CIK: 0001801507
申告総資産額
$70.8億
| # | 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 11.51% | +0.08% | +3.21% | |
| 2 | BND | Vanguard Total Bond Market | ETF-その他 | 6.07% | — | +3.99% | |
| 3 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 5.57% | — | +2.72% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 5.43% | — | -0.12% | |
| 5 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 3.35% | — | +15.33% | |
| 6 | VTIP | Vanguard Short-term Tips | ETF-その他 | 2.98% | — | +3.40% | |
| 7 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 2.82% | -0.20% | +18.98% | |
| 8 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 2.69% | — | +21.96% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.61% | -0.05% | +12.78% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.24% | — | +42.02% | |
| 11 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 2.23% | — | +27.69% | |
| 12 | GD | General Dynamics CORP | 株式-資本財 | 2.19% | — | — | |
| 13 | MGC | Vanguard Mega Cap ETF | ETF-その他 | 2.06% | — | +5.95% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.85% | — | +0.61% | |
| 15 | AAPL | Apple INC | 株式-IT | 1.83% | +0.18% | +3.59% | |
| 16 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 1.70% | — | +7.66% | |
| 17 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.60% | — | +27.77% | |
| 18 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 1.47% | +0.03% | +25.11% | |
| 19 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 1.39% | — | +21.63% | |
| 20 | WST | West Pharmaceutical Services | 株式-ヘルスケア | 1.36% | — | — | |
| 21 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 1.27% | — | +37.16% | |
| 22 | SUB | Ishares Short-term National | ETF-その他 | 1.26% | — | +29.17% | |
| 23 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 1.21% | — | +15.45% | |
| 24 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 1.12% | -0.06% | +10.02% | |
| 25 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 1.07% | — | +8.27% | |
| 26 | MSFT | Microsoft CORP | 株式-IT | 1.05% | -0.09% | +4.65% | |
| 27 | VTV | Vanguard Value ETF | ETF-その他 | 0.90% | +0.05% | +25.23% | |
| 28 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.84% | — | +91.56% | |
| 29 | PH | Parker Hannifin CORP | 株式-資本財 | 0.78% | — | -3.19% | |
| 30 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.74% | — | +23.14% | |
| 31 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.71% | — | +25.23% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.69% | — | -10.76% | |
| 33 | REET | Ishares Global Reit ETF | ETF-その他 | 0.69% | — | +10.86% | |
| 34 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.62% | — | — | |
| 35 | BSCL | Invesco Bulletshares 2021 Co | ETF-その他 | 0.62% | — | -2.70% | |
| 36 | BSCMUSD | Invesco Bulletshares 2022 Co | ETF-その他 | 0.61% | — | -3.85% | |
| 37 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 0.61% | — | +0.07% | |
| 38 | BSCK | Invesco Bulletshares 2020 Co | ETF-その他 | 0.61% | — | -3.52% | |
| 39 | BSCO | Invesco Bulletshares 2024 Cb | ETF-その他 | 0.61% | — | -1.99% | |
| 40 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.60% | — | +1.11% | |
| 41 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.60% | — | — | |
| 42 | BSCP | Invesco Bulletshares 2025 Cb | ETF-その他 | 0.59% | — | -1.14% | |
| 43 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-その他 | 0.59% | — | +0.59% | |
| 44 | BSCS | Invesco Bulletshares 2028 Cb | ETF-その他 | 0.57% | — | -1.37% | |
| 45 | BSCR | Invesco Bulletshares 2027 Cb | ETF-その他 | 0.57% | — | -0.53% | |
| 46 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.56% | — | +0.01% | |
| 47 | EAGG | Ishares Esg Aware US Aggrega | ETF-その他 | 0.51% | — | +2.52% | |
| 48 | RTX | Rtx CORP | 株式-資本財 | 0.51% | — | — | |
| 49 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.50% | — | — | |
| 50 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.50% | — | -16.04% |