CIK: 0001845950
申告総資産額
$2.1億
上位200銘柄を表示中（全244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 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 13.64% | +0.02% | +1.71% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 11.65% | +0.53% | +2.37% | |
| 3 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 11.43% | -6.77% | EXIT | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 10.63% | -0.46% | +3.23% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 5.95% | +0.03% | +0.89% | |
| 6 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 5.26% | -0.24% | +4.56% | |
| 7 | AAPL | Apple INC | 株式-IT | 1.96% | -0.19% | +2.30% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 1.76% | -0.39% | — | |
| 9 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.68% | +0.04% | +2.06% | |
| 10 | PTLC | Pacer Trendpilot US Large Ca | ETF-その他 | 1.52% | -0.10% | +5.94% | |
| 11 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 1.42% | — | +6.43% | |
| 12 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 1.33% | — | +6.95% | |
| 13 | VUG | Vanguard Growth ETF | ETF-その他 | 1.18% | -0.16% | -2.53% | |
| 14 | USIG | Ishares Broad Usd Investment | ETF-その他 | 1.16% | — | +3.97% | |
| 15 | MZTI | Marzetti Company/the | 株式-生活必需品 | 1.06% | -0.06% | -4.50% | |
| 16 | VTV | Vanguard Value ETF | ETF-その他 | 1.04% | — | +0.02% | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.96% | — | +4.62% | |
| 18 | EMR | Emerson Electric Co | 株式-資本財 | 0.73% | — | — | |
| 19 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.73% | — | -2.00% | |
| 20 | PHYS | Sprott Physical Gold Trust | 株式-その他 | 0.73% | +0.06% | -0.30% | |
| 21 | SGDM | Sprott Gold Miners ETF | ETF-コモディティ | 0.66% | — | +0.08% | |
| 22 | MBB | Ishares Mbs ETF | ETF-その他 | 0.65% | — | +7.77% | |
| 23 | PTMC | Pacer Trendpilot US Mid Cap | ETF-その他 | 0.62% | — | +8.31% | |
| 24 | PTIN | Pacer Trendpilot Intl ETF | ETF-その他 | 0.59% | -0.02% | +14.25% | |
| 25 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.57% | -0.04% | — | |
| 26 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.53% | +0.20% | -1.49% | |
| 27 | HSY | Hershey Co/the | 株式-生活必需品 | 0.53% | +0.04% | — | |
| 28 | HD | Home Depot INC | 株式-一般消費財 | 0.53% | -0.04% | — | |
| 29 | PFE | Pfizer INC | 株式-ヘルスケア | 0.53% | — | -2.19% | |
| 30 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.49% | — | +1.11% | |
| 31 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.48% | — | — | |
| 32 | IMTM | Ishares Msci Intl Momentum F | ETF-その他 | 0.45% | — | — | |
| 33 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 0.42% | — | +24.51% | |
| 34 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.37% | — | — | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.37% | -0.02% | — | |
| 36 | TSLA | Tesla INC | 株式-一般消費財 | 0.36% | -0.10% | — | |
| 37 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.36% | — | — | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.35% | — | — | |
| 39 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.34% | — | — | |
| 40 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.34% | +0.02% | — | |
| 41 | ORCL | Oracle CORP | 株式-IT | 0.33% | -0.10% | — | |
| 42 | CSCO | Cisco Systems INC | 株式-IT | 0.32% | — | -20.18% | |
| 43 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 0.31% | — | — | |
| 44 | PM | Philip Morris International | 株式-生活必需品 | 0.31% | — | -5.37% | |
| 45 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.30% | — | -3.47% | |
| 46 | SUB | Ishares Short-term National | ETF-その他 | 0.30% | -0.09% | — | |
| 47 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.30% | — | -30.15% | |
| 48 | INTC | Intel CORP | 株式-IT | 0.30% | — | — | |
| 49 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.29% | — | +1.00% | |
| 50 | PSLV | Sprott Physical Silver Trust | 株式-その他 | 0.29% | +0.03% | -0.68% |