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 | 11.44% | -4.26% | -0.84% | |
| 2 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 10.24% | -4.16% | +1.49% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 8.62% | -1.53% | -0.64% | |
| 4 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 7.83% | +1.24% | +1.32% | |
| 5 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 6.90% | -2.04% | -2.29% | |
| 6 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 6.11% | -0.91% | +1.12% | |
| 7 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 6.06% | -1.93% | +0.45% | |
| 8 | CGMS | Cap Group US Multi-sect Bond | ETF-その他 | 4.91% | -1.60% | +1.77% | |
| 9 | HELO | Jpmorgan Hedged Equity ETF | ETF-その他 | 3.81% | -1.99% | -11.78% | |
| 10 | MUB | Ishares National Muni Bond E | ETF-その他 | 2.51% | +0.02% | -44.52% | |
| 11 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 1.90% | -1.15% | +9.98% | |
| 12 | JMUB | Jpmorgan Municipal ETF | ETF-その他 | 1.75% | +0.35% | -28.05% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.66% | -0.45% | +0.76% | |
| 14 | AAPL | Apple INC | 株式-IT | 1.38% | -0.08% | -4.70% | |
| 15 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 1.21% | -0.50% | +4.59% | |
| 16 | MEAR | Ishrs Short Mat Muni Act ETF | ETF-その他 | 1.21% | — | — | |
| 17 | CGMU | Cap Group Municipal Income | ETF-その他 | 1.19% | — | -16.23% | |
| 18 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.02% | — | +15.44% | |
| 19 | VGLT | Vanguard Long-term Treasury | ETF-政府公債 | 0.82% | +0.41% | +2.31% | |
| 20 | JMST | JPM Ultra-short Muni Income | ETF-その他 | 0.82% | — | +11.50% | |
| 21 | DE | Deere & Co | 株式-資本財 | 0.73% | — | -3.11% | |
| 22 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 0.72% | — | -6.85% | |
| 23 | USXF | Ishares Esg Advance Msci USA | ETF-その他 | 0.70% | — | +2.01% | |
| 24 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.69% | — | -5.05% | |
| 25 | SUB | Ishares Short-term National | ETF-その他 | 0.69% | — | — | |
| 26 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.61% | +0.60% | -1.37% | |
| 27 | CVLC | Calvert US L-c Cr Resp Index | ETF-大型株・グロース | 0.54% | -0.40% | +7.11% | |
| 28 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.49% | — | -10.91% | |
| 29 | SMMU | Pimco Shrt Trm Muni Bnd ETF | ETF-その他 | 0.47% | — | -1.16% | |
| 30 | EUSB | Ishr Esg Advn Universal Bd-$ | ETF-その他 | 0.46% | -0.21% | +6.52% | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.44% | — | -16.70% | |
| 32 | VSGX | Vanguard Esg Intl Stock ETF | ETF-その他 | 0.43% | — | -4.17% | |
| 33 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-その他 | 0.42% | -0.19% | +6.07% | |
| 34 | DFSB | Dim Glb Sustain Fix INC ETF | ETF-その他 | 0.38% | — | +7.52% | |
| 35 | BAC | Bank Of America CORP | 株式-金融 | 0.37% | — | — | |
| 36 | ADBE | Adobe INC | 株式-IT | 0.36% | — | — | |
| 37 | HEQT | Simplify Hedged Equity ETF | ETF-その他 | 0.34% | — | — | |
| 38 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.33% | — | +12.27% | |
| 39 | PM | Philip Morris International | 株式-生活必需品 | 0.31% | — | -4.32% | |
| 40 | VCR | Vanguard Consumer Discre ETF | ETF-その他 | 0.31% | — | +0.17% | |
| 41 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.31% | — | +1.40% | |
| 42 | DMXF | Ishares Esg Advanc Msci Eafe | ETF-その他 | 0.30% | — | +0.25% | |
| 43 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.30% | — | +0.11% | |
| 44 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.28% | — | +0.04% | |
| 45 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-その他 | 0.28% | -0.13% | +2.06% | |
| 46 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.26% | — | — | |
| 47 | SO | Southern Co/the | 株式-公益事業 | 0.25% | — | — | |
| 48 | NVDA | Nvidia CORP | 株式-IT | 0.25% | — | -0.14% | |
| 49 | JEPQ | JPM Nasdaq Equity Premium | ETF-テック型 | 0.25% | -0.26% | EXIT | |
| 50 | EMR | Emerson Electric Co | 株式-資本財 | 0.25% | — | — |