19% | -0.04% | +0.33% | |
| 37 | ESGE | Ishares INC Ishares Esg Awar | ETF-その他 | 0.19% | — | — | |
| 38 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 0.17% | — | -12.44% | |
| 39 | MSFT | Microsoft CORP | 株式-IT | 0.17% | -0.03% | +0.09% | |
| 40 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.16% | — | +9.38% | |
| 41 | TENB | Tenable Holdings INC | 株式-その他 | 0.16% | — | — | |
| 42 | JMST | JPM Ultra-short Muni Income | ETF-その他 | 0.14% | +0.01% | +9.34% | |
| 43 | D | Dominion Energy INC | 株式-公益事業 | 0.13% | — | — | |
| 44 | MKL | Markel Group INC | 株式-金融 | 0.13% | — | — | |
| 45 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.13% | +0.01% | +1.93% | |
| 46 | TSLA | Tesla INC | 株式-一般消費財 | 0.12% | -0.06% | EXIT | |
| 47 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.12% | — | +24.87% | |
| 48 | SUB | Ishares Short-term National | ETF-その他 | 0.12% | — | +8.18% | |
| 49 | NKSH | National Bankshares Inc/va | 株式-その他 | 0.10% | — | — | |
| 50 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.10% | -0.01% | — |