CIK: 0001973921
申告総資産額
$2.4億
| # | 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 | 8.56% | — | +10.96% | |
| 2 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 6.39% | +0.76% | +6.66% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 5.79% | -0.16% | -9.85% | |
| 4 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 4.49% | +0.34% | +30.22% | |
| 5 | AAPL | Apple INC | 株式-IT | 4.31% | -0.17% | +23.70% | |
| 6 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 3.66% | +0.07% | -0.54% | |
| 7 | VOTE | Tcw Transform 500 ETF | ETF-その他 | 3.57% | -0.24% | +0.68% | |
| 8 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 3.54% | -0.10% | +0.70% | |
| 9 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 2.96% | +0.51% | -9.50% | |
| 10 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 2.66% | -0.12% | -3.62% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.34% | -0.15% | -11.25% | |
| 12 | DMXF | Ishares Esg Advanc Msci Eafe | ETF-その他 | 2.31% | +0.34% | +10.72% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.17% | -0.11% | -2.72% | |
| 14 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 1.77% | — | — | |
| 15 | VXF | Vanguard Extended Market ETF | ETF-その他 | 1.63% | — | -1.47% | |
| 16 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.62% | — | -5.56% | |
| 17 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 1.58% | -0.08% | -0.71% | |
| 18 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 1.57% | +0.16% | +97.83% | |
| 19 | MKL | Markel Group INC | 株式-金融 | 1.57% | -0.18% | +42.01% | |
| 20 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 1.56% | — | +42.60% | |
| 21 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.39% | -0.11% | +0.27% | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.38% | — | +1.32% | |
| 23 | MSFT | Microsoft CORP | 株式-IT | 1.34% | -0.38% | -6.49% | |
| 24 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.23% | — | -2.46% | |
| 25 | IDEV | Ishares Core Msci Dev Mkts | ETF-その他 | 1.05% | +0.10% | NEW | |
| 26 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.00% | — | — | |
| 27 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.97% | -0.10% | +15.11% | |
| 28 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 0.93% | — | +21.68% | |
| 29 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.87% | -0.14% | +13.86% | |
| 30 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.86% | — | -10.30% | |
| 31 | EMXF | Ishares Esg Adv Msci Em ETF | ETF-その他 | 0.84% | +0.18% | +4.08% | |
| 32 | SUSL | Ishares Esg Msci USA Leaders | ETF-その他 | 0.82% | — | +2.63% | |
| 33 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.70% | +0.08% | +2.15% | |
| 34 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 0.65% | — | +8.51% | |
| 35 | FNDB | Schwab Fndmntl US Brd Mr ETF | ETF-その他 | 0.63% | — | +8.52% | |
| 36 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.62% | — | +6.17% | |
| 37 | EFAX | State Street Spdr Msci Eafe | ETF-その他 | 0.59% | -0.12% | +0.20% | |
| 38 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.56% | — | -2.26% | |
| 39 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 0.53% | +0.07% | +4.11% | |
| 40 | VSGX | Vanguard Esg Intl Stock ETF | ETF-その他 | 0.49% | — | +50.20% | |
| 41 | V | Visa Inc-class A Shares | 株式-金融 | 0.48% | -0.10% | +4.95% | |
| 42 | MSI | Motorola Solutions INC | 株式-IT | 0.44% | — | — | |
| 43 | NVDA | Nvidia CORP | 株式-IT | 0.44% | — | +13.68% | |
| 44 | HD | Home Depot INC | 株式-一般消費財 | 0.43% | — | -11.13% | |
| 45 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.42% | — | +21.68% | |
| 46 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.41% | -0.11% | -8.85% | |
| 47 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.40% | — | +82.26% | |
| 48 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.40% | — | — | |
| 49 | VTEC | Vanguard Ca Tax-ex Bond | ETF-その他 | 0.40% | +0.50% | NEW | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.39% | — | +0.76% |