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 | 23.46% | +0.15% | +1.86% | |
| 2 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 12.21% | +0.01% | +2.93% | |
| 3 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 8.99% | +0.07% | +9.03% | |
| 4 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 6.91% | -0.11% | -1.20% | |
| 5 | VIOV | Vanguard S&p Small-cap 600 V | ETF-その他 | 5.10% | -0.08% | +0.41% | |
| 6 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 4.69% | +0.62% | -1.83% | |
| 7 | DFAX | Dimensional World Ex US Core | ETF-その他 | 4.65% | +0.50% | -2.80% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 4.50% | -0.48% | +1.31% | |
| 9 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 4.30% | +0.13% | +3.54% | |
| 10 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 2.86% | -0.18% | +6.28% | |
| 11 | BIV | Vanguard Intermediate-term B | ETF-その他 | 2.83% | -0.01% | -10.49% | |
| 12 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 2.44% | -0.18% | +3.02% | |
| 13 | VTIP | Vanguard Short-term Tips | ETF-その他 | 1.54% | +0.01% | +0.57% | |
| 14 | VSGX | Vanguard Esg Intl Stock ETF | ETF-その他 | 1.15% | -0.18% | +3.64% | |
| 15 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 0.81% | -0.07% | -1.61% | |
| 16 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 0.75% | — | +0.00% | |
| 17 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.74% | — | +5.07% | |
| 18 | VIOO | Vanguard S&p Small-cap 600 E | ETF-その他 | 0.67% | -0.02% | +10.67% | |
| 19 | GBCI | Glacier Bancorp INC | 株式-金融 | 0.65% | — | -10.43% | |
| 20 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.63% | — | +0.07% | |
| 21 | MSFT | Microsoft CORP | 株式-IT | 0.61% | -0.24% | -1.49% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.57% | -0.05% | +0.05% | |
| 23 | NUBD | Nuveen Esg US Aggregate Bond | ETF-その他 | 0.55% | -0.07% | +54.34% | |
| 24 | VTV | Vanguard Value ETF | ETF-その他 | 0.54% | — | +7.28% | |
| 25 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.53% | — | — | |
| 26 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.48% | — | — | |
| 27 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.35% | +0.16% | -22.91% | |
| 28 | AAPL | Apple INC | 株式-IT | 0.35% | -0.19% | -1.58% | |
| 29 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.34% | — | -18.25% | |
| 30 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 0.34% | -0.01% | -7.13% | |
| 31 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.33% | — | -11.33% | |
| 32 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.32% | -0.03% | — | |
| 33 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.30% | +0.07% | — | |
| 34 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.28% | — | -1.86% | |
| 35 | DFAT | Dimensional US Target Value | ETF-その他 | 0.28% | — | — | |
| 36 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.26% | -0.03% | — | |
| 37 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.24% | -0.04% | — | |
| 38 | DFIV | Dimensional International Va | ETF-その他 | 0.21% | — | — | |
| 39 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.20% | -0.02% | +0.95% | |
| 40 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 0.20% | -0.02% | -7.34% | |
| 41 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.19% | -0.06% | -25.02% | |
| 42 | IYY | Ishares Dow Jones U.s. ETF | ETF-その他 | 0.19% | -0.02% | — | |
| 43 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.18% | -0.09% | EXIT | |
| 44 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.17% | +0.04% | +0.56% | |
| 45 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.17% | +0.02% | +0.51% | |
| 46 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.17% | — | — | |
| 47 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.17% | — | — | |
| 48 | AEP | American Electric Power | 株式-公益事業 | 0.17% | +0.10% | NEW | |
| 49 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.16% | — | -1.03% | |
| 50 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.16% | — | — |