セクター別内訳

04
Consumer Discretionary 0.9%
Consumer products 0.6%
Technology 0.6%
Utilities 0.5%
Healthcare 0.3%
Industrials 0.2%
その他/マッピングなし 96.8%

ポートフォリオ全体 39 ポジション

05
タイプ 連続 8四半期トレンド
ACIO ETF Series Solutions $19,211,692 15.62% 416,378 $3,515,454
DFUS Dimensional ETF Trust $12,794,074 10.40% 156,140 $1,509,124
DRSK ETF Series Solutions $12,338,217 10.03% 429,155 $577,134
DBEF DBX ETF Trust $12,197,702 9.92% 223,278 $1,469,122
UCON First Trust Exchange-Traded Fund VIII $8,008,590 6.51% 321,889 $103,850
BIV VANGUARD BOND INDEX FUNDS $6,659,817 5.41% 86,829 $-7,802
VWO VANGUARD INTERNATIONAL EQUITY INDEX FUNDS $5,790,656 4.71% 97,012 $645,669
UITB VictoryShares Core Intermediate Bond ETF $5,782,952 4.70% 123,467 $-202,103
VYM VANGUARD WHITEHALL FUNDS $5,680,953 4.62% 35,949 $-1,428,141
VONG Vanguard Russell 1000 Growth ETF $5,636,372 4.58% 44,100 $367,034
USSG DBX ETF Trust $3,723,451 3.03% 53,606 $752,655
ESGD iShares ESG Aware MSCI EAFE ETF $3,462,520 2.81% 33,679 $846,630
XMHQ Invesco Exchange-Traded Fund Trust $2,567,711 2.09% 22,747 $-837,780
NULG Nushares ETF Trust $2,207,389 1.79% 18,857 $-60,733
ESGE iShares ESG Aware MSCI EM ETF $1,799,001 1.46% 32,895 $504,237
ESML iShares Trust $1,548,212 1.26% 27,681 $394,573
FNDF SCHWAB STRATEGIC TRUST $1,293,167 1.05% 24,510 $190,946
SUSB iShares ESG Aware 1-5 Year USD Corporate Bond ETF $1,067,398 0.87% 42,713 $490,644
XJH iShares Trust $1,043,836 0.85% 20,016 $280,914
EAGG iShares Trust $1,035,499 0.84% 21,841 $512,255
DSI iShares Trust $946,129 0.77% 6,645 $-288,893
SMH SMH $914,876 0.74% 1,395 $412,544
FNDX SCHWAB STRATEGIC TRUST $860,919 0.70% 27,682 $113,567
PG Procter & Gamble Company (The) Common Stock $799,186 0.65% 5,450 $-32,577
GRNB VanEck ETF Trust $787,205 0.64% 32,617 $493,588
CGW Invesco Exchange-Traded Fund Trust II $686,430 0.56% 10,443 $-257,700
SCHG SCHWAB STRATEGIC TRUST $615,063 0.50% 18,176 $23,523
SO Southern Company (The) Common Stock $443,967 0.36% 4,639 $45,828
MSFT Microsoft Corporation - Common Stock $394,980 0.32% 1,059 $-147,155
GSY Invesco Actively Managed Exchange-Traded Fund Trust $359,707 0.29% 7,173 $-3,912
AAPL Apple Inc. - Common Stock $328,738 0.27% 1,136 $1,961
JNJ Johnson & Johnson Common Stock $325,174 0.26% 1,280 $20,864
SPY SPY $280,753 0.23% 375 $-3,071
IJJ iShares Trust $254,473 0.21% 1,723 $1,827
GE GE Aerospace Common Stock $253,296 0.21% 678 $44,452
CEMB iShares, Inc. $249,257 0.20% 5,460 $-73,009
VUG VANGUARD INDEX FUNDS $231,614 0.19% 2,689 $13,325
MCD McDonald's Corporation Common Stock $227,702 0.19% 842 $-26,664
NEE NextEra Energy, Inc. Common Stock $201,033 0.16% 2,290 上昇 ×1

最大の新規投資

09

今四半期に新規開設されたポジション、大きい順。

証券評価額株式数% ポートフォリオの
NEE $201,033 2,290 0.16%

上位変動銘柄（四半期比）

10
証券アクション株式数Δ金額Δ
ACIO 買い増し +57K +$3.5M
DFUS 買い増し +4K +$1.5M
DBEF 買い増し +277 +$1.5M
VYM 削減 -14K -$1.4M
ESGD 買い増し +6K +$847K
XMHQ 削減 -11K -$838K
USSG 買い増し +7K +$753K
VWO 買い増し +1K +$646K
DRSK 買い増し +16K +$577K
EAGG 買い増し +11K +$512K