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 | 20.43% | +0.15% | +4.53% | |
| 2 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 11.74% | +0.01% | +4.40% | |
| 3 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 7.78% | +0.07% | +0.61% | |
| 4 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 6.44% | -0.11% | +3.64% | |
| 5 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 5.84% | +0.62% | +3.19% | |
| 6 | DFAX | Dimensional World Ex US Core | ETF-その他 | 5.31% | +0.50% | +1.61% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 5.07% | -0.48% | -3.38% | |
| 8 | VIOV | Vanguard S&p Small-cap 600 V | ETF-その他 | 4.89% | -0.08% | +2.37% | |
| 9 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 3.66% | +0.13% | -5.35% | |
| 10 | BIV | Vanguard Intermediate-term B | ETF-その他 | 3.04% | -0.01% | +5.04% | |
| 11 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 2.76% | -0.18% | -1.95% | |
| 12 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 2.27% | -0.18% | -3.97% | |
| 13 | VSGX | Vanguard Esg Intl Stock ETF | ETF-その他 | 1.27% | -0.18% | +9.18% | |
| 14 | VTIP | Vanguard Short-term Tips | ETF-その他 | 1.21% | +0.01% | +0.81% | |
| 15 | NUBD | Nuveen Esg US Aggregate Bond | ETF-その他 | 1.21% | -0.07% | -3.09% | |
| 16 | MSFT | Microsoft CORP | 株式-IT | 1.15% | -0.24% | -1.96% | |
| 17 | VTES | Vanguard Sh Term Tax-ex Bond | ETF-その他 | 0.97% | +0.03% | +7.54% | |
| 18 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 0.87% | -0.07% | — | |
| 19 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.77% | — | -2.15% | |
| 20 | VIOO | Vanguard S&p Small-cap 600 E | ETF-その他 | 0.77% | -0.02% | -3.97% | |
| 21 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 0.73% | — | +0.01% | |
| 22 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.58% | — | — | |
| 23 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.58% | — | +13.80% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.57% | -0.05% | +0.41% | |
| 25 | AAPL | Apple INC | 株式-IT | 0.56% | -0.19% | -0.05% | |
| 26 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 0.53% | -0.01% | -0.55% | |
| 27 | VTV | Vanguard Value ETF | ETF-その他 | 0.50% | — | +0.06% | |
| 28 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.46% | — | +0.03% | |
| 29 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.43% | +0.04% | +0.10% | |
| 30 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 0.40% | — | +228.99% | |
| 31 | NUSC | Nuveen Esg Small-cap ETF | ETF-その他 | 0.39% | -0.04% | +39.35% | |
| 32 | GBCI | Glacier Bancorp INC | 株式-金融 | 0.37% | — | — | |
| 33 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.31% | +0.16% | +0.03% | |
| 34 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.31% | -0.03% | -0.95% | |
| 35 | VGSR | Vert Glb Sust Re ETF | ETF-その他 | 0.30% | — | -0.54% | |
| 36 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.30% | — | +0.85% | |
| 37 | CSX | Csx CORP | 株式-資本財 | 0.30% | — | -2.69% | |
| 38 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.28% | -0.06% | -9.51% | |
| 39 | DFAT | Dimensional US Target Value | ETF-その他 | 0.26% | — | -4.32% | |
| 40 | DFAU | Dimensional US Core Equity M | ETF-その他 | 0.26% | +0.15% | NEW | |
| 41 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.25% | +0.07% | — | |
| 42 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.24% | — | -3.79% | |
| 43 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.23% | — | +5.26% | |
| 44 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.23% | -0.03% | — | |
| 45 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.22% | — | — | |
| 46 | DFIV | Dimensional International Va | ETF-その他 | 0.21% | — | — | |
| 47 | INTC | Intel CORP | 株式-IT | 0.21% | +0.03% | +52.88% | |
| 48 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.21% | -0.04% | — | |
| 49 | IYY | Ishares Dow Jones U.s. ETF | ETF-その他 | 0.19% | -0.02% | -7.82% | |
| 50 | AMGN | Amgen INC | 株式-ヘルスケア | 0.18% | — | +0.09% |