CIK: 0001763958
申告総資産額
$2.5億
| # | 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 | 18.21% | -0.23% | +0.06% | |
| 2 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 15.41% | -0.47% | -2.16% | |
| 3 | RAFE | Pimco Rafi Esg US ETF | ETF-その他 | 8.24% | +0.15% | +0.37% | |
| 4 | VSGX | Vanguard Esg Intl Stock ETF | ETF-その他 | 7.61% | +0.23% | +1.46% | |
| 5 | VTIP | Vanguard Short-term Tips | ETF-その他 | 7.28% | -0.43% | +6.41% | |
| 6 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 6.25% | +0.19% | -3.14% | |
| 7 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 5.13% | -0.26% | +7.88% | |
| 8 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 3.73% | — | +9.51% | |
| 9 | EDV | Vanguard Extended Dur Treas | ETF-その他 | 3.35% | -0.33% | +3.36% | |
| 10 | VCLT | Vanguard Long-term CORP Bond | ETF-投資適格社債 | 2.94% | +0.11% | +3.99% | |
| 11 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 2.31% | — | +697.08% | |
| 12 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.19% | -0.17% | — | |
| 13 | BLV | Vanguard Long-term Bond ETF | ETF-その他 | 2.00% | +0.04% | +3.15% | |
| 14 | BND | Vanguard Total Bond Market | ETF-その他 | 1.45% | -0.32% | +310.16% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.19% | -0.39% | +232.70% | |
| 16 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 1.16% | +0.01% | +8.40% | |
| 17 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 1.11% | -0.11% | — | |
| 18 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 1.03% | -0.01% | — | |
| 19 | SCHO | Schwab Short-term US Treas | ETF-その他 | 1.03% | +0.09% | +91.15% | |
| 20 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.98% | — | — | |
| 21 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.97% | -0.04% | — | |
| 22 | DFSU | Dimensional US Sus Core1 ETF | ETF-その他 | 0.69% | -0.03% | +5.85% | |
| 23 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.60% | -0.02% | — | |
| 24 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 0.60% | +0.32% | +7.60% | |
| 25 | VXF | Vanguard Extended Market ETF | ETF-その他 | 0.58% | +0.33% | — | |
| 26 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.50% | -0.01% | -15.49% | |
| 27 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.46% | — | +781.92% | |
| 28 | SCHR | Schwab Intermediate-term US | ETF-その他 | 0.42% | +0.19% | +3.14% | |
| 29 | BKHY | Bny Mellon High Yield ETF | ETF-ハイイールド債 | 0.38% | — | +10.25% | |
| 30 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 0.32% | +0.01% | +1.06% | |
| 31 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-その他 | 0.25% | — | +5.60% | |
| 32 | SCHQ | Schwab Long-term US Treasury | ETF-政府公債 | 0.23% | +0.05% | +19.85% | |
| 33 | CATH | Global X S&p 500 Ca Val ETF | ETF-大型株・グロース | 0.17% | — | -2.51% | |
| 34 | BINC | Ishares Flex I A Etf-usd INC | ETF-その他 | 0.15% | -0.01% | -3.88% | |
| 35 | DFSE | Dimensional Em Sus Core1 ETF | ETF-その他 | 0.13% | +0.01% | +5.83% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.10% | — | +8.61% | |
| 37 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.09% | — | +1051.35% | |
| 38 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.09% | — | +5.88% | |
| 39 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.08% | — | — | |
| 40 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.06% | — | -14.81% | |
| 41 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.05% | +0.01% | — | |
| 42 | VTV | Vanguard Value ETF | ETF-その他 | 0.05% | — | — | |
| 43 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.04% | — | — | |
| 44 | CSCO | Cisco Systems INC | 株式-IT | 0.03% | — | — | |
| 45 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.03% | — | — | |
| 46 | HD | Home Depot INC | 株式-一般消費財 | 0.02% | — | +285.00% | |
| 47 | CVX | Chevron CORP | 株式-エネルギー | 0.02% | +0.01% | — | |
| 48 | AMGN | Amgen INC | 株式-ヘルスケア | 0.02% | — | — | |
| 49 | HQY | Healthequity INC | 株式-ヘルスケア | 0.02% | — | — | |
| 50 | V | Visa Inc-class A Shares | 株式-金融 | 0.02% | — | — |