CIK: 0001795173
申告総資産額
$8.4億
| # | 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 | 16.49% | -0.26% | -0.85% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 9.72% | +4.04% | +1.55% | |
| 3 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 4.77% | -0.03% | +0.16% | |
| 4 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 4.29% | -1.68% | +2.18% | |
| 5 | AAPL | Apple INC | 株式-IT | 3.85% | -0.02% | +4.92% | |
| 6 | DFAI | Dimensional International Co | ETF-その他 | 3.67% | -0.33% | -0.55% | |
| 7 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 3.38% | — | +1.80% | |
| 8 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 3.07% | -0.15% | -0.21% | |
| 9 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 2.54% | +0.04% | +1.31% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 2.41% | — | +1.56% | |
| 11 | DFAE | Dimensional Emerging Core Eq | ETF-新興国市場 | 2.37% | -0.59% | +1.45% | |
| 12 | DFAU | Dimensional US Core Equity M | ETF-その他 | 2.34% | -0.06% | +1.19% | |
| 13 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 2.05% | -1.50% | +2.19% | |
| 14 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 1.96% | -0.06% | +0.14% | |
| 15 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.86% | -0.03% | +0.41% | |
| 16 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 1.67% | — | -2.41% | |
| 17 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 1.65% | — | +0.87% | |
| 18 | FBND | Fidelity Total Bond ETF | ETF-その他 | 1.50% | -0.07% | +4.16% | |
| 19 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.35% | — | +0.86% | |
| 20 | FREL | Fidelity Msci Rl Est Indx | ETF-その他 | 1.32% | -0.04% | +1.59% | |
| 21 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 1.30% | -0.03% | +0.15% | |
| 22 | MSFT | Microsoft CORP | 株式-IT | 1.16% | — | +0.09% | |
| 23 | MGC | Vanguard Mega Cap ETF | ETF-その他 | 1.15% | -0.01% | -0.60% | |
| 24 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.13% | -0.01% | -0.78% | |
| 25 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 1.04% | — | -4.84% | |
| 26 | HQY | Healthequity INC | 株式-ヘルスケア | 1.01% | — | — | |
| 27 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 0.98% | — | -0.06% | |
| 28 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.70% | — | +16.30% | |
| 29 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 0.65% | — | +28.66% | |
| 30 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.65% | — | +3.82% | |
| 31 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 0.57% | — | +1.25% | |
| 32 | DFAX | Dimensional World Ex US Core | ETF-その他 | 0.52% | — | +0.32% | |
| 33 | VTV | Vanguard Value ETF | ETF-その他 | 0.44% | — | +0.68% | |
| 34 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.43% | — | +2.81% | |
| 35 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.41% | — | +0.40% | |
| 36 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.40% | — | -0.12% | |
| 37 | EXR | Extra Space Storage INC | 株式-不動産 | 0.40% | — | +0.25% | |
| 38 | TSLA | Tesla INC | 株式-一般消費財 | 0.38% | +0.01% | -2.37% | |
| 39 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.37% | — | -0.52% | |
| 40 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.36% | +0.12% | -0.21% | |
| 41 | IWC | Ishares Micro-cap ETF | ETF-その他 | 0.35% | — | +0.43% | |
| 42 | UNP | Union Pacific CORP | 株式-資本財 | 0.34% | — | +1.03% | |
| 43 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.34% | +0.10% | -6.15% | |
| 44 | IFRA | Ishares US Infrastructure | ETF-その他 | 0.33% | — | +2.09% | |
| 45 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.32% | — | +1.03% | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.31% | — | +1.67% | |
| 47 | PEP | Pepsico INC | 株式-生活必需品 | 0.31% | — | +0.36% | |
| 48 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.30% | +0.03% | +20.14% | |
| 49 | SUB | Ishares Short-term National | ETF-その他 | 0.30% | — | +0.71% | |
| 50 | NVDA | Nvidia CORP | 株式-IT | 0.29% | -0.07% | +4.14% |