CIK: 0001843832
申告総資産額
$2.9億
| # | 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 11.13% | -4.26% | +0.55% | |
| 2 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 9.71% | -4.16% | +2.10% | |
| 3 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 8.21% | +1.24% | +2.59% | |
| 4 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 7.03% | -2.04% | +1.35% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 6.98% | -1.53% | -0.98% | |
| 6 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 6.78% | -1.93% | +2.10% | |
| 7 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 5.52% | -0.91% | +0.76% | |
| 8 | CGMS | Cap Group US Multi-sect Bond | ETF-その他 | 5.09% | -1.60% | +2.48% | |
| 9 | MUB | Ishares National Muni Bond E | ETF-その他 | 4.86% | +0.02% | +0.71% | |
| 10 | HELO | Jpmorgan Hedged Equity ETF | ETF-その他 | 4.40% | -1.99% | +0.75% | |
| 11 | JMUB | Jpmorgan Municipal ETF | ETF-その他 | 2.61% | +0.35% | -0.39% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.92% | -0.45% | -0.28% | |
| 13 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 1.84% | -1.15% | +6.21% | |
| 14 | AAPL | Apple INC | 株式-IT | 1.67% | -0.08% | -2.31% | |
| 15 | CGMU | Cap Group Municipal Income | ETF-その他 | 1.52% | — | +4.69% | |
| 16 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 1.25% | -0.50% | +4.02% | |
| 17 | VGLT | Vanguard Long-term Treasury | ETF-政府公債 | 0.88% | +0.41% | +2.51% | |
| 18 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.85% | — | +0.01% | |
| 19 | JMST | JPM Ultra-short Muni Income | ETF-その他 | 0.78% | — | -2.85% | |
| 20 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.77% | — | +1.13% | |
| 21 | DE | Deere & Co | 株式-資本財 | 0.74% | — | -9.08% | |
| 22 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 0.74% | — | -25.42% | |
| 23 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.65% | +0.60% | -2.20% | |
| 24 | USXF | Ishares Esg Advance Msci USA | ETF-その他 | 0.64% | — | +11.04% | |
| 25 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.56% | — | -3.03% | |
| 26 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.51% | — | — | |
| 27 | SMMU | Pimco Shrt Trm Muni Bnd ETF | ETF-その他 | 0.51% | — | +0.02% | |
| 28 | CVLC | Calvert US L-c Cr Resp Index | ETF-大型株・グロース | 0.49% | -0.40% | +15.03% | |
| 29 | EUSB | Ishr Esg Advn Universal Bd-$ | ETF-その他 | 0.46% | -0.21% | +15.64% | |
| 30 | VSGX | Vanguard Esg Intl Stock ETF | ETF-その他 | 0.43% | — | -25.66% | |
| 31 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-その他 | 0.38% | -0.19% | +4.53% | |
| 32 | ADBE | Adobe INC | 株式-IT | 0.38% | — | — | |
| 33 | DFSB | Dim Glb Sustain Fix INC ETF | ETF-その他 | 0.37% | — | +15.32% | |
| 34 | BAC | Bank Of America CORP | 株式-金融 | 0.35% | — | +1.50% | |
| 35 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.32% | — | +26.76% | |
| 36 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.32% | — | -8.88% | |
| 37 | PM | Philip Morris International | 株式-生活必需品 | 0.30% | — | +0.10% | |
| 38 | VCR | Vanguard Consumer Discre ETF | ETF-その他 | 0.30% | — | +0.22% | |
| 39 | DMXF | Ishares Esg Advanc Msci Eafe | ETF-その他 | 0.29% | — | -1.33% | |
| 40 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.28% | — | — | |
| 41 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.28% | — | -2.42% | |
| 42 | SO | Southern Co/the | 株式-公益事業 | 0.27% | — | -0.13% | |
| 43 | JEPQ | JPM Nasdaq Equity Premium | ETF-テック型 | 0.25% | -0.26% | EXIT | |
| 44 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.25% | — | +0.01% | |
| 45 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-その他 | 0.24% | -0.13% | +52.48% | |
| 46 | SIGI | Selective Insurance Group | 株式-金融 | 0.24% | — | — | |
| 47 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.23% | — | +0.39% | |
| 48 | MO | Altria Group INC | 株式-生活必需品 | 0.22% | — | +2.21% | |
| 49 | EMR | Emerson Electric Co | 株式-資本財 | 0.22% | — | — | |
| 50 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.22% | — | -0.71% |