CIK: 0001802865
申告総資産額
$4.4億
上位200銘柄を表示中（全270銘柄）
| # | 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 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 29.37% | -0.19% | +6145.70% | |
| 2 | BND | Vanguard Total Bond Market | ETF-その他 | 10.05% | +0.17% | — | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 6.78% | +0.05% | — | |
| 4 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 6.38% | +0.12% | +6224.75% | |
| 5 | DFAX | Dimensional World Ex US Core | ETF-その他 | 3.65% | — | +2178.02% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.51% | -0.83% | — | |
| 7 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 2.44% | +0.01% | — | |
| 8 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 2.41% | -0.13% | +3457.22% | |
| 9 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 2.24% | — | — | |
| 10 | IXN | Ishares Global Tech ETF | ETF-テック型 | 2.08% | -0.08% | — | |
| 11 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-その他 | 2.08% | — | +2302.49% | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.03% | — | — | |
| 13 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 1.86% | -0.17% | +16086.16% | |
| 14 | VLUE | Ishares Msci USA Value Facto | ETF-その他 | 1.79% | -0.03% | +17500.85% | |
| 15 | DFAR | Dimensional US Real Est ETF | ETF-その他 | 1.53% | +0.04% | — | |
| 16 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 1.31% | -0.13% | +9066.44% | |
| 17 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 1.17% | — | +2302.27% | |
| 18 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 1.15% | — | +1394.27% | |
| 19 | AAPL | Apple INC | 株式-IT | 1.00% | -0.15% | +16252.33% | |
| 20 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.98% | +0.09% | — | |
| 21 | VXF | Vanguard Extended Market ETF | ETF-その他 | 0.98% | — | — | |
| 22 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 0.86% | — | +6964.13% | |
| 23 | ESML | Ishares Esg Aware Msci USA S | ETF-その他 | 0.86% | — | +3379.21% | |
| 24 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.79% | — | +1394.62% | |
| 25 | CGC | Canopy Growth Corporation | 株式-ヘルスケア | 0.79% | — | +20.12% | |
| 26 | ESGE | Ishares INC Ishares Esg Awar | ETF-その他 | 0.62% | — | +3064.87% | |
| 27 | IAGG | Ishares Intl Aggregate Bond | ETF-その他 | 0.62% | — | +1478.63% | |
| 28 | EAGG | Ishares Esg Aware US Aggrega | ETF-その他 | 0.60% | — | +4413.38% | |
| 29 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.55% | — | — | |
| 30 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.53% | — | — | |
| 31 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 0.50% | +0.06% | — | |
| 32 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.48% | — | — | |
| 33 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.41% | -0.10% | — | |
| 34 | SUSC | Ishares Esg Aware Usd Corpor | ETF-その他 | 0.41% | — | +1906.90% | |
| 35 | PFE | Pfizer INC | 株式-ヘルスケア | 0.29% | — | — | |
| 36 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.29% | — | +2233.92% | |
| 37 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 0.26% | — | +1726.21% | |
| 38 | BLV | Vanguard Long-term Bond ETF | ETF-その他 | 0.26% | +0.09% | — | |
| 39 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.24% | — | — | |
| 40 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.24% | — | — | |
| 41 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.24% | — | — | |
| 42 | T | At&t INC | 株式-通信サービス | 0.21% | — | — | |
| 43 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.21% | -0.03% | — | |
| 44 | IHI | Ishares U.s. Medical Devices | ETF-その他 | 0.17% | — | — | |
| 45 | DFIV | Dimensional International Va | ETF-その他 | 0.17% | — | +3129.24% | |
| 46 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.17% | — | +11091.70% | |
| 47 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.17% | — | — | |
| 48 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.17% | — | — | |
| 49 | VGLT | Vanguard Long-term Treasury | ETF-政府公債 | 0.14% | — | +2990.06% | |
| 50 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.12% | +0.01% | +9685.75% |