CIK: 0001845950
申告総資産額
$2.1億
| # | 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 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 10.23% | +0.02% | -5.60% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 8.96% | -0.46% | -0.44% | |
| 3 | MUB | Ishares National Muni Bond E | ETF-その他 | 7.03% | — | +1855.65% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 6.21% | +0.53% | -30.64% | |
| 5 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 5.60% | -6.77% | EXIT | |
| 6 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 5.01% | +0.04% | — | |
| 7 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 4.58% | -0.24% | -6.57% | |
| 8 | TIP | Ishares Tips Bond ETF | ETF-その他 | 3.46% | — | — | |
| 9 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 3.36% | — | — | |
| 10 | ISHG | Ishares -3 Year Internationa | ETF-その他 | 3.10% | — | — | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 2.68% | +0.03% | -36.79% | |
| 12 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 2.51% | — | — | |
| 13 | SUB | Ishares Short-term National | ETF-その他 | 2.46% | -0.09% | +907.75% | |
| 14 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 1.95% | +0.06% | — | |
| 15 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 1.95% | +0.31% | — | |
| 16 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 1.81% | -0.03% | — | |
| 17 | VTV | Vanguard Value ETF | ETF-その他 | 1.57% | — | +76.05% | |
| 18 | AAPL | Apple INC | 株式-IT | 1.51% | -0.19% | +2.50% | |
| 19 | VUG | Vanguard Growth ETF | ETF-その他 | 1.39% | -0.16% | +81.13% | |
| 20 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.27% | — | +55.05% | |
| 21 | MSFT | Microsoft CORP | 株式-IT | 1.21% | -0.39% | +1.15% | |
| 22 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 1.20% | — | -13.44% | |
| 23 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 1.09% | — | -19.16% | |
| 24 | MZTI | Marzetti Company/the | 株式-生活必需品 | 1.00% | -0.06% | — | |
| 25 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.97% | -0.05% | — | |
| 26 | PTLC | Pacer Trendpilot US Large Ca | ETF-その他 | 0.95% | -0.10% | -30.82% | |
| 27 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.76% | +0.20% | -18.77% | |
| 28 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.73% | -0.17% | EXIT | |
| 29 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.70% | +0.04% | -27.30% | |
| 30 | LVHD | Franklin U.s. Low Volatility | ETF-その他 | 0.64% | — | — | |
| 31 | EMR | Emerson Electric Co | 株式-資本財 | 0.62% | — | — | |
| 32 | HSY | Hershey Co/the | 株式-生活必需品 | 0.60% | +0.04% | — | |
| 33 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.54% | — | — | |
| 34 | PFE | Pfizer INC | 株式-ヘルスケア | 0.53% | — | +1.97% | |
| 35 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.53% | — | +0.29% | |
| 36 | USIG | Ishares Broad Usd Investment | ETF-その他 | 0.52% | — | -47.16% | |
| 37 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.51% | -0.04% | — | |
| 38 | PHYS | Sprott Physical Gold Trust | 株式-その他 | 0.47% | +0.06% | -21.02% | |
| 39 | SGDM | Sprott Gold Miners ETF | ETF-コモディティ | 0.46% | — | -15.69% | |
| 40 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.43% | — | — | |
| 41 | BAH | Booz Allen Hamilton Holdings | 株式-資本財 | 0.41% | — | -43.22% | |
| 42 | PTMC | Pacer Trendpilot US Mid Cap | ETF-その他 | 0.38% | — | -26.40% | |
| 43 | HD | Home Depot INC | 株式-一般消費財 | 0.38% | -0.04% | — | |
| 44 | PTIN | Pacer Trendpilot Intl ETF | ETF-その他 | 0.38% | -0.02% | -26.53% | |
| 45 | MBB | Ishares Mbs ETF | ETF-その他 | 0.38% | — | -24.78% | |
| 46 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 0.34% | — | +4.31% | |
| 47 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.33% | +0.03% | -4.06% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.32% | -0.02% | -0.65% | |
| 49 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.32% | +0.02% | +2.04% | |
| 50 | ERIE | Erie Indemnity Company-cl A | 株式-金融 | 0.28% | -0.03% | — |