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 | 19.88% | +0.15% | +1.45% | |
| 2 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 10.98% | +0.01% | +2.08% | |
| 3 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 7.49% | +0.07% | +0.58% | |
| 4 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 7.17% | +0.62% | +0.63% | |
| 5 | DFAX | Dimensional World Ex US Core | ETF-その他 | 6.49% | +0.50% | -4.09% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 4.98% | -0.48% | -0.55% | |
| 7 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 4.52% | -0.11% | +2.93% | |
| 8 | VIOV | Vanguard S&p Small-cap 600 V | ETF-その他 | 3.93% | -0.08% | -0.43% | |
| 9 | BIV | Vanguard Intermediate-term B | ETF-その他 | 3.04% | -0.01% | +7.11% | |
| 10 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 3.02% | +0.13% | +1.12% | |
| 11 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 2.78% | -0.18% | -0.94% | |
| 12 | VTEI | Vanguard Int Tax-exempt Bond | ETF-その他 | 2.71% | -0.05% | +13.77% | |
| 13 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.81% | -0.18% | -3.57% | |
| 14 | VSGX | Vanguard Esg Intl Stock ETF | ETF-その他 | 1.48% | -0.18% | +4.17% | |
| 15 | NUBD | Nuveen Esg US Aggregate Bond | ETF-その他 | 1.05% | -0.07% | -2.69% | |
| 16 | VTES | Vanguard Sh Term Tax-ex Bond | ETF-その他 | 1.01% | +0.03% | +0.26% | |
| 17 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.98% | +0.01% | -1.07% | |
| 18 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.88% | — | +0.37% | |
| 19 | MSFT | Microsoft CORP | 株式-IT | 0.86% | -0.24% | -18.83% | |
| 20 | VIOO | Vanguard S&p Small-cap 600 E | ETF-その他 | 0.85% | -0.02% | +0.15% | |
| 21 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 0.80% | -0.07% | -3.79% | |
| 22 | AAPL | Apple INC | 株式-IT | 0.75% | -0.19% | -35.54% | |
| 23 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 0.74% | -0.01% | +0.52% | |
| 24 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 0.68% | — | +18.85% | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.57% | -0.05% | +0.82% | |
| 26 | DFAT | Dimensional US Target Value | ETF-その他 | 0.54% | — | +22.75% | |
| 27 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 0.48% | — | — | |
| 28 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.47% | — | +7.86% | |
| 29 | VGSR | Vert Glb Sust Re ETF | ETF-その他 | 0.45% | — | +14.02% | |
| 30 | VTV | Vanguard Value ETF | ETF-その他 | 0.44% | — | -1.21% | |
| 31 | NUSC | Nuveen Esg Small-cap ETF | ETF-その他 | 0.42% | -0.04% | +12.82% | |
| 32 | EAGG | Ishares Esg Aware US Aggrega | ETF-その他 | 0.42% | — | +1.78% | |
| 33 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.40% | +0.04% | -20.34% | |
| 34 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.39% | — | +10.51% | |
| 35 | WFC | Wells Fargo & Co | 株式-金融 | 0.28% | -0.05% | -6.00% | |
| 36 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.27% | +0.16% | — | |
| 37 | DFSU | Dimensional US Sus Core1 ETF | ETF-その他 | 0.27% | +0.02% | +144.04% | |
| 38 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.25% | -0.03% | -6.49% | |
| 39 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.25% | -0.03% | — | |
| 40 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.24% | -0.03% | -22.65% | |
| 41 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.23% | — | — | |
| 42 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.23% | -0.06% | -14.29% | |
| 43 | CSX | Csx CORP | 株式-資本財 | 0.23% | — | -1.96% | |
| 44 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.21% | +0.07% | -0.10% | |
| 45 | DFIV | Dimensional International Va | ETF-その他 | 0.21% | — | -5.31% | |
| 46 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.21% | — | -44.49% | |
| 47 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.19% | — | -3.07% | |
| 48 | IYY | Ishares Dow Jones U.s. ETF | ETF-その他 | 0.18% | -0.02% | -4.84% | |
| 49 | GBCI | Glacier Bancorp INC | 株式-金融 | 0.18% | — | -11.36% | |
| 50 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.17% | — | -6.31% |