CIK: 0001906937
申告総資産額
$2.3億
| # | 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 | 24.32% | +0.15% | -1.64% | |
| 2 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 12.69% | +0.01% | +2.58% | |
| 3 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 8.72% | +0.07% | -1.34% | |
| 4 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 7.23% | -0.11% | +3.23% | |
| 5 | VIOV | Vanguard S&p Small-cap 600 V | ETF-その他 | 4.91% | -0.08% | -1.94% | |
| 6 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 4.65% | +0.62% | +16.03% | |
| 7 | DFAX | Dimensional World Ex US Core | ETF-その他 | 4.45% | +0.50% | +6.60% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 4.44% | -0.48% | +0.83% | |
| 9 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 4.30% | +0.13% | +3.60% | |
| 10 | BIV | Vanguard Intermediate-term B | ETF-その他 | 3.32% | -0.01% | +34.95% | |
| 11 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 2.53% | -0.18% | -2.32% | |
| 12 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 2.36% | -0.18% | -15.76% | |
| 13 | VTIP | Vanguard Short-term Tips | ETF-その他 | 1.67% | +0.01% | -12.26% | |
| 14 | VSGX | Vanguard Esg Intl Stock ETF | ETF-その他 | 1.04% | -0.18% | -10.47% | |
| 15 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 0.82% | -0.07% | -3.21% | |
| 16 | GBCI | Glacier Bancorp INC | 株式-金融 | 0.76% | — | — | |
| 17 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 0.71% | — | +9.01% | |
| 18 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.69% | — | +0.03% | |
| 19 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.65% | — | -2.44% | |
| 20 | MSFT | Microsoft CORP | 株式-IT | 0.64% | -0.24% | -1.76% | |
| 21 | VIOO | Vanguard S&p Small-cap 600 E | ETF-その他 | 0.60% | -0.02% | -6.79% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.57% | -0.05% | -7.47% | |
| 23 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.53% | — | — | |
| 24 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.48% | — | -0.67% | |
| 25 | VTV | Vanguard Value ETF | ETF-その他 | 0.47% | — | -4.36% | |
| 26 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.43% | +0.16% | +13.97% | |
| 27 | AAPL | Apple INC | 株式-IT | 0.40% | -0.19% | -1.76% | |
| 28 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.40% | — | +0.13% | |
| 29 | NUBD | Nuveen Esg US Aggregate Bond | ETF-その他 | 0.38% | -0.07% | -35.16% | |
| 30 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 0.37% | -0.01% | +120.71% | |
| 31 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.34% | — | — | |
| 32 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.32% | -0.03% | — | |
| 33 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.29% | — | +0.60% | |
| 34 | DFAT | Dimensional US Target Value | ETF-その他 | 0.26% | — | — | |
| 35 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.25% | +0.07% | — | |
| 36 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.24% | -0.06% | — | |
| 37 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.23% | -0.02% | +1559.69% | |
| 38 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.23% | -0.03% | — | |
| 39 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 0.21% | -0.02% | +0.07% | |
| 40 | VUG | Vanguard Growth ETF | ETF-その他 | 0.19% | — | -20.17% | |
| 41 | IYY | Ishares Dow Jones U.s. ETF | ETF-その他 | 0.19% | -0.02% | — | |
| 42 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.19% | +0.04% | -8.09% | |
| 43 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.18% | -0.04% | +3.67% | |
| 44 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.17% | — | -4.67% | |
| 45 | UNP | Union Pacific CORP | 株式-資本財 | 0.17% | +0.09% | NEW | |
| 46 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.17% | +0.02% | — | |
| 47 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.17% | — | +0.09% | |
| 48 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.16% | — | — | |
| 49 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.16% | — | — | |
| 50 | AEP | American Electric Power | 株式-公益事業 | 0.16% | +0.10% | NEW |